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CIK: 0002008410
Total reported value
$31.1M
$31.1M
32 檔
44.2%
According to the latest 13F quarterly dataset, Berry Wealth Group, LP managed an equity portfolio of $31.1M at the end of Q4 2025, spanning 32 distinct U.S. exchange-listed positions.
In Q4 2025, Berry Wealth Group, LP adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 13.15% | +0.56% | -6.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 11.62% | -0.31% | -6.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.32% | -0.83% | -4.01% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.06% | -0.30% | -5.09% | |
| 5 | ETN | Eaton Corporation plc | Stock-Industrials | 7.18% | +0.13% | -5.52% | |
| 6 | MPC | Marathon Petroleum CORP | Stock-Energy | 7.15% | -1.11% | -2.73% | |
| 7 | MSI | Motorola Solutions Inc | Stock-Tech | 5.94% | -1.28% | -4.23% | |
| 8 | CB | Chubb Limited | Stock-Financials | 5.18% | -0.62% | -2.03% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.35% | -0.73% | -3.21% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.79% | -0.66% | -12.79% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.76% | -0.04% | -2.25% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | +0.02% | -4.44% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.37% | -20.13% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.97% | -0.91% | +27.67% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.75% | -0.31% | -7.51% | |
| 16 | TT | Trane Technologies plc | Stock-Industrials | 1.45% | +0.20% | +0.09% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | +0.06% | -2.86% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.31% | -10.84% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.15% | +0.44% | — | |
| 20 | CME | Cme Group Inc | Stock-Financials | 1.14% | -0.42% | -11.83% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.04% | -0.19% | -13.87% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.98% | -0.40% | — | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 0.94% | +0.05% | -5.29% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.10% | -0.95% | |
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.83% | -0.13% | -13.86% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.76% | NEW | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.82% | -0.04% | — | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | +0.68% | NEW | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.78% | NEW | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | — | -16.85% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.70% | -0.25% | — | |
| 32 | NFJ | Virtus Dvd Intrst & Prm Str | Stock-Other | 0.53% | +0.03% | +2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | -6.51% | Trim |
| 2 | CB | Chubb Limited | +0.7% | -2.03% | Trim |
| 3 | AVGO | Broadcom Inc | +0.7% | -6.14% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.6% | +27.67% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -5.09% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -20.13% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.2% | -4.44% | Trim |
| 8 | NVDA | Nvidia CORP | +0.1% | -2.25% | Trim |
| 9 | ADI | Analog Devices Inc | +0.1% | -5.29% | Trim |
| 10 | TJX | Tjx Companies Inc | +0.1% | -0.95% | Trim |
| 11 | V | Visa Inc-class A Shares | +0.1% | -2.86% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | -10.84% | Trim |
| 13 | WMT | Walmart Inc | 0% | -12.79% | Trim |
| 14 | NFJ | Virtus Dvd Intrst & Prm Str | 0% | +2.03% | Add |
| 15 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 16 | TSLA | Tesla Inc | 0% | -7.51% | Trim |
| 17 | TT | Trane Technologies plc | 0% | +0.09% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | -16.85% | Trim |
| 19 | CME | Cme Group Inc | -0.1% | -11.83% | Trim |
| 20 | UNH | Unitedhealth Group Inc | -0.1% | -8.55% | Trim |
| 21 | UNP | Union Pacific CORP | -0.1% | -14.21% | Trim |
| 22 | ABBV | Abbvie Inc | -0.1% | -13.87% | Trim |
| 23 | APD | Air Products & Chemicals Inc | -0.2% | -13.86% | Trim |
| 24 | MSFT | Microsoft CORP | -0.3% | -4.01% | Trim |
| 25 | HD | Home Depot Inc | -0.4% | -3.21% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | -0.9% | -57.68% | Trim |
| 27 | MSI | Motorola Solutions Inc | -0.9% | -4.23% | Trim |
| 28 | MPC | Marathon Petroleum CORP | -1% | -2.73% | Trim |
| 29 | ETN | Eaton Corporation plc | -1.1% | -5.52% | Trim |
| 30 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 31 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 32 | DRI | Darden Restaurants Inc | — | EXIT | Sold out |
| 33 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 34 | LMT | Lockheed Martin CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Berry Wealth Group, LP reported a total U.S. public equity portfolio value of $31.1M across 32 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, AAPL, MSFT) accounted for 44.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VZ
市值: $279.3K
Top Position Liquidated / Trimmed
META
前期市值: $273.5K
During Q4 2025, Berry Wealth Group, LP's top holdings by market value included AVGO (13.2%)、AAPL (11.6%)、MSFT (8.3%). The largest single position, AVGO, represented 13.2% of total portfolio value.
In Q4 2025, Berry Wealth Group, LP made 33 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 25 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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