Bernard Wealth Management Corp. Portfolio Holdings
Bernard Wealth Management Corp.
- $216 Billion
- Q2 2025
Bernard Wealth Management Corp. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 309 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $35.5B, Schwab Strategic Tr Us Large C with a value of $31.7B, Apple Inc. with a value of $17.9B, Microsoft Corp with a value of $10.2B, and Schwab Strategic Tr Us Dividen with a value of $9.27B.
Examining the 13F form we can see an increase of $11B in the current position value, from $205B to 216B.
Bernard Wealth Management Corp. is based out at Royal Oak, MI
Below you can find more details about Bernard Wealth Management Corp. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 309
- Current Value $216 Billion
- Prior Value $205 Billion
- Filing
- Period Q2 2025
- Filing Date July 24, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 16 stocks
- Additional Purchases 34 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks