Bernardo Wealth Planning LLC - Q22026 Holdings

Bernardo Wealth Planning LLC holds 139 stocks with a total portfolio value of $ 585.38M as of Q22026. In Q22026, Bernardo Wealth Planning LLC added 16 new positions, increased stakes in 78 stocks, reduced 29 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IVV), representing 11.15% of the total portfolio.