Sponsored

The Analysis of Bernardo Wealth Planning LLC's Holdings & P&L

Currently, Bernardo Wealth Planning LLC holds 129 types of securities in its portfolio with a total value $510.8M. In the most recent quarter, they have increased their positions in BIV (+55.5K shares, valued at $4.3M), VYM (+18.8K shares, valued at $2.8M), DFUS (+27.9K shares, valued at $2.0M); decreased their positions in USFR (-71.9K shares, valued at $3.6M), N/A (-17.7K shares, valued at $3.4M), MGV (-8.6K shares, valued at $1.3M); initiated new positions in VT (+2.1K shares, valued at $284.0K), N/A (+9.1K shares, valued at $273.7K), GLW (+1.8K shares, valued at $240.3K).

1M P&L

+6.2M+1.21%

3M P&L

-170.9M-24.67%

HY P&L

-162.3M-23.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A440.3M

92.3%

2Consumer Electronics10.1M

2.1%

3Internet Retail3.9M

0.8%

Top Industries by Stock Count

1N/A73 stocks

61.3%

2Drug Manufacturers - General4 stocks

3.4%

3Semiconductors3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR85.4K shares0.04%2026-03-312026-04-15

MGK VANGUARD WORLD FD104.0K shares-3.17%2026-03-312026-04-15

VONV VANGUARD SCOTTSDALE FDS336.0K shares-0.00%2026-03-312026-04-15

MGV VANGUARD WORLD FD211.8K shares-3.92%2026-03-312026-04-15

CGCP CAPITAL GRP FIXED INCM ETF T1.2M shares3.09%2026-03-312026-04-15

ITOT ISHARES TR164.2K shares1.19%2026-03-312026-04-15

VONG VANGUARD SCOTTSDALE FDS204.7K shares1.38%2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST286.2K shares10.82%2026-03-312026-04-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T95.7K shares-15.62%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F304.7K shares-6.03%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS116.0K shares19.37%2026-03-312026-04-15

GOVT ISHARES TR628.3K shares2.41%2026-03-312026-04-15

JPIE J P MORGAN EXCHANGE TRADED F308.6K shares4.08%2026-03-312026-04-15

IGSB ISHARES TR265.3K shares2.95%2026-03-312026-04-15

MBB ISHARES TR141.9K shares4.12%2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS173.9K shares46.84%2026-03-312026-04-15

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F215.9K shares-6.15%2026-03-312026-04-15

AAPL APPLE INC39.6K shares-0.32%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR10.5K shares-5.09%2026-03-312026-04-15

VB VANGUARD INDEX FDS20.0K shares2.47%2026-03-312026-04-15

HMOP HARTFORD FDS EXCHANGE TRADED135.3K shares4.72%2026-03-312026-04-15

VO VANGUARD INDEX FDS17.8K shares4.15%2026-03-312026-04-15

FTCS FIRST TR EXCHANGE-TRADED FD53.7K shares-7.52%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II20.5K shares-0.13%2026-03-312026-04-15

Sponsored

AMZN AMAZON COM INC18.6K shares2.01%2026-03-312026-04-15

MMIT NEW YORK LIFE INVTS ACTIVE E158.5K shares5.57%2026-03-312026-04-15

IXN ISHARES TR31.6K shares-5.51%2026-03-312026-04-15

ALPHABET INC ALPHABET INC9.2K shares3.53%2026-03-312026-04-15

HDV ISHARES TR19.4K shares-2.08%2026-03-312026-04-15

ISPY PROSHARES TR53.6K shares-0.85%2026-03-312026-04-15

IVW ISHARES TR19.0K shares-4.92%2026-03-312026-04-15

NVDA NVIDIA CORPORATION12.3K shares8.21%2026-03-312026-04-15

Sponsored

VTV VANGUARD INDEX FDS10.6K shares-1.13%2026-03-312026-04-15

JMUB J P MORGAN EXCHANGE TRADED F41.6K shares16.52%2026-03-312026-04-15

MUB ISHARES TR19.5K shares1.47%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC17.1K shares-0.63%2026-03-312026-04-15

IVE ISHARES TR9.4K shares-0.97%2026-03-312026-04-15

USMV ISHARES TR19.3K shares-7.89%2026-03-312026-04-15

VTI VANGUARD INDEX FDS5.2K shares2.59%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON6.8K shares-1.07%2026-03-312026-04-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.4K shares1.40%2026-03-312026-04-15

MSFT MICROSOFT CORP4.2K shares-0.93%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS28.5K shares-3.10%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares3.42%2026-03-312026-04-15

