Bernardo Wealth Planning LLC - Q42025 Holdings

Bernardo Wealth Planning LLC holds 127 stocks with a total portfolio value of $ 524.75M as of Q42025. In Q42025, Bernardo Wealth Planning LLC added 6 new positions, increased stakes in 74 stocks, reduced 34 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IVV), representing 11.14% of the total portfolio.