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Portfolio (Quarterly) Guide ↗

Bernardo Wealth Planning LLC

· CIK 0001765595
13F Portfolio $585M AUM 139 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 70 Added 23 Reduced 6 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 19,895.0 $4.7M 0.81% +1K +7.2% $238.34 +8.5%
22 NVDA NVIDIA CORPORATION Technology 14,798.0 $3.0M 0.51% +2K +20.1% $200.09 +7.3%
23 HDV ISHARES TR 97,153.0 $2.7M 0.46% +78K +400.1% $27.41 +8.8%
24 MRK MERCK & CO INC Healthcare 17,399.0 $2.2M 0.38% +335.0 +2.0% $128.50 +18.7%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,406.0 $1.8M 0.31% +15.0 +0.6% $746.64 +2.6%
26 MSFT MICROSOFT CORP Technology 4,805.0 $1.8M 0.31% +650.0 +15.6% $373.05 +29.5%
27 JNJ JOHNSON & JOHNSON Healthcare 7,052.0 $1.8M 0.31% +239.0 +3.5% $253.97 +6.4%
28 TSLA TESLA INC Consumer Cyclical 3,888.0 $1.6M 0.28% +262.0 +7.2% $420.60 -13.7%
29 VOO VANGUARD INDEX FDS 2,368.0 $1.6M 0.28% +101.0 +4.5% $686.85 +2.5%
30 GOOGL ALPHABET INC Communication Services 3,679.0 $1.3M 0.23% +1K +41.5% $357.36 -3.5%
31 AVGO BROADCOM INC Technology 3,123.0 $1.2M 0.20% +173.0 +5.9% $377.79 -2.5%
32 AMD ADVANCED MICRO DEVICES INC Technology 1,913.0 $1.1M 0.19% +213.0 +12.5% $580.91 -18.5%
33 META META PLATFORMS INC Communication Services 1,936.0 $1.1M 0.19% +285.0 +17.3% $563.32 -2.4%
34 IDCC INTERDIGITAL INC Technology 3,784.0 $1.1M 0.18% +26.0 +0.7% $283.13 +20.9%
35 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 24,271.0 $1.1M 0.18% +710.0 +3.0% $43.75 -4.9%
36 SCHD SCHWAB STRATEGIC TR 27,613.0 $876K 0.15% +158.0 +0.6% $31.71 +10.7%
37 BERKSHIRE HATHAWAY INC DEL 1,737.0 $869K 0.15% +171.0 +10.9% $500.39
38 WMT WALMART INC Consumer Defensive 7,451.0 $844K 0.14% +437.0 +6.2% $113.27 -8.4%
39 XOM EXXON MOBIL CORP Energy 6,168.0 $843K 0.14% +332.0 +5.7% $136.72 +20.8%
40 VUG VANGUARD INDEX FDS 8,968.0 $772K 0.13% +7K +499.9% $86.14 +1.6%
Page 2 of 4  ·  70 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 39.3%
Financial Services 25.3%
Consumer Cyclical 11.5%
Healthcare 9.5%
Communication Services 4.5%
Consumer Defensive 4.1%
Energy 2.5%
Industrials 1.7%
Utilities 1.4%
Basic Materials 0.2%