Bernard Wealth Management Corp.
Bernard Wealth Management Corp. reported 325 positions worth $271.3M as of June 30, 2026 (13F filed August 21, 2026). Largest holding: NVDA (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $40.5M | 14.92% | 202,231 | — | — | |
| ▸ 2 | SCHX | SH | $39.0M | 14.36% | 1,323,557 | — | — | |
| ▸ 3 | AAPL | SH | $24.1M | 8.90% | 83,448 | — | — | |
| ▸ 4 | SCHM | SH | $11.5M | 4.25% | 312,545 | — | — | |
| ▸ 5 | LLY | SH | $10.8M | 3.98% | 9,000 | — | — | |
| ▸ 6 | DGRO | SH | $10.0M | 3.69% | 131,993 | — | — | |
| ▸ 7 | EMXC | SH | $9.8M | 3.63% | 96,180 | — | — | |
| ▸ 8 | SCHA | SH | $8.0M | 2.95% | 221,529 | — | — | |
| ▸ 9 | GOOGL | SH | $7.7M | 2.83% | 21,512 | — | — | |
| ▸ 10 | MSFT | SH | $7.3M | 2.71% | 19,674 | — | — |
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Frequently Asked Questions
What stocks does Bernard Wealth Management Corp. hold as of Q2 2026?
Bernard Wealth Management Corp. reported 325 positions worth $271.3M in its Q2 2026 13F filing. Largest positions: NVDA (14.9%), SCHX (14.4%), AAPL (8.9%), SCHM (4.2%) and LLY (4.0%).
What did Bernard Wealth Management Corp. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bernard Wealth Management Corp. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.