account_balance

Investment manager · 13F filer · SEC CIK 1765595

Bernardo Wealth Planning LLC

Reported value$1.18Bas of Sep 30, 2026
Positions143 13 new, 9 sold out
Top 10 weight54.8%IVV alone is 11%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 11.0% Added +95%
MGK Vanguard World Fd 7.4% Added +92%
VONV Vanguard Scottsdale FDS 5.9% Added +88%
VONG Vanguard Scottsdale FDS 5.3% Added +128%
MGV Vanguard World Fd 5.0% Added +96%
ITOT iShares Tr 4.6% Added +98%
CGCP Capital GRP Fixed Incm ETF T 4.5% Added +104%
DFUS Dimensional ETF Trust 4.5% Added +114%
RSP Invesco Exchange Traded Fd T 3.5% Added +101%
VYM Vanguard Whitehall FDS 3.1% Added +101%
JPIE J P Morgan Exchange Traded F 3.1% Added +118%
JEPI J P Morgan Exchange Traded F 2.9% Added +123%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 27, 2026 filing
add_circleNew
  • SPAB $7.21M
  • DFNM $801K
  • PLTR $678K
  • VZ $484K
arrow_upwardAdded
  • VPLS +181%
  • VTEB +143%
  • GOOGL +136%
  • VONG +128%
arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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