Berry Wealth Group, LP has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $12.7B, Microsoft Corp with a value of $9.18B, Jpmorgan Chase & CO with a value of $8.18B, Apple Inc. with a value of $8.16B, and Eaton Corp PLC with a value of $6.91B.
Examining the 13F form we can see an increase of $15.1B in the current position value, from $128B to 143B.
Berry Wealth Group, LP is based out at Granbury, TX
Below you can find more details about Berry Wealth Group, LP portfolio as well as his latest detailed transactions.
Portfolio value
$143 Billion
Technology: $47.1 Billion
Financial Services: $21.4 Billion
Industrials: $16.7 Billion
Consumer Cyclical: $12.9 Billion
Healthcare: $11.6 Billion
Consumer Defensive: $7.93 Billion
Energy: $7.44 Billion
Communication Services: $6.71 Billion
Other: $10.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
