Bernardo Wealth Planning LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $418 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $43.8M, Vanguard Mega Cap Growth ETF with a value of $37M, Vanguard Mega Cap Value with a value of $30.7M, Vanguard Russell 1000 Value Et with a value of $27.1M, and Capital Group Core Plus Income with a value of $26.1M.
Examining the 13F form we can see an increase of $404K in the current position value, from $418M to 418M.
Below you can find more details about Bernardo Wealth Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$418 Million
ETFs: $372 Million
Technology: $13.7 Million
Consumer Cyclical: $5.23 Million
Healthcare: $4.64 Million
Communication Services: $3.48 Million
Financial Services: $3.43 Million
Consumer Defensive: $1.49 Million
Energy: $1.31 Million
Other: $2.22 Million
Stock Holdings Table Market Cap. of $200 Billions or more
