Bernardo Wealth Planning LLC

Institutional manager (13F) · CIK 1765595

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $476M

#	Issuer	Value	Shares
1	ISHARES TR	$56M	85,356
2	VANGUARD WORLD FD	$38M	103,956
3	VANGUARD SCOTTSDALE FDS	$31M	336,022
4	VANGUARD WORLD FD	$31M	211,847
5	CAPITAL GRP FIXED INCM ETF T	$27M	1,194,615
6	ISHARES TR	$23M	164,150
7	VANGUARD SCOTTSDALE FDS	$22M	204,728
8	DIMENSIONAL ETF TRUST	$20M	286,220
9	INVESCO EXCHANGE TRADED FD T	$18M	95,714
10	J P MORGAN EXCHANGE TRADED F	$17M	304,682
11	VANGUARD WHITEHALL FDS	$17M	116,018
12	ISHARES TR	$14M	628,294
13	J P MORGAN EXCHANGE TRADED F	$14M	308,578
14	ISHARES TR	$14M	265,346
15	ISHARES TR	$13M	141,939
16	VANGUARD BD INDEX FDS	$13M	173,884
17	J P MORGAN EXCHANGE TRADED F	$12M	215,942
18	APPLE INC	$10M	39,621
19	INVESCO QQQ TR	$6M	10,540
20	VANGUARD INDEX FDS	$5M	20,030
21	HARTFORD FDS EXCHANGE TRADED	$5M	135,273
22	VANGUARD INDEX FDS	$5M	17,836
23	FIRST TR EXCHANGE-TRADED FD	$5M	53,698
24	INVESCO EXCH TRADED FD TR II	$5M	20,467
25	AMAZON COM INC	$4M	18,551
26	NEW YORK LIFE INVTS ACTIVE E	$4M	158,460
27	ISHARES TR	$3M	31,645
28	ALPHABET INC	$3M	9,210
29	ISHARES TR	$3M	19,428
30	PROSHARES TR	$2M	53,574
31	ISHARES TR	$2M	19,029
32	NVIDIA CORPORATION	$2M	12,318
33	VANGUARD INDEX FDS	$2M	10,632
34	J P MORGAN EXCHANGE TRADED F	$2M	41,642
35	ISHARES TR	$2M	19,490
36	MERCK & CO INC	$2M	17,064
37	ISHARES TR	$2M	9,403
38	ISHARES TR	$2M	19,286
39	VANGUARD INDEX FDS	$2M	5,230
40	JOHNSON & JOHNSON	$2M	6,813
41	STATE STR SPDR S&P 500 ETF T	$2M	2,391
42	MICROSOFT CORP	$2M	4,155
43	VANGUARD MUN BD FDS	$1M	28,522
44	VANGUARD INDEX FDS	$1M	2,267
45	TESLA INC	$1M	3,626
46	ISHARES TR	$1M	7,025
47	ISHARES TR	$1M	3,411
48	WISDOMTREE TR	$1M	23,799
49	SPDR SERIES TRUST	$1M	14,419
50	INTERDIGITAL INC	$1M	3,758

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.