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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 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%
42 MSFT MICROSOFT CORP Technology 4,805.0 $1.8M 0.31% +650.0 +15.6% $373.05 +29.5%
43 JNJ JOHNSON & JOHNSON Healthcare 7,052.0 $1.8M 0.31% +239.0 +3.5% $253.97 +6.4%
44 TSLA TESLA INC Consumer Cyclical 3,888.0 $1.6M 0.28% +262.0 +7.2% $420.60 -13.7%
45 VOO VANGUARD INDEX FDS 2,368.0 $1.6M 0.28% +101.0 +4.5% $686.85 +2.5%
46 QUAL ISHARES TR 7,021.0 $1.5M 0.26% $219.42 +1.7%
47 IWV ISHARES TR 3,411.0 $1.5M 0.25% $426.40 +2.4%
48 VTEB VANGUARD MUN BD FDS 28,320.0 $1.4M 0.24% -202.0 -0.7% $50.58 -2.1%
49 GOOGL ALPHABET INC Communication Services 3,679.0 $1.3M 0.23% +1K +41.5% $357.36 -3.5%
50 SPTM SPDR SERIES TRUST 14,160.0 $1.3M 0.22% -259.0 -1.8% $90.79 +2.4%
51 AVGO BROADCOM INC Technology 3,123.0 $1.2M 0.20% +173.0 +5.9% $377.79 -2.5%
52 AMD ADVANCED MICRO DEVICES INC Technology 1,913.0 $1.1M 0.19% +213.0 +12.5% $580.91 -18.5%
53 VPLS VANGUARD MALVERN FDS 14,296.0 $1.1M 0.19% NEW $77.58 -1.6%
54 META META PLATFORMS INC Communication Services 1,936.0 $1.1M 0.19% +285.0 +17.3% $563.32 -2.4%
55 IDCC INTERDIGITAL INC Technology 3,784.0 $1.1M 0.18% +26.0 +0.7% $283.13 +20.9%
56 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 24,271.0 $1.1M 0.18% +710.0 +3.0% $43.75 -4.9%
57 USFR WISDOMTREE TR 20,856.0 $1.1M 0.18% -3K -12.4% $50.35 +0.3%
58 FMB FIRST TR EXCH TRADED FD III 20,350.0 $1.0M 0.18% -977.0 -4.6% $51.37 -2.3%
59 MTUM ISHARES TR 2,959.0 $1.0M 0.17% $342.80 -11.0%
60 SCHV SCHWAB STRATEGIC TR 28,870.0 $1.0M 0.17% $34.81 +0.4%
Page 3 of 7  ·  139 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%