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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 $271,261,127
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 202,231 $40,464,405 14.92%
2.
Schwab Strategic Trust
 SCHD 1,323,557 $38,952,282 14.36%
3.
Apple Inc.
 AAPL 83,448 $24,146,496 8.9%
4.
Schwab Strategic Trust
 SCHD 312,545 $11,523,546 4.25%
5.
Eli Lilly & Co
 LLY 9,000 $10,794,320 3.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.