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Bernard Wealth Management Corp.
Bernard Wealth Management Corp is an independent, SEC-registered investment adviser based in Royal Oak, Michigan, USA. Founded in 2011, the firm manages assets for individual investors—particularly high net worth individuals—along with serving pension plans and charitable organizations. With approximately 5 employees, Bernard Wealth Management emphasizes customized portfolio management and holistic financial planning for its clients. The firm maintains a focus on transparency, client relationships, and fiduciary responsibility.
Investment Strategy
Bernard Wealth Management Corp employs a client-centered and discretionary investment approach that seeks long-term growth and risk management. The firm constructs diversified portfolios across equities, fixed income, and alternative assets, with particular allocations in technology, healthcare, and major blue-chip companies. They focus on individualized portfolio design, optimizing asset allocation for each client's financial goals and risk tolerance, and reevaluate holdings regularly based on market conditions. Their top holdings include large-cap companies such as Nvidia, Apple, Microsoft, and Eli Lilly, indicating a growth-oriented bias within a diversified framework. Bernard Wealth serves predominantly high net worth and individual clients, tailoring their investment strategies to specific client needs.
Latest 13F Filing Activity
Bernard Wealth Management Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 336 equity positions with a total 13F market value of $239M. The fund increased holdings in Ishares TR, Nvidia Corporation, Apple Inc. among other positions. Bernard Wealth Management Corp. reduced exposure to Schwab Strategic TR, Palo Alto Networks Inc., Eli Lilly & Co. among others.
Top Holdings
Equity Positions (336)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 17.31% | $41.5M | 222,176 | $134.29 | $186.58 | +$6.0M |
S SCHX | SCHWAB STRATEGIC TR | 14.75% | $35.3M | 1,340,706 | $23.25 | $26.34 | +$3.6M |
A AAPL | APPLE INC | 9.18% | $22.0M | 86,316 | $250.42 | $254.63 | +$4.0M |
M MSFT | MICROSOFT CORP | 4.44% | $10.6M | 20,508 | $421.50 | $517.95 | +$413.4K |
S SCHM | SCHWAB STRATEGIC TR | 3.77% | $9.0M | 304,715 | $27.65 | $29.64 | +$545.6K |
Industry Allocation
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