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Andrew P Niedermeier

Bernard Wealth Management Corp.

Assets Managed
$234.387M
Holdings
360
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-4.9%(2Q avg: -0.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bernard Wealth Management Corp.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Bernard Wealth Management Corp. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 234.387M in assets, with a quarterly growth rate of -4.9% and a 2-quarter average growth rate of -0.98%. The portfolio is managed by Andrew P Niedermeier, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.67%
15.68%
$36.738M
210,655 shares@ $174.41 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -3.42%
14.26%
$33.419M
1.303M shares@ $25.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.36%
9.18%
$21.512M
84,762 shares@ $253.79 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 0.7%
4.09%
$9.581M
309,478 shares@ $30.96 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 0.75%
3.84%
$8.999M
128,223 shares@ $70.19 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.3%
3.63%
$8.503M
9,244 shares@ $919.81 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 28.7%
3.17%
$7.409M
94,186 shares@ $78.66 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.6%
3.13%
$7.335M
19,814 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.01%
2.85%
$6.657M
23,151 shares@ $287.56 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -0.13%
2.72%
$6.371M
219,102 shares@ $29.08 avg price

1-10 of 360