Bernardo Wealth Planning
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Bernardo Wealth Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bernardo Wealth Planning’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$952K Buy
1,872
+938
+100% +$494K 0.08% 82
2026
Q2 		$488K Buy
934
+1
+0.1% +$499 0.08% 81
2026
Q1 		$432K Buy
933
+52
+6% +$25.2K 0.08% 79
2025
Q4 		$424K Buy
881
+450
+104% +$213K 0.08% 82
2025
Q3 		$200K Buy
+431
New +$194K 0.04% 124

Other funds holding DIA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $294M AUM 20.38% 1-Year Est. Return

Bernardo Wealth Planning's DIA Position: Q3 2026 in Review

Bernardo Wealth Planning increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 100% in Q3 2026, buying an estimated $494K and bringing the position to 1,872 shares worth $952K. The position accounts for 0.08% of the portfolio, ranked #82.

Bernardo Wealth Planning first reported a position in DIA in Q3 2025 and has held it in 5 quarters since. 962 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Bernardo Wealth Planning held 1,872 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $952K as of Q3 2026.
  • Bernardo Wealth Planning bought 938 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $494K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.08% of Bernardo Wealth Planning's portfolio in Q3 2026, its #82 holding.
  • Bernardo Wealth Planning first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 5 quarters since.
  • 962 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.