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Kenneth M. Bernard — Institutional Investor Profile | Buyside Digest

Kenneth M. Bernard

Institutional Investor • Bernard Wealth Management

Value

$278M

Stocks

43 Stocks (43 new)

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Website ↗

Top Holdings

NVDA(19.08%) SCHX(17.36%) AAPL(11.17%) SCHM(4.98%) LLY(4.42%)

About Investor

As fiduciaries, Bernard Wealth Management is held to a higher standard ensuring that they place clients' interests first. The firm operates on the principle that as a fiduciary, they are obligated to place client interests before their own, with full disclosure of potential conflicts. Their sole source of revenue is investment management fees based on a percentage of assets under management, never receiving commissions or other remuneration for recommending particular products or services. The firm has established a Code of Ethics defining standards of business conduct essential to maintaining the highest level of integrity. They focus on developing customized solutions through comprehensive wealth management services including investment management, retirement planning, tax planning, and legacy planning. The firm emphasizes transparency, comprehensive financial counseling, and long-term relationship building with clients across multiple generations.

Investor Philosophy

Investment philosophy details pending verification.

Kenneth M. Bernard Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
NVDA	None	NVIDIA Corporation	Information Technology	$36.7M	19.1%	No Change
SCHX	None	Schwab Us Large-Cap Etf - US ETP	General	$33.4M	17.4%	No Change
AAPL	None	Apple Inc.	Information Technology	$21.5M	11.2%	No Change
SCHM	None	Schwab U.S. Mid-Cap ETF - US ETP	General	$9.6M	5.0%	No Change
LLY	None	Eli Lilly and Company	Health Care	$8.5M	4.4%	No Change
EMXC	None	iShares MSCI Emerging Markets ex-China ETF	General	$7.4M	3.9%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$7.3M	3.8%	No Change
SCHA	None	Schwab Us Small-Cap Etf - US ETP	General	$6.4M	3.3%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$5.8M	3.0%	No Change
BRK.B	None	Berkshire Hathaway, Inc.	General	$4.6M	2.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General40.4%

Information Technology37.8%

Financials5.0%

Health Care5.0%

Consumer Discretionary4.1%

Sector	Stocks	Value	Exposure
General	14	$77.8M	40.4%
Information Technology	10	$72.7M	37.8%
Financials	4	$9.7M	5.0%
Health Care	3	$9.7M	5.0%
Consumer Discretionary	3	$7.8M	4.1%
Industrials	3	$5.9M	3.0%
Consumer Staples	2	$4.4M	2.3%
Utilities	1	$1.7M	0.9%
Energy	1	$1.7M	0.9%
Materials	1	$701K	0.4%
Communication Services	1	$548K	0.3%