Bernardo Wealth Planning LLC has disclosed its latest 13F-HR filing, revealing a total of $1.18 billion in assets under management as of September 30, 2026. This update is significant as it provides insights into the firm's investment strategies and positions, showcasing its ongoing commitment to transparency in the wealth management industry.
The filing indicates that Bernardo Wealth Planning holds a diverse portfolio, with significant investments in major companies across various sectors. Notable holdings include Abbott Laboratories, Amazon, and Apple Inc., among others. This diversified investment approach may enhance investor confidence and set a benchmark for other firms in the wealth management sector.
The firm’s latest filing was made on October 23, 2026, under accession number 0001765595-26-000005. This report is part of a series of filings that Bernardo Wealth Planning has submitted, reflecting its active management of client assets and adherence to regulatory requirements.
Bernardo Wealth Planning LLC, based in Harleysville, Pennsylvania, is categorized as an investment advisor. The firm has been consistently filing 13F reports, which detail its equity holdings, thereby providing transparency to its clients and the market.
According to the latest filing, Bernardo Wealth Planning has reported a total of 144 positions in various companies. The total value of these holdings amounts to $1,183,778,658. This figure underscores the firm's substantial presence in the investment landscape and its ability to manage a significant amount of capital.
The filing does not specify what actions the firm may take next regarding its investment strategy or any upcoming filings. However, it is clear that Bernardo Wealth Planning is positioning itself as a key player in the wealth management industry, with a focus on maintaining a well-rounded and diversified portfolio for its clients.