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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, SCHM, DGRO, and represent 47.04% of Bernard Wealth Management Corp.'s stock portfolio.
Added to shares of these 10 stocks: IEFA, EMXC, SPY, CAT, CORP, BUFF, VOO, SCHW, WMT, SCHF.
Started 23 new stock positions in MHD, VGIT, WAT, ZSTK, MBB, XCEM, BUFF, DASH, SCHO, GNPX. DE, BWA, HOOD, PCY, BOBS, BTSG, SHOP, BHF, FITB, ALL, TIP, AFL, B.
Reduced shares in these 10 stocks: QQQ, SCHX, NVDA, AAPL, V, MSFT, META, BRK.B, MA, PANW.
Sold out of its positions in BFK, BTA, Comerica Incorporated, FUTY, Flora Growth Corp, PAVE, PPA, KBWB, IBB, ITB. IEMG, IFRA, LCID, NMCO, SRVR, XLB, XLC, XLRE, IVOG.
Bernard Wealth Management Corp. was a net seller of stock by $-579k.
Bernard Wealth Management Corp. has $234M in assets under management (AUM), dropping by -4.90%.
Central Index Key (CIK): 0002056313

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Portfolio Holdings for Bernard Wealth Management Corp.

Bernard Wealth Management Corp. holds 360 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	15.7	$37M	-2%	211k	174.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	14.3	$33M	-3%	1.3M	25.64	View chart
Apple (AAPL)	9.2	$22M		85k	253.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	4.1	$9.6M		310k	30.96	View chart
Ishares Tr Core Div Grwth (DGRO)	3.8	$9.0M		128k	70.18	View chart
Eli Lilly & Co. (LLY)	3.6	$8.5M		9.2k	919.81	View chart
Ishares Msci Emrg Chn (EMXC)	3.2	$7.4M	+28%	94k	78.66	View chart
Microsoft Corporation (MSFT)	3.1	$7.3M	-2%	20k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$6.7M		23k	287.55	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.7	$6.4M		219k	29.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.7	$6.3M	+36%	69k	90.53	View chart
Amazon (AMZN)	2.5	$5.8M		28k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$4.6M	-2%	9.6k	479.20	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	1.9	$4.5M	+3%	46k	96.80	View chart
Caterpillar (CAT)	1.9	$4.4M	+4%	6.2k	708.44	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	1.6	$3.8M		46k	82.84	View chart
JPMorgan Chase & Co. (JPM)	1.6	$3.7M		13k	294.15	View chart
Visa Com Cl A (V)	1.4	$3.3M	-6%	11k	302.23	View chart
Wal-Mart Stores (WMT)	1.3	$3.0M	+2%	24k	124.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$2.9M	-36%	5.1k	577.13	View chart
Dt Midstream Common Stock (DTM)	1.0	$2.4M	+2%	18k	134.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$2.2M	+31%	3.4k	650.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.1M		69k	30.68	View chart
Palo Alto Networks (PANW)	0.9	$2.0M	-6%	13k	160.32	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$2.0M	-4%	5.0k	390.41	View chart
DTE Energy Company (DTE)	0.7	$1.7M	+2%	12k	146.22	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.7M		9.8k	169.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.5M		5.9k	248.00	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.4M		2.00	718140.00	View chart
Uber Technologies (UBER)	0.6	$1.4M	-2%	20k	71.93	View chart
Costco Wholesale Corporation (COST)	0.6	$1.4M		1.4k	996.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.2M		18k	67.53	View chart
Honeywell International	0.5	$1.1M		4.8k	226.03	View chart
Lowe's Companies (LOW)	0.5	$1.1M	+3%	4.5k	236.28	View chart
Home Depot (HD)	0.4	$1.0M		3.1k	328.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$967k	-3%	21k	46.13	View chart
Abbvie (ABBV)	0.3	$752k		3.5k	217.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$737k	+2%	5.5k	132.90	View chart
Equinox Gold Corp equities (EQX)	0.3	$701k	-2%	49k	14.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$644k		2.2k	286.86	View chart
Innovator Etfs Trust Equity Defined P (AJAN)	0.3	$636k		23k	27.64	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$599k		3.7k	161.73	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$553k		11k	51.88	View chart
Reddit Cl A (RDDT)	0.2	$548k	-15%	4.1k	134.65	View chart
Charles Schwab Corporation (SCHW)	0.2	$478k	+21%	5.1k	93.98	View chart
Abbott Laboratories (ABT)	0.2	$412k		4.0k	102.67	View chart
Advanced Micro Devices (AMD)	0.2	$393k		1.9k	203.43	View chart
General Dynamics Corporation (GD)	0.2	$369k		1.1k	343.22	View chart
