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Bernard Wealth Management Corp.

Latest statistics and disclosures from Bernard Wealth Management Corp.'s latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SCHX, AAPL, MSFT, SCHM, and represent 49.45% of Bernard Wealth Management Corp.'s stock portfolio.
Added to shares of these 10 stocks: DGRO (+$8.1M), SCHX, UBER, XLK, MA, EQX, CORP, QQQ, IEFA, EMXC.
Started 38 new stock positions in Flora Growth Corp, VTWO, XLY, JCAP, CGEN, XLC, IEMG, XLRE, VGT, ABTC.
Reduced shares in these 10 stocks: SCHD (-$7.7M), PANW, NVDA, AAPL, LLY, HD, XOM, PLTR, IWF, COIN.
Sold out of its positions in COIN, FLGC, LEA, Lucid Group, MELI.
Bernard Wealth Management Corp. was a net buyer of stock by $3.0M.
Bernard Wealth Management Corp. has $239M in assets under management (AUM), dropping by 10.94%.
Central Index Key (CIK): 0002056313

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Portfolio Holdings for Bernard Wealth Management Corp.

Bernard Wealth Management Corp. holds 342 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	17.3	$42M		222k	186.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.7	$35M	+3%	1.3M	26.34	View chart
Apple (AAPL)	9.2	$22M		86k	254.63	View chart
Microsoft Corporation (MSFT)	4.4	$11M		21k	517.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.8	$9.0M		305k	29.64	View chart
Ishares Tr Core Div Grwth (DGRO)	3.6	$8.5M	+1822%	125k	68.08	View chart
Eli Lilly & Co. (LLY)	3.1	$7.4M	-2%	9.7k	763.00	View chart
Amazon (AMZN)	2.6	$6.3M		29k	219.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.6	$6.1M		219k	27.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$5.7M		23k	243.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.2	$5.2M		10k	502.74	View chart
Ishares Msci Emrg Chn (EMXC)	2.0	$4.8M	+2%	71k	67.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$4.7M	+7%	7.9k	600.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$4.3M	+4%	49k	87.31	View chart
Visa Com Cl A (V)	1.7	$4.1M		12k	341.39	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	1.7	$4.1M	+10%	42k	98.62	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	1.7	$4.1M	+2%	46k	89.64	View chart
JPMorgan Chase & Co. (JPM)	1.7	$4.0M		13k	315.44	View chart
Caterpillar (CAT)	1.2	$2.8M		5.9k	477.19	View chart
Palo Alto Networks (PANW)	1.2	$2.8M	-16%	14k	203.62	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.1	$2.7M		5.5k	490.38	View chart
Wal-Mart Stores (WMT)	1.0	$2.5M		24k	103.06	View chart
Uber Technologies (UBER)	1.0	$2.3M	+66%	24k	97.97	View chart
Dt Midstream Common Stock (DTM)	0.8	$1.9M		17k	113.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$1.9M	-80%	70k	27.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.7M	+5%	2.6k	666.18	View chart
DTE Energy Company (DTE)	0.7	$1.6M		11k	141.43	View chart
Home Depot (HD)	0.6	$1.6M	-6%	3.8k	405.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.5M		2.00	754200.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.4M		5.9k	241.96	View chart
Costco Wholesale Corporation (COST)	0.6	$1.4M	-2%	1.5k	925.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.2M		18k	65.26	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.1M	-8%	9.8k	112.75	View chart
Lowe's Companies (LOW)	0.5	$1.1M	-4%	4.3k	251.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$1.0M	-2%	22k	45.80	View chart
Honeywell International (HON)	0.4	$1.0M		4.8k	210.50	View chart
Abbvie (ABBV)	0.3	$800k		3.5k	231.54	View chart
Meta Platforms Cl A (META)	0.3	$761k		1.0k	734.44	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$761k	+191%	2.7k	281.86	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.3	$631k	-4%	23k	27.50	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$597k	-3%	5.3k	112.13	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$572k	-2%	3.7k	154.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$557k		2.3k	243.55	View chart
Mastercard Incorporated Cl A (MA)	0.2	$555k	+573%	976.00	568.81	View chart
Equinox Gold Corp equities (EQX)	0.2	$554k	+386%	49k	11.22	View chart
Abbott Laboratories (ABT)	0.2	$538k		4.0k	133.94	View chart
