Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bernard Wealth Management Corp. (CIK 2056313) reported $234.4M across 352 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($36.7M, 15.67%), SCHX ($33.4M, 14.26%), AAPL ($21.5M, 9.18%), SCHM ($9.6M, 4.09%), DGRO ($9.0M, 3.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $36.7M | 15.67% | 210,655 | Trimmed |
| 2 | SCHX | SCHWAB STRATEGIC TR | $33.4M | 14.26% | 1.3M | Trimmed |
| 3 | AAPL | APPLE INC | $21.5M | 9.18% | 84,762 | Trimmed |
| 4 | SCHM | SCHWAB STRATEGIC TR | $9.6M | 4.09% | 309,478 | Added |
| 5 | DGRO | ISHARES TR | $9.0M | 3.84% | 128,223 | Added |
| 6 | LLY | ELI LILLY & CO | $8.5M | 3.63% | 9,244 | Added |
| 7 | EMXC | ISHARES INC | $7.4M | 3.16% | 94,186 | Added |
| 8 | MSFT | MICROSOFT CORP | $7.3M | 3.13% | 19,814 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $6.7M | 2.84% | 23,151 | Trimmed |
| 10 | SCHA | SCHWAB STRATEGIC TR | $6.4M | 2.72% | 219,102 | Trimmed |
| 11 | IEFA | ISHARES TR | $6.3M | 2.67% | 69,078 | Added |
| 12 | AMZN | AMAZON COM INC | $5.8M | 2.46% | 27,639 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.6M | 1.96% | 9,580 | Trimmed |
| 14 | CORP | PIMCO ETF TR | $4.5M | 1.90% | 46,001 | Added |
| 15 | CAT | CATERPILLAR INC | $4.4M | 1.89% | 6,246 | Added |
| 16 | IYG | ISHARES TR | $3.8M | 1.63% | 46,114 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $3.7M | 1.59% | 12,709 | Added |
| 18 | V | VISA INC | $3.3M | 1.43% | 11,078 | Trimmed |
| 19 | WMT | WALMART INC | $3.0M | 1.29% | 24,378 | Added |
| 20 | QQQ | INVESCO QQQ TR | $2.9M | 1.25% | 5,062 | Trimmed |
| 21 | DTM | DT MIDSTREAM INC | $2.4M | 1.01% | 17,616 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 0.93% | 3,363 | Added |
| 23 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 0.90% | 69,052 | Added |
| 24 | PANW | PALO ALTO NETWORKS INC | $2.0M | 0.86% | 12,643 | Trimmed |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $2.0M | 0.84% | 5,024 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31