BERNARD WEALTH MANAGEMENT CORP.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 222K | $41.45M |
 | AAPL | 86K | $21.98M |
 | AMZN | 28K | $6.25M |
 | UBER | 24K | $2.34M |
 | WMT | 24K | $2.45M |
 | GOOGL | 23K | $5.67M |
 | MSFT | 21K | $10.62M |
 | DTM | 17K | $1.95M |
 | PANW | 14K | $2.83M |
 | JPM | 13K | $3.96M |
 | V | 12K | $4.12M |
 | DTE | 11K | $1.57M |
 | HAFN | 10K | $62.48K |
 | BRK-B | 10K | $5.16M |
 | XOM | 10K | $1.11M |
 | LLY | 10K | $7.41M |
 | F | 7K | $80.18K |
 | CAT | 6K | $2.83M |
 | CRWD | 6K | $2.72M |
 | FR | 5K | $261.36K |
NVIDIA Corporation
NVDA
Shares Held
222K
Value
$41.45M
Apple Inc.
AAPL
Shares Held
86K
Value
$21.98M
Amazon.com, Inc.
AMZN
Shares Held
28K
Value
$6.25M
Uber Technologies, Inc.
UBER
Shares Held
24K
Value
$2.34M
Walmart Inc.
WMT
Shares Held
24K
Value
$2.45M
Alphabet Inc.
GOOGL
Shares Held
23K
Value
$5.67M
Microsoft Corporation
MSFT
Shares Held
21K
Value
$10.62M
DT Midstream, Inc.
DTM
Shares Held
17K
Value
$1.95M
Palo Alto Networks, Inc.
PANW
Shares Held
14K
Value
$2.83M
JPMorgan Chase & Co.
JPM
Shares Held
13K
Value
$3.96M
Visa Inc.
V
Shares Held
12K
Value
$4.12M
DTE Energy Company
DTE
Shares Held
11K
Value
$1.57M
Hafnia Limited
HAFN
Shares Held
10K
Value
$62.48K
Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$5.16M
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.11M
Eli Lilly and Company
LLY
Shares Held
10K
Value
$7.41M
Ford Motor Company
F
Shares Held
7K
Value
$80.18K
Caterpillar Inc.
CAT
Shares Held
6K
Value
$2.83M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
6K
Value
$2.72M
First Industrial Realty Trust, Inc.
FR
Shares Held
5K
Value
$261.36K