TSLA TESLA INC3.6K shares2.40%2026-03-312026-04-15

QUAL ISHARES TR7.0K shares1.20%2026-03-312026-04-15

IWV ISHARES TR3.4K shares0.00%2026-03-312026-04-15

USFR WISDOMTREE TR23.8K shares-75.13%2026-03-312026-04-15

Sponsored

SPTM SPDR SERIES TRUST14.4K shares-0.32%2026-03-312026-04-15

IDCC INTERDIGITAL INC3.8K shares-2.69%2026-03-312026-04-15

FMB FIRST TR EXCH TRADED FD III21.3K shares-0.28%2026-03-312026-04-15

XOM EXXON MOBIL CORP5.8K shares-0.39%2026-03-312026-04-15

META META PLATFORMS INC1.7K shares10.21%2026-03-312026-04-15

BROADCOM INC BROADCOM INC3.0K shares4.24%2026-03-312026-04-15

SCHV SCHWAB STRATEGIC TR28.9K shares0.25%2026-03-312026-04-15

WMT WALMART INC7.0K shares-1.54%2026-03-312026-04-15

Sponsored

CVX CHEVRON CORPORATION4.2K shares-0.59%2026-03-312026-04-15

VCRM VANGUARD MUN BD FDS11.5K shares40.35%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR27.5K shares1.02%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR32.4K shares1.25%2026-03-312026-04-15

UVSP UNIVEST FINANCIAL CORPORATIO23.6K shares0.21%2026-03-312026-04-15

PZA INVESCO EXCH TRADED FD TR II34.9K shares-3.47%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO2.6K shares6.43%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-1.82%2026-03-312026-04-15

Sponsored

ALPHABET INC ALPHABET INC2.6K shares7.98%2026-03-312026-04-15

MTUM ISHARES TR3.0K shares0.41%2026-03-312026-04-15

VOT VANGUARD INDEX FDS2.7K shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS1.5K shares-0.80%2026-03-312026-04-15

VV VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-04-15

AGG ISHARES TR6.4K shares1.10%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares-2.03%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC3.6K shares0.66%2026-03-312026-04-15

Sponsored

MCD MCDONALDS CORP1.8K shares-4.23%2026-03-312026-04-15

NFLX NETFLIX INC.5.7K shares2.97%2026-03-312026-04-15

FVD FIRST TR EXCHANGE-TRADED FD11.1K shares0.03%2026-03-312026-04-15

SPYM SPDR SERIES TRUST6.0K shares18.31%2026-03-312026-04-15

IYE ISHARES TR6.8K shares-7.07%2026-03-312026-04-15

WTRG ESSENTIAL UTILS INC10.8K shares-2.77%2026-03-312026-04-15

DIA STATE STR SPDR DOW JONES IND933 shares5.90%2026-03-312026-04-15

GLD SPDR GOLD TR996 shares-4.32%2026-03-312026-04-15

Sponsored

HYMB SPDR SERIES TRUST17.0K shares-6.71%2026-03-312026-04-15

SUB ISHARES TR3.6K shares0.19%2026-03-312026-04-15

IJH ISHARES TR5.7K shares0.02%2026-03-312026-04-15

PGR PROGRESSIVE CORP1.9K shares2.15%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC3.3K shares-7.50%2026-03-312026-04-15

RTX RTX CORPORATION1.9K shares2.58%2026-03-312026-04-15

WFC WELLS FARGO & CO4.5K shares0.42%2026-03-312026-04-15

LLY ELI LILLY & CO385 shares3.77%2026-03-312026-04-15

Sponsored

AMD ADVANCED MICRO DEVICES INC1.7K shares2.35%2026-03-312026-04-15

SDY SPDR SERIES TRUST2.4K shares0.00%2026-03-312026-04-15

IWR ISHARES TR3.5K shares0.00%2026-03-312026-04-15

ABBV ABBVIE INC1.5K shares-21.31%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.13%2026-03-312026-04-15

INTU INTUIT756 shares0.53%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.91%2026-03-312026-04-15

OLED UNIVERSAL DISPLAY CORP3.5K shares9.34%2026-03-312026-04-15

Sponsored

PG PROCTER & GAMBLE CO2.0K shares6.15%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS4.5K shares0.13%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F2.1K sharesnew addition2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP2.9K shares0.24%2026-03-312026-04-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET9.1K sharesnew addition2026-03-312026-04-15

BSX BOSTON SCIENTIFIC CORP4.3K shares-0.63%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP434 shares3.58%2026-03-312026-04-15

HD HOME DEPOT INC796 shares-0.87%2026-03-312026-04-15

Sponsored

TSLL DIREXION SHARES ETF TRUST21.0K shares5.05%2026-03-312026-04-15

ORCL ORACLE CORP1.7K shares10.47%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR10.0K shares16.13%2026-03-312026-04-15

GLW CORNING INC1.8K sharesnew addition2026-03-312026-04-15

VOOG VANGUARD ADMIRAL FDS INC588 shares0.00%2026-03-312026-04-15

IJR ISHARES TR1.9K shares0.00%2026-03-312026-04-15

ABT ABBOTT LABORATORIES2.3K shares2.46%2026-03-312026-04-15

VCR VANGUARD WORLD FD660 shares0.00%2026-03-312026-04-15

Sponsored

SPYG SPDR SERIES TRUST2.4K shares0.00%2026-03-312026-04-15

LNKB LINKBANCORP INC28.1K shares0.88%2026-03-312026-04-15

IUSG ISHARES TR1.5K shares-26.57%2026-03-312026-04-15

AMGN AMGEN INC655 shares2.34%2026-03-312026-04-15

PEG PUBLIC SVC ENTERPRISE GROUP2.8K shares-0.04%2026-03-312026-04-15

IHI ISHARES TR4.2K shares0.00%2026-03-312026-04-15

ETH GRAYSCALE ETHEREUM STAKING10.9K sharesnew addition2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC621 sharesnew addition2026-03-312026-04-15

