Bernardo Wealth Planning LLC

CIK

1765595

Location

HARLEYSVILLE, PA

Portfolio Value

Micro $49,823,891

Diversification

Diversified

Filing Date

Global Rank

#6,819 / 8,603 ▲ 48 · as of Mar 2026

Top Industry

Consumer Electronics 24.6%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.2%

SPY

+76.0%

Annualised alpha

-3.2%

Max drawdown

−21.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.2%

−0.2 pts

Top 5

48.6%

−0.5 pts

Top 10

63.1%

−0.4 pts

HHI

735

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.0%	$18,426,673	13
Unclassified	18.0%	$8,989,404	6
Consumer Cyclical	12.1%	$6,029,691	4
Healthcare	10.5%	$5,234,523	8
Financial Services	8.6%	$4,279,895	10
Communication Services	4.5%	$2,238,759	3
Consumer Defensive	4.4%	$2,186,923	5
Energy	1.7%	$866,497	1
Industrials	1.7%	$836,787	3
Utilities	1.3%	$663,033	2
Basic Materials	0.1%	$71,706	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+935	12,318	$2,148,259
AMZN	Amazon Com Inc	+365	18,551	$3,863,616
OLED	Universal Display Corp \Pa\	+299	3,500	$320,810
LNKB	LINKBANCORP, Inc.	+246	28,138	$234,670
GOOGL	Alphabet Inc.	+192	2,599	$747,368
NFLX	Netflix Inc	+164	5,687	$546,805
ORCL	Oracle Corp	+161	1,698	$249,792
JPM	Jpmorgan Chase & Co	+160	2,647	$778,641
META	Meta Platforms, Inc.	+153	1,651	$944,586
AVGO	Broadcom Inc.	+120	2,950	$913,054
PG	PROCTER & GAMBLE Co	+118	2,037	$294,224
PLTR	Palantir Technologies Inc.	+90	1,447	$211,667
TSLA	Tesla, Inc.	+85	3,626	$1,347,965
ABT	Abbott Laboratories	+56	2,332	$239,426
DIA	Spdr Dow Jones Industrial Average ETF Trust	+52	933	$432,156
UVSP	UNIVEST FINANCIAL Corp	+49	23,561	$807,199
RTX	RTX Corp	+47	1,867	$360,144
PGR	Progressive Corp/Oh/	+41	1,945	$385,576
AMD	Advanced Micro Devices Inc	+39	1,700	$345,831
SPY	Spdr S&P 500 ETF Trust	+33	2,391	$1,554,962
PM	Philip Morris International Inc.	+24	3,634	$600,845
WFC	Wells Fargo & Company/Mn	+19	4,510	$359,041
AMGN	Amgen Inc	+15	655	$230,461
LMT	Lockheed Martin Corp	+15	434	$262,305
LLY	ELI LILLY & Co	+14	385	$354,111
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−565	10,540	$6,083,477
ABBV	AbbVie Inc.	−415	1,532	$333,194
WTRG	Essential Utilities, Inc.	−307	10,796	$434,754
BX	Blackstone Inc.	−270	3,328	$382,686
AAPL	Apple Inc.	−129	39,621	$10,055,413
WMT	Walmart Inc.	−110	7,014	$871,699
MRK	Merck & Co., Inc.	−109	17,064	$2,052,628
IDCC	InterDigital, Inc.	−104	3,758	$1,134,916
MCD	Mcdonalds Corp	−79	1,790	$556,314
JNJ	Johnson & Johnson	−74	6,813	$1,665,369
GLD	Spdr Gold Trust	−45	996	$428,568
MSFT	Microsoft Corp	−39	4,155	$1,538,056
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−38	1,837	$620,814
BRK-B	Berkshire Hathaway Inc	−29	1,566	$750,427
BSX	Boston Scientific Corp	−27	4,258	$267,189
CVX	Chevron Corp	−25	4,188	$866,497
HD	Home Depot, Inc.	−7	796	$261,796
V	Visa Inc.	−1	693	$209,452
PEG	Public Service Enterprise Group Inc	−1	2,820	$228,279
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	9,126	$273,688
GLW	Corning Inc /Ny	1,767	$240,258
ETH	Grayscale Ethereum Staking Mini ETF	10,904	$216,553
LHX	L3harris Technologies, Inc. /De/	621	$214,338
MO	Altria Group, Inc.	3,230	$213,147
KO	Coca Cola Co	2,722	$207,008
OCUL	Ocular Therapeutix, Inc	10,879	$92,145
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
WDAY	Workday, Inc.	1,423	$305,631
ADP	Automatic Data Processing Inc	1,162	$298,901
BAC	Bank Of America Corp /De/	4,300	$236,500
UNH	Unitedhealth Group Inc	706	$233,057
CEG	Constellation Energy Corp	629	$222,206
DIS	Walt Disney Co	1,932	$219,803
IBIT	iShares Bitcoin Trust ETF	4,389	$217,913
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 positions · $49,823,891 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	39,621	-129	$10,055,413	−6.9%	20.18%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,540	-565	$6,083,477	−10.8%	12.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,551	+365	$3,863,616	−8.0%	7.75%
