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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,837.0 $877K 0.15% $477.57 -12.3%
62 SCHD SCHWAB STRATEGIC TR 27,613.0 $876K 0.15% +158.0 +0.6% $31.71 +10.7%
63 BERKSHIRE HATHAWAY INC DEL 1,737.0 $869K 0.15% +171.0 +10.9% $500.39
64 JPM JPMORGAN CHASE & CO Financial Services 2,640.0 $864K 0.15% $327.32 +7.4%
65 VANGUARD MUN BD FDS 11,202.0 $856K 0.15% -301.0 -2.6% $76.40
66 SCHX SCHWAB STRATEGIC TR 28,693.0 $844K 0.14% -4K -11.5% $29.43 +2.6%
67 WMT WALMART INC Consumer Defensive 7,451.0 $844K 0.14% +437.0 +6.2% $113.27 -8.4%
68 XOM EXXON MOBIL CORP Energy 6,168.0 $843K 0.14% +332.0 +5.7% $136.72 +20.8%
69 VOT VANGUARD INDEX FDS 2,720.0 $833K 0.14% $306.30 -0.3%
70 VUG VANGUARD INDEX FDS 8,968.0 $772K 0.13% +7K +499.9% $86.14 +1.6%
71 AGG ISHARES TR 7,521.0 $744K 0.13% +1K +18.4% $98.98 -1.6%
72 VV VANGUARD INDEX FDS 2,160.0 $743K 0.13% $343.91 +2.5%
73 MU MICRON TECHNOLOGY INC Technology 640.0 $739K 0.13% NEW $1154.29 -16.2%
74 CVX CHEVRON CORPORATION Energy 4,352.0 $721K 0.12% +164.0 +3.9% $165.77 +23.8%
75 PM PHILIP MORRIS INTL INC Consumer Defensive 3,816.0 $690K 0.12% +182.0 +5.0% $180.92 +4.0%
76 PZA INVESCO EXCH TRADED FD TR II 27,862.0 $655K 0.11% -7K -20.2% $23.52 -3.0%
77 SPYM SPDR SERIES TRUST 6,598.0 $580K 0.10% +582.0 +9.7% $87.87 +2.6%
78 LLY ELI LILLY & CO Healthcare 478.0 $574K 0.10% +93.0 +24.2% $1200.45 +4.5%
79 FVD FIRST TR EXCHANGE-TRADED FD 11,147.0 $537K 0.09% $48.18 +5.2%
80 IJH ISHARES TR 6,352.0 $490K 0.08% +624.0 +10.9% $77.11 -0.4%
Page 4 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%