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Value $
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$418M
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Signature - Title
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Ashleigh C. Swayze - Counsel
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Location
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Harleysville, PA
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Summary
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This page shows a list of all the recent 13F filings made by Bernardo Wealth Planning LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Bernardo Wealth Planning LLC reported 109 stock holdings with total value $418M as of Q4 2024. Top holdings included IVV, MGK, MGV, VONV, and CGCP.