NVDA	Nvidia Corp Technology	Added	12,318	+935	$2,148,259	+1.2%	4.31%
MRK	Merck & Co., Inc. Healthcare	Reduced	17,064	-109	$2,052,628	+13.6%	4.12%
JNJ	Johnson & Johnson Healthcare	Reduced	6,813	-74	$1,665,369	+16.8%	3.34%
SPY	Spdr S&P 500 ETF Trust	Added	2,391	+33	$1,554,962	−3.3%	3.12%
MSFT	Microsoft Corp Technology	Reduced	4,155	-39	$1,538,056	−24.2%	3.09%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,626	+85	$1,347,965	−15.4%	2.71%
IDCC	InterDigital, Inc. Technology	Reduced	3,758	-104	$1,134,916	−7.7%	2.28%
META	Meta Platforms, Inc. Communication Services	Added	1,651	+153	$944,586	−4.5%	1.90%
AVGO	Broadcom Inc. Technology	Added	2,950	+120	$913,054	−6.8%	1.83%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,014	-110	$871,699	+9.8%	1.75%
CVX	Chevron Corp Energy	Reduced	4,188	-25	$866,497	+34.9%	1.74%
UVSP	UNIVEST FINANCIAL Corp Financial Services	Added	23,561	+49	$807,199	+4.9%	1.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,647	+160	$778,641	−2.8%	1.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,566	-29	$750,427	−6.4%	1.51%
GOOGL	Alphabet Inc. Communication Services	Added	2,599	+192	$747,368	−0.8%	1.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,837	-38	$620,814	+9.0%	1.25%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,634	+24	$600,845	+3.8%	1.21%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,790	-79	$556,314	−2.6%	1.12%
NFLX	Netflix Inc Communication Services	Added	5,687	+164	$546,805	+5.6%	1.10%
WTRG	Essential Utilities, Inc. Utilities	Reduced	10,796	-307	$434,754	+2.1%	0.87%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	933	+52	$432,156	+2.1%	0.87%
GLD	Spdr Gold Trust	Reduced	996	-45	$428,568	+3.9%	0.86%
PGR	Progressive Corp/Oh/ Financial Services	Added	1,945	+41	$385,576	−11.1%	0.77%
BX	Blackstone Inc. Financial Services	Reduced	3,328	-270	$382,686	−31.0%	0.77%
RTX	RTX Corp Industrials	Added	1,867	+47	$360,144	+7.9%	0.72%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,510	+19	$359,041	−14.2%	0.72%
LLY	ELI LILLY & Co Healthcare	Added	385	+14	$354,111	−11.2%	0.71%
AMD	Advanced Micro Devices Inc Technology	Added	1,700	+39	$345,831	−2.8%	0.69%
ABBV	AbbVie Inc. Healthcare	Reduced	1,532	-415	$333,194	−25.1%	0.67%
INTU	Intuit Inc. Technology	Added	756	+4	$326,879	−34.4%	0.66%
IBM	International Business Machines Corp Technology	Added	1,324	+12	$320,924	−17.4%	0.64%
OLED	Universal Display Corp \Pa\ Technology	Added	3,500	+299	$320,810	−14.2%	0.64%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,037	+118	$294,224	+7.0%	0.59%
SCHW	Schwab Charles Corp Financial Services	Added	2,939	+7	$276,207	−5.7%	0.55%
BTC	Grayscale Bitcoin Mini Trust ETF	NEW	9,126	NEW	$273,688	NEW	0.55%
BSX	Boston Scientific Corp Healthcare	Reduced	4,258	-27	$267,189	−34.6%	0.54%
LMT	Lockheed Martin Corp Industrials	Added	434	+15	$262,305	+29.4%	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	796	-7	$261,796	−5.3%	0.53%
ORCL	Oracle Corp Technology	Added	1,698	+161	$249,792	−16.6%	0.50%
GLW	Corning Inc /Ny Technology	NEW	1,767	NEW	$240,258	NEW	0.48%
ABT	Abbott Laboratories Healthcare	Added	2,332	+56	$239,426	−16.0%	0.48%
LNKB	LINKBANCORP, Inc. Financial Services	Added	28,138	+246	$234,670	+1.9%	0.47%
AMGN	Amgen Inc Healthcare	Added	655	+15	$230,461	+10.0%	0.46%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	2,820	-1	$228,279	+0.8%	0.46%
ETH	Grayscale Ethereum Staking Mini ETF	NEW	10,904	NEW	$216,553	NEW	0.43%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	621	NEW	$214,338	NEW	0.43%
MO	Altria Group, Inc. Consumer Defensive	NEW	3,230	NEW	$213,147	NEW	0.43%