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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, LLY, MSFT, and represent 48.60% of Bernard Wealth Management Corp.'s stock portfolio.
Added to shares of these 10 stocks: RDDT, XLK, TSLA, SSO, CORP, SCHX, EMXC, IEFA, DGRO, NFLX.
Started 19 new stock positions in SOLS, NOVM, RDDT, RGTI, FSSL, GRID, GME.WS, BETA, CHAI, DMAX. C, NVO, SHEL, SITM, GE, ANGX, CG, MAS, TTE.
Reduced shares in these 10 stocks: NVDA, LLY, UBER, META, HD, BRK.B, COST, CRWD, AMZN, DIS.
Sold out of its positions in SYTA, SOUN, HRTS, Total, NCLH.
Bernard Wealth Management Corp. was a net seller of stock by $-123k.
Bernard Wealth Management Corp. has $247M in assets under management (AUM), dropping by 2.94%.
Central Index Key (CIK): 0002056313

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Portfolio Holdings for Bernard Wealth Management Corp.

Bernard Wealth Management Corp. holds 356 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	16.4	$40M	-2%	216k	186.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.7	$36M		1.3M	26.91	View chart
Apple (AAPL)	9.5	$23M		86k	271.86	View chart
Eli Lilly & Co. (LLY)	4.0	$9.9M	-5%	9.2k	1074.70	View chart
Microsoft Corporation (MSFT)	4.0	$9.8M		20k	483.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.7	$9.2M		307k	30.07	View chart
Ishares Tr Core Div Grwth (DGRO)	3.6	$8.8M		127k	69.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.9	$7.2M		23k	313.00	View chart
Amazon (AMZN)	2.6	$6.4M		28k	230.82	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.5	$6.2M		219k	28.48	View chart
Ishares Msci Emrg Chn (EMXC)	2.2	$5.3M	+3%	73k	72.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$5.0M	-3%	9.9k	502.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$4.9M		8.0k	614.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.8	$4.5M	+3%	51k	89.46	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	1.8	$4.4M	+7%	45k	97.85	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	1.7	$4.3M		46k	92.25	View chart
Visa Com Cl A (V)	1.7	$4.2M		12k	350.70	View chart
JPMorgan Chase & Co. (JPM)	1.6	$4.0M		13k	322.23	View chart
Caterpillar (CAT)	1.4	$3.4M		6.0k	572.89	View chart
Wal-Mart Stores (WMT)	1.1	$2.6M		24k	111.41	View chart
Palo Alto Networks (PANW)	1.0	$2.5M	-3%	14k	184.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.0	$2.5M	-5%	5.3k	468.76	View chart
Dt Midstream Common Stock (DTM)	0.8	$2.1M		17k	119.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$1.9M		69k	27.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.7M		2.6k	681.92	View chart
Uber Technologies (UBER)	0.7	$1.7M	-15%	20k	81.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.5M		2.00	754800.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.5M		5.9k	246.16	View chart
DTE Energy Company (DTE)	0.6	$1.5M		11k	128.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.2M		18k	66.00	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.2M		9.8k	120.34	View chart
Costco Wholesale Corporation (COST)	0.5	$1.2M	-11%	1.3k	862.34	View chart
Reddit Cl A (RDDT)	0.5	$1.1M	NEW	4.8k	229.87	View chart
Home Depot (HD)	0.4	$1.1M	-17%	3.2k	344.05	View chart
Lowe's Companies (LOW)	0.4	$1.0M		4.3k	241.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$1.0M	-2%	22k	47.02	View chart
Honeywell International (HON)	0.4	$930k		4.8k	195.09	View chart
Abbvie (ABBV)	0.3	$790k		3.5k	228.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$777k	+100%	5.4k	143.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$715k		2.3k	313.80	View chart
Equinox Gold Corp equities (EQX)	0.3	$695k		50k	14.04	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.3	$641k		23k	27.85	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.3	$617k	+100%	11k	57.92	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$575k		3.7k	155.12	View chart
Abbott Laboratories (ABT)	0.2	$503k		4.0k	125.29	View chart
Mastercard Incorporated Cl A (MA)	0.2	$443k	-20%	776.00	570.88	View chart
Tesla Motors (TSLA)	0.2	$433k	+352%	963.00	449.72	View chart
Charles Schwab Corporation (SCHW)	0.2	$417k	-8%	4.2k	99.91	View chart
Advanced Micro Devices (AMD)	0.2	$417k	-4%	1.9k	214.16	View chart
