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Manager record

Bernard Wealth Management Corp.

Royal Oak, MI · CIK 2056313 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record
Aug 21 2026 13F-HR · period Q2 2026

$271.26M · 325 positions · View original SEC filing ↗

May 15 2026 13F-HR · period Q1 2026

$234.39M · 360 positions · View original SEC filing ↗

Jan 15 2026 13F-HR · period Q4 2025

$246.47M · 356 positions · View original SEC filing ↗

Oct 14 2025 13F-HR · period Q3 2025

$239.44M · 342 positions · View original SEC filing ↗

Jul 24 2025 13F-HR · period Q2 2025

$215.82M · 309 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: · latest filing Aug 21, 2026 · Change methodology