Bernardo Wealth Planning LLC

SEC CIK: 0001765595
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Bernardo Wealth Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overview All 13F holders of DIA Full Q2 2026 holdings

Shares (Q2 2026): 934
Value: $488.2K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of DIA by Bernardo Wealth Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	934	$488.2K	0.1%	+1+0.1%	Added	Holders
Q1 2026	933	$432.2K	0.1%	+52+5.9%	Added	Holders
Q4 2025	881	$423.6K	0.1%	+450+104.4%	Added	Holders
Q3 2025	431	$200.1K	<0.1%	+431	New	Holders