Bernardo Wealth Planning LLC
•CIK: 1765595•Filing: Q4 2025
**Bernardo Wealth Planning LLC** manages $525M across a diversified portfolio of 127 positions. The strategy exhibits a notable tilt toward broad market exposure and technology sectors, evidenced by top holdings including IVV ($58.4M) and MGK ($44.3M). Significant allocations are also maintained in specialized areas such as MGV ($31.1M) and VONV ($31.0M). This concentrated approach suggests a focus on capturing growth within established, high-conviction market segments.
Total AUM
$524.8M
QoQ Performance
+2.9%
Positions
81
Top 10 Concentration
57.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
MGK
MGV
VONV
IVV11.1%
MGK8.4%
MGV5.9%
VONV5.9%
CGCP5.0%
VONG4.7%
ITOT4.6%
RSP4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.8%
ETF11.7%
Technology4.2%
Consumer1.4%
Healthcare0.9%
Financial0.5%
Communication0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW6 new positions
↑74 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023