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Portfolio (Quarterly) Guide ↗

Bernardo Wealth Planning LLC

· CIK 0001765595
13F Portfolio $511M AUM 129 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 52 Added 36 Reduced 7 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,391.0 $1.6M 0.30% +33.0 +1.4% $650.25 +14.5%
22 VOO VANGUARD INDEX FDS 2,267.0 $1.4M 0.27% +75.0 +3.4% $597.56 +14.8%
23 TSLA TESLA INC Consumer Cyclical 3,626.0 $1.3M 0.26% +85.0 +2.4% $371.75 +9.0%
24 QUAL ISHARES TR 7,025.0 $1.3M 0.26% +83.0 +1.2% $191.80 +12.5%
25 META META PLATFORMS INC Communication Services 1,651.0 $945K 0.18% +153.0 +10.2% $572.17 -1.5%
26 AVGO BROADCOM INC Technology 2,950.0 $913K 0.18% +120.0 +4.2% $309.48 +26.7%
27 VANGUARD MUN BD FDS 11,503.0 $864K 0.17% +3K +40.4% $75.15
28 SCHD SCHWAB STRATEGIC TR 27,455.0 $842K 0.17% +276.0 +1.0% $30.68 +3.9%
29 SCHX SCHWAB STRATEGIC TR 32,416.0 $831K 0.16% +401.0 +1.2% $25.64 +14.5%
30 JPM JPMORGAN CHASE & CO Financial Services 2,647.0 $779K 0.15% +160.0 +6.4% $294.12 +12.7%
31 GOOGL ALPHABET INC Communication Services 2,599.0 $747K 0.15% +192.0 +8.0% $287.51 +21.6%
32 AGG ISHARES TR 6,355.0 $631K 0.12% +69.0 +1.1% $99.28 -0.7%
33 PM PHILIP MORRIS INTL INC Consumer Defensive 3,634.0 $601K 0.12% +24.0 +0.7% $165.35 +4.7%
34 NFLX NETFLIX INC. Communication Services 5,687.0 $547K 0.11% +164.0 +3.0% $96.15 -24.2%
35 SPYM SPDR SERIES TRUST 6,016.0 $460K 0.09% +931.0 +18.3% $76.54 +14.5%
36 DIA STATE STR SPDR DOW JONES IND Financial Services 933.0 $432K 0.09% +52.0 +5.9% $463.22 +11.6%
37 PGR PROGRESSIVE CORP Financial Services 1,945.0 $386K 0.07% +41.0 +2.1% $198.27 +4.6%
38 RTX RTX CORPORATION Industrials 1,867.0 $360K 0.07% +47.0 +2.6% $192.94 -5.8%
39 LLY ELI LILLY & CO Healthcare 385.0 $354K 0.07% +14.0 +3.8% $920.74 +19.9%
40 AMD ADVANCED MICRO DEVICES INC Technology 1,700.0 $346K 0.07% +39.0 +2.4% $203.43 +171.2%
Page 2 of 3  ·  52 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 35.0%
Financial Services 23.6%
Consumer Cyclical 11.5%
Healthcare 10.0%
Communication Services 9.3%
Consumer Defensive 4.2%
Energy 3.5%
Industrials 1.6%
Utilities 1.3%
Basic Materials 0.1%