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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP Technology 1,760.0 $246K 0.04% NEW $139.65 -35.5%
122 MO ALTRIA GROUP INC Consumer Defensive 3,379.0 $243K 0.04% +149.0 +4.6% $71.94 -8.1%
123 BAC BANK OF AMER CORP Financial Services 4,265.0 $243K 0.04% NEW $56.98 +8.3%
124 KO COCA COLA CO Consumer Defensive 2,954.0 $240K 0.04% +232.0 +8.5% $81.27 +12.1%
125 XLF SELECT SECTOR SPDR TR 4,440.0 $238K 0.04% +229.0 +5.4% $53.61 +7.2%
126 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 9,126.0 $237K 0.04% $25.95 +31.3%
127 UNP UNION PAC CORP Industrials 866.0 $235K 0.04% NEW $271.93 +13.3%
128 LMT LOCKHEED MARTIN CORP Industrials 451.0 $230K 0.04% +17.0 +3.9% $508.90 +10.7%
129 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,807.0 $228K 0.04% $81.16 -10.5%
130 SPYV SPDR SERIES TRUST 3,676.0 $223K 0.04% $60.79 +4.5%
131 ADP AUTOMATIC DATA PROCESSING IN Industrials 979.0 $219K 0.04% NEW $224.04 +25.3%
132 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 234.0 $219K 0.04% NEW $937.10 +1.1%
133 ESGU ISHARES TR 1,287.0 $211K 0.04% NEW $163.67 +2.5%
134 IHI ISHARES TR 4,188.0 $207K 0.04% -24.0 -0.6% $49.41 +13.7%
135 PPL PPL CORP Utilities 5,687.0 $207K 0.04% NEW $36.35 -5.4%
136 AXP AMERICAN EXPRESS CO Financial Services 597.0 $202K 0.03% NEW $338.25 -0.7%
137 ETH GRAYSCALE ETHEREUM STAKING Financial Services 10,904.0 $164K 0.03% $15.03 +53.3%
138 LWLG LIGHTWAVE LOGIC INC Basic Materials 11,200.0 $106K 0.02% +1K +9.8% $9.46 -34.6%
139 CHICAGO ATLANTIC BDC INC 10,278.0 $100K 0.02% $9.77
Page 7 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%