§ 13F · FUND PROFILE
Bernard Wealth Management Corp..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215.8T (13F)Positions · 309Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$246.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 216K | $40.4T | 16.4% | NEW |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.35M | $36.3T | 14.7% | NEW |
| 3 | AAPL | APPLE INC | 86K | $23.4T | 9.5% | NEW |
| 4 | LLY | ELI LILLY & CO | 9K | $9.9T | 4.0% | NEW |
| 5 | MSFT | MICROSOFT CORP | 20K | $9.8T | 4.0% | NEW |
| 6 | SCHM | SCHWAB STRATEGIC TR | 307K | $9.2T | 3.7% | NEW |
| 7 | DGRO | ISHARES TR | 127K | $8.8T | 3.6% | NEW |
| 8 | GOOGL | ALPHABET INC | 23K | $7.2T | 2.9% | NEW |
| 9 | AMZN | AMAZON COM INC | 28K | $6.4T | 2.6% | NEW |
| 10 | SCHA | SCHWAB STRATEGIC TR | 219K | $6.2T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERNARD SIGNAL
AC read
Bernard Wealth Management Corp. is a Other fund managing $215820.1 trillion in assets. The fund runs a broad portfolio of 309 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed