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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$133B
$12.7 Billion 8.91% of portfolio
46,196
Q2 2025 Added 0.59%
$3.84T
$9.18 Billion 6.42% of portfolio
18,454
Q2 2025 Added 0.65%
$926B
$8.18 Billion 5.72% of portfolio
28,210
Q2 2025 Added 0.09%
$4.09T
$8.16 Billion 5.71% of portfolio
39,754
Q2 2025 Added 0.9%
$146B
$6.91 Billion 4.84% of portfolio
19,362
Q2 2025 Added 0.73%
$75.8B
$6.82 Billion 4.77% of portfolio
16,229
Q2 2025 Added 0.6%
$280B
$5.72 Billion 4.0% of portfolio
58,524
Q2 2025 Added 0.06%
$98B
$4.55 Billion 3.19% of portfolio
27,410
Q2 2025 Added 0.16%
$416B
$4.53 Billion 3.17% of portfolio
12,344
Q2 2025 Added 2.47%
$116B
$3.96 Billion 2.77% of portfolio
13,659
Q2 2025 Reduced 0.21%
$97.9B
$3.78 Billion 2.65% of portfolio
13,722
Q2 2025 Added 1.19%
$395B
$3.12 Billion 2.18% of portfolio
16,804
Q2 2025 Added 479.25%
$23.6B
$3.08 Billion 2.16% of portfolio
14,132
Q2 2025 Added 2.07%
$475B
$2.8 Billion 1.96% of portfolio
18,336
Q2 2025 Reduced 1.39%
$74.5B
$2.53 Billion 1.77% of portfolio
23,978
Q2 2025 Added 0.29%
$60B
$2.51 Billion 1.76% of portfolio
8,898
Q2 2025 Added 0.26%
$37.4B
$2.44 Billion 1.7% of portfolio
42,289
Q2 2025 Reduced 2.24%
$125B
$2.26 Billion 1.58% of portfolio
25,885
Q2 2025 Added 0.31%
$182B
$2.04 Billion 1.43% of portfolio
47,197
Q2 2025 Reduced 0.47%
$40B
$1.94 Billion 1.36% of portfolio
23,803
Q2 2025 Added 0.22%
$453B
$1.86 Billion 1.3% of portfolio
11,800
Q2 2025 Added 3.32%
$59.1B
$1.77 Billion 1.24% of portfolio
5,409
Q2 2025 Added 1.22%
$139B
$1.74 Billion 1.22% of portfolio
48,889
Q2 2025 Reduced 1.14%
$41.4B
$1.69 Billion 1.18% of portfolio
20,104
Q2 2025 Added 2.26%
$323B
$1.61 Billion 1.13% of portfolio
5,155
Q2 2025 Reduced 8.36%
$145B
$1.59 Billion 1.11% of portfolio
6,905
Q2 2025 Reduced 2.24%
$1.75T
$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%
$476B
$1.21 Billion 0.85% of portfolio
11,267
Q2 2025 Added 0.45%
$556B
$1.19 Billion 0.83% of portfolio
3,349
Q2 2025 Added 1.52%
$150B
$1.17 Billion 0.82% of portfolio
16,800
Q2 2025 Added 0.12%
$17B
$1.17 Billion 0.82% of portfolio
17,481
Q2 2025 Reduced 4.44%
$96B
$1.12 Billion 0.78% of portfolio
2,554
Q2 2025 Added 4.07%
$1.5T
$1.03 Billion 0.72% of portfolio
5,868
Q2 2025 Added 3.04%
$167B
$813 Million 0.57% of portfolio
6,582
Q2 2025 Added 19.39%
$177B
$782 Million 0.55% of portfolio
3,768
Q2 2025 Added 11.91%
$364B
$700 Million 0.49% of portfolio
4,391
Q2 2025 Added 2.86%
$260B
$577 Million 0.4% of portfolio
4,069
Q2 2025 Added 4.71%
$1.4T
$574 Million 0.4% of portfolio
1,808
Q2 2025 Added 2.61%
$245B
$551 Million 0.39% of portfolio
2,019
Q2 2025 Reduced 20.92%
$251B
$512 Million 0.36% of portfolio
1,738
Q2 2025 Added 0.93%
$0
$457 Million 0.32% of portfolio
805
Q2 2025 Reduced 1.83%
$274B
$449 Million 0.31% of portfolio
634
Q2 2025 Reduced 7.04%
$160B
$446 Million 0.31% of portfolio
846
Q2 2025 Added 3.93%
$273B
$409 Million 0.29% of portfolio
2,901
Q2 2025 Added 10.3%
$223B
$411 Million 0.29% of portfolio
1,408
Q2 2025 Added 1.22%
$306B
$395 Million 0.28% of portfolio
2,759
Q2 2025 Added 20.74%
$59.4B
$402 Million 0.28% of portfolio
1,838
Q2 2025 Added 4.55%
$79.5B
$398 Million 0.28% of portfolio
2,308
Q2 2025 Reduced 0.99%

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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