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Berry Wealth Group, LP

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13F filer, CIK 2008410, GRANBURY, TX

Berry Wealth Group, LP reported $28,479,807 across 32 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-04. Its ten largest share positions make up 72.74% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000353

Period
2025-12-31
Reported value
$28.5M
Holdings
32
Top 10 weight
72.74%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VZnew+6,856$279K
UPSnew+2,343$232K
LMTnew+415$201K
XOMadded+1,010$122K
NFJadded+233$3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOreduced-458-$288K
METAexited-372-$273K
AVGOreduced-708-$245K
DRIexited-1,275-$243K
AAPLreduced-848-$231K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000353, largest first. % of portfolio is the value over $28,479,807, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,336 shares; 2024Q4: 47,374 shares; 2025Q1: 45,927 shares; 2025Q2: 46,196 shares; 2025Q3: 11,533 shares; 2025Q4: 10,825 shares 10,825$3.75M13.15%-708Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,903 shares; 2024Q4: 40,048 shares; 2025Q1: 39,398 shares; 2025Q2: 39,754 shares; 2025Q3: 13,017 shares; 2025Q4: 12,169 shares 12,169$3.31M11.62%-848Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,833 shares; 2024Q4: 18,449 shares; 2025Q1: 18,335 shares; 2025Q2: 18,454 shares; 2025Q3: 5,107 shares; 2025Q4: 4,902 shares 4,902$2.37M8.32%-205Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,453 shares; 2024Q4: 28,925 shares; 2025Q1: 28,185 shares; 2025Q2: 28,210 shares; 2025Q3: 7,506 shares; 2025Q4: 7,124 shares 7,124$2.3M8.06%-382Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,125 shares; 2024Q4: 22,703 shares; 2025Q1: 19,222 shares; 2025Q2: 19,362 shares; 2025Q3: 6,792 shares; 2025Q4: 6,417 shares 6,417$2.04M7.18%-375Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,942 shares; 2024Q4: 28,806 shares; 2025Q1: 27,367 shares; 2025Q2: 27,410 shares; 2025Q3: 12,875 shares; 2025Q4: 12,523 shares 12,523$2.04M7.15%-352Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,128 shares; 2024Q4: 16,862 shares; 2025Q1: 16,132 shares; 2025Q2: 16,229 shares; 2025Q3: 4,612 shares; 2025Q4: 4,417 shares 4,417$1.69M5.94%-195Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,612 shares; 2024Q4: 14,312 shares; 2025Q1: 13,688 shares; 2025Q2: 13,659 shares; 2025Q3: 4,821 shares; 2025Q4: 4,723 shares 4,723$1.47M5.18%-98Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 12,025 shares; 2025Q1: 12,046 shares; 2025Q2: 12,344 shares; 2025Q3: 2,866 shares; 2025Q4: 2,774 shares 2,774$955K3.35%-92Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,751 shares; 2024Q4: 60,557 shares; 2025Q1: 58,488 shares; 2025Q2: 58,524 shares; 2025Q3: 8,165 shares; 2025Q4: 7,121 shares 7,121$793K2.79%-1,044Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,964 shares; 2024Q4: 10,802 shares; 2025Q1: 11,421 shares; 2025Q2: 11,800 shares; 2025Q3: 4,319 shares; 2025Q4: 4,222 shares 4,222$787K2.76%-97Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,856 shares; 2025Q1: 6,297 shares; 2025Q2: 6,122 shares; 2025Q3: 3,287 shares; 2025Q4: 3,141 shares 3,141$725K2.55%-146Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 5,651 shares; 2025Q1: 5,695 shares; 2025Q2: 5,868 shares; 2025Q3: 2,280 shares; 2025Q4: 1,821 shares 1,821$570K2%-459Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,149 shares; 2024Q4: 11,214 shares; 2025Q1: 11,217 shares; 2025Q2: 11,267 shares; 2025Q3: 3,650 shares; 2025Q4: 4,660 shares 4,660$561K1.97%+1,010Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,509 shares; 2025Q1: 1,762 shares; 2025Q2: 1,808 shares; 2025Q3: 1,199 shares; 2025Q4: 1,109 shares 1,109$499K1.75%-90Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,434 shares; 2025Q1: 2,454 shares; 2025Q2: 2,554 shares; 2025Q3: 1,063 shares; 2025Q4: 1,064 shares 1,064$414K1.45%+1Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,826 shares; 2025Q1: 3,299 shares; 2025Q2: 3,349 shares; 2025Q3: 1,188 shares; 2025Q4: 1,154 shares 1,154$405K1.42%-34Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,920 shares; 2024Q4: 17,929 shares; 2025Q1: 18,594 shares; 2025Q2: 18,336 shares; 2025Q3: 2,094 shares; 2025Q4: 1,867 shares 1,867$386K1.36%-227Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 1,081 shares; 2025Q1: 3,367 shares; 2025Q2: 3,768 shares; 2025Q3: 1,886 shares; 2025Q4: 1,886 shares 1,886$327K1.15%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 13,512 shares; 2025Q1: 13,561 shares; 2025Q2: 13,722 shares; 2025Q3: 1,353 shares; 2025Q4: 1,193 shares 1,193$326K1.14%-160Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 2,128 shares; 2025Q1: 2,901 shares; 2025Q2: 16,804 shares; 2025Q3: 1,507 shares; 2025Q4: 1,298 shares 1,298$297K1.04%-209Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,381 shares; 2024Q4: 48,727 shares; 2025Q1: 47,419 shares; 2025Q2: 47,197 shares; 2025Q3: not reported; 2025Q4: 6,856 shares 6,856$279K0.98%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,347 shares; 2024Q4: 11,177 shares; 2025Q1: 10,620 shares; 2025Q2: 10,372 shares; 2025Q3: 1,039 shares; 2025Q4: 984 shares 984$267K0.94%-55Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,833 shares; 2025Q1: 5,513 shares; 2025Q2: 6,582 shares; 2025Q3: 1,575 shares; 2025Q4: 1,560 shares 1,560$240K0.84%-15Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,534 shares; 2024Q4: 9,353 shares; 2025Q1: 8,875 shares; 2025Q2: 8,898 shares; 2025Q3: 1,111 shares; 2025Q4: 957 shares 957$237K0.83%-154Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,702 shares; 2025Q1: 5,625 shares; 2025Q2: 5,155 shares; 2025Q3: 772 shares; 2025Q4: 706 shares 706$233K0.82%-66Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,343 shares 2,343$232K0.82%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,508 shares; 2024Q4: 7,394 shares; 2025Q1: 7,063 shares; 2025Q2: 6,905 shares; 2025Q3: 1,084 shares; 2025Q4: 930 shares 930$215K0.76%-154Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,716 shares; 2024Q4: 7,364 shares; 2025Q1: 820 shares; 2025Q2: 805 shares; 2025Q3: 794 shares; 2025Q4: 336 shares 336$211K0.74%-458Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,978 shares; 2024Q4: 25,453 shares; 2025Q1: 23,909 shares; 2025Q2: 23,978 shares; 2025Q3: 2,024 shares; 2025Q4: 1,683 shares 1,683$202K0.71%-341Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415 shares 415$201K0.7%newTimeline
NFJVIRTUS DIVIDEND INTEREST & PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 10,777 shares; 2025Q1: 11,008 shares; 2025Q2: 11,240 shares; 2025Q3: 11,468 shares; 2025Q4: 11,701 shares 11,701$151K0.53%+233Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC372$273Kshares
DRIDARDEN RESTAURANTS INC1,275$243Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000353 base2026-02-04acceptance time not in the bulk data set