Bernard Wealth Management Corp.GrowthConcentrated long-term

CIK: 0002056313 | ROYAL OAK, MI

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	325	$271.3M	2026-08-21	SEC ↗
Q1 2026	13F-HR	360	$234.4M	2026-05-15	SEC ↗
Q4 2025	13F-HR	356	$246.5M	2026-01-15	SEC ↗
Q3 2025	13F-HR	342	$239.4M	2025-10-14	SEC ↗
Q2 2025	13F-HR	309	$215.8M	2025-07-24	SEC ↗
Q1 2025	13F-HR	392	$204.8M	2025-04-16	SEC ↗
Q4 2024Amended	13F-HR/A	310	$173.5M	2025-02-13	SEC ↗