Bernardo Wealth Planning LLC Portfolio Holdings

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109M
$200,000 0.04% of portfolio
27,361
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $461 Million
  • Prior Value $418 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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