Bernardo Wealth Planning LLC has filed a Form 13F-HR report disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists 193 distinct equity securities held by the firm, with the top holdings including shares of Apple Inc., Microsoft Corporation, and NVIDIA Corporation.
The report indicates that the firm holds 82,330 shares of Apple Inc., 10,568 shares of Microsoft, and 32,420 shares of NVIDIA. Other notable positions include Alphabet Inc. Class A shares with 8,692 shares, Amazon.com Inc. with 41,536 shares, and Tesla Inc. with 7,554 shares. The filing also lists significant holdings in exchange-traded funds, including the Invesco QQQ Trust (20,856 shares) and the iShares Core S&P 500 ETF (170,062 shares).
According to the information table provided in the filing, the firm holds a mix of individual stocks and ETFs across various sectors. Notable positions include shares of Berkshire Hathaway Inc. Class B, Visa Inc., and JPMorgan Chase & Co. Additionally, the filing lists holdings in specialized ETFs such as the SPDR Gold Shares and various municipal bond ETFs.
The report was signed by Ashleigh Swayze, Counsel for Bernardo Wealth Planning LLC, on October 22, 2026.
