Portfolio (Quarterly) Guide ↗

Berry Wealth Group, LP

· CIK 0002008410

13F Portfolio $28M AUM 32 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 2 Added 25 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	META	META PLATFORMS INC	Communication Services	372	$273K	0.89%	SOLD
2	DRI	DARDEN RESTAURANTS INC	Consumer Cyclical	1,275	$243K	0.79%	SOLD

Sector Allocation

Technology 44.5%

Financial Services 16.0%

Industrials 11.8%

Energy 9.2%

Consumer Cyclical 8.6%

Healthcare 3.3%

Communication Services 3.0%

Consumer Defensive 2.8%

Basic Materials 0.8%