StockDriftsStockDriftsTop 50 Bernardo Wealth Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.15% | 87.1K | $65.2M | +2.06%(+1.76K) | $415.46(+87.48%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 7.37% | 490.5K | $43.1M | -5.64%(-29.32K) | $32.65(+177.20%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 6.21% | 341.8K | $36.3M | +1.71%(+5.74K) | $72.36(+55.89%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 5.23% | 187.4K | $30.6M | -11.55%(-24.46K) | $91.41(+84.21%) | 2026-06-30 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 4.72% | 1.24M | $27.6M | +3.82%(+45.67K) | $22.45(-2.05%) | 2026-06-30 | |
| ITOT | ISHARES TR | 4.65% | 165.7K | $27.2M | +0.93%(+1.52K) | $122.07(+39.13%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.63% | 212.2K | $27.1M | +3.66%(+7.49K) | $74.92(+72.58%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.2% | 300.1K | $24.6M | +4.85%(+13.87K) | $64.86(+30.87%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.56% | 97.9K | $20.8M | +2.31%(+2.21K) | $157.83(+40.51%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.2% | 118.5K | $18.7M | +2.18%(+2.53K) | $112.67(+47.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.19% | +45.03% | +7.52% | +43.67% |
| Top 20 Holdings Unweighted | +11.08% | +37.07% | +6.19% | +35.03% |
Bernardo Wealth Planning LLC reports $585.38M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.2%), MGK (7.4%) and VONV (6.2%). The top 20 holdings account for 77.89% of reported assets. Its disclosed equity book has returned +45.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bernardo Wealth Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765595). View Bernardo Wealth Planning LLC’s 13F filings on SEC