Meta Platforms Cl A (META)	0.2	$403k	-41%	611.00	660.18	View chart
Palantir Technologies Cl A (PLTR)	0.2	$389k		2.2k	177.75	View chart
Capital One Financial (COF)	0.2	$388k		1.6k	242.36	View chart
General Dynamics Corporation (GD)	0.1	$362k	-4%	1.1k	336.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$305k		445.00	684.94	View chart
First Industrial Realty Trust (FR)	0.1	$291k		5.1k	57.27	View chart
Broadcom (AVGO)	0.1	$291k		840.00	346.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$274k		1.4k	191.56	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$244k		5.2k	46.86	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$222k		5.7k	39.12	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$214k		3.0k	71.45	View chart
Eaton Corp SHS (ETN)	0.1	$202k		635.00	318.51	View chart
Oracle Corporation (ORCL)	0.1	$192k		983.00	194.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$186k	+12%	1.7k	107.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$186k	+17%	4.2k	43.92	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$183k		3.4k	53.07	View chart
Medtronic SHS (MDT)	0.1	$181k		1.9k	96.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$174k		4.0k	43.72	View chart
Applied Materials (AMAT)	0.1	$174k		675.00	256.99	View chart
Micron Technology (MU)	0.1	$172k	+20%	602.00	285.41	View chart
Ishares Msci Israel Etf (EIS)	0.1	$172k	-2%	1.6k	110.03	View chart
Merck & Co (MRK)	0.1	$169k		1.6k	105.26	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$163k	-6%	1.9k	86.89	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$163k		5.5k	29.37	View chart
Chevron Corporation (CVX)	0.1	$159k		1.0k	152.41	View chart
Walt Disney Company (DIS)	0.1	$152k	-44%	1.3k	113.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$152k		483.00	314.80	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$145k		2.0k	72.63	View chart
American Express Company (AXP)	0.1	$136k		367.00	369.95	View chart
Danaher Corporation (DHR)	0.1	$135k		590.00	228.92	View chart
Netflix (NFLX)	0.1	$133k	+900%	1.4k	93.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$131k		269.00	487.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$131k		3.3k	39.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$131k		3.0k	43.38	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$129k		834.00	154.80	View chart
C H Robinson Worldwide Com New (CHRW)	0.1	$129k		800.00	160.76	View chart
Blackrock (BLK)	0.1	$128k		120.00	1070.34	View chart
Pepsi (PEP)	0.1	$126k		876.00	143.49	View chart
Amgen (AMGN)	0.1	$124k		379.00	327.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$123k		642.00	190.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$114k		2.3k	49.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$109k		181.00	603.28	View chart
Yum! Brands (YUM)	0.0	$108k		712.00	151.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$108k		1.3k	79.73	View chart
Newmont Mining Corporation (NEM)	0.0	$105k	-14%	1.1k	99.85	View chart
AmerisourceBergen (COR)	0.0	$100k		296.00	337.75	View chart
Ford Motor Company (F)	0.0	$99k	+12%	7.6k	13.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$98k		467.00	210.34	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$97k		694.00	139.16	View chart
Wells Fargo & Company (WFC)	0.0	$93k		996.00	93.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$92k		1.5k	63.01	View chart
Vanguard World Financials Etf (VFH)	0.0	$92k		686.00	133.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$91k		192.00	473.30	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$86k		839.00	102.96	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.0	$86k		1.9k	45.54	View chart
Constellation Energy (CEG)	0.0	$86k		242.00	353.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$84k		1.0k	83.75	View chart
CSX Corporation (CSX)	0.0	$83k		2.3k	36.25	View chart
Skyworks Solutions (SWKS)	0.0	$77k		1.2k	63.42	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$76k		409.00	185.56	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$73k		345.00	212.07	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$72k		500.00	143.89	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$70k	-23%	325.00	214.69	View chart
