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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AGG ISHARES TR 7,521.0 $744K 0.13% +1K +18.4% $98.98 -1.6%
42 CVX CHEVRON CORPORATION Energy 4,352.0 $721K 0.12% +164.0 +3.9% $165.77 +23.8%
43 PM PHILIP MORRIS INTL INC Consumer Defensive 3,816.0 $690K 0.12% +182.0 +5.0% $180.92 +4.0%
44 SPYM SPDR SERIES TRUST 6,598.0 $580K 0.10% +582.0 +9.7% $87.87 +2.6%
45 LLY ELI LILLY & CO Healthcare 478.0 $574K 0.10% +93.0 +24.2% $1200.45 +4.5%
46 IJH ISHARES TR 6,352.0 $490K 0.08% +624.0 +10.9% $77.11 -0.4%
47 GLW CORNING INC Technology 1,867.0 $477K 0.08% +100.0 +5.7% $255.43 -41.4%
48 PGR PROGRESSIVE CORP Financial Services 2,105.0 $460K 0.08% +160.0 +8.2% $218.48 +0.4%
49 ABBV ABBVIE INC Healthcare 1,746.0 $439K 0.07% +214.0 +14.0% $251.71 +5.3%
50 NFLX NETFLIX INC. Communication Services 5,832.0 $416K 0.07% +145.0 +2.5% $71.40 +11.5%
51 BX BLACKSTONE INC Financial Services 3,466.0 $408K 0.07% +138.0 +4.2% $117.68 +21.8%
52 V VISA INC Financial Services 1,182.0 $406K 0.07% +489.0 +70.6% $343.10 +8.1%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 1,421.0 $400K 0.07% +97.0 +7.3% $281.29 -16.2%
54 WFC WELLS FARGO & CO Financial Services 4,706.0 $389K 0.07% +196.0 +4.3% $82.63 +1.5%
55 RTX RTX CORPORATION Industrials 2,017.0 $383K 0.07% +150.0 +8.0% $189.77 +10.6%
56 IJR ISHARES TR 2,312.0 $343K 0.06% +385.0 +20.0% $148.34 -0.7%
57 PG PROCTER & GAMBLE CO Consumer Defensive 2,319.0 $340K 0.06% +282.0 +13.8% $146.66 -1.4%
58 HD HOME DEPOT INC Consumer Cyclical 914.0 $322K 0.06% +118.0 +14.8% $352.65 -4.8%
59 TSLL DIREXION SHARES ETF TRUST 21,490.0 $304K 0.05% +511.0 +2.4% $14.16 -31.0%
60 VOOG VANGUARD ADMIRAL FDS INC 3,527.0 $291K 0.05% +3K +499.8% $82.62 +1.0%
Page 3 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%