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 2025-12-31 (249 days), 16 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.9% · 6 months n/a · 1 year n/a · all +8.6%
  • Max drawdown n/a · win rate 12% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 14.9% · long · since 2025-12-31
  • 808524201 · 14.4% · long · since 2025-12-31
  • AAPL · 8.9% · long · since 2025-12-31
  • 808524508 · 4.2% · long · since 2025-12-31
  • LLY · 4.0% · long · since 2025-12-31
  • 46434V621 · 3.7% · long · since 2025-12-31
  • 46434G764 · 3.6% · long · since 2025-12-31
  • 808524607 · 3.0% · long · since 2025-12-31
  • GOOGL · 2.8% · long · since 2025-12-31
  • MSFT · 2.7% · long · since 2025-12-31
  • 46432F842 · 2.6% · long · since 2025-12-31
  • CAT · 2.4% · long · since 2025-12-31

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.