Bernard Wealth Management Corp.
All 13F Filings
- Location
- Royal Oak, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 271,261
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/21/2026 | 325 | 271,261 | 13F-HR | Bernard Wealth Management Corp. |
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.4 K | 58.4% | 20.44 K | 0 | 20.44 K |
| ETFs | 112.9 K | 41.6% | 16.44 K | 0 | 16.44 K |
| Debt | 34 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/21/2026
Total value ($000)
271,261
Holdings
325
QoQ value change ($000)
36,874
(15.7%)
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.