Charles Schwab Corporation (SCHW)	0.2	$434k		4.5k	95.47	View chart
Palantir Technologies Cl A (PLTR)	0.2	$400k	-18%	2.2k	182.42	View chart
General Dynamics Corporation (GD)	0.2	$384k		1.1k	341.00	View chart
Capital One Financial (COF)	0.1	$340k		1.6k	212.58	View chart
Advanced Micro Devices (AMD)	0.1	$331k	+32%	2.0k	161.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$298k	-4%	445.00	669.30	View chart
Broadcom (AVGO)	0.1	$277k		840.00	329.91	View chart
Oracle Corporation (ORCL)	0.1	$277k		983.00	281.24	View chart
Walt Disney Company (DIS)	0.1	$276k	-12%	2.4k	114.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$271k		1.4k	189.70	View chart
First Industrial Realty Trust (FR)	0.1	$261k		5.1k	51.47	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$241k		5.2k	46.32	View chart
Eaton Corp SHS (ETN)	0.1	$238k		635.00	374.25	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$227k		3.0k	76.01	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$218k	-6%	5.7k	38.36	View chart
Medtronic SHS (MDT)	0.1	$179k		1.9k	95.24	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$173k		3.4k	50.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$172k	+43%	4.0k	42.95	View chart
Netflix (NFLX)	0.1	$170k	+2%	142.00	1198.92	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$169k	-20%	2.0k	84.57	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$165k	-2%	5.5k	29.73	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$164k	-27%	1.5k	106.49	View chart
Chevron Corporation (CVX)	0.1	$162k		1.0k	155.29	View chart
Ishares Msci Israel Etf (EIS)	0.1	$160k		1.6k	100.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$155k		3.6k	43.10	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$150k		2.3k	65.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$149k		483.00	307.86	View chart
Blackrock (BLK)	0.1	$140k		120.00	1165.88	View chart
Applied Materials (AMAT)	0.1	$138k	-11%	675.00	204.74	View chart
Merck & Co (MRK)	0.1	$135k		1.6k	83.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$129k		269.00	479.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$129k	-21%	3.3k	38.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$128k		3.0k	42.02	View chart
Pepsi (PEP)	0.1	$123k		876.00	140.41	View chart
American Express Company (AXP)	0.1	$122k		367.00	332.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$120k		642.00	186.49	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$118k	-18%	845.00	139.17	View chart
Danaher Corporation (DHR)	0.0	$117k	-19%	590.00	198.26	View chart
Yum! Brands (YUM)	0.0	$108k		712.00	151.96	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$108k		181.00	596.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$108k		1.3k	79.93	View chart
Amgen (AMGN)	0.0	$107k		379.00	282.20	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$106k		800.00	132.40	View chart
Servicenow (NOW)	0.0	$106k		115.00	920.29	View chart
Newmont Mining Corporation (NEM)	0.0	$103k		1.2k	84.31	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$98k		2.0k	49.08	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$97k		694.00	140.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$95k		467.00	203.59	View chart
Tesla Motors (TSLA)	0.0	$95k		213.00	444.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$93k		1.5k	64.24	View chart
Skyworks Solutions (SWKS)	0.0	$93k		1.2k	76.96	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.0	$93k		839.00	110.80	View chart
AmerisourceBergen (COR)	0.0	$93k		296.00	312.53	View chart
Vanguard World Financials Etf (VFH)	0.0	$90k		686.00	131.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$90k	-48%	192.00	468.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$89k		425.00	209.26	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.0	$86k		1.9k	45.24	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$85k		409.00	206.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$84k	+3%	1.0k	84.11	View chart
Wells Fargo & Company (WFC)	0.0	$84k		996.00	83.82	View chart
Micron Technology (MU)	0.0	$83k		498.00	167.32	View chart
