Bernardo Wealth Planning LLC — 13F holdings

Bernardo Wealth Planning LLC reported 144 holdings worth $1.18B in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. IVV ISHARES TR — $130M (11.0%)
  2. MGK VANGUARD WORLD FD — $87.4M (7.4%)
  3. VONV VANGUARD SCOTTSDALE FDS — $69.9M (5.9%)
  4. VONG VANGUARD SCOTTSDALE FDS — $62.3M (5.3%)
  5. MGV VANGUARD WORLD FD — $59.2M (5.0%)
  6. ITOT ISHARES TR — $54.5M (4.6%)
  7. CGCP CAPITAL GRP FIXED INCM ETF T — $53.6M (4.5%)
  8. DFUS DIMENSIONAL ETF TRUST — $53.2M (4.5%)
  9. RSP INVESCO EXCHANGE TRADED FD T — $40.9M (3.5%)
  10. VYM VANGUARD WHITEHALL FDS — $37.0M (3.1%)