CMS Energy Corporation (CMS)	0.0	$67k		962.00	69.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$65k		225.00	290.22	View chart
3M Company (MMM)	0.0	$65k		406.00	160.10	View chart
Intuitive Surgical Com New (ISRG)	0.0	$61k		108.00	566.36	View chart
Hershey Company (HSY)	0.0	$59k		325.00	182.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$59k		1.8k	32.61	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$59k		428.00	136.94	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$58k		4.6k	12.58	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$58k	NEW	1.2k	48.58	View chart
Blackrock Muniassets Fund (MUA)	0.0	$57k		5.3k	10.71	View chart
Servicenow (NOW)	0.0	$57k	+221%	370.00	153.19	View chart
BlackRock LT Municipal Advantage Trust (BTA)	0.0	$57k		6.1k	9.28	View chart
Hafnia SHS (HAFN)	0.0	$56k		10k	5.33	View chart
Nuveen (NMCO)	0.0	$53k		5.2k	10.23	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$51k		528.00	96.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$50k		1.1k	46.43	View chart
Astera Labs (ALAB)	0.0	$50k		300.00	166.36	View chart
Dutch Bros Cl A (BROS)	0.0	$50k		815.00	61.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$48k		450.00	106.70	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$47k		1.1k	43.25	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.0	$46k		750.00	61.33	View chart
Lockheed Martin Corporation (LMT)	0.0	$46k		95.00	483.67	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$44k		370.00	119.32	View chart
Draftkings Com Cl A (DKNG)	0.0	$44k		1.3k	34.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$44k		1.1k	40.72	View chart
Sitime Corp (SITM)	0.0	$41k	NEW	116.00	353.20	View chart
Wisdomtree Tr Euro Qtly Div Gr (EUDG)	0.0	$41k		1.1k	37.53	View chart
Freeport-mcmoran CL B (FCX)	0.0	$40k		778.00	50.79	View chart
Nike CL B (NKE)	0.0	$39k		612.00	63.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$38k		911.00	41.88	View chart
Totalenergies Se Act (TTE)	0.0	$38k	NEW	582.00	65.42	View chart
FirstEnergy (FE)	0.0	$37k		828.00	44.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$36k	+18%	1.5k	23.37	View chart
Ishares Msci Cda Etf (EWC)	0.0	$35k		650.00	53.93	View chart
Church & Dwight (CHD)	0.0	$34k		400.00	83.85	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$33k		565.00	57.91	View chart
Canadian Pacific Kansas City (CP)	0.0	$32k		435.00	73.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$32k	-5%	51.00	626.67	View chart
Colgate-Palmolive Company (CL)	0.0	$32k		400.00	79.02	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$31k		1.3k	24.77	View chart
Agree Realty Corporation (ADC)	0.0	$31k		423.00	72.03	View chart
Procter & Gamble Company (PG)	0.0	$30k		210.00	143.31	View chart
Lululemon Athletica (LULU)	0.0	$30k	-21%	144.00	207.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$30k		873.00	34.26	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$30k		545.00	54.77	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$30k	-15%	1.1k	28.21	View chart
Bank of America Corporation (BAC)	0.0	$30k		538.00	55.00	View chart
Silverback Therapeutics (SPRY)	0.0	$29k		2.5k	11.65	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$29k		389.00	75.05	View chart
Tko Group Holdings Cl A (TKO)	0.0	$29k		138.00	209.00	View chart
G Willi Food Intl Ord (WILC)	0.0	$29k		1.0k	28.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$28k	+7%	71.00	396.32	View chart
Regal-beloit Corporation (RRX)	0.0	$28k		200.00	140.32	View chart
Marriott Intl Cl A (MAR)	0.0	$28k		90.00	310.24	View chart
Royal Caribbean Cruises (RCL)	0.0	$28k		100.00	278.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$27k		80.00	336.02	View chart
Qualcomm (QCOM)	0.0	$26k		150.00	171.05	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$25k	-35%	603.00	41.78	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$25k	NEW	1.8k	14.14	View chart
Veralto Corp Com Shs (VLTO)	0.0	$25k		248.00	99.78	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$25k		750.00	32.80	View chart
General Motors Company (GM)	0.0	$24k		300.00	81.32	View chart
Verisign (VRSN)	0.0	$24k		100.00	242.95	View chart
