Berry Wealth Group, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Berry Wealth Group, LP held in its portfolio 32 assets valued at $28,479,807 (i.e. $28.48M).
The most valuable assets in the portfolio included: BROADCOM INC ($3.75M), APPLE INC ($3.31M), and MICROSOFT CORP ($2.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Berry Wealth Group, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BROADCOM INC | 10825 | 3746368 | COM |
| APPLE INC | 12169 | 3308298 | COM |
| MICROSOFT CORP | 4902 | 2370702 | COM |
| JPMORGAN CHASE & CO. | 7124 | 2295533 | COM |
| EATON CORP PLC | 6417 | 2043795 | SHS |
| MARATHON PETE CORP | 12523 | 2036563 | COM |
| MOTOROLA SOLUTIONS INC | 4417 | 1692970 | COM NEW |
| CHUBB LIMITED | 4723 | 1474027 | COM |
| HOME DEPOT INC | 2774 | 954668 | COM |
| WALMART INC | 7121 | 793347 | COM |
| NVIDIA CORPORATION | 4222 | 787416 | COM |
| AMAZON COM INC | 3141 | 725006 | COM |
| ALPHABET INC | 1821 | 569913 | CAP STK CL A |
| EXXON MOBIL CORP | 4660 | 560756 | COM |
| TESLA INC | 1109 | 498739 | COM |
| TRANE TECHNOLOGIES PLC | 1064 | 414214 | SHS |
| VISA INC | 1154 | 404637 | COM CL A |
| JOHNSON & JOHNSON | 1867 | 386468 | COM |
| TEXAS INSTRS INC | 1886 | 327202 | COM |
| CME GROUP INC | 1193 | 325722 | COM |
| ABBVIE INC | 1298 | 296659 | COM |
| VERIZON COMMUNICATIONS INC | 6856 | 279254 | COM |
| ANALOG DEVICES INC | 984 | 266957 | COM |
| TJX COS INC NEW | 1560 | 239646 | COM |
| AIR PRODS & CHEMS INC | 957 | 236516 | COM |
| UNITEDHEALTH GROUP INC | 706 | 233105 | COM |
| UNITED PARCEL SERVICE INC | 2343 | 232360 | CL B |
| UNION PAC CORP | 930 | 215038 | COM |
| VANGUARD INDEX FDS | 336 | 210930 | S&P 500 ETF SHS |
| JOHNSON CTLS INTL PLC | 1683 | 201541 | SHS |
| LOCKHEED MARTIN CORP | 415 | 200628 | COM |
| VIRTUS DIVIDEND INTEREST & P | 11701 | 150829 | COM |
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