Bernardo Wealth Planning LLC

Business address
272 Ruth Rd., Harleysville, PA, 19438
Top securities (13F)
IVV, MGK, MGV, VONV, CGCP, VONG, ITOT, RSP, JEPI, DFUS, GOVT, VYM, JPIE, IGSB, JEPQ, MBB, AAPL, BIV, QQQ, and FTCS
State of incorporation
PA
Fiscal year end
31 December
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Bernardo Wealth Planning LLC has filed 32 SEC EDGAR filings since 14 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 22 Oct 2025 30 Sep 2025 028-19278
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-19278
N-PX Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-19278
13F-HR/A Open Document Open Filing 30 Apr 2025 31 Mar 2025 028-19278
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-19278
13F-HR Open Document Open Filing 16 Jan 2025 31 Dec 2024 028-19278
13F-HR Open Document Open Filing 18 Oct 2024 30 Sep 2024 028-19278
13F-HR Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-19278
13F-HR Open Document Open Filing 07 May 2024 31 Mar 2024 028-19278
13F-HR Open Document Open Filing 25 Jan 2024 31 Dec 2023 028-19278
13F-HR Open Document Open Filing 30 Oct 2023 30 Sep 2023 028-19278
13F-HR Open Document Open Filing 21 Jul 2023 30 Jun 2023 028-19278
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-19278
13F-HR Open Document Open Filing 30 Jan 2023 31 Dec 2022 028-19278
13F-HR Open Document Open Filing 24 Oct 2022 30 Sep 2022 028-19278
13F-HR Open Document Open Filing 29 Jul 2022 30 Jun 2022 028-19278
13F-HR/A Open Document Open Filing 06 May 2022 31 Mar 2022 028-19278
13F-HR Open Document Open Filing 28 Apr 2022 31 Mar 2022 028-19278
13F-HR Open Document Open Filing 27 Jan 2022 31 Dec 2021 028-19278
13F-HR Open Document Open Filing 15 Oct 2021 30 Sep 2021 028-19278
13F-HR Open Document Open Filing 30 Jul 2021 30 Jun 2021 028-19278
13F-HR Open Document Open Filing 23 Apr 2021 31 Mar 2021 028-19278
13F-HR Open Document Open Filing 01 Feb 2021 31 Dec 2020 028-19278
13F-HR Open Document Open Filing 23 Oct 2020 30 Sep 2020 028-19278
13F-HR Open Document Open Filing 03 Aug 2020 30 Jun 2020 028-19278
13F-HR Open Document Open Filing 01 May 2020 31 Mar 2020 028-19278
13F-HR Open Document Open Filing 10 Feb 2020 31 Dec 2019 028-19278
13F-HR Open Document Open Filing 04 Nov 2019 30 Sep 2019 028-19278
13F-HR/A Open Document Open Filing 05 Sep 2019 30 Jun 2019 028-19278
13F-HR Open Document Open Filing 13 Aug 2019 30 Jun 2019 028-19278
13F-HR Open Document Open Filing 08 May 2019 31 Mar 2019 028-19278
13F-HR Open Document Open Filing 14 Feb 2019 31 Dec 2018 028-19278