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BERNARD WEALTH MANAGEMENT CORP. 13F portfolio summary

BERNARD WEALTH MANAGEMENT CORP. of BERNARD WEALTH MANAGEMENT CORP. has 355 current stock holdings with a reported portfolio value of $234.4M. The portfolio 1 year return is +19.89%. Top holdings include BTSG (0.00%), BEP (0.00%), BSV (0.00%), BHF (0.00%), FFC (0.00%).

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BERNARD WEALTH MANAGEMENT CORP.

BERNARD WEALTH MANAGEMENT CORP.
Latest filing: 2026-03-31

BERNARD WEALTH MANAGEMENT CORP. runs BERNARD WEALTH MANAGEMENT CORP. and currently holds 355 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $234.39M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BERNARD WEALTH MANAGEMENT CORP. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BERNARD WEALTH MANAGEMENT CORP.'s portfolio at BERNARD WEALTH MANAGEMENT CORP. has delivered returns of +19.89%. Their 3-year annualized return is +45.03%. Looking at the 5-year horizon, BERNARD WEALTH MANAGEMENT CORP. has achieved +45.03% annualized returns at BERNARD WEALTH MANAGEMENT CORP..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.89%
#0/1000
3 Year
+45.03%
#0/1000
5 Year
+45.03%
#0/1000

Portfolio Value

$234.39M

Alpha Score

35.0

#0 of 1000

Holdings

355

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change