Bernard Wealth Management Corp.
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Royal Oak, MI
CIK
0002056313
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
320
212,498
NVDA, SCHX, AAPL, SCHD
NEW HOLDINGS
2/27/2025
000205631325000002
Q4 2024
310
173,476
SCHX, AAPL, NVDA, SCHD
13F-HR
2/13/2025
000205631325000001