Bernardo Wealth Planning LLC - Q32026 Holdings

Bernardo Wealth Planning LLC holds 143 stocks with a total portfolio value of $ 1.18B as of Q32026. In Q32026, Bernardo Wealth Planning LLC added 14 new positions, increased stakes in 129 stocks, reduced 0 holdings, and fully exited 10 positions. The largest holding is Ishares Tr (IVV), representing 11.00% of the total portfolio.