Berry Wealth Group, LP
CIK 0002008410 · GRANBURY, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$31.1M
2026 Q2
Positions
34
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AVGO
BROADCOM INC
12.6%
AAPL
APPLE INC
10.8%
MPC
MARATHON PETE CORP
10.0%
ETN
EATON CORP PLC
8.4%
JPM
JPMORGAN CHASE & CO
7.1%
MSFT
MICROSOFT CORP
5.6%
MSI
MOTOROLA SOLUTIONS INC
5.4%
CB
CHUBB LIMITED
4.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.