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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.58B
$333 Million 0.23% of portfolio
1,851
Q2 2025 Added 0.71%
$2.07B
$277 Million 0.19% of portfolio
5,392
Q2 2025 Added 43.06%
$4.08B
$273 Million 0.19% of portfolio
6,226
Q2 2025 New
$6.86B
$243 Million 0.17% of portfolio
1,967
Q2 2025 Reduced 0.35%
$7.21B
$236 Million 0.17% of portfolio
614
Q2 2025 Reduced 6.69%
$5.43B
$225 Million 0.16% of portfolio
3,096
Q2 2025 Added 0.68%
$4.73B
$226 Million 0.16% of portfolio
2,605
Q2 2025 Added 0.12%
$4.73B
$210 Million 0.15% of portfolio
3,563
Q2 2025 Added 0.28%
$8.13B
$215 Million 0.15% of portfolio
1,382
Q2 2025 New
$2.64B
$127 Million 0.09% of portfolio
10,453
Q2 2025 Added 0.06%

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
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