CSX Corporation (CSX)	0.0	$81k		2.3k	35.51	View chart
Ford Motor Company (F)	0.0	$80k	-26%	6.7k	11.96	View chart
Stryker Corporation (SYK)	0.0	$80k	-43%	216.00	369.67	View chart
Constellation Energy (CEG)	0.0	$80k		242.00	329.07	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$73k	-50%	500.00	145.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$71k		345.00	206.51	View chart
CMS Energy Corporation (CMS)	0.0	$71k		962.00	73.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$66k		225.00	293.74	View chart
3M Company (MMM)	0.0	$63k		406.00	155.18	View chart
Hafnia SHS (HAFN)	0.0	$63k		10k	5.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$61k		428.00	142.41	View chart
Hershey Company (HSY)	0.0	$60k		323.00	187.00	View chart
Blackrock Muniassets Fund (MUA)	0.0	$59k	+82%	5.3k	11.10	View chart
Astera Labs (ALAB)	0.0	$59k	-25%	300.00	195.80	View chart
BlackRock LT Municipal Advantage Trust (BTA)	0.0	$58k	+84%	6.1k	9.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$58k		1.8k	31.92	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$58k	+84%	4.6k	12.56	View chart
Nuveen (NMCO)	0.0	$57k	+85%	5.2k	10.86	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$52k		528.00	98.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$49k	+124%	1.1k	45.60	View chart
Intuitive Surgical Com New (ISRG)	0.0	$48k		108.00	447.23	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$48k	-18%	450.00	106.78	View chart
Draftkings Com Cl A (DKNG)	0.0	$48k		1.3k	37.40	View chart
Lockheed Martin Corporation (LMT)	0.0	$47k		95.00	499.21	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$46k	+54%	1.1k	42.47	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.0	$45k		750.00	60.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$45k	NEW	370.00	121.06	View chart
Nike CL B (NKE)	0.0	$43k		612.00	69.73	View chart
Dutch Bros Cl A (BROS)	0.0	$43k		815.00	52.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$43k		1.1k	39.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$39k	-3%	938.00	41.06	View chart
Wisdomtree Tr Euro Qtly Div Gr (EUDG)	0.0	$38k		1.1k	35.21	View chart
FirstEnergy (FE)	0.0	$38k		828.00	45.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$38k		911.00	41.15	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$36k	-16%	1.2k	28.63	View chart
Church & Dwight (CHD)	0.0	$35k		400.00	87.63	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$35k		582.00	59.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$33k		54.00	608.61	View chart
Ishares Msci Cda Etf (EWC)	0.0	$33k		650.00	50.55	View chart
Lululemon Athletica (LULU)	0.0	$33k		184.00	177.93	View chart
Canadian Pacific Kansas City (CP)	0.0	$32k		435.00	74.49	View chart
Royal Caribbean Cruises (RCL)	0.0	$32k		100.00	323.58	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$32k	NEW	565.00	57.19	View chart
Procter & Gamble Company (PG)	0.0	$32k		210.00	153.77	View chart
Colgate-Palmolive Company (CL)	0.0	$32k		400.00	79.94	View chart
Arbor Realty Trust (ABR)	0.0	$32k		2.6k	12.21	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$31k		1.3k	24.72	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$31k	NEW	1.3k	23.47	View chart
Freeport-mcmoran CL B (FCX)	0.0	$31k	-16%	778.00	39.22	View chart
Agree Realty Corporation (ADC)	0.0	$30k		423.00	71.04	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$29k		545.00	53.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$29k		873.00	33.42	View chart
Regal-beloit Corporation (RRX)	0.0	$29k		200.00	143.44	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$29k		389.00	73.29	View chart
Verisign (VRSN)	0.0	$28k		100.00	279.57	View chart
Tko Group Holdings Cl A (TKO)	0.0	$28k		138.00	201.96	View chart
Bank of America Corporation (BAC)	0.0	$28k		538.00	51.59	View chart
Paypal Holdings (PYPL)	0.0	$27k		404.00	67.06	View chart
American Airls (AAL)	0.0	$27k		2.4k	11.24	View chart
Core Scientific (CORZ)	0.0	$27k	-50%	1.5k	17.94	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$27k		150.00	178.73	View chart
Veralto Corp Com Shs (VLTO)	0.0	$26k		248.00	106.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$26k	+5%	80.00	328.56	View chart
