Long-term investor
Bernardo Wealth Planning LLC @bernardowealthplanningll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765595).
Record
- Tracked since 2025-06-30 (454 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +903.3% · all +903.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 11.1% · long · since 2025-06-30
- 921910816 · 7.4% · long · since 2025-06-30
- 92206C714 · 6.2% · long · since 2025-06-30
- 921910840 · 5.2% · long · since 2025-06-30
- 14020Y102 · 4.7% · long · since 2025-06-30
- 464287150 · 4.6% · long · since 2025-06-30
- 92206C680 · 4.6% · long · since 2025-06-30
- 25434V401 · 4.2% · long · since 2025-06-30
- 46137V357 · 3.6% · long · since 2025-06-30
- 921946406 · 3.2% · long · since 2025-06-30
- 46641Q159 · 2.9% · long · since 2025-06-30
- 46641Q332 · 2.7% · long · since 2025-06-30