Long-term investor
Bernard Wealth Management Corp. @bernardwealthmanagementc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056313).
Record
- Tracked since 2025-06-30 (441 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +13.9% · 6 months n/a · 1 year +22.6% · all +22.6%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 14.9% · long · since 2025-06-30
- SCHX · 14.4% · long · since 2025-06-30
- AAPL · 8.9% · long · since 2025-06-30
- SCHM · 4.2% · long · since 2025-06-30
- LLY · 4.0% · long · since 2025-06-30
- DGRO · 3.7% · long · since 2025-06-30
- EMXC · 3.6% · long · since 2025-06-30
- SCHA · 3.0% · long · since 2025-06-30
- GOOGL · 2.8% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- IEFA · 2.6% · long · since 2025-06-30
- CAT · 2.4% · long · since 2025-06-30