Notify me when Bernardo Wealth Planning LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 127 | $524,754,437 | +$10,394,470 | -$3,558,325 | +$6,836,145 | IVV, MGK, MGV, VONV, CGCP | 13F-HR | 23 Jan 2026, 18:36 |
| Q3 2025 | 127 | $510,063,943 | +$38,057,377 | -$16,587,824 | +$21,469,553 | IVV, MGK, MGV, VONV, CGCP | 13F-HR | 22 Oct 2025, 15:16 |
| Q2 2025 | 119 | $460,597,000 | +$39,061,009 | -$24,136,414 | +$14,924,595 | IVV, MGK, MGV, VONV, CGCP | 13F-HR | 13 Aug 2025, 11:04 |
| Q1 2025 | 113 | $417,947,000 | +$15,430,821 | -$6,753,202 | +$8,677,619 | IVV, MGK, MGV, VONV, CGCP | Restatement | 30 Apr 2025, 15:07 |
| Q4 2024 | 109 | $417,956,800 | +$24,117,224 | -$14,290,435 | +$9,826,789 | IVV, MGK, MGV, VONV, CGCP | 13F-HR | 16 Jan 2025, 10:19 |
| Q3 2024 | 114 | $411,387,000 | +$37,361,123 | -$17,590,359 | +$19,770,764 | IVV, MGK, MGV, VONV, CGCP | 13F-HR | 18 Oct 2024, 14:42 |
| Q2 2024 | 104 | $371,707,783 | +$20,305,416 | -$15,003,233 | +$5,302,183 | MGK, IVV, MGV, CGCP, VONV | 13F-HR | 10 Jul 2024, 10:40 |
| Q1 2024 | 106 | $359,553,137 | +$26,840,410 | -$4,026,217 | +$22,814,193 | IVV, MGK, MGV, VONV, CGCP | 13F-HR | 07 May 2024, 09:00 |
| Q4 2023 | 89 | $317,118,917 | +$60,291,542 | -$17,670,158 | +$42,621,384 | MGK, IVV, MGV, VONV, CGCP | 13F-HR | 25 Jan 2024, 10:56 |
| Q3 2023 | 86 | $253,012,388 | +$13,213,995 | -$2,734,783 | +$10,479,212 | MGK, MGV, JEPI, IVV, VONV | 13F-HR | 30 Oct 2023, 13:31 |
| Q2 2023 | 92 | $250,999,064 | +$19,181,865 | -$15,213,567 | +$3,968,298 | MGK, MGV, JEPI, IVV, VONV | 13F-HR | 21 Jul 2023, 14:46 |
| Q1 2023 | 92 | $232,957,476 | +$16,972,136 | -$9,936,189 | +$7,035,947 | MGK, MGV, JEPI, IVV, VONV | 13F-HR | 05 May 2023, 16:08 |
| Q4 2022 | 90 | $213,897,392 | +$44,551,248 | -$10,087,744 | +$34,463,504 | MGV, MGK, JEPI, IVV, VONV | 13F-HR | 30 Jan 2023, 16:21 |
| Q3 2022 | 84 | $175,384,000 | +$18,396,527 | -$12,859,658 | +$5,536,869 | MGK, MGV, IVV, VONV, HDV | 13F-HR | 24 Oct 2022, 16:47 |
| Q2 2022 | 85 | $175,049,000 | +$19,060,604 | -$15,341,704 | +$3,718,900 | MGK, MGV, IVV, HDV, VONV | 13F-HR | 29 Jul 2022, 16:50 |
| Q1 2022 | 91 | $201,353,000 | +$13,813,576 | -$9,394,847 | +$4,418,729 | MGK, MGV, IVV, QQQ, IUSB | Restatement | 06 May 2022, 16:51 |
| Q4 2021 | 86 | $204,752,000 | +$21,684,293 | -$3,011,612 | +$18,672,681 | MGK, MGV, IVV, QQQ, IUSB | 13F-HR | 27 Jan 2022, 16:54 |
| Q3 2021 | 77 | $172,133,000 | +$16,788,705 | -$6,023,136 | +$10,765,569 | MGK, MGV, IVV, QQQ, IUSB | 13F-HR | 15 Oct 2021, 16:22 |
| Q2 2021 | 76 | $166,582,000 | +$35,548,322 | -$34,618,541 | +$929,781 | MGK, MGV, IVV, QQQ, IUSB | 13F-HR | 30 Jul 2021, 15:49 |
| Q1 2021 | 76 | $157,181,000 | +$4,686,816 | -$109,093,866 | -$104,407,050 | MGK, IVV, USMV, MGV, FVD | 13F-HR | 23 Apr 2021, 16:13 |
| Q4 2020 | 172 | $259,269,000 | +$30,880,782 | -$14,151,665 | +$16,729,117 | AAPL, MGK, IVV, USMV, GOVT | 13F-HR | 29 Jan 2021, 17:55 |
| Q3 2020 | 156 | $222,439,000 | +$41,570,790 | -$7,051,594 | +$34,519,196 | AAPL, MGK, IVV, FVD, USMV | 13F-HR | 23 Oct 2020, 16:48 |
| Q2 2020 | 139 | $186,392,000 | +$47,423,277 | -$29,654,755 | +$17,768,522 | MGK, AAPL, IVV, USMV, FVD | 13F-HR | 31 Jul 2020, 17:48 |
| Q1 2020 | 134 | $143,662,000 | +$34,185,335 | -$31,830,809 | +$2,354,526 | IVV, AAPL, GOVT, MGK, AMZN | 13F-HR | 01 May 2020, 16:34 |
| Q4 2019 | 165 | $164,799,000 | +$27,367,067 | -$11,605,016 | +$15,762,051 | AAPL, USMV, GOVT, MGK, SPTM | 13F-HR | 10 Feb 2020, 10:26 |
| Q3 2019 | 157 | $138,069,000 | +$15,181,247 | -$6,713,912 | +$8,467,335 | AAPL, USMV, NEAR, MGK, SPTM | 13F-HR | 01 Nov 2019, 17:34 |
| Q2 2019 | 149 | $127,705,000 | +$4,555,099 | -$6,818,480 | -$2,263,381 | AAPL, NEAR, MGK, AMZN, USMV | Restatement | 05 Sep 2019, 15:10 |
| Q1 2019 | 147 | $126,235,000 | +$10,387,370 | -$11,633,132 | -$1,245,762 | AAPL, MGK, NEAR, AMZN, USMV | 13F-HR | 07 May 2019, 18:34 |
| Q4 2018 | 131 | $113,076,000 | $0 | $0 | $0 | MGK, AAPL, NEAR, AMZN, USMV | 13F-HR | 14 Feb 2019, 11:43 |