Berry Wealth Group, LP
•CIK: 2008410•Filing: Q4 2025
**Berry Wealth Group, LP** manages $28M across a diversified portfolio of 32 positions. The strategy exhibits significant concentration in mega-cap technology and financial names, highlighted by top holdings in AVGO ($3.7M) and AAPL ($3.3M). Further allocations include substantial positions in MSFT ($2.4M) and JPM ($2.3M). This structure suggests a core focus on established, high-quality growth and value leaders.
Total AUM
$28.5M
QoQ Performance
-7.0%
Positions
32
Top 10 Concentration
72.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
AAPL
MSFT
JPM
ETN
MPC
MSI
CB
AVGO13.2%
AAPL11.6%
MSFT8.3%
JPM8.1%
ETN7.2%
MPC7.2%
MSI5.9%
CB5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology39.0%
Other18.0%
Financial15.6%
Consumer10.4%
Energy9.1%
Healthcare3.2%
Industrial3.0%
Materials0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑3 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023