Berry Wealth Group, LP
RIA/Wealth
Berry Wealth Group, LP is a RIA/Wealth based in Granbury, TX led by Michelle Leigh Berry, reporting $242.6M in AUM as of Q3 2025 with 43% Technology concentration, 74% concentrated in top 10 holdings, and 43% technology allocation.
PresidentMichelle Leigh Berry
- Portfolio Value
- $30.6M
- Positions
- 31
- Top Holding
- AVGO at 12.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Berry Wealth Group, LP's portfolio (73.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $3.8M | 12.42% | -$11.4M Sold | 0.00% 11.5K shares | |
Consumer Electronics Technology | $3.3M | 10.82% | -$6.8M Sold | 0.00% 13.0K shares | |
Software - Infrastructure Technology | $2.6M | 8.63% | -$6.9M Sold | 0.00% 5.1K shares | |
Industrial - Machinery Industrials | $2.5M | 8.30% | -$4.7M Sold | 0.00% 6.8K shares | |
Oil & Gas Refining & Marketing Energy | $2.5M | 8.10% | -$2.8M Sold | 0.00% 12.9K shares | |
Banks - Diversified Financial Services | $2.4M | 7.73% | -$6.5M Sold | 0.00% 7.5K shares | |
Communication Equipment Technology | $2.1M | 6.88% | -$5.3M Sold | 0.00% 4.6K shares | |
Insurance - Property & Casualty Financial Services | $1.4M | 4.44% | -$2.5M Sold | 0.00% 4.8K shares | |
Home Improvement Consumer Cyclical | $1.2M | 3.79% | -$3.8M Sold | 0.00% 2.9K shares | |
Discount Stores Consumer Defensive | $841.4K | 2.75% | -$5.2M Sold | 0.00% 8.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Berry Wealth Group, LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+2.03% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Berry Wealth Group, LP
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