Silverback Therapeutics (SPRY)	0.0	$25k		2.5k	10.05	View chart
Qualcomm (QCOM)	0.0	$25k		150.00	166.36	View chart
SYSCO Corporation (SYY)	0.0	$25k		300.00	82.34	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$24k		750.00	32.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$24k	+32%	66.00	355.48	View chart
Marriott Intl Cl A (MAR)	0.0	$23k		90.00	260.44	View chart
Pfizer (PFE)	0.0	$23k		917.00	25.48	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$22k		277.00	78.91	View chart
Booking Holdings (BKNG)	0.0	$22k		4.00	5399.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$21k		65.00	320.05	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.0	$21k		807.00	25.60	View chart
G Willi Food Intl Ord (WILC)	0.0	$21k		1.0k	20.55	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$20k		140.00	145.60	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$20k		425.00	46.71	View chart
Coca-Cola Company (KO)	0.0	$20k		295.00	66.32	View chart
TJX Companies (TJX)	0.0	$19k		134.00	144.30	View chart
Jeld-wen Hldg (JELD)	0.0	$19k		3.9k	4.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$19k		380.00	49.46	View chart
Applovin Corp Com Cl A (APP)	0.0	$19k		26.00	718.58	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$19k		328.00	56.68	View chart
Johnson & Johnson (JNJ)	0.0	$19k		100.00	185.42	View chart
General Motors Company (GM)	0.0	$18k		300.00	60.97	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$18k		232.00	78.37	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$18k		196.00	89.41	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$17k		130.00	132.48	View chart
Gamestop Corp Cl A (GME)	0.0	$16k		600.00	27.28	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$16k	-14%	1.4k	11.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$15k		210.00	73.48	View chart
Comerica Incorporated (CMA)	0.0	$15k		225.00	68.52	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$14k		231.00	61.94	View chart
Ares Capital Corporation (ARCC)	0.0	$14k		700.00	20.41	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$14k		180.00	78.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$14k		319.00	43.91	View chart
Yum China Holdings (YUMC)	0.0	$14k		324.00	42.92	View chart
Bce Com New (BCE)	0.0	$14k		589.00	23.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$14k		120.00	113.88	View chart
Clorox Company (CLX)	0.0	$14k		110.00	123.30	View chart
Verizon Communications (VZ)	0.0	$13k		300.00	43.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$12k		50.00	246.60	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$12k		225.00	54.16	View chart
Adobe Systems Incorporated (ADBE)	0.0	$12k	-13%	33.00	352.76	View chart
Occidental Petroleum Corporation (OXY)	0.0	$11k		242.00	47.25	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$11k		128.00	86.80	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.0	$11k	NEW	460.00	23.94	View chart
Planet Fitness Cl A (PLNT)	0.0	$10k		100.00	103.80	View chart
H.B. Fuller Company (FUL)	0.0	$10k		168.00	59.29	View chart
Fortis (FTS)	0.0	$9.9k		195.00	50.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$9.8k		47.00	208.72	View chart
Thermo Fisher Scientific (TMO)	0.0	$9.7k		20.00	485.05	View chart
IDEXX Laboratories (IDXX)	0.0	$9.6k		15.00	638.93	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$9.5k		80.00	118.45	View chart
ConocoPhillips (COP)	0.0	$9.0k		95.00	94.60	View chart
CVS Caremark Corporation (CVS)	0.0	$8.8k		117.00	75.39	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$8.5k		150.00	56.95	View chart
Bellring Brands Common Stock (BRBR)	0.0	$8.0k	-5%	220.00	36.35	View chart
Solventum Corp Com Shs (SOLV)	0.0	$7.4k		101.00	73.00	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.0	$7.1k		245.00	28.84	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$6.7k		134.00	50.28	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.0	$6.7k		56.00	119.48	View chart
Kkr & Co (KKR)	0.0	$6.5k		50.00	130.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$6.1k	-55%	239.00	25.67	View chart
