Bernardo Wealth Planning LLC
Top Portfolio Positions
57 positions ·
$50,814,026 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,621 | $10,055,413 | 19.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,540 | $6,083,477 | 11.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,551 | $3,863,616 | 7.60% | |
| NVDA |
Nvidia Corp
Technology
|
12,318 | $2,148,259 | 4.23% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
17,064 | $2,052,628 | 4.04% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,813 | $1,665,369 | 3.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,391 | $1,554,962 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
4,155 | $1,538,056 | 3.03% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,626 | $1,347,965 | 2.65% | |
| IDCC |
InterDigital, Inc.
Technology
|
3,758 | $1,134,916 | 2.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LIEN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,996 | 10,278 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $106,171 | 10,278 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $107,919 | 10,278 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $106,377 | 10,278 | Shares | Sole | 2025-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||