account_balance

Investment manager · 13F filer · SEC CIK 2008410

Berry Wealth Group, LP

Reported value$31.1Mas of Jun 30, 2026
Positions34 6 new, 0 sold out
Top 10 weight71.1%AVGO alone is 13%
FiledAug 1243 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVGO Broadcom Inc. 12.6% HeldAAPL Apple Inc. 10.8% HeldMPC Marathon Petroleum Corp 10.0% HeldETN Eaton Corp PLC 8.4% HeldJPM JPMorgan Chase & Co 7.1% HeldMSFT Microsoft Corp 5.6% HeldMSI Motorola Solutions, Inc. 5.4% HeldCB Chubb Ltd 4.9% HeldAMD Advanced Micro Devices Inc 3.4% NewNVDA NVIDIA Corp 2.7% HeldAMZN Amazon.com Inc 2.5% Added +2%GOOGL Alphabet Inc. 2.3% Added +11%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 12, 2026, compared with the Apr 22, 2026 filing
add_circleNew
  • AMD $1.07M
  • VOO $242K
  • RJDI $238K
  • UNH $236K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist