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Bernardo Wealth Planning LLC → QQQ

Bernardo Wealth Planning LLC QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
4
Latest value
$15.4M
Q3 2026
Peak value
$15.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.8M
Q1 2026$6.1M
Q2 2026$7.8M
Q3 2026$15.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.4M20.9K——
Q2 2026$7.8M10.7K——
Q1 2026$6.1M10.5K——
Q4 2025$6.8M11.1K——

Other funds holding QQQ

Other Bernardo Wealth Planning LLC positions

ETHA

ISHARES TR

$130.2M
VGES

VANGUARD WORLD FD

$87.4M
VGES

VANGUARD SCOTTSDALE FDS

$69.9M
ETHA

ISHARES TR

$65.2M
VGES

VANGUARD SCOTTSDALE FDS

$62.3M
VGES

VANGUARD WORLD FD

$59.2M
ETHA

ISHARES TR

$58.4M
ETHA

ISHARES TR

$55.8M