§ 13F · FUND PROFILE
Bernardo Wealth Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $460.6B (13F)Positions · 119Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 85K | $58.4T | 11.1% | ±0% |
| 2 | MGK | VANGUARD WORLD FD | 107K | $44.3T | 8.4% | −1% |
| 3 | MGV | VANGUARD WORLD FD | 220K | $31.1T | 5.9% | ±0% |
| 4 | VONV | VANGUARD SCOTTSDALE FDS | 336K | $31.0T | 5.9% | ±0% |
| 5 | CGCP | CAPITAL GRP FIXED INCM ETF T | 1.16M | $26.2T | 5.0% | +3% |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | 202K | $24.6T | 4.7% | −1% |
| 7 | ITOT | ISHARES TR | 162K | $24.1T | 4.6% | +2% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 113K | $21.7T | 4.1% | ±0% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 258K | $19.2T | 3.7% | +2% |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 324K | $18.6T | 3.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERNARDO SIGNAL
AC read
Bernardo Wealth Planning LLC is a Other fund managing $460.6 trillion in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed