Bernardo Wealth Planning LLC
Bernardo Wealth Planning LLC reported 139 holdings worth US$585M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Bernardo Wealth Planning LLC reported 139 holdings worth US$585M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 139
- Value as reported
- US$585M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 41,749 | US$12.1M | 2.1% |
| Amazon.com, Inc. | 19,895 | US$4.74M | 0.81% |
| Alphabet Inc (google) Class C | 12,424 | US$4.44M | 0.76% |
| Nvidia Corporation | 14,798 | US$2.96M | 0.51% |
| Merck & Company, Inc. | 17,399 | US$2.24M | 0.38% |
| Microsoft Corp. | 4,805 | US$1.79M | 0.31% |
| Johnson & Johnson | 7,052 | US$1.79M | 0.31% |
| Tesla, Inc. | 3,888 | US$1.64M | 0.28% |
| Broadcom Inc. | 3,123 | US$1.18M | 0.20% |
| Advanced Micro Devices Inc | 1,913 | US$1.11M | 0.19% |
| Meta Platforms, Inc. | 1,936 | US$1.09M | 0.19% |
| Interdigital, Inc. | 3,784 | US$1.07M | 0.18% |
| Univest Financial Corporation | 24,271 | US$1.06M | 0.18% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,837 | US$877K | 0.15% |
| Berkshire Hathaway Inc. | 1,737 | US$869K | 0.15% |
| Jp Morgan Chase & Co. | 2,640 | US$864K | 0.15% |
| Walmart Inc. | 7,451 | US$844K | 0.14% |
| Exxon Mobil Corporation | 6,168 | US$843K | 0.14% |
| Micron Technology, Inc. | 640 | US$739K | 0.13% |
| Chevron Corporation | 4,352 | US$721K | 0.12% |
| Philip Morris International Inc | 3,816 | US$690K | 0.12% |
| Eli Lilly And Company | 478 | US$574K | 0.10% |
| Mcdonald's Corporation | 1,797 | US$486K | 0.08% |
| Corning Incorporated | 1,867 | US$477K | 0.08% |
| Progressive Corporation (the) | 2,105 | US$460K | 0.08% |
| Abbvie Inc. | 1,746 | US$439K | 0.08% |
| Netflix, Inc. | 5,832 | US$416K | 0.07% |
| Essential Utilities, Inc. | 10,796 | US$414K | 0.07% |
| Blackstone Inc. | 3,466 | US$408K | 0.07% |
| Visa Inc. | 1,182 | US$406K | 0.07% |
| International Business Machines Corporation | 1,421 | US$400K | 0.07% |
| Wells Fargo & Company | 4,706 | US$389K | 0.07% |
| Rtx Corporation | 2,017 | US$383K | 0.07% |
| Unitedhealth Group Incorporated | 907 | US$377K | 0.06% |
| Marvell Technology, Inc. | 1,259 | US$375K | 0.06% |
| Cisco Systems, Inc. | 2,910 | US$342K | 0.06% |
| Procter & Gamble Company (the) | 2,319 | US$340K | 0.06% |
| Home Depot, Inc. (the) | 914 | US$322K | 0.06% |
| Universal Display Corporation | 3,400 | US$294K | 0.05% |
| Oracle Corporation | 1,984 | US$291K | 0.05% |
| Burke & Herbert Financial Services Corp. | 3,858 | US$277K | 0.05% |
| Charles Schwab Corporation (the) | 2,981 | US$275K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 265 | US$268K | 0.05% |
| Amgen Inc. | 704 | US$255K | 0.04% |
| Abbott Laboratories | 2,770 | US$251K | 0.04% |
| Applied Materials, Inc. | 343 | US$248K | 0.04% |
| Intel Corporation | 1,760 | US$246K | 0.04% |
| Altria Group, Inc. | 3,379 | US$243K | 0.04% |
| Bank Of America Corporation | 4,265 | US$243K | 0.04% |
| Coca-cola Company (the) | 2,954 | US$240K | 0.04% |
| Union Pacific Corporation | 866 | US$235K | 0.04% |
| Lockheed Martin Corporation | 451 | US$230K | 0.04% |
| Public Service Enterprise Group Incorporated | 2,807 | US$228K | 0.04% |
| Automatic Data Processing, Inc. | 979 | US$219K | 0.04% |
| Costco Wholesale Corporation | 234 | US$219K | 0.04% |
| Ppl Corporation | 5,687 | US$207K | 0.04% |
| American Express Company | 597 | US$202K | 0.03% |
| Lightwave Logic, Inc. | 11,200 | US$106K | 0.02% |
| Chicago Atlantic Bdc, Inc. | 10,278 | US$100K | 0.02% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Ocular Therapeutix, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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