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MasterCard Incorporated shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in MasterCard Incorporated

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All positions including MasterCard Incorporated held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $406k 736 551.47

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mrngstr Mega Cap (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mrngstr Val Etf (MGV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)

View all positions for Bernardo Wealth Planning

Top funds holding MasterCard Incorporated

BlackRock
Mastercard Foundation Asset Management Corp
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Norges Bank Investment Management
Capital Research Global Investors
Capital Research and Management Company - Division 3
Goldman Sachs Group
Northern Trust
Nuveen

View all funds holding MasterCard Incorporated