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BERNARD WEALTH MANAGEMENT CORP.
BERNARD WEALTH MANAGEMENT CORP.
Latest filing: 2026-06-30
BERNARD WEALTH MANAGEMENT CORP. runs BERNARD WEALTH MANAGEMENT CORP. and currently holds 360 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $271.26M. Their top holdings are NVDA, SCHX, AAPL, SCHM, LLY. The top five represent 47.3% of reported portfolio weight. BERNARD WEALTH MANAGEMENT CORP. ranks #544 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BERNARD WEALTH MANAGEMENT CORP. initiated 2 new positions. They added to 18 existing positions. They trimmed 46 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
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360 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 14.92% | $134.29 | $214.76 | +59.92% | Trimmed -4.00% |
 SCHX SCHWAB STRATEGIC TR | 14.36% | $23.36 | $30.21 | +29.32% | Added +1.55% |
 AAPL APPLE INC | 8.90% | $250.42 | $309.35 | +23.53% | Trimmed -1.55% |
 SCHM SCHWAB STRATEGIC TR | 4.25% | $27.78 | $36.15 | +30.11% | Added +0.99% |
 LLY ELI LILLY & CO | 3.98% | $772.43 | $1,254.77 | +62.44% | Trimmed -2.64% |
 DGRO ISHARES TR | 3.69% | $68.01 | $79.62 | +17.07% | Added +2.94% |
 EMXC ISHARES INC | 3.63% | $62.29 | $97.80 | +57.01% | Added +2.12% |
 SCHA SCHWAB STRATEGIC TR | 2.95% | $25.76 | $34.84 | +35.23% | Added +1.11% |
 GOOGL ALPHABET INC | 2.83% | $189.30 | $344.82 | +82.16% | Trimmed -7.08% |
 MSFT MICROSOFT CORP | 2.71% | $421.50 | $483.24 | +14.65% | Trimmed -0.71% |
Showing 1-10 of 360