§ 13F · FUND PROFILE
Berry Wealth Group, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $31M (13F)Positions · 31Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 10K | $3M | 12.0% | −4% |
| 2 | MPC | MARATHON PETE CORP | 12K | $3M | 11.2% | −2% |
| 3 | AAPL | APPLE INC | 12K | $3M | 11.1% | −3% |
| 4 | ETN | EATON CORP PLC | 6K | $2M | 8.3% | −3% |
| 5 | JPM | JPMORGAN CHASE & CO | 7K | $2M | 7.4% | −5% |
| 6 | MSI | MOTOROLA SOLUTIONS INC | 4K | $2M | 6.7% | −6% |
| 7 | MSFT | MICROSOFT CORP | 5K | $2M | 6.4% | −5% |
| 8 | CB | CHUBB LTD SWITZ | 5K | $1M | 5.5% | −4% |
| 9 | WMT | WALMART INC | 6K | $793K | 3.0% | −10% |
| 10 | XOM | EXXON MOBIL CORP | 5K | $792K | 3.0% | ±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 31 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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