Bernardo Wealth Planning LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $461 Million distributed in 119 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 $50.9M, Vanguard Mega Cap Growth ETF with a value of $44.8M, Vanguard Mega Cap Value with a value of $31.1M, Vanguard Russell 1000 Value Et with a value of $28.5M, and Capital Group Core Plus Income with a value of $23.8M.
Examining the 13F form we can see an increase of $42.7M in the current position value, from $418M to 461M.
Below you can find more details about Bernardo Wealth Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$461 Million
ETFs: $412 Million
Technology: $13.9 Million
Consumer Cyclical: $5.81 Million
Healthcare: $4.13 Million
Financial Services: $4.06 Million
Communication Services: $3.62 Million
Consumer Defensive: $1.63 Million
Energy: $1.17 Million
Other: $1.77 Million
Stock Holdings Table Market Cap. of $200 Billions or more
