Berry Wealth Group, LP Portfolio Holdings

Berry Wealth Group, LP

  • $143 Billion
  • Q2 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$9.18 Billion 6.42% of portfolio
18,454
Q2 2025 Added 0.65%
$859B
$8.18 Billion 5.72% of portfolio
28,210
Q2 2025 Added 0.09%
$3.69T
$8.16 Billion 5.71% of portfolio
39,754
Q2 2025 Added 0.9%
$281B
$5.72 Billion 4.0% of portfolio
58,524
Q2 2025 Added 0.06%
$405B
$4.53 Billion 3.17% of portfolio
12,344
Q2 2025 Added 2.47%
$351B
$3.12 Billion 2.18% of portfolio
16,804
Q2 2025 Added 479.25%
$452B
$2.8 Billion 1.96% of portfolio
18,336
Q2 2025 Reduced 1.39%
$456B
$1.86 Billion 1.3% of portfolio
11,800
Q2 2025 Added 3.32%
$245B
$1.61 Billion 1.13% of portfolio
5,155
Q2 2025 Reduced 8.36%
$1.78T
$1.48 Billion 1.04% of portfolio
2,010
Q2 2025 Added 8.24%
$2.26T
$1.34 Billion 0.94% of portfolio
6,122
Q2 2025 Reduced 2.78%
$442B
$1.21 Billion 0.85% of portfolio
11,267
Q2 2025 Added 0.45%
$551B
$1.19 Billion 0.83% of portfolio
3,349
Q2 2025 Added 1.52%
$1.21T
$1.03 Billion 0.72% of portfolio
5,868
Q2 2025 Added 3.04%
$368B
$700 Million 0.49% of portfolio
4,391
Q2 2025 Added 2.86%
$282B
$577 Million 0.4% of portfolio
4,069
Q2 2025 Added 4.71%
$232B
$551 Million 0.39% of portfolio
2,019
Q2 2025 Reduced 20.92%
$210B
$512 Million 0.36% of portfolio
1,738
Q2 2025 Added 0.93%
$254B
$449 Million 0.31% of portfolio
634
Q2 2025 Reduced 7.04%
$250B
$409 Million 0.29% of portfolio
2,901
Q2 2025 Added 10.3%
$222B
$411 Million 0.29% of portfolio
1,408
Q2 2025 Added 1.22%
$302B
$395 Million 0.28% of portfolio
2,759
Q2 2025 Added 20.74%
$229B
$368 Million 0.26% of portfolio
2,521
Q2 2025 Added 41.71%
$306B
$364 Million 0.25% of portfolio
5,148
Q2 2025 Added 56.05%
$227B
$306 Million 0.21% of portfolio
960
Q2 2025 Reduced 12.89%
$218B
$292 Million 0.2% of portfolio
752
Q2 2025 Reduced 7.84%
$439B
$237 Million 0.17% of portfolio
239
Q2 2025 Added 0.42%
$381B
$220 Million 0.15% of portfolio
4,651
Q2 2025 New
$548B
$211 Million 0.15% of portfolio
376
Q2 2025 New
$1.24T
$203 Million 0.14% of portfolio
1,146
Q2 2025 Reduced 11.23%
$545B
$206 Million 0.14% of portfolio
154
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $143 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Berry Wealth Group, LP Portfolio

Follow Berry Wealth Group, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berry Wealth Group, LP, based on Form 13F filings with the SEC.

News

Stay updated on Berry Wealth Group, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email