Bernardo Wealth Planning 13F Holdings & Latest Moves
Latest 13F moves (filed Oct 23, 2026): 2 new positions, 53 added. Largest change by value: added $IVV ($130.24M held).
- New positions
- 2
- Added / reduced
- 53 / 0
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
New positions in the latest 13F
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $IVV | Added | +82.94K (+95.21%) | 170.06K | $130.24M | — | ||||
| $MGK | Added | +453.01K (+92.36%) | 943.47K | $87.41M | — | ||||
| $VONV | Added | +301.56K (+88.23%) | 643.32K | $69.93M | — | ||||
| $VONG | Added | +271.14K (+127.77%) | 483.37K | $62.32M | — | ||||
| $MGV | Added | +180.20K (+96.16%) | 367.59K | $59.22M | — | ||||
| $MGV | Added | +180.20K (+96.16%) | 367.59K | $59.22M | — | ||||
| $ITOT | Added | +161.98K (+97.77%) | 327.65K | $54.48M | — | ||||
| $CGCP | Added | +1.29M (+104.11%) | 2.53M | $53.59M | — | ||||
| $DFUS | Added | +341.05K (+113.65%) | 641.14K | $53.23M | — | ||||
| $RSP | Added | +98.63K (+100.73%) | 196.56K | $40.89M | — | ||||
| $VYM | Added | +119.85K (+101.10%) | 238.40K | $37M | — | ||||
| $JPIE | Added | +438.07K (+117.81%) | 809.92K | $36.36M | — | ||||
| $JEPI | Added | +340.23K (+122.57%) | 617.81K | $34.73M | — | ||||
| $BIV | Added | +215.36K (+116.53%) | 400.16K | $29.16M | — | ||||
| $MBB | Added | +175.45K (+118.47%) | 323.55K | $29M | — | ||||
| $AAPL | Added | +40.58K (+97.20%) | 82.33K | $27.42M | — | ||||
| $IGSB | Added | +249.65K (+89.33%) | 529.13K | $27.11M | — | ||||
| $GOVT | Added | +625.27K (+112.04%) | 1.18M | $25.88M | — | ||||
| $VT | Added | +83.86K (+104.70%) | 163.94K | $25.88M | — | ||||
| $JEPQ | Added | +118.07K (+53.16%) | 340.18K | $20.84M | — | ||||
| $QQQ | Added | +10.21K (+95.81%) | 20.86K | $15.43M | — | ||||
| $VO | Added | +76.43K (+104.54%) | 149.53K | $11.73M | — | ||||
| $VB | Added | +20.44K (+99.94%) | 40.89K | $11.63M | — | ||||
| $AMZN | Added | +21.64K (+108.78%) | 41.54K | $10.35M | — | ||||
| $FTCS | Added | +47.48K (+90.17%) | 100.14K | $9.40M | — | ||||
| $FTCS | Added | +47.48K (+90.17%) | 100.14K | $9.40M | — | ||||
| $IXN | Added | +28.97K (+91.47%) | 60.63K | $8.99M | — | ||||
| $IXN | Added | +28.97K (+91.47%) | 60.63K | $8.99M | — | ||||
| $HMOP | Added | +105.56K (+78.61%) | 239.86K | $8.84M | — | ||||
| $QQQM | Added | +5.08K (+24.65%) | 25.67K | $7.82M | — | ||||
| $NVDA | Added | +17.62K (+119.08%) | 32.42K | $7.40M | — | ||||
| $MMIT | Added | +129.83K (+83.82%) | 284.72K | $6.51M | — | ||||
| $MMIT | Added | +129.83K (+83.82%) | 284.72K | $6.51M | — | ||||
| $GOOG | Added | +8.90K (+100.59%) | 17.74K | $6.05M | — | ||||
| $MSFT | Added | +5.76K (+119.94%) | 10.57K | $5.42M | — | ||||
| $IVW | Added | +19.09K (+100.94%) | 38K | $5.41M | — | ||||
| $HDV | Added | +95.47K (+98.26%) | 192.62K | $5.39M | — | ||||
| $MRK | Added | +17.50K (+100.56%) | 34.90K | $5.07M | — | ||||
| $ISPY | Added | +45.66K (+85.13%) | 99.30K | $4.75M | — | ||||
| $ISPY | Added | +45.66K (+85.13%) | 99.30K | $4.75M | — | ||||
| $VTV | Added | +10.23K (+96.31%) | 20.85K | $4.51M | — | ||||
| $IVE | Added | +9.49K (+100.96%) | 18.90K | $4.31M | — | ||||
| $JMUB | Added | +47.30K (+113.97%) | 88.80K | $4.23M | — | ||||
| $JNJ | Added | +7.46K (+105.84%) | 14.52K | $3.84M | — | ||||
| $VTI | Added | +5K (+101.09%) | 9.94K | $3.72M | — | ||||
| $SPY | Added | +2.34K (+97.42%) | 4.75K | $3.62M | — | ||||
| $MUB | Added | +15.65K (+82.24%) | 34.69K | $3.51M | — | ||||
| $USMV | Added | +15.66K (+81.52%) | 34.88K | $3.40M | — | ||||
| $VOO | Added | +2.35K (+99.16%) | 4.72K | $3.31M | — | ||||
| $VTEB | Added | +40.41K (+142.69%) | 68.73K | $3.26M | — | ||||
| $META | Added | +2.25K (+116.01%) | 4.18K | $3.03M | Read | ||||
| $GOOGL | Added | +5.01K (+136.26%) | 8.69K | $2.99M | Read | ||||
| $VPLS | Added | +25.93K (+181.37%) | 40.22K | $2.98M | — |
All tracked 13F moves by Bernardo Wealth Planning
