13F Filings History of Bernard Wealth Management Corp.

Latest 13F report: Q4 2025 - 15 Jan 2026
Value $: $246,471,063
Signature - Title: Kevin Leahy - Compliance Analyst
Location: Royal Oak, MI
Summary: This page shows a list of all the recent 13F filings made by Bernard Wealth Management Corp.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bernard Wealth Management Corp. reported 356 stock holdings with total value $246,471,063 as of Q4 2025. Top holdings included NVDA, SCHX, AAPL, LLY, and MSFT.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	356	$246,471,063	+$3,909,412	-$4,032,491	-$123,079	NVDA, SCHX, AAPL, LLY, MSFT	13F-HR	15 Jan 2026, 11:36
Q3 2025	342	$239,435,943	+$13,496,693	-$10,543,348	+$2,953,345	NVDA, SCHX, AAPL, MSFT, SCHM	13F-HR	14 Oct 2025, 11:51
Q2 2025	309	$215,820,150	+$4,276,726	-$17,196,984	-$12,920,258	NVDA, SCHX, AAPL, MSFT, SCHD	13F-HR	24 Jul 2025, 16:06
Q1 2025	392	$204,804,084	+$6,167,664	-$7,195,990	-$1,028,326	SCHX, NVDA, AAPL, SCHD, LLY	13F-HR	16 Apr 2025, 16:25
Q4 2024	320	$212,498,729	$0	$0	$0	NVDA, SCHX, AAPL, SCHD, MSFT	New Holdings	27 Feb 2025, 09:48
Q4 2024	310	$93,144,731	$0	$0	$0	NVDA, SCHX, AAPL, SCHD, MSFT	13F-HR	13 Feb 2025, 09:51