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.
Portfolio value
$216 Billion
ETFs: $86.3 Billion
Technology: $73 Billion
Financial Services: $15.6 Billion
Healthcare: $9.94 Billion
Consumer Cyclical: $9.48 Billion
Communication Services: $5.98 Billion
Industrials: $4.34 Billion
Consumer Defensive: $4.27 Billion
Other: $5.48 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
