Bernardo Wealth Planning LLC
All 13F Filings
- Location
- Harleysville, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 585,380
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 139 | 585,380 | 13F-HR | Bernardo Wealth Planning LLC |
| Q1 2026 | 4/15/2026 | 129 | 510,840 | 13F-HR | Bernardo Wealth Planning LLC |
| Q4 2025 | 1/26/2026 | 127 | 524,754 | 13F-HR | Bernardo Wealth Planning LLC |
| Q3 2025 | 10/22/2025 | 127 | 510,064 | 13F-HR | Bernardo Wealth Planning LLC |
| Q2 2025 | 8/13/2025 | 119 | 460,597 | 13F-HR | Bernardo Wealth Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.29 K | 10.5% | 10.79 K | 0 | 10.79 K |
| ETFs | 524.1 K | 89.5% | 63.75 K | 0 | 63.75 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
585,380
Holdings
139
QoQ value change ($000)
74,540
(14.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.