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Portfolio (Quarterly) Guide ↗

Bernicke Wealth Management, Ltd.

· CIK 0001569863
13F Portfolio $861M AUM 111 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 111 New
Page 1 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DCOR DIMENSIONAL ETF TRUST 1,978,011.0 $162.2M 18.83% NEW $81.98 +2.8%
2 VCIT VANGUARD SCOTTSDALE FDS 1,808,658.0 $149.5M 17.36% NEW $82.65 -3.3%
3 DFIC DIMENSIONAL ETF TRUST 2,226,505.0 $83.0M 9.63% NEW $37.26 +3.8%
4 RSP INVESCO EXCHANGE TRADED FD T 384,396.0 $81.8M 9.49% NEW $212.77 -0.0%
5 ACWI ISHARES TR 484,549.0 $76.1M 8.83% NEW $156.97 +3.1%
6 DFAS DIMENSIONAL ETF TRUST 833,700.0 $68.6M 7.97% NEW $82.34 -3.6%
7 BBHY J P MORGAN EXCHANGE TRADED F 644,153.0 $29.7M 3.45% NEW $46.09 -1.9%
8 MUB ISHARES TR 210,540.0 $22.7M 2.63% NEW $107.62 -4.4%
9 EMB ISHARES TR 210,303.0 $20.3M 2.35% NEW $96.44 -2.8%
10 NVDA NVIDIA CORPORATION Technology 54,769.0 $11.0M 1.27% NEW $200.09 +13.6%
11 AAPL APPLE INC Technology 37,624.0 $10.9M 1.26% NEW $289.36 +17.1%
12 GOOGL ALPHABET INC Communication Services 29,380.0 $10.5M 1.22% NEW $357.37 -0.7%
13 VT VANGUARD INTL EQUITY INDEX F 53,541.0 $8.4M 0.98% NEW $156.95 +2.5%
14 MSFT MICROSOFT CORP Technology 17,096.0 $6.4M 0.74% NEW $373.02 +34.5%
15 AMZN AMAZON COM INC Consumer Cyclical 26,564.0 $6.3M 0.73% NEW $238.34 +8.4%
16 LLY ELI LILLY & CO Healthcare 4,293.0 $5.1M 0.60% NEW $1199.43 -2.9%
17 DFAC DIMENSIONAL ETF TRUST 109,734.0 $4.9M 0.56% NEW $44.36 +2.1%
18 VTI VANGUARD INDEX FDS 12,890.0 $4.8M 0.55% NEW $370.04 +3.0%
19 HYD VANECK ETF TRUST 87,134.0 $4.5M 0.52% NEW $51.51 -5.1%
20 AMD ADVANCED MICRO DEVICES INC Technology 7,072.0 $4.1M 0.48% NEW $580.91 +6.0%
Page 1 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Communication Services 12.9%
Financial Services 12.8%
Consumer Cyclical 11.0%
Healthcare 9.4%
Consumer Defensive 5.5%
Industrials 4.6%
Energy 3.5%
Basic Materials 1.8%
Utilities 1.5%