Bernardo Wealth Planning LLC - Portfolio Stock Holdings
Bernardo Wealth Planning LLC disclosed 152 stock positions in a recent SEC 13F filing. $1,183,743,797 of stock holdings were filed, with the largest holdings including IVV, MGK, and VONV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $866,351,060 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
152Est. Stock Holding Value:
$1,183,743,797Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bernardo Wealth Planning LLC
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Portfolio Options Holdings - Bernardo Wealth Planning LLC
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