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Home > Institutional Investor > Bernard Wealth Management Corp. > 13F Holdings

Instuitional Investor - Bernard Wealth Management Corp.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 216,437 $40,365,529 16.38%
2.
Schwab Strategic Trust
 FNDF 1,349,634 $36,318,642 14.74%
3.
Apple Inc.
 AAPL 85,935 $23,362,268 9.48%
4.
Eli Lilly & Co
 LLY 9,217 $9,905,525 4.02%
5.
Microsoft Corp
 MSFT 20,345 $9,839,212 3.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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