StockDriftsStockDriftsTop 50 Bernard Wealth Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 15.67% | 210.7K | $36.7M | -2.67%(-5.78K) | $127.86(+76.22%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 14.26% | 1.30M | $33.4M | -3.43%(-46.24K) | $22.99(+26.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.18% | 84.8K | $21.5M | -1.36%(-1.17K) | $232.35(+29.21%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 4.09% | 309.5K | $9.6M | +0.69%(+2.13K) | $27.71(+22.51%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.84% | 128.2K | $9.0M | +0.74%(+948) | $65.87(+11.38%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.63% | 9.2K | $8.5M | +0.29%(+27) | $829.46(+21.15%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.16% | 94.2K | $7.4M | +28.70%(+21.00K) | $62.61(+49.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.13% | 19.8K | $7.3M | -2.61%(-531) | $425.90(-0.93%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.84% | 23.2K | $6.7M | -0.02%(-4) | $177.58(+123.44%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 2.72% | 219.1K | $6.4M | -0.13%(-289) | $25.71(+26.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.57% | +31.56% |
| Top 20 Holdings Unweighted | +11.29% | +37.85% |
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