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Berry Wealth Group, LP
Berry Wealth Group, LP is a registered investment advisor headquartered in Granbury, Texas. Founded in 2005, the firm is owned by JML Berry Enterprises, Michelle Berry, and Jason Berry. Berry Wealth Group serves primarily individuals, including both high net worth and non-high net worth clients, as well as charitable organizations. As of April 2025, the firm manages approximately $229.7 million in assets and employs 6 professionals. The firm is known for its combination of friendliness and pragmatism, providing customized financial planning and wealth management services.
Investment Strategy
Berry Wealth Group, LP provides comprehensive financial planning and wealth management services tailored to each client's goals and circumstances. Their investment strategy is centered on creating individualized portfolios for clients, focusing on long-term growth and preservation of wealth, with an emphasis on personal service and ongoing portfolio management. The firm allocates assets across equities, fixed income, and other investment vehicles, adjusting strategies to address clients' evolving needs.
Latest 13F Filing Activity
Berry Wealth Group, LP filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $143M. The fund increased holdings in Broadcom Inc., Abbvie Inc., Microsoft Corp. among other positions. Berry Wealth Group, LP reduced exposure to Merck & Co. Inc., Unitedhealth Group Inc., Apple Inc. among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 8.91% | $12.7M | 46,196 | $114.63 | $275.65 | +$5.0M |
M MSFT | MICROSOFT CORP | 6.42% | $9.2M | 18,454 | $381.70 | $497.41 | +$2.3M |
J JPM | JPMORGAN CHASE & CO. | 5.72% | $8.2M | 28,210 | $171.28 | $289.91 | +$1.3M |
A AAPL | APPLE INC | 5.71% | $8.2M | 39,754 | $192.65 | $205.17 | -$595.2K |
E ETN | EATON CORP PLC | 4.84% | $6.9M | 19,362 | $242.61 | $356.99 | +$1.7M |
Industry Allocation
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