Bernard Wealth Management Corp. Portfolio Holdings

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

Bernard Wealth Management Corp. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $239 Billion distributed in 342 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $41.5B, Schwab Strategic Tr Us Large C with a value of $35.3B, Apple Inc. with a value of $22B, Microsoft Corp with a value of $10.6B, and Schwab Strategic U.S. Mid Cap with a value of $9.03B.

Examining the 13F form we can see an increase of $23.6B in the current position value, from $216B to 239B.

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 $239 Billion
ETFs: $95.2 Billion
Technology: $83.9 Billion
Financial Services: $16.6 Billion
Healthcare: $9.63 Billion
Consumer Cyclical: $9.56 Billion
Communication Services: $7.56 Billion
Industrials: $5.03 Billion
Consumer Defensive: $4.24 Billion
Other: $6.17 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78B
$554 Million 0.23% of portfolio
49,334
Q3 2025 Added 386.58%
$7.48B
$261 Million 0.11% of portfolio
5,078
Q3 2025 Added 0.08%
$3.73B
$98.2 Million 0.04% of portfolio
2,000
Q4 2024 New
$2.22B
$42.7 Million 0.02% of portfolio
815
Q4 2024 New
$8.83B
$28.7 Million 0.01% of portfolio
200
Q4 2024 New
$7.17B
$27 Million 0.01% of portfolio
2,400
Q4 2024 New
$5.89B
$30.1 Million 0.01% of portfolio
423
Q2 2025 Reduced 5.16%
$6.53B
$16.4 Million 0.01% of portfolio
600
Q4 2024 New
$3.75B
$8 Million 0.0% of portfolio
220
Q3 2025 Reduced 5.17%
$4.39B
$4.31 Million 0.0% of portfolio
125
Q4 2024 New
$2.11B
$97,000 0.0% of portfolio
6
Q1 2025 New
$3.08B
$9.96 Million 0.0% of portfolio
168
Q4 2024 New
$2.98B
$645,000 0.0% of portfolio
21
Q2 2025 Reduced 50.0%
$7.9B
$5.67 Million 0.0% of portfolio
100
Q2 2025 New
$3.32B
$830,000 0.0% of portfolio
25
Q4 2024 New
$7.93B
$2.46 Million 0.0% of portfolio
100
Q2 2025 New
$5.54B
$3.59 Million 0.0% of portfolio
200
Q4 2024 New
$8.09B
$129,000 0.0% of portfolio
5
Q2 2025 Reduced 66.67%
$3.21B
$8.54 Million 0.0% of portfolio
150
Q4 2024 Reduced 28.57%
$8.92B
$10.4 Million 0.0% of portfolio
100
Q4 2024 New
$3.56B
$71,000 0.0% of portfolio
4
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 342
  • Current Value $239 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 38 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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