BERNARDO WEALTH PLANNING LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 40K | $10.06M |
 | UVSP | 24K | $807.20K |
 | AMZN | 19K | $3.86M |
 | MRK | 17K | $2.05M |
 | NVDA | 12K | $2.15M |
 | OCUL | 11K | $92.14K |
 | WTRG | 11K | $434.74K |
 | LWLG | 10K | $71.71K |
 | GOOG | 9K | $2.64M |
 | WMT | 7K | $871.75K |
 | JNJ | 7K | $1.67M |
 | XOM | 6K | $990.16K |
 | NFLX | 6K | $546.80K |
 | WFC | 5K | $359.05K |
 | BSX | 4K | $267.19K |
 | CVX | 4K | $866.58K |
 | MSFT | 4K | $1.54M |
 | IDCC | 4K | $1.13M |
 | PM | 4K | $600.87K |
 | TSLA | 4K | $1.35M |
Apple Inc.
AAPL
Shares Held
40K
Value
$10.06M
Univest Financial Corporation
UVSP
Shares Held
24K
Value
$807.20K
Amazon.com, Inc.
AMZN
Shares Held
19K
Value
$3.86M
Merck & Co., Inc.
MRK
Shares Held
17K
Value
$2.05M
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$2.15M
Ocular Therapeutix, Inc.
OCUL
Shares Held
11K
Value
$92.14K
Essential Utilities, Inc.
WTRG
Shares Held
11K
Value
$434.74K
Lightwave Logic, Inc.
LWLG
Shares Held
10K
Value
$71.71K
Alphabet Inc.
GOOG
Shares Held
9K
Value
$2.64M
Walmart Inc.
WMT
Shares Held
7K
Value
$871.75K
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.67M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$990.16K
Netflix, Inc.
NFLX
Shares Held
6K
Value
$546.80K
Wells Fargo & Company
WFC
Shares Held
5K
Value
$359.05K
Boston Scientific Corporation
BSX
Shares Held
4K
Value
$267.19K
Chevron Corporation
CVX
Shares Held
4K
Value
$866.58K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.54M
InterDigital, Inc.
IDCC
Shares Held
4K
Value
$1.13M
Philip Morris International Inc.
PM
Shares Held
4K
Value
$600.87K
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.35M