McDonald's Corporation (MCD)	0.0	$6.1k		20.00	303.90	View chart
Waste Management (WM)	0.0	$5.7k		26.00	220.85	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$5.7k		100.00	56.72	View chart
Gilead Sciences (GILD)	0.0	$5.6k		50.00	111.00	View chart
Domino's Pizza (DPZ)	0.0	$5.5k		13.00	426.46	View chart
Sofi Technologies (SOFI)	0.0	$5.3k		200.00	26.42	View chart
Prudential Financial (PRU)	0.0	$5.2k		50.00	103.74	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$4.9k	NEW	724.00	6.74	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$4.6k		90.00	50.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$4.4k		59.00	74.37	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$4.3k		125.00	34.50	View chart
Starbucks Corporation (SBUX)	0.0	$4.2k		50.00	84.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.1k		21.00	197.43	View chart
Ouster Com New (OUST)	0.0	$4.1k		150.00	27.05	View chart
Darden Restaurants (DRI)	0.0	$3.8k		20.00	190.40	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.0	$3.8k		225.00	16.92	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$3.8k		50.00	75.10	View chart
eBay (EBAY)	0.0	$3.7k		41.00	90.95	View chart
Vaneck Etf Trust Social Sentiment (BUZZ)	0.0	$3.6k		100.00	35.98	View chart
Macy's (M)	0.0	$3.6k		200.00	17.93	View chart
Super Micro Computer Com New (SMCI)	0.0	$3.4k		70.00	47.94	View chart
Intel Corporation (INTC)	0.0	$3.4k	NEW	100.00	33.55	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$3.2k		26.00	122.46	View chart
Autodesk (ADSK)	0.0	$3.2k		10.00	317.70	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$2.8k		74.00	38.03	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$2.8k		42.00	66.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$2.8k		13.00	215.85	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$2.8k		25.00	111.84	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$2.8k		110.00	25.16	View chart
Las Vegas Sands (LVS)	0.0	$2.7k		50.00	53.80	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$2.6k		50.00	52.90	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$2.6k		180.00	14.68	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$2.5k		100.00	24.63	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.0	$2.4k		75.00	32.40	View chart
Ferrari Nv Ord (RACE)	0.0	$2.4k		5.00	485.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.2k	NEW	3.00	746.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$2.2k	NEW	25.00	89.40	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$2.2k	NEW	22.00	99.95	View chart
Target Corporation (TGT)	0.0	$2.1k		23.00	89.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$2.0k	NEW	8.00	254.38	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$2.0k	NEW	12.00	164.58	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$2.0k		5.00	391.80	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$1.9k		65.00	28.92	View chart
Becton, Dickinson and (BDX)	0.0	$1.9k		10.00	187.20	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$1.9k		205.00	9.05	View chart
Jefferson Capital (JCAP)	0.0	$1.7k	NEW	100.00	17.26	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$1.6k		7.00	227.00	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$1.6k		25.00	62.44	View chart
Biogen Idec (BIIB)	0.0	$1.5k		11.00	140.09	View chart
Boeing Company (BA)	0.0	$1.5k	-53%	7.00	215.86	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$1.4k		33.00	43.79	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$1.3k		20.00	66.95	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$1.3k		12.00	110.00	View chart
Moderna (MRNA)	0.0	$1.3k		50.00	25.84	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$1.2k	NEW	18.00	65.94	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.2k		4.00	294.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$1.1k	NEW	49.00	23.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.1k	NEW	19.00	59.95	View chart
Tema Etf Trust Heart & Health E (HRTS)	0.0	$1.1k		35.00	30.97	View chart
