Bernard Wealth Management Corp.
Top Portfolio Positions
224 positions ·
$138,145,287 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
210,655 | $36,738,232 | 26.59% | |
| AAPL |
Apple Inc.
Technology
|
84,762 | $21,511,747 | 15.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
9,244 | $8,502,353 | 6.15% | |
| MSFT |
Microsoft Corp
Technology
|
19,814 | $7,334,548 | 5.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,151 | $6,657,301 | 4.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,639 | $5,756,374 | 4.17% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,580 | $4,590,736 | 3.32% | |
| CAT |
Caterpillar Inc
Industrials
|
6,246 | $4,425,041 | 3.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,709 | $3,738,479 | 2.71% | |
| V |
Visa Inc.
Financial Services
|
11,078 | $3,348,214 | 2.42% |
Portfolio Trend
6 quarters · across all stocks
Holdings in MUA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,420 | 10,690 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,763 | 5,300 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $58,830 | 5,300 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $30,160 | 2,900 | Shares | Sole | 2025-07-24 | |
| No 13F history on record for this holder in this stock. | ||||||