Holdings
Bernardo Wealth Planning LLC
As of Jun 30, 2026, Bernardo Wealth Planning LLC reported 59 positions worth US$55.5M. Largest: Apple Inc, Amazon.com, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 41,749 | US$12.1M | +2,128 | Jun 30, 2026 |
| Amazon.com, Inc. | 19,895 | US$4.74M | +1,344 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 12,424 | US$4.44M | +637 | Jun 30, 2026 |
| Nvidia Corporation | 14,798 | US$2.96M | +2,480 | Jun 30, 2026 |
| Merck & Company, Inc. | 17,399 | US$2.24M | +335 | Jun 30, 2026 |
| Microsoft Corp. | 4,805 | US$1.79M | +650 | Jun 30, 2026 |
| Johnson & Johnson | 7,052 | US$1.79M | +239 | Jun 30, 2026 |
| Tesla, Inc. | 3,888 | US$1.64M | +262 | Jun 30, 2026 |
| Broadcom Inc. | 3,123 | US$1.18M | +173 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,913 | US$1.11M | +213 | Jun 30, 2026 |