Berry Wealth Group, LP
All 13F Filings
- Location
- Granbury, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 31,122
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 34 | 31,122 | 13F-HR | Berry Wealth Group, LP |
| Q1 2026 | 4/22/2026 | 28 | 26,762 | 13F-HR | Berry Wealth Group, LP |
| Q4 2025 | 2/4/2026 | 32 | 28,480 | 13F-HR | Berry Wealth Group, LP |
| Q3 2025 | 11/12/2025 | 31 | 30,640 | 13F-HR | Berry Wealth Group, LP |
| Q2 2025 | 8/13/2025 | 107 | 142,920 | 13F-HR | Berry Wealth Group, LP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.44 K | 97.8% | 3.678 K | 0 | 3.678 K |
| ETFs | 683 | 2.2% | 683 | 0 | 683 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
31,122
Holdings
34
QoQ value change ($000)
4,360
(16.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.