Arkolith/Funds/Bernardo Wealth Planning LLC

Bernardo Wealth Planning LLC

CIK 1765595Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Bernardo Wealth Planning LLC holds a focused book of 139 stocks worth $585.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Core-Plus Bond ETF and trimmed Vanguard Mega Cap Value ETF. Their largest long position is Ishares Core S&P 500 ETF at 11% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
78
existing
Trimmed
29
reduced
Sold out
6
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.3%
+11.0%/yr · since Oct '25
Their reported book
+7.4%
held from quarter-end
S&P 500
+11.3%
same window
$10K$10K$10K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
Bernardo Wealth Planning LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Bernardo Wealth Planning LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
55%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
5%
Consumer Discretionary
1%
Financials
1%
Health Care
1%
Energy
0%
Consumer Staples
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bernardo Wealth Planning LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$573.8B
UBS Group AG80 / 80$158.6B
LPL Financial LLC80 / 80$117.2B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$23.4B
OSAIC HOLDINGS, INC.80 / 80$22.1B
HARBOUR INVESTMENTS, INC.80 / 80$1.9B
JPMORGAN CHASE & CO79 / 80$535.8B
BANK OF AMERICA CORP /DE/79 / 80$456.6B

Ranked by how many of Bernardo Wealth Planning LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$65.2M87.1K
11.1%
+2.1%
Added · +2K sh
2Vanguard World FD
MEGA GRWTH IND
$43.1M490.5K
7.4%
+372%
Added · +387K sh
3Vanguard Scottsdale FDS
VNG RUS1000VAL
$36.3M341.8K
6.2%
+1.7%
Added · +6K sh
4Vanguard World FD
MEGA CAP VAL ETF
$30.6M187.4K
5.2%
−12%
Reduced · −24K sh
5Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$27.6M1.24M
4.7%
+3.8%
Added · +46K sh
6Ishares TR
CORE S&P TTL STK
$27.2M165.7K
4.6%
+0.9%
Added · +2K sh
7Vanguard Scottsdale FDS
VNG RUS1000GRW
$27.1M212.2K
4.6%
+3.6%
Added · +7K sh
8Dimensional ETF Trust
US EQUI MARK ETF
$24.6M300.1K
4.2%
+4.8%
Added · +14K sh
9Invesco Exchange Traded FD T
S&P500 EQL WGT
$20.8M97.9K
3.6%
+2.3%
Added · +2K sh
10Vanguard Whitehall FDS
HIGH DIV YLD
$18.7M118.5K
3.2%
+2.2%
Added · +3K sh
11J P Morgan Exchange Traded F
INCOME ETF
$17.1M371.9K
2.9%
+21%
Added · +63K sh
12J P Morgan Exchange Traded F
EQUITY PREMIUM
$15.7M277.6K
2.7%
−8.9%
Reduced · −27K sh
13Ishares TR
ISHS 1-5YR INVS
$14.6M279.5K
2.5%
+5.3%
Added · +14K sh
14Vanguard BD Index FDS
INTERMED TERM
$14.2M184.8K
2.4%
+6.3%
Added · +11K sh
15Ishares TR
MBS ETF
$14.0M148.1K
2.4%
+4.3%
Added · +6K sh
16J P Morgan Exchange Traded F
NASDAQ EQT PREM
$13.7M222.1K
