Bernardo Wealth Planning LLC
Bernardo Wealth Planning LLC reported 139 positions worth $585.4M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: IVV (11.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $65.2M | 11.15% | 87,118 | — | — | |
| ▸ 2 | MGK | SH | $43.1M | 7.37% | 490,460 | — | — | |
| ▸ 3 | VONV | SH | $36.3M | 6.21% | 341,766 | — | — | |
| ▸ 4 | MGV | SH | $30.6M | 5.23% | 187,389 | — | — | |
| ▸ 5 | CGCP | SH | $27.6M | 4.72% | 1,240,288 | — | — | |
| ▸ 6 | ITOT | SH | $27.2M | 4.65% | 165,672 | — | — | |
| ▸ 7 | VONG | SH | $27.1M | 4.63% | 212,221 | — | — | |
| ▸ 8 | DFUS | SH | $24.6M | 4.20% | 300,091 | — | — | |
| ▸ 9 | RSP | SH | $20.8M | 3.56% | 97,923 | — | — | |
| ▸ 10 | VYM | SH | $18.7M | 3.20% | 118,550 | — | — |
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Frequently Asked Questions
What stocks does Bernardo Wealth Planning LLC hold as of Q2 2026?
Bernardo Wealth Planning LLC reported 139 positions worth $585.4M in its Q2 2026 13F filing. Largest positions: IVV (11.1%), MGK (7.4%), VONV (6.2%), MGV (5.2%) and CGCP (4.7%).
What did Bernardo Wealth Planning LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bernardo Wealth Planning LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.