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Home > Institutional Investor > Bernard Wealth Management Corp. > Profile

Instuitional Investor - Bernard Wealth Management Corp.

Fund Profile
Filing Period:
Fund Name: Bernard Wealth Management Corp.
Portfolio Value $204,804,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,334,532 $29,466,473 14.39%
2.
Nvidia Corp
 NVDA 235,704 $25,545,630 12.47%
3.
Apple Inc.
 AAPL 91,964 $20,427,862 9.97%
4.
Schwab Strategic Trust
 FNDF 362,097 $10,124,232 4.94%
5.
Eli Lilly & Co
 LLY 10,980 $9,068,155 4.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)