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Bernardo Wealth Planning LLC
Bernardo Wealth Planning LLC is an SEC-registered investment adviser based in Harleysville, Pennsylvania. Founded in 2017, the firm provides advisory services regarding securities and portfolio management primarily for individual and institutional clients. As of 2025, they report approximately 10 employees, with a focus on dedicated investment professionals and support staff.
Investment Strategy
Bernardo Wealth Planning LLC offers comprehensive wealth management services, focusing on tailored investment strategies that align with clients' unique financial goals and risk profiles. The firm utilizes a disciplined, research-driven approach with diversified portfolio construction, risk management, and ongoing portfolio monitoring designed to preserve and grow client assets.
Latest 13F Filing Activity
Bernardo Wealth Planning LLC filed their most recent 13F report on Sep 30, 2025 disclosing 125 equity positions with a total 13F market value of $510M. The fund increased holdings in J P Morgan Exchange Traded F, Ishares TR, J P Morgan Exchange Traded F among other positions. Bernardo Wealth Planning LLC reduced exposure to Invesco Exch Traded FD TR II, Wisdomtree TR, Vanguard World FD among others.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.19% | $57.1M | 85,298 | $416.33 | $669.30 | +$6.2M |
M MGK | VANGUARD WORLD FD | 8.59% | $43.8M | 108,862 | $168.01 | $402.42 | -$991.6K |
M MGV | VANGUARD WORLD FD | 5.97% | $30.4M | 220,979 | $93.34 | $137.74 | -$618.4K |
V VONV | VANGUARD SCOTTSDALE FDS | 5.89% | $30.0M | 335,966 | $72.51 | $89.37 | +$1.5M |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 5.01% | $25.6M | 1,125,315 | $22.33 | $22.72 | +$1.8M |
Industry Allocation
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