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $SPAB | New | +296.14K | 296.14K | $7.21M | — | ||||
| $XOM | New | +12.92K | 12.92K | $2.10M | — | ||||
| $VT | Added | +83.86K (+104.70%) | 163.94K | $25.88M | — | ||||
| $VTEB | Added | +40.41K (+142.69%) | 68.73K | $3.26M | — | ||||
| $VOO | Added | +2.35K (+99.16%) | 4.72K | $3.31M | — | ||||
| $VONV | Added | +301.56K (+88.23%) | 643.32K | $69.93M | — | ||||
| $VONG | Added | +271.14K (+127.77%) | 483.37K | $62.32M | — | ||||
| $VTV | Added | +10.23K (+96.31%) | 20.85K | $4.51M | — | ||||
| $VTI | Added | +5K (+101.09%) | 9.94K | $3.72M | — | ||||
| $VB | Added | +20.44K (+99.94%) | 40.89K | $11.63M | — | ||||
| $VO | Added | +76.43K (+104.54%) | 149.53K | $11.73M | — | ||||
| $MGV | Added | +180.20K (+96.16%) | 367.59K | $59.22M | — | ||||
| $MGK | Added | +453.01K (+92.36%) | 943.47K | $87.41M | — | ||||
| $BIV | Added | +215.36K (+116.53%) | 400.16K | $29.16M | — | ||||
| $VYM | Added | +119.85K (+101.10%) | 238.40K | $37M | — | ||||
| $VPLS | Added | +25.93K (+181.37%) | 40.22K | $2.98M | — | ||||
| $SPY | Added | +2.34K (+97.42%) | 4.75K | $3.62M | — | ||||
| $ISPY | Added | +45.66K (+85.13%) | 99.30K | $4.75M | — | ||||
| $MMIT | Added | +129.83K (+83.82%) | 284.72K | $6.51M | — | ||||
| $NVDA | Added | +17.62K (+119.08%) | 32.42K | $7.40M | — | ||||
| $MMIT | Added | +129.83K (+83.82%) | 284.72K | $6.51M | — | ||||
| $MSFT | Added | +5.76K (+119.94%) | 10.57K | $5.42M | — | ||||
| $MGV | Added | +180.20K (+96.16%) | 367.59K | $59.22M | — | ||||
| $META | Added | +2.25K (+116.01%) | 4.18K | $3.03M | Read | ||||
| $MRK | Added | +17.50K (+100.56%) | 34.90K | $5.07M | — | ||||
| $JEPQ | Added | +118.07K (+53.16%) | 340.18K | $20.84M | — | ||||
| $JMUB | Added | +47.30K (+113.97%) | 88.80K | $4.23M | — | ||||
| $JPIE | Added | +438.07K (+117.81%) | 809.92K | $36.36M | — | ||||
| $JEPI | Added | +340.23K (+122.57%) | 617.81K | $34.73M | — | ||||
| $JNJ | Added | +7.46K (+105.84%) | 14.52K | $3.84M | — | ||||
| $IXN | Added | +28.97K (+91.47%) | 60.63K | $8.99M | — | ||||
| $ISPY | Added | +45.66K (+85.13%) | 99.30K | $4.75M | — | ||||
| $GOVT | Added | +625.27K (+112.04%) | 1.18M | $25.88M | — | ||||
| $IVE | Added | +9.49K (+100.96%) | 18.90K | $4.31M | — | ||||
| $IVW | Added | +19.09K (+100.94%) | 38K | $5.41M | — | ||||
| $MUB | Added | +15.65K (+82.24%) | 34.69K | $3.51M | — | ||||
| $USMV | Added | +15.66K (+81.52%) | 34.88K | $3.40M | — | ||||
| $MBB | Added | +175.45K (+118.47%) | 323.55K | $29M | — | ||||
| $IXN | Added | +28.97K (+91.47%) | 60.63K | $8.99M | — | ||||
| $ITOT | Added | +161.98K (+97.77%) | 327.65K | $54.48M | — | ||||
| $IVV | Added | +82.94K (+95.21%) | 170.06K | $130.24M | — | ||||
| $HDV | Added | +95.47K (+98.26%) | 192.62K | $5.39M | — | ||||
| $IGSB | Added | +249.65K (+89.33%) | 529.13K | $27.11M | — | ||||
| $RSP | Added | +98.63K (+100.73%) | 196.56K | $40.89M | — | ||||
| $QQQ | Added | +10.21K (+95.81%) | 20.86K | $15.43M | — | ||||
| $QQQM | Added | +5.08K (+24.65%) | 25.67K | $7.82M | — | ||||
| $HMOP | Added | +105.56K (+78.61%) | 239.86K | $8.84M | — | ||||
| $FTCS | Added | +47.48K (+90.17%) | 100.14K | $9.40M | — | ||||
| $FTCS | Added | +47.48K (+90.17%) | 100.14K | $9.40M | — | ||||
| $DFUS | Added | +341.05K (+113.65%) | 641.14K | $53.23M | — | ||||
| $CGCP | Added | +1.29M (+104.11%) | 2.53M | $53.59M | — | ||||
| $AAPL | Added | +40.58K (+97.20%) | 82.33K | $27.42M | — | ||||
| $AMZN | Added | +21.64K (+108.78%) | 41.54K | $10.35M | — | ||||
| $GOOGL | Added | +5.01K (+136.26%) | 8.69K | $2.99M | Read | ||||
| $GOOG | Added | +8.90K (+100.59%) | 17.74K | $6.05M | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Bernardo Wealth Planning holds or traded
Frequently asked questions
What did Bernardo Wealth Planning buy and sell in its latest 13F?
It opened or added to $IVV, $MGK, $VONV, $VONG and $MGV.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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