Bernardo Wealth Planning LLC

Q2 2026 13F Holdings

Location
Harleysville, PA
Holdings as of
6/30/2026
Value ($000)
$585,380
Num holdings
139
Date filed
7/27/2026
Form type
13F-HR
Prev filing
4/15/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type