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Bernard Wealth Management - Q4 2025 13F Filings

BE

Bernard Wealth Management Corp.

CIK: 0002056313
Address: Michigan Royal Oak 360 N Main Street Suite 430
$246.47 M
Portfolio Value
356
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/21/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. RDDT Reddit
+$1.11 M
2. XLK Technology Select Sector Spdr Fund
+$388,431.5
3. TSLA Tesla
+$337,290.5
4. SSO Proshares Ultra S&P 500
+$308,482
5. CORP Pimco Investment Grade Corporate Bond Index Etf
+$299,812.44

Top Sells

Q4 2025
1. NVDA Nvidia Corporation
−$1.07 M
2. LLY Eli Lilly And Company
−$537,350.82
3. UBER Uber Technologies
−$298,405.06
4. META Meta Platforms
−$280,578.6
5. HD The Home Depot
−$234,983.14

Asset Allocation

Stocks/ETFs
+2.92%
$246.43 M 99.98%
Options
$0 0.00%
Debt
$0 0.00%
Other
+1574.78%
$44,700 0.02%

Sector Allocation (Stocks)

Bernard Wealth Management Q4 2025 Filing Summary

Bernard Wealth Management Corp. filed its 13F report for Q4 2025 on January 15, 2026. The portfolio totaled 246.47 M reflecting a +2.94% change from the prior quarter, spanning 356 assets. The top 10 holdings comprised 64.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 5 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Bernard Wealth Management’s Q4 2025 Filing

Bernard Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/15/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Bernard Wealth Management reported a managed portfolio value of 246.47 M, consisting of 356 individual positions.

This page displays the raw filing documents. To see which stocks Bernard Wealth Management bought or sold during Q4 2025, please visit Bernard Wealth Management's Portfolio Analysis page.