Berry Wealth Group, LP 13F Holdings

CIK 0002008410 · GRANBURY, TX

As of Sep 30, 2025, Berry Wealth Group, LP reported 31 positions worth $30.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology11,533$3.8M12.42%
APPLE INCAAPLTechnology13,017$3.3M10.82%
MICROSOFT CORPMSFTTechnology5,107$2.6M8.63%
EATON CORP PLCETNIndustrials6,792$2.5M8.30%
MARATHON PETROLEUM CORPMPCEnergy12,875$2.5M8.10%
JPMORGAN CHASE & COJPMFinancial Services7,506$2.4M7.73%
MOTOROLA SOLUTIONS INCMSITechnology4,612$2.1M6.88%
CHUBB LTDCBFinancial Services4,821 .4M4.44%
HOME DEPOT INCHDConsumer Cyclical2,866 .2M3.79%
WALMART INCWMTConsumer Defensive8,165$841.4K2.75%
NVIDIA CORPNVDATechnology4,319$805.8K2.63%
AMAZON.COM INCAMZNEquity3,287$721.7K2.36%
ALPHABET INCGOOGLEquity2,280$554.4K1.81%
TESLA INCTSLAConsumer Cyclical1,199$533.2K1.74%
VANGUARD 500 INDEX FUNDVOO—794$486.4K1.59%
TRANE TECHNOLOGIES PLCTTBasic Materials1,063$448.4K1.46%
EXXON MOBIL CORPXOMEnergy3,650$411.5K1.34%
VISA INC-CLASS A SHARESVFinancial Services1,188$405.5K1.32%
JOHNSON & JOHNSONJNJHealthcare2,094$388.3K1.27%
CME GROUP INCCMEFinancial Services1,353$365.6K1.19%
ABBVIE INCABBVEquity1,507$348.8K1.14%
TEXAS INSTRUMENTS INCTXNTechnology1,886$346.5K1.13%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials1,111$303.0K0.99%
META PLATFORMS INCMETACommunication Services372$273.5K0.89%
UNITEDHEALTH GROUP INCUNHHealthcare772$266.6K0.87%