account_balance
Investment manager · 13F filer · SEC CIK 2056313
Bernard Wealth Management Corp.
Reported value$271Mas of Jun 30, 2026
Positions325 18 new, 53 sold out
Top 10 weight62.2%NVDA alone is 15%
FiledAug 2152 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
14.9%Trimmed −4%
SCHXSchwab Strategic Tr
14.4%
AAPLApple Inc.
8.9%
SCHMSchwab Strategic Tr
4.2%
LLYELI Lilly & Co
4.0%Trimmed −3%
DGROiShares Tr
3.7%Added +3%
EMXCiShares Inc
3.6%Added +2%
SCHASchwab Strategic Tr
3.0%
GOOGLAlphabet Inc.
2.8%Trimmed −7%
MSFTMicrosoft Corp
2.7%
IEFAiShares Tr
2.6%Added +4%
CATCaterpillar Inc
2.4%Trimmed −3%
NVDANVIDIA Corp
14.9%Trimmed −4%
SCHXSchwab Strategic Tr
14.4%
AAPLApple Inc.
8.9%
SCHM4.2%
LLY4.0%DGRO3.7%
EMXCiShares Inc
3.6%
SCHA3.0%
GOOGLMSFTIEFA
CAT2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 14.9% Trimmed −4%
SCHX Schwab Strategic Tr 14.4% Held
AAPL Apple Inc. 8.9% HeldSCHM Schwab Strategic Tr 4.2% Held
LLY ELI Lilly & Co 4.0% Trimmed −3%DGRO iShares Tr 3.7% Added +3%
EMXC iShares Inc 3.6% Added +2%
SCHA Schwab Strategic Tr 3.0% Held
GOOGL Alphabet Inc. 2.8% Trimmed −7%MSFT Microsoft Corp 2.7% HeldIEFA iShares Tr 2.6% Added +4%
CAT Caterpillar Inc 2.4% Trimmed −3%What changed
Biggest moves since Mar 31, 2026
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