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.
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 |