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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 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,297.0 $232K 0.03% NEW $18.87 +14.3%
102 DTE DTE ENERGY CO Utilities 1,509.0 $230K 0.03% NEW $152.37 -17.2%
103 PM PHILIP MORRIS INTL INC Consumer Defensive 1,261.0 $228K 0.03% NEW $180.92 +3.6%
104 SO SOUTHERN CO Utilities 2,311.0 $221K 0.03% NEW $95.71 -10.7%
105 NEE NEXTERA ENERGY INC Utilities 2,508.0 $220K 0.03% NEW $87.77 -9.3%
106 VO VANGUARD INDEX FDS 2,592.0 $209K 0.02% NEW $80.57 -0.0%
107 HYMB SPDR SERIES TRUST 8,148.0 $207K 0.02% NEW $25.44 -5.1%
108 T AT&T INC Communication Services 10,013.0 $207K 0.02% NEW $20.70 +22.9%
109 VIOV VANGUARD ADMIRAL FDS INC 1,746.0 $205K 0.02% NEW $117.33 -3.5%
110 ONEQ FIDELITY COMWLTH TR 1,954.0 $202K 0.02% NEW $103.22 +3.5%
111 DE DEERE & CO Industrials 316.0 $200K 0.02% NEW $634.41 +7.9%
Page 6 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%