Bernard Wealth Management Corp.
Q3 2025 13F Holdings
Location
Royal Oak, MI
Holdings as of
9/30/2025
Value ($000)
$239,436
Num holdings
342
Date filed
10/14/2025
Form type
13F-HR
Prev filing
7/24/2025
Next filing
SEC
View on sec.gov
Compare Q3 2025 to
2025 Q2
2025 Q1
2024 Q4 - NEW HOLDINGS
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type