SEC Form 13F

Bernard Wealth Management Corp. 13F Holdings

Report period2026-06-30
Publicly available2026-08-22
Reported value$271,261,127
Positions325

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$40,464,405202,231
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$38,952,2821,323,557
APPLE INCAAPLCOM$24,146,49683,448
SCHWAB STRATEGIC TRSCHMUS MID-CAP ETF$11,523,546312,545
ELI LILLY & COLLYCOM$10,794,3209,000
ISHARES TRDGROCORE DIV GRWTH$10,003,750131,993
ISHARES INCEMXCMSCI EMRG CHN$9,839,21696,180
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$8,003,841221,529
ALPHABET INCGOOGLCAP STK CL A$7,687,67921,512
MICROSOFT CORPMSFTCOM$7,338,95519,674

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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