Bernard Wealth Management Corp.
All 13F Filings
- Location
- Royal Oak, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 234,387
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 360 | 234,387 | 13F-HR | Bernard Wealth Management Corp. |
| Q4 2025 | 1/15/2026 | 356 | 246,472 | 13F-HR | Bernard Wealth Management Corp. |
| Q3 2025 | 10/14/2025 | 342 | 239,436 | 13F-HR | Bernard Wealth Management Corp. |
| Q2 2025 | 7/24/2025 | 309 | 215,820 | 13F-HR | Bernard Wealth Management Corp. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 137.9 K | 58.8% | 0 | 47.59 K | -47.59 K |
| ETFs | 96.43 K | 41.1% | 35.52 K | 0 | 35.52 K |
| Debt | 34 | 0.0% | 0 | 0 | 0 |
| Other | 0 | 0.0% | 0 | 20 | -20 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
234,387
Holdings
360
QoQ value change ($000)
-12,085
(-4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.