Berry Wealth Group
Berry Wealth Group reported 34 stocks worth $31.1M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AVGO (12.6%), AAPL (10.8%) and MPC (10.0%). Compared with Q1 2026, the fund opened new positions in AMD, VOO and RJDI, added to JPM, MSFT and AMZN and trimmed AVGO, AAPL and ETN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVGO Broadcom Inc | $3.9M | 12.6% | 10K | −29 (−0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $3.4M | 10.8% | 12K | −89 (−1%) | 8 of 8 | |
| 3 |  MPC Marathon Petroleum | $3.1M | 10.0% | 12K | No change | 8 of 8 | |
| 4 |  ETN Eaton Corp PLC | $2.6M | 8.4% | 6,160 | −48 (−1%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $2.2M | 7.1% | 6,766 | +20 (+0%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $1.7M | 5.6% | 4,686 | +24 (+1%) | 8 of 8 | |
| 7 |  MSI Motorola Solutions Inc | $1.7M | 5.4% | 4,074 | −70 (−2%) | 8 of 8 | |
| 8 |  CB Chubb Ltd F | $1.5M | 4.9% | 4,455 | −60 (−1%) | 8 of 8 | |
| 9 |  AMD Advanced Micro Devices Inc | $1.1M | 3.5% | 1,847 | New position | 5 of 8 | |
| 10 |  NVDA Nvidia Corporation | $845K | 2.7% | 4,223 | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Berry Wealth Group 13F FAQ
What does Berry Wealth Group own?
Berry Wealth Group reported 34 stocks worth $31.1M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AVGO (12.6%), AAPL (10.8%) and MPC (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Berry Wealth Group buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 11 added to, 14 trimmed and 0 sold out. New positions include AMD, VOO and RJDI.
When will Berry Wealth Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Berry Wealth Group's portfolio worth?
The Q2 2026 filing reports $31.1M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.