Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bernardo Wealth Planning LLC (CIK 1765595) reported $510.8M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($55.8M, 10.91%), MGK ($38.2M, 7.48%), VONV ($31.5M, 6.17%), MGV ($30.7M, 6.01%), CGCP ($26.7M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $55.8M | 10.91% | 85,356 | Added |
| 2 | MGK | VANGUARD WORLD FD | $38.2M | 7.48% | 103,956 | Trimmed |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $31.5M | 6.17% | 336,022 | Trimmed |
| 4 | MGV | VANGUARD WORLD FD | $30.7M | 6.01% | 211,847 | Trimmed |
| 5 | CGCP | CAPITAL GRP FIXED INCM ETF T | $26.7M | 5.22% | 1.2M | Added |
| 6 | ITOT | ISHARES TR | $23.4M | 4.58% | 164,150 | Added |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | $22.5M | 4.40% | 204,728 | Added |
| 8 | DFUS | DIMENSIONAL ETF TRUST | $20.3M | 3.97% | 286,220 | Added |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $18.4M | 3.60% | 95,714 | Trimmed |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | $17.3M | 3.38% | 304,682 | Trimmed |
| 11 | VYM | VANGUARD WHITEHALL FDS | $17.2M | 3.36% | 116,018 | Added |
| 12 | GOVT | ISHARES TR | $14.4M | 2.82% | 628,294 | Added |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $14.2M | 2.78% | 308,578 | Added |
| 14 | IGSB | ISHARES TR | $13.9M | 2.73% | 265,346 | Added |
| 15 | MBB | ISHARES TR | $13.5M | 2.64% | 141,939 | Added |
| 16 | BIV | VANGUARD BD INDEX FDS | $13.4M | 2.63% | 173,884 | Added |
| 17 | JEPQ | J P MORGAN EXCHANGE TRADED F | $12.0M | 2.35% | 215,942 | Trimmed |
| 18 | AAPL | APPLE INC | $10.1M | 1.97% | 39,621 | Trimmed |
| 19 | QQQ | INVESCO QQQ TR | $6.1M | 1.19% | 10,540 | Trimmed |
| 20 | VB | VANGUARD INDEX FDS | $5.2M | 1.03% | 20,030 | Added |
| 21 | HMOP | HARTFORD FDS EXCHANGE TRADED | $5.2M | 1.03% | 135,273 | Added |
| 22 | VO | VANGUARD INDEX FDS | $5.1M | 1.00% | 17,836 | Added |
| 23 | FTCS | FIRST TR EXCHANGE-TRADED FD | $5.0M | 0.98% | 53,698 | Trimmed |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $4.9M | 0.95% | 20,467 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $3.9M | 0.76% | 18,551 | Added |
Source: SEC Form 13F filings · as of 2026-03-31