Institutions / Bernardo Wealth Planning LLC
Bernardo Wealth Planning LLC
CIK 1765595 · Institution · as of Dec 31, 2025
Portfolio value
$524.75M
Positions
127
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 127 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $58.44M | 11.1% |
| Vanguard World Fd | $44.31M | 8.4% |
| Vanguard World Fd | $31.12M | 5.9% |
| Vanguard Scottsdale Fds | $31.02M | 5.9% |
| Capital Grp Fixed Incm ETF T | $26.24M | 5.0% |
| Vanguard Scottsdale Fds | $24.59M | 4.7% |
| iShares MSCI UAE ETF | $24.12M | 4.6% |
| Invesco Exchange Traded Fd T | $21.73M | 4.1% |
| Dimensional ETF Trust | $19.16M | 3.7% |
| J P Morgan Exchange Traded F | $18.56M | 3.5% |
| iShares MSCI UAE ETF | $14.13M | 2.7% |
| Vanguard Whitehall Fds | $13.95M | 2.7% |
| J P Morgan Exchange Traded F | $13.72M | 2.6% |
| iShares Tr | $13.63M | 2.6% |
| J P Morgan Exchange Traded F | $13.37M | 2.5% |
| iShares Tr | $12.98M | 2.5% |
| Apple Inc. | $10.81M | 2.1% |
| Vanguard Bd Index Fds | $9.22M | 1.8% |
| Invesco Qqq Tr | $6.82M | 1.3% |
| First Tr Exchange-Traded Fd | $5.37M | 1.0% |
| Invesco Exch Traded Fd Tr II | $5.18M | 1.0% |
| Hartford Fds Exchange Traded | $5.05M | 1.0% |
| Vanguard Index Fds | $5.04M | 1.0% |
| Vanguard Index Fds | $4.97M | 0.9% |
| WisdomTree Tr | $4.81M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.