Paypal Holdings (PYPL)	0.0	$24k		404.00	58.38	View chart
Pfizer (PFE)	0.0	$23k		919.00	24.90	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$23k		328.00	69.38	View chart
SYSCO Corporation (SYY)	0.0	$22k		300.00	73.69	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$22k		150.00	146.58	View chart
Core Scientific (CORZ)	0.0	$22k		1.5k	14.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$22k		277.00	78.81	View chart
American Airls (AAL)	0.0	$22k	-41%	1.4k	15.33	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$21k		65.00	323.02	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$21k		140.00	148.99	View chart
Johnson & Johnson (JNJ)	0.0	$21k		100.00	206.95	View chart
Coca-Cola Company (KO)	0.0	$21k		295.00	69.91	View chart
TJX Companies (TJX)	0.0	$21k		134.00	153.79	View chart
Arbor Realty Trust (ABR)	0.0	$20k		2.6k	7.76	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$20k		425.00	46.54	View chart
Comerica Incorporated	0.0	$20k		225.00	86.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$18k		380.00	48.32	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$18k		232.00	77.68	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$18k	+101%	395.00	44.76	View chart
Applovin Corp Com Cl A (APP)	0.0	$18k		26.00	673.85	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$18k		130.00	134.32	View chart
Booking Holdings (BKNG)	0.0	$16k	-25%	3.00	5355.33	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$16k	-21%	634.00	25.32	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$16k		1.4k	11.24	View chart
Yum China Holdings (YUMC)	0.0	$16k		324.00	47.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$15k		210.00	71.42	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$15k		231.00	64.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$14k		319.00	44.94	View chart
Ares Capital Corporation (ARCC)	0.0	$14k		700.00	20.23	View chart
Bce Com New (BCE)	0.0	$14k		589.00	23.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$14k		120.00	113.92	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$13k		50.00	268.30	View chart
Stryker Corporation (SYK)	0.0	$13k	-83%	36.00	351.47	View chart
Verizon Communications (VZ)	0.0	$12k		300.00	40.73	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$12k		225.00	54.07	View chart
Gamestop Corp Cl A (GME)	0.0	$12k		600.00	20.08	View chart
Thermo Fisher Scientific (TMO)	0.0	$12k		20.00	579.45	View chart
Adobe Systems Incorporated (ADBE)	0.0	$12k		33.00	350.00	View chart
Clorox Company (CLX)	0.0	$11k		110.00	100.84	View chart
Planet Fitness Cl A (PLNT)	0.0	$11k		100.00	108.47	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$11k		180.00	59.96	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$10k	-4%	440.00	23.67	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$10k		128.00	80.38	View chart
IDEXX Laboratories (IDXX)	0.0	$10k		15.00	676.53	View chart
Fortis (FTS)	0.0	$10k		195.00	51.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.0	$10k	NEW	305.00	32.88	View chart
H.B. Fuller Company (FUL)	0.0	$10k		168.00	59.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$10k		47.00	211.81	View chart
Occidental Petroleum Corporation (OXY)	0.0	$10k		242.00	41.12	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.0	$9.9k	NEW	371.00	26.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$9.7k		80.00	120.96	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.0	$9.5k		247.00	38.51	View chart
CVS Caremark Corporation (CVS)	0.0	$9.3k		117.00	79.37	View chart
ConocoPhillips (COP)	0.0	$8.9k		95.00	93.61	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$8.3k		125.00	66.39	View chart
Solventum Corp Com Shs (SOLV)	0.0	$8.0k		101.00	79.25	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$6.7k		134.00	50.32	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.0	$6.7k		56.00	120.21	View chart
Kkr & Co (KKR)	0.0	$6.4k		50.00	127.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$6.3k		239.00	26.18	View chart
Gilead Sciences (GILD)	0.0	$6.1k		50.00	122.74	View chart
McDonald's Corporation (MCD)	0.0	$6.1k		20.00	305.65	View chart
Bellring Brands Common Stock (BRBR)	0.0	$5.9k		220.00	26.73	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$5.8k	-33%	100.00	58.35	View chart