2.3%
+2.9%
Added · +6K sh
17Ishares TR
US TREAS BD ETF
$12.7M558.1K
2.2%
−11%
Reduced · −70K sh
18Vanguard Intl Equity Index F
TT WRLD ST ETF
$12.6M80.1K
2.1%
39×
Added · +78K sh
19Apple Inc
COM
$12.1M41.7K
2.1%
+5.4%
Added · +2K sh
20Invesco QQQ TR
UNIT SER 1
$7.8M10.7K
1.3%
+1.1%
Added · +111 sh
21Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$6.2M20.6K
1.1%
+0.6%
Added · +128 sh
22Vanguard Index FDS
SMALL CP ETF
$6.2M20.5K
1.1%
+2.1%
Added · +422 sh
23Vanguard Index FDS
MID CAP ETF
$5.9M73.1K
1.0%
+310%
Added · +55K sh
24Hartford FDS Exchange Traded
MUN OPORTUNITE
$5.3M134.3K
0.9%
−0.7%
Reduced · −978 sh
25First TR Exchange-Traded FD
CAP STRENGTH ETF
$4.9M52.7K
0.8%
−1.9%
Reduced · −1K sh
26Amazon Com Inc
COM
$4.7M19.9K
0.8%
+7.2%
Added · +1K sh
27Ishares TR
GLOBAL TECH ETF
$4.6M31.7K
0.8%
+0.1%
Added · +21 sh
28New York Life Invts Active E
MACKAY MUN INTER
$3.8M154.9K
0.6%
−2.3%
Reduced · −4K sh
29Alphabet Inc
CAP STK CL C
$3.1M8.8K
0.5%
−4.0%
Reduced · −365 sh
30Nvidia Corporation
COM
$3.0M14.8K
0.5%
+20%
Added · +2K sh
31Ishares TR
CORE HIGH DV ETF
$2.7M97.2K
0.5%
+400%
Added · +78K sh
32Ishares TR
S&P 500 GRWT ETF
$2.6M18.9K
0.4%
−0.6%
Reduced · −116 sh
33Proshares TR
S&P 500 HIGH ETF
$2.6M53.6K
0.4%
+0.1%
Added · +62 sh
34Vanguard Index FDS
VALUE ETF
$2.3M10.6K
0.4%
−0.1%
Reduced · −10 sh
35Merck & Co Inc
COM
$2.2M17.4K
0.4%
+2.0%
Added · +335 sh
36Ishares TR
S&P 500 VAL ETF
$2.1M9.4K
0.4%
Held
37J P Morgan Exchange Traded F
MUNICIPAL ETF
$2.1M41.5K
0.4%
−0.3%
Reduced · −140 sh
38Ishares TR
NATIONAL MUN ETF
$2.0M19.0K
0.3%
−2.3%
Reduced · −456 sh
39Ishares TR
MSCI USA MIN ETF
$1.9M19.2K
0.3%
−0.4%
Reduced · −70 sh
40Vanguard Index FDS
TOTAL STK MKT
$1.8M4.9K
0.3%
−5.4%
Reduced · −285 sh
41State STR SPDR S&P 500 ETF T
TR UNIT
$1.8M2.4K
0.3%
+0.6%
Added · +15 sh
42Microsoft Corp
COM
$1.8M4.8K
0.3%
+16%
Added · +650 sh
43Johnson & Johnson
COM
$1.8M7.1K
0.3%
+3.5%
Added · +239 sh
44Tesla Inc
COM
$1.6M3.9K
0.3%
+7.2%
Added · +262 sh
45Vanguard Index FDS
S&P 500 ETF SHS
$1.6M2.4K
0.3%
+4.5%
Added · +101 sh
46Ishares TR
MSCI USA QLT FCT
$1.5M7.0K
0.3%
−0.1%
Reduced · −4 sh
47Ishares TR
RUSSELL 3000 ETF
$1.5M3.4K
0.2%
Held
48Vanguard Mun BD FDS
TAX EXEMPT BD
$1.4M28.3K
0.2%
−0.7%
Reduced · −202 sh
49Alphabet Inc
CAP STK CL A
$1.3M3.7K
0.2%
+42%
Added · +1K sh
50SPDR Series Trust
ST STR PR SP1500
$1.3M14.2K
0.2%
−1.8%
Reduced · −259 sh
Showing 50 of 139 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026139$585.4M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026129$510.8M13F-HR
Q4 2025Dec 31, 2025Jan 26, 2026127$524.8M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025127$510.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.