Berry Wealth Group, LP - Portfolio overview

Berry Wealth Group, LP has 34 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 11.27%
2. MPC - MARATHON PETE CORP, 10.47%
3. AAPL - APPLE INC, 10.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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