Bernard Wealth Management Corp.: 13F holdings
CIK 20563132026Q2
| Positions | 325 |
|---|
| Reported value | $271.3m |
|---|
| Filed | 2026-08-21 |
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Change since last quarter
| Positions | 325 (-35 vs prior quarter) |
|---|
| Reported value | $271.3m (+15.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 202,231 | $40.5m | 14.9% |
| SCHX SCHWAB STRATEGIC TR | 1,323,557 | $39.0m | 14.4% |
| AAPL APPLE INC | 83,448 | $24.1m | 8.9% |
| SCHM SCHWAB STRATEGIC TR | 312,545 | $11.5m | 4.2% |
| LLY ELI LILLY & CO | 9,000 | $10.8m | 4.0% |
| DGRO ISHARES TR | 131,993 | $10.0m | 3.7% |
| EMXC ISHARES INC | 96,180 | $9.8m | 3.6% |
| SCHA SCHWAB STRATEGIC TR | 221,529 | $8.0m | 3.0% |
| GOOGL ALPHABET INC | 21,512 | $7.7m | 2.8% |
| MSFT MICROSOFT CORP | 19,674 | $7.3m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056313")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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