Berry Wealth Group, LP - Portfolio Stock Holdings
Berry Wealth Group, LP disclosed 33 stock positions in a recent SEC 13F filing. $30,483,013 of stock holdings were filed, with the largest holdings including AVGO, AAPL, and MPC. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $274,507,209 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
33Est. Stock Holding Value:
$30,483,013Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Berry Wealth Group, LP
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...