Bernard Wealth Management Corp. - Portfolio overview
Bernard Wealth Management Corp. has 382 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- NVDA - NVIDIA CORPORATION, 15.66%
- SCHX - SCHWAB STRATEGIC TR, 14.25%
- AAPL - APPLE INC, 9.17%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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