Bernard Wealth Management Corp. - Portfolio Stock Holdings
Bernard Wealth Management Corp. disclosed 373 stock positions in a recent SEC 13F filing. $267,145,858 of stock holdings were filed, with the largest holdings including NVDA, SCHX, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $314,245,504 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
373Est. Stock Holding Value:
$267,145,858Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Bernard Wealth Management Corp.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...