Bernard Wealth Management Corp.
Q2 2026 13F Holdings
Location
Royal Oak, MI
Holdings as of
6/30/2026
Value ($000)
$271,261
Num holdings
325
Date filed
8/21/2026
Form type
13F-HR
Prev filing
5/14/2026
Next filing
SEC
View on sec.gov
Compare Q2 2026 to
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4 - NEW HOLDINGS
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type