Berry Wealth Group, LP
Berry Wealth Group, LP reported 34 positions worth $31.1M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AVGO (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $3.9M | 12.56% | 10,349 | — | — | |
| ▸ 2 | AAPL | SH | $3.4M | 10.84% | 11,664 | — | — | |
| ▸ 3 | MPC | SH | $3.1M | 10.04% | 12,222 | — | — | |
| ▸ 4 | ETN | SH | $2.6M | 8.43% | 6,160 | — | — | |
| ▸ 5 | JPM | SH | $2.2M | 7.12% | 6,766 | — | — | |
| ▸ 6 | MSFT | SH | $1.7M | 5.62% | 4,686 | — | — | |
| ▸ 7 | MSI | SH | $1.7M | 5.44% | 4,074 | — | — | |
| ▸ 8 | CB | SH | $1.5M | 4.88% | 4,455 | — | — | |
| ▸ 9 | AMD | SH | $1.1M | 3.45% | 1,847 | — | — | |
| ▸ 10 | NVDA | SH | $844.9K | 2.71% | 4,223 | — | — |
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Frequently Asked Questions
What stocks does Berry Wealth Group, LP hold as of Q2 2026?
Berry Wealth Group, LP reported 34 positions worth $31.1M in its Q2 2026 13F filing. Largest positions: AVGO (12.6%), AAPL (10.8%), MPC (10.0%), ETN (8.4%) and JPM (7.1%).
What did Berry Wealth Group, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Berry Wealth Group, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.