Bernardo Wealth Planning LLC - Portfolio overview

Bernardo Wealth Planning LLC has 142 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.85%
2. MGK - VANGUARD WORLD FD, 7.43%
3. VONV - VANGUARD SCOTTSDALE FDS, 6.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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