Bernardo Wealth Planning LLC

Bernardo Wealth Planning LLC reported 129 holdings worth US$511M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed Apr 15, 2026

Bernardo Wealth Planning LLC reported 129 holdings worth US$511M as of Mar 31, 2026. Filed Apr 15, 2026 (Form 13F).

Holdings
129
Value as reported
US$511M

Source

View original at SEC

Related

  • Bernardo Wealth Planning LLC
  • Form 13F · Bernardo Wealth Planning LLC · Jul 27, 2026