Tiziana Life Sciences Common Shares (TLSA)	0.0	$1.1k		500.00	2.16	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.1k		25.00	42.40	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$959.000000	NEW	4.00	239.75	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$947.000000	NEW	8.00	118.38	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$941.000400		12.00	78.42	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$851.999500		55.00	15.49	View chart
Yeti Hldgs (YETI)	0.0	$830.000000		25.00	33.20	View chart
Electronic Arts (EA)	0.0	$807.000000		4.00	201.75	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$720.999600		12.00	60.08	View chart
Nanoviricides (NNVC)	0.0	$715.000000		500.00	1.43	View chart
Safe Pro Group (SPAI)	0.0	$702.000000		100.00	7.02	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$684.999700	NEW	7.00	97.86	View chart
Hologic (HOLX)	0.0	$675.000000		10.00	67.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$653.000000	NEW	2.00	326.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$651.000000	NEW	12.00	54.25	View chart
Hannon Armstrong (HASI)	0.0	$645.000300		21.00	30.71	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$599.000100		17.00	35.24	View chart
Compugen Ord (CGEN)	0.0	$588.000000	NEW	400.00	1.47	View chart
Clearway Energy Cl A (CWEN.A)	0.0	$539.000000		20.00	26.95	View chart
American Battery Technology Com New (ABAT)	0.0	$456.999800	NEW	94.00	4.86	View chart
Vaneck Etf Trust Environmental Sr (EVX)	0.0	$390.000000		10.00	39.00	View chart
Nextera Energy (NEE)	0.0	$378.000000		5.00	75.60	View chart
Sinclair Cl A (SBGI)	0.0	$378.000000	NEW	25.00	15.12	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$347.000400		12.00	28.92	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$313.000000	NEW	4.00	78.25	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$311.000000	NEW	2.00	155.50	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$297.999600		12.00	24.83	View chart
Figma Class A Com Stk (FIG)	0.0	$260.000000	NEW	5.00	52.00	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$215.000000	NEW	2.00	107.50	View chart
Flora Growth Corp	0.0	$207.999600	NEW	12.00	17.33	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$191.000000	NEW	4.00	47.75	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$170.000100	NEW	3.00	56.67	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$159.000000	NEW	3.00	53.00	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$145.000000	NEW	1.00	145.00	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.0	$129.000000		5.00	25.80	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$126.999900	NEW	3.00	42.33	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$97.000200		6.00	16.17	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$90.000000	NEW	1.00	90.00	View chart
Sentinelone Cl A (S)	0.0	$71.000000		4.00	17.75	View chart
Siyata Mobile (SYTA)	0.0	$69.999000		30.00	2.33	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.0	$64.000000	NEW	2.00	32.00	View chart
At&t (T)	0.0	$57.000000		2.00	28.50	View chart
Altimmune Com New (ALT)	0.0	$57.000000		15.00	3.80	View chart
Beyond Meat (BYND)	0.0	$57.000000		30.00	1.90	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$50.000400		17.00	2.94	View chart
Lucid Group Com New (LCID)	0.0	$48.000000	NEW	2.00	24.00	View chart
American Well Corp Com Cl A New (AMWL)	0.0	$31.000000		5.00	6.20	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.0	$24.000000		2.00	12.00	View chart
Fonar Corp Com New (FONR)	0.0	$16.000000		1.00	16.00	View chart
Liberty Energy Com Cl A (LBRT)	0.0	$13.000000	NEW	1.00	13.00	View chart
Faraday Future Intlgt Elec I Com New Cl A (FFAI)	0.0	$7.000000		5.00	1.40	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$5.000000	NEW	1.00	5.00	View chart

Past Filings by Bernard Wealth Management Corp.

SEC 13F filings are viewable for Bernard Wealth Management Corp. going back to 2024

Bernard Wealth Management Corp. 2025 Q3 filed Oct. 14, 2025
Bernard Wealth Management Corp. 2025 Q2 filed July 24, 2025
Bernard Wealth Management Corp. 2025 Q1 filed April 16, 2025
Bernard Wealth Management Corp. 2024 Q4 amended filed Feb. 27, 2025

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