Sponsored

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC1.4K shares6.63%2026-03-312026-04-15

V VISA INC693 shares-0.14%2026-03-312026-04-15

SPYV SPDR SERIES TRUST3.7K shares0.03%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-04-15

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-15

LIEN CHICAGO ATLANTIC BDC INC10.3K shares0.00%2026-03-312026-04-15

OCUL OCULAR THERAPEUTIX INC10.9K sharesnew addition2026-03-312026-04-15

Sponsored

LWLG LIGHTWAVE LOGIC INC10.2K shares0.00%2026-03-312026-04-15

IVV

ISHARES TR

0.04%

Shares85.4K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

-3.17%

Shares104.0K

Event2026-03-31

Filed2026-04-15

VONV

VANGUARD SCOTTSDALE FDS

-0.00%

Shares336.0K

Event2026-03-31

Filed2026-04-15

MGV

VANGUARD WORLD FD

-3.92%

Shares211.8K

Event2026-03-31

Filed2026-04-15

CGCP

CAPITAL GRP FIXED INCM ETF T

3.09%

Shares1.2M

Event2026-03-31

Filed2026-04-15

ITOT

ISHARES TR

1.19%

Shares164.2K

Event2026-03-31

Filed2026-04-15

VONG

VANGUARD SCOTTSDALE FDS

1.38%

Shares204.7K

Event2026-03-31

Filed2026-04-15

DFUS

DIMENSIONAL ETF TRUST

10.82%

Shares286.2K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

-15.62%

Shares95.7K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

-6.03%

Shares304.7K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

19.37%

Shares116.0K

Event2026-03-31

Filed2026-04-15

GOVT

ISHARES TR

2.41%

Shares628.3K

Event2026-03-31

Filed2026-04-15

JPIE

J P MORGAN EXCHANGE TRADED F

4.08%

Shares308.6K

Event2026-03-31

Filed2026-04-15

IGSB

ISHARES TR

2.95%

Shares265.3K

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

4.12%

Shares141.9K

Event2026-03-31

Filed2026-04-15

BIV

VANGUARD BD INDEX FDS

46.84%

Shares173.9K

Event2026-03-31

Filed2026-04-15

JEPQ

J P MORGAN EXCHANGE TRADED F

-6.15%

Shares215.9K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-0.32%

Shares39.6K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-5.09%

Shares10.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

2.47%

Shares20.0K

Event2026-03-31

Filed2026-04-15

HMOP

HARTFORD FDS EXCHANGE TRADED

4.72%

Shares135.3K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

4.15%

Shares17.8K

Event2026-03-31

Filed2026-04-15

FTCS

FIRST TR EXCHANGE-TRADED FD

-7.52%

Shares53.7K

Event2026-03-31

Filed2026-04-15

QQQM

INVESCO EXCH TRADED FD TR II

-0.13%

Shares20.5K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

2.01%

Shares18.6K

Event2026-03-31

Filed2026-04-15

MMIT

NEW YORK LIFE INVTS ACTIVE E

5.57%

Shares158.5K

Event2026-03-31

Filed2026-04-15

IXN

ISHARES TR

-5.51%

Shares31.6K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

3.53%

Shares9.2K

Event2026-03-31

Filed2026-04-15

HDV

ISHARES TR

-2.08%

Shares19.4K

Event2026-03-31

Filed2026-04-15

ISPY

PROSHARES TR

-0.85%

Shares53.6K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

-4.92%

Shares19.0K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

8.21%

Shares12.3K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

-1.13%

Shares10.6K

Event2026-03-31

Filed2026-04-15

JMUB

J P MORGAN EXCHANGE TRADED F

16.52%

Shares41.6K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

1.47%

Shares19.5K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

-0.63%

Shares17.1K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

-0.97%

Shares9.4K

Event2026-03-31

Filed2026-04-15

USMV

ISHARES TR

-7.89%

Shares19.3K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

2.59%

Shares5.2K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-1.07%

Shares6.8K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

1.40%

Shares2.4K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-0.93%

Shares4.2K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

-3.10%

Shares28.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

3.42%

Shares2.3K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

2.40%

Shares3.6K

Event2026-03-31

Filed2026-04-15

QUAL

ISHARES TR

1.20%

Shares7.0K

Event2026-03-31

Filed2026-04-15

IWV

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-15

USFR

WISDOMTREE TR

-75.13%

Shares23.8K

Event2026-03-31

Filed2026-04-15

SPTM

SPDR SERIES TRUST

-0.32%

Shares14.4K

Event2026-03-31

Filed2026-04-15

IDCC

INTERDIGITAL INC

-2.69%

Shares3.8K

Event2026-03-31

Filed2026-04-15

FMB

FIRST TR EXCH TRADED FD III

-0.28%

Shares21.3K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-0.39%

Shares5.8K

Event2026-03-31

Filed2026-04-15