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
$11.7B
$384 Million 0.27% of portfolio
10,000
Q2 2025 Added 9.35%
$0
$389 Million 0.27% of portfolio
4,108
Q2 2025 Added 14.68%
$229B
$368 Million 0.26% of portfolio
2,521
Q2 2025 Added 41.71%
$155B
$373 Million 0.26% of portfolio
6,101
Q2 2025 Added 8.19%
$70.4B
$367 Million 0.26% of portfolio
5,847
Q2 2025 Added 11.82%
$17.5B
$350 Million 0.25% of portfolio
3,411
Q2 2025 Added 11.87%
$306B
$364 Million 0.25% of portfolio
5,148
Q2 2025 Added 56.05%
$24.6B
$364 Million 0.25% of portfolio
2,648
Q2 2025 Added 33.2%
$48.7B
$340 Million 0.24% of portfolio
2,335
Q2 2025 Added 8.25%
$33.2B
$337 Million 0.24% of portfolio
1,948
Q2 2025 Added 0.46%
$9.58B
$333 Million 0.23% of portfolio
1,851
Q2 2025 Added 0.71%
$55.9B
$334 Million 0.23% of portfolio
1,661
Q2 2025 Added 4.66%
$120B
$317 Million 0.22% of portfolio
3,529
Q2 2025 Reduced 3.08%
$1.19B
$315 Million 0.22% of portfolio
5,613
Q2 2025 Added 2.2%
$95.8B
$305 Million 0.21% of portfolio
2,581
Q2 2025 Added 16.16%
$36.2B
$301 Million 0.21% of portfolio
1,961
Q2 2025 Reduced 6.8%
$14B
$305 Million 0.21% of portfolio
690
Q2 2025 Added 8.15%
$227B
$306 Million 0.21% of portfolio
960
Q2 2025 Reduced 12.89%
$17.3B
$283 Million 0.2% of portfolio
911
Q2 2025 Added 9.1%
$218B
$292 Million 0.2% of portfolio
752
Q2 2025 Reduced 7.84%
$34.5B
$286 Million 0.2% of portfolio
1,814
Q2 2025 Added 2.83%
$10.2B
$287 Million 0.2% of portfolio
2,363
Q2 2025 Added 6.3%
$102B
$277 Million 0.19% of portfolio
3,016
Q2 2025 Added 1.69%
$13.3B
$266 Million 0.19% of portfolio
1,349
Q2 2025 New
$2.07B
$277 Million 0.19% of portfolio
5,392
Q2 2025 Added 43.06%
Ge Vernova Inc
-
$268 Million 0.19% of portfolio
-
Q2 2025 New
$4.08B
$273 Million 0.19% of portfolio
6,226
Q2 2025 New
$84.1B
$271 Million 0.19% of portfolio
4,022
Q2 2025 New
$49.3B
$260 Million 0.18% of portfolio
7,865
Q2 2025 Added 9.18%
$31B
$251 Million 0.18% of portfolio
2,873
Q2 2025 New
$6.86B
$243 Million 0.17% of portfolio
1,967
Q2 2025 Reduced 0.35%
$439B
$237 Million 0.17% of portfolio
239
Q2 2025 Added 0.42%
$7.21B
$236 Million 0.17% of portfolio
614
Q2 2025 Reduced 6.69%
$152B
$242 Million 0.17% of portfolio
865
Q2 2025 New
$55.4B
$239 Million 0.17% of portfolio
1,485
Q2 2025 Added 9.27%
$0
$240 Million 0.17% of portfolio
2,616
Q2 2025 Reduced 14.95%
$14B
$238 Million 0.17% of portfolio
1,147
Q2 2025 Added 0.17%
$5.43B
$225 Million 0.16% of portfolio
3,096
Q2 2025 Added 0.68%
$19.1B
$231 Million 0.16% of portfolio
9,115
Q2 2025 Reduced 2.99%
$13.8B
$230 Million 0.16% of portfolio
1,410
Q2 2025 New
$4.73B
$226 Million 0.16% of portfolio
2,605
Q2 2025 Added 0.12%
$18.2B
$235 Million 0.16% of portfolio
1,591
Q2 2025 Added 9.65%
$381B
$220 Million 0.15% of portfolio
4,651
Q2 2025 New
$1.4B
$221 Million 0.15% of portfolio
5,044
Q2 2025 Added 0.32%
$4.73B
$210 Million 0.15% of portfolio
3,563
Q2 2025 Added 0.28%
$548B
$211 Million 0.15% of portfolio
376
Q2 2025 New
$8.13B
$215 Million 0.15% of portfolio
1,382
Q2 2025 New
$12.5B
$206 Million 0.14% of portfolio
1,041
Q2 2025 Reduced 31.96%
$47.6B
$202 Million 0.14% of portfolio
2,589
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
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