Bernardo Wealth Planning LLC Portfolio Holdings

Bernardo Wealth Planning LLC

  • $418 Million
  • Q1 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $418 Million
  • Prior Value $418 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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