Berry Wealth Group, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Berry Wealth Group, LP reported 32 stock positions worth $28.5 million. Its top holding was Broadcom (AVGO) at 13.2% of the portfolio, followed by Apple (AAPL, 11.6%) and Microsoft (MSFT, 8.3%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 3 and reduced 25. The biggest buy was a new position in Verizon Communications (VZ) and the biggest sale Eaton (ETN, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- GRANBURY, TX
- CIK
- 0002008410
- Portfolio Value
- $28.5M (Q4 2025)
- SEC Filing
- 0001951757-26-000353 ↗ filed Feb 4, 2026
Holdings Value
Holdings 32 stocks · $28.5M
| AVGO Broadcom Inc. | 13.15% | 10,825 | $3.7M | Reduce -6.1% |
| AAPL Apple Inc. | 11.62% | 12,169 | $3.3M | Reduce -6.5% |
| MSFT Microsoft Corp. | 8.32% | 4,902 | $2.4M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 8.06% | 7,124 | $2.3M | Reduce -5.1% |
| ETN Eaton Corp. PLC | 7.18% | 6,417 | $2.0M | Reduce -5.5% |
| MPC Marathon Petroleum Corp. | 7.15% | 12,523 | $2.0M | Reduce -2.7% |
| MSI Motorola Solutions Inc. | 5.94% | 4,417 | $1.7M | Reduce -4.2% |
| CB Chubb Ltd. | 5.18% | 4,723 | $1.5M | Reduce -2.0% |
| HD Home Depot Inc. | 3.35% | 2,774 | $955K | Reduce -3.2% |
| WMT Walmart Inc. | 2.79% | 7,121 | $793K | Reduce -12.8% |
| NVDA Nvidia Corp. | 2.76% | 4,222 | $787K | Reduce -2.3% |
| AMZN Amazon.com Inc. | 2.55% | 3,141 | $725K | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 2.00% | 1,821 | $570K | Reduce -20.1% |
| XOM Exxon Mobil Corp. | 1.97% | 4,660 | $561K | Add +27.7% |
| TSLA Tesla Inc. | 1.75% | 1,109 | $499K | Reduce -7.5% |
| TT Trane Technologies PLC | 1.45% | 1,064 | $414K | Add +0.1% |
| V Visa Inc. Class A | 1.42% | 1,154 | $405K | Reduce -2.9% |
| JNJ Johnson & Johnson | 1.36% | 1,867 | $386K | Reduce -10.8% |
| TXN Texas Instruments Inc. | 1.15% | 1,886 | $327K | No change |
| CME Cme Group Inc. | 1.14% | 1,193 | $326K | Reduce -11.8% |
| ABBV Abbvie Inc. | 1.04% | 1,298 | $297K | Reduce -13.9% |
| VZ Verizon Communications Inc. | 0.98% | 6,856 | $279K | New |
| ADI Analog Devices Inc. | 0.94% | 984 | $267K | Reduce -5.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.84% | 1,560 | $240K | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 0.83% | 957 | $237K | Reduce -13.9% |
| UNH Unitedhealth Group Inc. | 0.82% | 706 | $233K | Reduce -8.6% |
| UPS United Parcel Service Class B | 0.82% | 2,343 | $232K | New |
| UNP Union Pacific Corp. | 0.76% | 930 | $215K | Reduce -14.2% |
| VOO Vanguard S&P 500 ETF | 0.74% | 336 | $211K | Reduce -57.7% |
| JCI Johnson Controls Internation | 0.71% | 1,683 | $202K | Reduce -16.9% |
| LMT Lockheed Martin Corp. | 0.70% | 415 | $201K | New |
| NFJ Virtus DVD Intrst & PRM STR | 0.53% | 11,701 | $151K | Add +2.0% |
Portfolio Sells Q3 2025 → Q4 2025
| ETN Eaton Corp. PLC | Reduce -5.5% | 7.18% | −1.12 |
| MPC Marathon Petroleum Corp. | Reduce -2.7% | 7.15% | −0.95 |
| MSI Motorola Solutions Inc. | Reduce -4.2% | 5.94% | −0.94 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.89 |
| VOO Vanguard S&P 500 ETF | Reduce -57.7% | 0.74% | −0.85 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.79 |
| HD Home Depot Inc. | Reduce -3.2% | 3.35% | −0.44 |
| MSFT Microsoft Corp. | Reduce -4.0% | 8.32% | −0.31 |
| APD Air Products & Chemicals Inc. | Reduce -13.9% | 0.83% | −0.16 |
| ABBV Abbvie Inc. | Reduce -13.9% | 1.04% | −0.10 |
| UNP Union Pacific Corp. | Reduce -14.2% | 0.76% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -8.6% | 0.82% | −0.05 |
| CME Cme Group Inc. | Reduce -11.8% | 1.14% | −0.05 |
| JCI Johnson Controls Internation | Reduce -16.9% | 0.71% | −0.02 |
| TSLA Tesla Inc. | Reduce -7.5% | 1.75% | +0.01 |
| WMT Walmart Inc. | Reduce -12.8% | 2.79% | +0.04 |
| JNJ Johnson & Johnson | Reduce -10.8% | 1.36% | +0.09 |
| V Visa Inc. Class A | Reduce -2.9% | 1.42% | +0.10 |
| TJX TJX Companies Inc. | Reduce -0.9% | 0.84% | +0.10 |
| ADI Analog Devices Inc. | Reduce -5.3% | 0.94% | +0.10 |
| NVDA Nvidia Corp. | Reduce -2.3% | 2.76% | +0.13 |
| AMZN Amazon.com Inc. | Reduce -4.4% | 2.55% | +0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -20.1% | 2.00% | +0.19 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 8.06% | +0.33 |
| CB Chubb Ltd. | Reduce -2.0% | 5.18% | +0.74 |
| AVGO Broadcom Inc. | Reduce -6.1% | 13.15% | +0.74 |
| AAPL Apple Inc. | Reduce -6.5% | 11.62% | +0.80 |
Portfolio Buys Q3 2025 → Q4 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 34 | $31.1M | AVGO, AAPL, MPC, ETN, JPM |
| Q1 2026 | 28 | $26.8M | AVGO, MPC, AAPL, ETN, JPM |
| Q4 2025 | 32 | $28.5M | AVGO, AAPL, MSFT, JPM, ETN |
| Q3 2025 | 31 | $30.6M | AVGO, AAPL, MSFT, ETN, MPC |
| Q2 2025 | 107 | $142.9M | AVGO, MSFT, JPM, AAPL, ETN |
| Q1 2025 | 96 | $127.8M | AAPL, AVGO, MSI, JPM, MSFT |
| Q4 2024 | 96 | $138.6M | AVGO, AAPL, MSI, MSFT, ETN |
| Q3 2024 | 97 | $139.5M | AAPL, AVGO, MSFT, MSI, ETN |
| Q2 2024 | 81 | $125.2M | MSFT, AVGO, AAPL, ETN, MSI |
| Q1 2024 | 84 | $120.5M | ETN, MSFT, MPC, AVGO, AAPL |