Bernard Wealth Management Corp.
•CIK: 2056313•Filing: Q4 2025
**Bernard Wealth Management Corp.** manages $246M across a diversified portfolio of 356 positions. The strategy exhibits significant concentration in technology and market sector ETFs, highlighted by a $40.4M allocation to NVDA and $36.3M in SCHX. Further substantial exposure includes $23.4M in AAPL and $9.9M in LLY. This positioning suggests a core focus on high-growth technology leaders and broad market sector exposure.
Total AUM
$246.5M
QoQ Performance
+2.9%
Positions
246
Top 10 Concentration
64.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
SCHX
AAPL
NVDA16.4%
SCHX14.7%
AAPL9.5%
LLY4.0%
MSFT4.0%
SCHM3.7%
DGRO3.6%
GOOGL2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.6%
Technology33.7%
Financial6.6%
Consumer5.9%
Healthcare4.8%
Industrial1.8%
ETF0.8%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+142 more exited positions
Changes from Q3 2025
NEW5 new positions
↑35 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024