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Bernard Wealth Management - Q2 2026 13F Filings

BE

Bernard Wealth Management Corp.

CIK: 0002056313
Address: Michigan Royal Oak 360 N Main Street Suite 430
$271.26 M
Portfolio Value
325
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/21/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. GEV Ge Vernova
+$3.45 M
2. MU Micron Technology
+$1.59 M
3. SCHX Schwab Us Large-Cap Etf
+$593,308.79
4. HONA Honeywell Aerospace
+$526,613
5. CORP Pimco Investment Grade Corporate Bond Index Etf
+$395,158.27

Top Sells

Q2 2026
1. NVDA Nvidia Corporation
−$1.69 M
2. UBER Uber Technologies
−$1.31 M
3. BRK.A Berkshire Hathaway
−$748,850
4. GOOGL Alphabet
−$585,724.52
5. HD The Home Depot
−$523,921.79

Asset Allocation

Stocks/ETFs
+15.74%
$271.22 M 99.98%
Options
$0 0.00%
Debt
$0 0.00%
Other
-14.59%
$45,425 0.02%

Sector Allocation (Stocks)

Bernard Wealth Management Q2 2026 Filing Summary

Bernard Wealth Management Corp. filed its 13F report for Q2 2026 on August 21, 2026. The portfolio totaled 271.26 M reflecting a +15.73% change from the prior quarter, spanning 325 assets. The top 10 holdings comprised 62.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 18 new positions and 53 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Bernard Wealth Management’s Q2 2026 Filing

Bernard Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/21/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bernard Wealth Management reported a managed portfolio value of 271.26 M, consisting of 325 individual positions.

This page displays the raw filing documents. To see which stocks Bernard Wealth Management bought or sold during Q2 2026, please visit Bernard Wealth Management's Portfolio Analysis page.