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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIA STATE STR SPDR DOW JONES IND Financial Services 934.0 $488K 0.08% $522.66 +1.8%
82 MCD MCDONALDS CORP Consumer Cyclical 1,797.0 $486K 0.08% $270.29 +0.2%
83 GLW CORNING INC Technology 1,867.0 $477K 0.08% +100.0 +5.7% $255.43 -41.4%
84 PGR PROGRESSIVE CORP Financial Services 2,105.0 $460K 0.08% +160.0 +8.2% $218.48 +0.4%
85 ABBV ABBVIE INC Healthcare 1,746.0 $439K 0.07% +214.0 +14.0% $251.71 +5.3%
86 NFLX NETFLIX INC. Communication Services 5,832.0 $416K 0.07% +145.0 +2.5% $71.40 +11.5%
87 WTRG ESSENTIAL UTILS INC Utilities 10,796.0 $414K 0.07% $38.31 +4.9%
88 BX BLACKSTONE INC Financial Services 3,466.0 $408K 0.07% +138.0 +4.2% $117.68 +21.8%
89 HYMB SPDR SERIES TRUST 16,005.0 $407K 0.07% -987.0 -5.8% $25.44 -2.5%
90 V VISA INC Financial Services 1,182.0 $406K 0.07% +489.0 +70.6% $343.10 +8.1%
91 IBM INTERNATIONAL BUSINESS MACHS Technology 1,421.0 $400K 0.07% +97.0 +7.3% $281.29 -16.2%
92 WFC WELLS FARGO & CO Financial Services 4,706.0 $389K 0.07% +196.0 +4.3% $82.63 +1.5%
93 IWR ISHARES TR 3,519.0 $388K 0.07% $110.31 +2.8%
94 RTX RTX CORPORATION Industrials 2,017.0 $383K 0.07% +150.0 +8.0% $189.77 +10.6%
95 SUB ISHARES TR 3,560.0 $379K 0.07% -77.0 -2.1% $106.46 -0.1%
96 UNH UNITEDHEALTH GROUP INC Healthcare 907.0 $377K 0.06% NEW $415.81 -6.2%
97 MRVL MARVELL TECHNOLOGY INC Technology 1,259.0 $375K 0.06% NEW $297.89 -20.4%
98 GLD SPDR GOLD TR Financial Services 996.0 $367K 0.06% $368.38 +14.9%
99 VIG VANGUARD SPECIALIZED FUNDS 1,533.0 $363K 0.06% $236.59 +3.1%
100 SDY SPDR SERIES TRUST 2,358.0 $359K 0.06% $152.17 +4.1%
Page 5 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%