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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 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OLED UNIVERSAL DISPLAY CORP Technology 3,400.0 $294K 0.05% -100.0 -2.9% $86.59 -0.9%
22 IYE ISHARES TR 5,179.0 $293K 0.05% -2K -24.1% $56.59 +19.0%
23 IHI ISHARES TR 4,188.0 $207K 0.04% -24.0 -0.6% $49.41 +13.7%
Page 2 of 2  ·  23 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%