13F Filings History of Berry Wealth Group, LP

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$28,479,807
Signature - Title
Michelle Berry - Chief Compliance Officer
Location
Granbury, TX
Summary
This page shows a list of all the recent 13F filings made by Berry Wealth Group, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Berry Wealth Group, LP reported 32 stock holdings with total value $28,479,807 as of Q4 2025. Top holdings included AVGO, AAPL, MSFT, JPM, and ETN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 32 $28,479,807 +$837,171 -$2,471,243 -$1,634,072 AVGO, AAPL, MSFT, JPM, ETN 13F-HR 04 Feb 2026, 09:31
Q3 2025 31 $30,640,470 +$2,966 -$122,432,897 -$122,429,931 AVGO, AAPL, MSFT, ETN, MPC 13F-HR 12 Nov 2025, 16:32
Q2 2025 107 $142,919,665 +$8,219,799 -$4,654,783 +$3,565,016 AVGO, MSFT, JPM, AAPL, ETN 13F-HR 13 Aug 2025, 10:19
Q1 2025 96 $127,829,166 +$8,520,143 -$12,913,717 -$4,393,574 AAPL, AVGO, MSI, JPM, MSFT 13F-HR 23 Apr 2025, 09:28
Q4 2024 96 $138,626,928 +$3,684,847 -$6,057,897 -$2,373,050 AVGO, AAPL, MSI, MSFT, ETN 13F-HR 24 Jan 2025, 12:13
Q3 2024 97 $139,533,834 +$23,469,891 -$9,520,340 +$13,949,551 AAPL, AVGO, MSFT, MSI, ETN 13F-HR 21 Oct 2024, 09:10
Q2 2024 81 $125,217,005 +$12,114,749 -$7,625,429 +$4,489,320 MSFT, AVGO, AAPL, ETN, MSI 13F-HR 31 Jul 2024, 15:38
Q1 2024 84 $120,536,038 +$11,583,893 -$8,990,450 +$2,593,443 ETN, MSFT, MPC, AVGO, AAPL 13F-HR 22 Apr 2024, 09:45
Q4 2023 56 $108,702,120 $0 $0 $0 AAPL, MSFT, ETN, MPC, AVGO 13F-HR 05 Feb 2024, 13:47