Institutions / Bernard Wealth Management Corp.
Bernard Wealth Management Corp.
CIK 2056313 · Institution · as of Dec 31, 2025
Portfolio value
$246.47M
Positions
356
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 356 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $40.37M | 16.4% |
| Schwab Strategic Tr | $36.32M | 14.7% |
| Apple Inc. | $23.36M | 9.5% |
| ELI LILLY & Co | $9.91M | 4.0% |
| Microsoft Corp | $9.84M | 4.0% |
| Schwab Strategic Tr | $9.24M | 3.7% |
| iShares Tr | $8.84M | 3.6% |
| Alphabet Inc. | $7.25M | 2.9% |
| Amazon.com Inc | $6.45M | 2.6% |
| Schwab Strategic Tr | $6.25M | 2.5% |
| iShares Inc | $5.32M | 2.2% |
| Warren E. Buffett | $4.96M | 2.0% |
| Invesco Qqq Tr | $4.90M | 2.0% |
| iShares Tr | $4.53M | 1.8% |
| PIMCO ETF Tr | $4.36M | 1.8% |
| iShares Tr | $4.26M | 1.7% |
| Visa Inc | $4.16M | 1.7% |
| JPMorgan Chase & Co | $4.03M | 1.6% |
| Caterpillar Inc | $3.42M | 1.4% |
| Walmart Inc. | $2.64M | 1.1% |
| Palo Alto Networks Inc | $2.48M | 1.0% |
| CrowdStrike Holdings, Inc. | $2.47M | 1.0% |
| DT Midstream, Inc. | $2.06M | 0.8% |
| Schwab Strategic Tr | $1.89M | 0.8% |
| SPDR S&P 500 ETF Tr | $1.74M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.