Holdings
Bernard Wealth Management Corp.
As of Jun 30, 2026, Bernard Wealth Management Corp. reported 173 positions worth US$153M. Largest: Nvidia Corporation, Apple Inc and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 202K | US$40.5M | −8,424 | Jun 30, 2026 |
| Apple Inc | 83,448 | US$24.1M | −1,314 | Jun 30, 2026 |
| Eli Lilly And Company | 9,000 | US$10.8M | −244 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 23,733 | US$8.48M | −1,659 | Jun 30, 2026 |
| Microsoft Corp. | 19,674 | US$7.34M | −140 | Jun 30, 2026 |
| Caterpillar, Inc. | 6,033 | US$6.42M | −213 | Jun 30, 2026 |
| Amazon.com, Inc. | 25,621 | US$6.11M | −2,018 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,886 | US$5.45M | −1,692 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 12,376 | US$4.22M | −267 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 12,270 | US$4.02M | −439 | Jun 30, 2026 |