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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INTU	INTUIT	Technology	756	$327K	0.06%	SOLD
2	BSX	BOSTON SCIENTIFIC CORP	Healthcare	4,258	$267K	0.05%	SOLD
3	LNKB	LINKBANCORP INC	Financial Services	28,138	$235K	0.05%	SOLD
4	LHX	L3HARRIS TECHNOLOGIES INC	Industrials	621	$214K	0.04%	SOLD
5	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,447	$212K	0.04%	SOLD
6	OCUL	OCULAR THERAPEUTIX INC	Healthcare	10,879	$92K	0.02%	SOLD

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%