DOSSIER · 13F-HR · Q2 2026

Berry Wealth Group, LP

$31M in tracked AUM across 34 positions as of Q2 2026.

BW
CIK 0002008410 · last filed Jun 30, 2026
Total AUM
$31M
as of Q2 2026
Holdings
34
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Berry Wealth Group, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$4M10K12.6%
02
AAPL
APPLE INC
$3M12K10.8%
03
MPC
MARATHON PETE CORP
$3M12K10.0%
04
G29183103
EATON CORP PLC
$3M6K8.4%
05
JPM
JPMORGAN CHASE & CO
$2M7K7.1%
06
MSFT
MICROSOFT CORP
$2M5K5.6%
07
MSI
MOTOROLA SOLUTIONS INC
$2M4K5.4%
08
H1467J104
CHUBB LIMITED
$2M4K4.9%
09
AMD
ADVANCED MICRO DEVICES INC
$1M2K3.4%
10
NVDA
NVIDIA CORPORATION
$845K4K2.7%

Filing history

2026Q2Jun 30
$31M 16.3%
34 positionsView →
2026Q1Mar 31
$27M 6.0%
28 positionsView →
2025Q4Dec 31
$28M 7.1%
32 positionsView →
2025Q3Sep 30
$31M 78.6%
31 positionsView →
2025Q2Jun 30
$143M 11.8%
107 positionsLocked
2025Q1Mar 31
$128M 7.8%
96 positionsLocked
2024Q4Dec 31
$139M 0.6%
96 positionsLocked
2024Q3Sep 30
$140M 11.4%
97 positionsLocked
2024Q2Jun 30
$125M 3.9%
81 positionsLocked
2024Q1Mar 31
$121M 10.9%
84 positionsLocked
2023Q4Dec 31
$109M
56 positionsLocked