SEC Form 13F

Bernardo Wealth Planning LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$585,379,621
Positions139

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$65,241,86687,118
VANGUARD WORLD FDMGKMEGA GRWTH IND$43,116,335490,460
VANGUARD SCOTTSDALE FDSVONVVNG RUS1000VAL$36,333,185341,766
VANGUARD WORLD FDMGVMEGA CAP VAL ETF$30,628,811187,389
CAPITAL GRP FIXED INCM ETF TCGCPCORE PLUS INCM$27,646,0221,240,288
ISHARES TRITOTCORE S&P TTL STK$27,214,886165,672
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$27,124,018212,221
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$24,589,451300,091
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$20,835,11097,923
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$18,734,454118,550

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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