Bernard Wealth Management Corp.
All 13F Filings
- Location
- Royal Oak, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 246,472
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 185.5 K | 75.3% | 5.534 K | 0 | 5.534 K |
| ETFs | 60.91 K | 24.7% | 1.507 K | 0 | 1.507 K |
| Debt | 34 | 0.0% | 0 | 0 | 0 |
| Other | 20 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
246,472
Holdings
356
QoQ value change ($000)
7,036
(2.9%)
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.