Waste Management (WM)	0.0	$5.7k		26.00	219.73	View chart
Prudential Financial (PRU)	0.0	$5.6k		50.00	112.88	View chart
Domino's Pizza (DPZ)	0.0	$5.4k		13.00	413.46	View chart
Sofi Technologies (SOFI)	0.0	$5.2k		200.00	26.18	View chart
Jeld-wen Hldg (JELD)	0.0	$5.0k	-48%	2.0k	2.46	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$4.8k	+200%	75.00	64.43	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$4.6k		90.00	50.59	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$4.4k	NEW	200.00	22.15	View chart
Macy's (M)	0.0	$4.4k		200.00	22.05	View chart
Masco Corporation (MAS)	0.0	$4.3k	NEW	68.00	63.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.2k		21.00	202.19	View chart
Starbucks Corporation (SBUX)	0.0	$4.2k		50.00	84.22	View chart
Intel Corporation (INTC)	0.0	$4.2k	+14%	114.00	36.90	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$4.1k		50.00	82.02	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$3.8k	NEW	25.00	153.04	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.0	$3.8k		229.00	16.54	View chart
Citigroup Com New (C)	0.0	$3.7k	NEW	32.00	116.72	View chart
Darden Restaurants (DRI)	0.0	$3.7k		20.00	184.05	View chart
eBay (EBAY)	0.0	$3.6k		41.00	87.12	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$3.5k		180.00	19.71	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$3.4k	+6%	106.00	32.47	View chart
Angel Studios Cl A Com (ANGX)	0.0	$3.3k	NEW	700.00	4.67	View chart
Las Vegas Sands (LVS)	0.0	$3.3k		50.00	65.10	View chart
Vaneck Etf Trust Social Sentiment (BUZZ)	0.0	$3.2k		100.00	32.49	View chart
Ouster Com New (OUST)	0.0	$3.2k		150.00	21.64	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$3.2k		25.00	129.56	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$3.2k		26.00	121.62	View chart
Autodesk (ADSK)	0.0	$3.0k		10.00	296.10	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$2.9k		42.00	69.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$2.9k		13.00	219.85	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$2.8k		74.00	38.32	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$2.8k		110.00	25.15	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$2.6k		50.00	51.88	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.0	$2.5k		75.00	33.00	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$2.3k		5.00	453.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.3k		3.00	754.00	View chart
Target Corporation (TGT)	0.0	$2.2k		23.00	97.78	View chart
Jefferson Capital (JCAP)	0.0	$2.2k		100.00	22.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$2.2k		25.00	87.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$2.2k	-4%	21.00	102.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$2.1k		8.00	258.00	View chart
Super Micro Computer Com New (SMCI)	0.0	$2.0k		70.00	29.27	View chart
Novo-nordisk A S Adr (NVO)	0.0	$2.0k	NEW	40.00	50.90	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$2.0k		12.00	168.00	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$2.0k		65.00	30.55	View chart
Becton, Dickinson and (BDX)	0.0	$1.9k		10.00	194.10	View chart
Biogen Idec (BIIB)	0.0	$1.9k		11.00	176.00	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$1.9k		205.00	9.22	View chart
Ferrari Nv Ord (RACE)	0.0	$1.8k		5.00	369.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.7k	-61%	23.00	74.09	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.0	$1.6k		7.00	230.57	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$1.6k		25.00	63.56	View chart
Boeing Company (BA)	0.0	$1.5k		7.00	217.14	View chart
Moderna (MRNA)	0.0	$1.5k		50.00	29.50	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$1.4k		33.00	43.70	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$1.4k		12.00	119.75	View chart
Shell Spon Ads (SHEL)	0.0	$1.4k	NEW	19.00	73.53	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$1.4k		20.00	68.15	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$1.2k		724.00	1.70	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$1.2k		18.00	67.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.2k		19.00	62.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$1.2k		49.00	24.04	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.1k		4.00	279.25	View chart
