Bernardo Wealth Planning LLC: 13F holdings
CIK 17655952026Q2
| Positions | 139 |
|---|
| Reported value | $585.4m |
|---|
| Filed | 2026-07-27 |
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Change since last quarter
| Positions | 139 (+10 vs prior quarter) |
|---|
| Reported value | $585.4m (+14.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 87,118 | $65.2m | 11.1% |
| MGK VANGUARD WORLD FD | 490,460 | $43.1m | 7.4% |
| VONV VANGUARD SCOTTSDALE FDS | 341,766 | $36.3m | 6.2% |
| MGV VANGUARD WORLD FD | 187,389 | $30.6m | 5.2% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 1,240,288 | $27.6m | 4.7% |
| ITOT ISHARES TR | 165,672 | $27.2m | 4.6% |
| VONG VANGUARD SCOTTSDALE FDS | 212,221 | $27.1m | 4.6% |
| DFUS DIMENSIONAL ETF TRUST | 300,091 | $24.6m | 4.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 97,923 | $20.8m | 3.6% |
| VYM VANGUARD WHITEHALL FDS | 118,550 | $18.7m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1765595")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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