§ 13F · FUND PROFILE
Berry Wealth Group, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $142.9T (13F)Positions · 107Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$712.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 11K | $3.7T | 13.2% | −6% |
| 2 | AAPL | APPLE INC | 12K | $3.3T | 11.6% | −7% |
| 3 | MSFT | MICROSOFT CORP | 5K | $2.4T | 8.3% | −4% |
| 4 | JPM | JPMORGAN CHASE & CO. | 7K | $2.3T | 8.1% | −5% |
| 5 | ETN | EATON CORP PLC | 6K | $2.0T | 7.2% | −6% |
| 6 | MPC | MARATHON PETE CORP | 13K | $2.0T | 7.2% | −3% |
| 7 | MSI | MOTOROLA SOLUTIONS INC | 4K | $1.7T | 5.9% | −4% |
| 8 | CB | CHUBB LIMITED | 5K | $1.5T | 5.2% | −2% |
| 9 | HD | HOME DEPOT INC | 3K | $954.7B | 3.4% | −3% |
| 10 | WMT | WALMART INC | 7K | $793.3B | 2.8% | −13% |
§ 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 $142919.7 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed