Bernard Wealth Management Corp.
Q2 2025 13F Holdings
Location
Royal Oak, MI
Holdings as of
6/30/2025
Value ($000)
$215,820
Num holdings
309
Date filed
7/24/2025
Form type
13F-HR
Prev filing
4/16/2025
Next filing
SEC
View on sec.gov
Compare Q2 2025 to
2025 Q1
2024 Q4 - NEW HOLDINGS
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type