13F Insight
DOSSIER · 13F-HR · Q3 2025

Bard Financial Services, Inc.

$911M in tracked AUM across 212 positions as of Q3 2025.

BF
CIK 0001850858 · last filed Sep 30, 2025
Total AUM
$911M
as of Q3 2025
Holdings
212
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Bard Financial Services, Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$117M460K12.8%02
MSFT
MICROSOFT CORP COM
$80M154K8.7%03
WMT
WALMART INC COM
$32M307K3.5%04
HD
HOME DEPOT INC COM
$25M62K2.8%05
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$21M42K2.3%06
JNJ
JOHNSON & JOHNSON COM
$19M100K2.0%07
MCD
MCDONALDS CORP COM
$17M57K1.9%08
ABBV
ABBVIE INC COM
$15M67K1.7%09
NVDA
NVIDIA CORP COM
$15M82K1.7%10
TY
TRI CONTL CORP COM
$15M445K1.7%

Filing history

2025Q3Sep 30
$911M▲ 8.8%
212 positionsView →2025Q2Jun 30
$837M▲ 2.4%
206 positionsLocked2025Q1Mar 31
$818M▼ 1.9%
209 positionsLocked2024Q4Dec 31
$834M▼ 1.6%
209 positionsLocked2024Q3Sep 30
$847M▼ 12.4%
212 positionsLocked2024Q2Jun 30
$967M▲ 2.7%
225 positionsLocked2024Q1Mar 31
$941M▲ 5.6%
234 positionsLocked2023Q4Dec 31
$892M▲ 10.2%
234 positionsLocked2023Q3Sep 30
$809M▼ 38.7%
233 positionsLocked2023Q2Jun 30
$1.3B▲ 5.7%
323 positionsLocked2023Q1Mar 31
$1.2B▲ 6.1%
329 positionsLocked2022Q4Dec 31
$1.2B▲ 10.3%
307 positionsLocked
Showing 12 of 20