Bernard Wealth Management Corp. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $246 Billion distributed in 356 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $40.4B, Schwab Strategic Tr Us Large C with a value of $36.3B, Apple Inc. with a value of $23.4B, Eli Lilly & CO with a value of $9.91B, and Microsoft Corp with a value of $9.84B.
Examining the 13F form we can see an increase of $7.04B in the current position value, from $239B to 246B.
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
$246 Billion
ETFs: $98.5 Billion
Technology: $82.2 Billion
Financial Services: $16.4 Billion
Healthcare: $12.1 Billion
Consumer Cyclical: $9.6 Billion
Communication Services: $8.82 Billion
Industrials: $5.49 Billion
Consumer Defensive: $4.18 Billion
Other: $6.41 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