Yeti Hldgs (YETI)	0.0	$1.1k		25.00	44.20	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$956.000000	+100%	8.00	119.50	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$942.000000		8.00	117.75	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$935.000400		12.00	77.92	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$904.002000		55.00	16.44	View chart
Beta Technologies Com Shs Cl A (BETA)	0.0	$846.999000	NEW	30.00	28.23	View chart
Electronic Arts (EA)	0.0	$818.000000		4.00	204.50	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$746.000400		12.00	62.17	View chart
Hologic (HOLX)	0.0	$745.000000		10.00	74.50	View chart
Tiziana Life Sciences Common Shares (TLSA)	0.0	$745.000000		500.00	1.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$721.000000		2.00	360.50	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$696.999800		7.00	99.57	View chart
Hannon Armstrong (HASI)	0.0	$661.000200		21.00	31.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$645.999600		12.00	53.83	View chart
Clearway Energy Cl A (CWEN.A)	0.0	$629.000000		20.00	31.45	View chart
Compugen Ord (CGEN)	0.0	$612.000000		400.00	1.53	View chart
Carlyle Group (CG)	0.0	$570.000000	NEW	500.00	1.14	View chart
Nanoviricides (NNVC)	0.0	$565.000000		500.00	1.13	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$518.000200		17.00	30.47	View chart
At&t (T)	0.0	$497.000000	+900%	20.00	24.85	View chart
Safe Pro Group (SPAI)	0.0	$416.000000		100.00	4.16	View chart
Nextera Energy (NEE)	0.0	$402.000000		5.00	80.40	View chart
Vaneck Etf Trust Environmental Sr (EVX)	0.0	$383.000000		10.00	38.30	View chart
Sinclair Cl A (SBGI)	0.0	$383.000000		25.00	15.32	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$366.999600		12.00	30.58	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$338.000000		4.00	84.50	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$314.000000		2.00	157.00	View chart
American Battery Technology Com New (ABAT)	0.0	$313.997600		94.00	3.34	View chart
Ge Aerospace Com New (GE)	0.0	$309.000000	NEW	1.00	309.00	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$285.000000		12.00	23.75	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$193.000000		2.00	96.50	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$192.000000		4.00	48.00	View chart
Figma Class A Com Stk (FIG)	0.0	$187.000000		5.00	37.40	View chart
Gamestop Corp *w Exp 10/30/202 (GME.WS)	0.0	$181.002000	NEW	60.00	3.02	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$169.000000		1.00	169.00	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$165.999900		3.00	55.33	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$158.000100		3.00	52.67	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.0	$135.000000		5.00	27.00	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$122.000100		3.00	40.67	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$91.000000	+100%	2.00	45.50	View chart
Flora Growth Corp	0.0	$75.999600		12.00	6.33	View chart
Sentinelone Cl A (S)	0.0	$60.000000		4.00	15.00	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.0	$58.000000		2.00	29.00	View chart
Altimmune Com New (ALT)	0.0	$55.000500		15.00	3.67	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$26.999400		17.00	1.59	View chart
Beyond Meat (BYND)	0.0	$24.999000		30.00	0.83	View chart
American Well Corp Com Cl A New (AMWL)	0.0	$25.000000		5.00	5.00	View chart
Blackrock Mun Income Tr Sh Ben Int (BFK)	0.0	$24.000000		2.00	12.00	View chart
Lucid Group Com New (LCID)	0.0	$22.000000		2.00	11.00	View chart
Fonar Corp Com New (FONR)	0.0	$19.000000		1.00	19.00	View chart
Liberty Energy Com Cl A (LBRT)	0.0	$19.000000		1.00	19.00	View chart
Core Ai Holdings Com Npv (CHAI)	0.0	$12.000100	NEW	7.00	1.71	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$7.000000		1.00	7.00	View chart
Faraday Future Intlgt Elec I Com New Cl A (FFAI)	0.0	$6.000000		5.00	1.20	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 Q4 filed Jan. 15, 2026
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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