Bernardo Wealth Planning LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$524.8B
Holdings
127
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ORCLORACLE CORP | 1,537 | $299.0M | 0.06% | |
| 102 | ADPAUTOMATIC DATA PROCESSING IN | 1,162 | $298.0M | 0.06% | |
| 103 | SCHWSCHWAB CHARLES CORP | 2,932 | $292.0M | 0.06% | |
| 104 | ABTABBOTT LABS | 2,276 | $285.0M | 0.05% | |
| 105 | VEAVANGUARD TAX-MANAGED FDS | 4,467 | $279.0M | 0.05% | |
| 106 | HDHOME DEPOT INC | 803 | $276.0M | 0.05% | |
| 107 | PGPROCTER AND GAMBLE CO | 1,919 | $275.0M | 0.05% | |
| 108 | VOOGVANGUARD ADMIRAL FDS INC | 588 | $261.0M | 0.05% | |
| 109 | IHIISHARES TR | 4,212 | $261.0M | 0.05% | |
| 110 | VCRVANGUARD WORLD FD | 660 | $259.0M | 0.05% | |
| 111 | SPYGSPDR SERIES TRUST | 2,398 | $255.0M | 0.05% | |
| 112 | VVISA INC | 694 | $243.0M | 0.05% | |
| 113 | PLTRPALANTIR TECHNOLOGIES INC | 1,357 | $241.0M | 0.05% | |
| 114 | BACBANK AMERICA CORP | 4,300 | $236.0M | 0.04% | |
| 115 | UNHUNITEDHEALTH GROUP INC | 706 | $233.0M | 0.04% | |
| 116 | IJRISHARES TR | 1,927 | $231.0M | 0.04% | |
| 117 | LNKBLINKBANCORP INC | 27,892 | $230.0M | 0.04% | |
| 118 | PEGPUBLIC SVC ENTERPRISE GRP IN | 2,821 | $226.0M | 0.04% | |
| 119 | CEGCONSTELLATION ENERGY CORP | 629 | $222.0M | 0.04% | |
| 120 | DISDISNEY WALT CO | 1,932 | $219.0M | 0.04% | |
| 121 | IBITISHARES BITCOIN TRUST ETF | 4,389 | $217.0M | 0.04% | |
| 122 | AMGNAMGEN INC | 640 | $209.0M | 0.04% | |
| 123 | SPYVSPDR SERIES TRUST | 3,673 | $208.0M | 0.04% | |
| 124 | SCHFSCHWAB STRATEGIC TR | 8,604 | $206.0M | 0.04% | |
| 125 | LMTLOCKHEED MARTIN CORP | 419 | $202.0M | 0.04% | |
| 126 | LIENCHICAGO ATLANTIC BDC INC | 10,278 | $106.0M | 0.02% | |
| 127 | LWLGLIGHTWAVE LOGIC INC | 10,200 | $33.0M | 0.01% |
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