BW

Bernardo Wealth Planning LLC

13F
Bernardo Wealth Planning LLC
Last update 2025-04-30 113 Stocks (8 new)
Value $418.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(10.49%)MGK(8.86%)MGV(7.34%)VONV(6.48%)CGCP(6.25%)
Summary Stock Picks Current Portfolio
Bernardo Wealth Planning LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
78,020
43,840.0
+2.71%
10.490
+0.28%
0.010
+18.40%
+8.51%
639,679.9
 
IVV
iShares Core S&P 500 ETF
78,020
43,839.3
+2.71%
10.490
+0.28%
0.010
+18.40%
+8.51%
639,679.9
 
MGK
Vanguard Mega Cap Growth ETF
119,900
37,040.0
+0.76%
8.860
+0.07%
0.170
+25.32%
+9.38%
25,704.2
 
MGK
Vanguard Mega Cap Growth ETF
119,900
37,034.6
+0.76%
8.860
+0.07%
0.140
+25.32%
+9.38%
25,704.2
 
MGV
Vanguard Mega Cap Value ETF
238,076
30,673.8
+1.43%
7.340
+0.10%
0.320
+10.12%
+7.64%
9,172.2
 
MGV
Vanguard Mega Cap Value ETF
238,076
30,670.0
+1.43%
7.340
+0.10%
0.340
+10.12%
+7.64%
9,172.2
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
328,050
27,080.0
+2.64%
6.480
+0.17%
0.230
+11.84%
+8.31%
12,208.3
 
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
328,050
27,077.3
+2.64%
6.480
+0.17%
0.230
+11.84%
+8.31%
12,208.3
 
CGCP
Capital Group Core Plus Income ETF
1,163,193
26,113.7
+2.04%
6.250
+0.12%
0.550
+2.70%
+3.55%
5,233.9
 
CGCP
Capital Group Core Plus Income ETF
1,163,193
26,110.0
+2.04%
6.250
+0.12%
0.550
+2.70%
+3.55%
5,233.9
 

Bernardo Wealth Planning LLC's Historical Top Holdings Breakdowns

Bernardo Wealth Planning LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FPX
First Trust US Equity Opportunities ETF
First Trust US Equity Opportunities ETF
2025-03-31
New Buy
New Buy
+1.27%
●
106.21 ($124.4) 143.53
$148.98
19.76%
New holding
59,009
59,009
FTCS
First Trust Capital Strength ETF
2025-03-31
Sold Out
Sold Out
-1.24%
●
86.39 ($89.33) 91.35
$92.06
3.06%
Sold Out
0
-59,875
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.28%
●
554.06 ($590.51) 615.85
$634.92
7.52%
Add 2.71%
78,020
2,059
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.28%
●
554.06 ($590.51) 615.85
$634.92
7.52%
Add 2.71%
78,020
2,059
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2025-03-31
Add
Add
+0.17%
●
80.21 ($83.64) 86.14
$87.18
4.23%
Add 2.64%
328,050
8,446
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2025-03-31
Add
Add
+0.17%
●
80.21 ($83.64) 86.14
$87.18
4.23%
Add 2.64%
328,050
8,446
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Add
Add
+0.16%
●
120.29 ($128.89) 134.6
$138.34
7.33%
Add 4.44%
130,132
5,534
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Add
Add
+0.16%
●
120.29 ($128.89) 134.6
$138.34
7.33%
Add 4.44%
130,132
5,534
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Add
Add
+0.13%
●
59.61 ($63.9) 66.74
$68.62
7.39%
Add 6.2%
158,526
9,254
VONG
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
2025-03-31
Add
Add
+0.13%
●
92.71 ($101.57) 107.38
$111.78
10.05%
Add 3.12%
197,785
5,979

Bernardo Wealth Planning LLC Total Holding History ($B)

To

Bernardo Wealth Planning LLC's Asset Allocation

To

Bernardo Wealth Planning LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Bernardo Wealth Planning LLC's Hypothetical Growth since 2025-03-31

Bernardo Wealth Planning LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bernardo Wealth Planning LLC's Holdings Heat Map

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Bernardo Wealth Planning LLC's Holdings Bubble Chart

Bernardo Wealth Planning LLC News

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