Bernardo Wealth Planning LLC - Q12026 Holdings

Bernardo Wealth Planning LLC holds 129 stocks with a total portfolio value of $ 510.84M as of Q12026. In Q12026, Bernardo Wealth Planning LLC added 9 new positions, increased stakes in 64 stocks, reduced 44 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (IVV), representing 10.91% of the total portfolio.