Position in MU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$738,745
New position
Shares Held
640
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#2,776
of 3,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026Bernardo Wealth Planning LLC holds $7,488,756 across 7 Semiconductors names. MU ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
14,798 | $2,960,931 | |
| 2 | AVGO |
Broadcom Inc.
|
3,123 | $1,179,713 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,913 | $1,111,280 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,837 | $877,296 | |
| 5 | MU |
Micron Technology Inc
This page
|
640 | $738,745 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,259 | $375,043 | |
| 7 | INTC |
Intel Corp
|
1,760 | $245,748 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,745 | 640 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||