Bernard Wealth Management Corp.

Business address
360 N Main Street, Suite 430, Royal Oak, MI, 48067
Top securities (13F)
NVDA, SCHX, AAPL, MSFT, SCHM, DGRO, LLY, AMZN, SCHA, GOOGL, BRKB, EMXC, QQQ, IEFA, V, CORP, IYG, JPM, CAT, and PANW
State of incorporation
MI
Fiscal year end
31 December
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Bernard Wealth Management Corp. has filed 6 SEC EDGAR filings since 13 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-25020
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-25020
N-PX Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-25020
13F-HR Open Document Open Filing 16 Apr 2025 31 Mar 2025 028-25020
13F-HR/A Open Document Open Filing 27 Feb 2025 31 Dec 2024 028-25020
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-25020