Bernard Wealth Management Corp. — 13F holdings

Bernard Wealth Management Corp. reported 325 holdings worth $271M in its 13F filing for Q2 2026, filed August 21, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $40.5M (14.9%)
2. SCHX SCHWAB STRATEGIC TR — $39.0M (14.4%)
3. AAPL APPLE INC — $24.1M (8.9%)
4. SCHM SCHWAB STRATEGIC TR — $11.5M (4.2%)
5. LLY ELI LILLY & CO — $10.8M (4.0%)
6. DGRO ISHARES TR — $10.0M (3.7%)
7. EMXC ISHARES INC — $9.84M (3.6%)
8. SCHA SCHWAB STRATEGIC TR — $8.00M (3.0%)
9. GOOGL ALPHABET INC — $7.69M (2.8%)
10. MSFT MICROSOFT CORP — $7.34M (2.7%)