§ 13F · FUND PROFILE
Berry Wealth Group, LP.
AUM · $31M (13F)Positions · 34Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 10K | $4M | 12.6% | ±0% |
| 2 | AAPL | APPLE INC | 12K | $3M | 10.8% | −1% |
| 3 | MPC | MARATHON PETE CORP | 12K | $3M | 10.0% | ±0% |
| 4 | ETN | EATON CORP PLC | 6K | $3M | 8.4% | −1% |
| 5 | JPM | JPMORGAN CHASE & CO | 7K | $2M | 7.1% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 5K | $2M | 5.6% | +1% |
| 7 | MSI | MOTOROLA SOLUTIONS INC | 4K | $2M | 5.4% | −2% |
| 8 | CB | CHUBB LIMITED | 4K | $2M | 4.9% | −1% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 2K | $1M | 3.4% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 4K | $845K | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERRY SIGNAL
AC read
Berry Wealth Group, LP is a Other fund managing $31 million in assets. The fund runs a portfolio of 34 positions.
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