Bernard Wealth Management Corp.
Q4 2025 13F Holdings
Location
Royal Oak, MI
Holdings as of
12/31/2025
Value ($000)
$246,472
Num holdings
356
Date filed
1/15/2026
Form type
13F-HR
Prev filing
10/14/2025
Next filing
SEC
View on sec.gov
Compare Q4 2025 to
2025 Q3
2025 Q2
2025 Q1
2024 Q4 - NEW HOLDINGS
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type