Tesla Motors (TSLA)	0.2	$358k		963.00	371.75	View chart
Palantir Technologies Cl A (PLTR)	0.1	$306k	-4%	2.1k	146.28	View chart
First Industrial Realty Trust (FR)	0.1	$294k		5.1k	57.84	View chart
Capital One Financial (COF)	0.1	$292k		1.6k	182.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$275k	-5%	421.00	653.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$274k		1.4k	191.92	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$254k		1.9k	135.49	View chart
Mastercard Incorporated Cl A (MA)	0.1	$252k	-35%	504.00	499.66	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$251k		5.2k	48.32	View chart
Broadcom (AVGO)	0.1	$245k	-5%	790.00	309.51	View chart
Eaton Corp SHS (ETN)	0.1	$227k		635.00	357.67	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$226k		5.7k	39.80	View chart
Micron Technology (MU)	0.1	$220k	+8%	652.00	337.84	View chart
Chevron Corporation (CVX)	0.1	$215k		1.0k	206.90	View chart
Applied Materials (AMAT)	0.1	$208k	-9%	608.00	341.79	View chart
Merck & Co (MRK)	0.1	$193k		1.6k	120.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$182k		4.2k	43.11	View chart
Ishares Msci Israel Etf (EIS)	0.1	$181k		1.6k	116.04	View chart
Meta Platforms Cl A (META)	0.1	$178k	-49%	311.00	572.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$172k		4.0k	43.06	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$170k	-9%	2.7k	62.68	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$168k	-6%	3.2k	52.31	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$166k		2.0k	82.87	View chart
Netflix (NFLX)	0.1	$155k	+13%	1.6k	96.15	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$147k	-20%	1.4k	106.15	View chart
Oracle Corporation (ORCL)	0.1	$145k		983.00	147.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$144k		483.00	298.85	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$144k	-9%	5.0k	28.72	View chart
Pepsi (PEP)	0.1	$136k		876.00	155.35	View chart
Amgen (AMGN)	0.1	$133k		379.00	351.85	View chart
C H Robinson Worldwide In Com New (CHRW)	0.1	$133k		800.00	166.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$132k		3.3k	39.94	View chart
Walt Disney Company (DIS)	0.1	$129k		1.3k	96.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$128k		3.0k	42.50	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$127k	NEW	2.6k	49.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$126k		642.00	196.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$120k	+294%	201.00	597.92	View chart
Medtronic SHS (MDT)	0.1	$118k	-27%	1.4k	86.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$118k		269.00	436.79	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$117k	-4%	798.00	146.61	View chart
Blackrock (BLK)	0.0	$115k		120.00	961.72	View chart
Newmont Mining Corporation (NEM)	0.0	$114k		1.1k	108.25	View chart
Blackrock Muniassets Fund (MUA)	0.0	$113k	+101%	11k	10.61	View chart
Danaher Corporation (DHR)	0.0	$112k		590.00	189.60	View chart
American Express Company (AXP)	0.0	$111k		367.00	302.48	View chart
Yum! Brands (YUM)	0.0	$111k		712.00	155.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$110k	+2%	1.4k	79.27	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$106k	-5%	171.00	616.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$96k	+8%	2.5k	38.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$95k	-5%	443.00	213.67	View chart
CSX Corporation (CSX)	0.0	$94k		2.3k	41.05	View chart
AmerisourceBergen (COR)	0.0	$93k		296.00	314.14	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$93k		1.5k	63.94	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$91k		1.2k	76.16	View chart
Ford Motor Company (F)	0.0	$87k		7.6k	11.54	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.0	$84k		1.9k	44.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$83k		1.0k	82.75	View chart
Vanguard World Financials Etf (VFH)	0.0	$83k		686.00	120.81	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$83k		839.00	98.72	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$82k		192.00	426.40	View chart
Wells Fargo & Company (WFC)	0.0	$79k		996.00	79.61	View chart
Hafnia SHS (HAFN)	0.0	$79k		10k	7.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$79k	+22%	275.00	287.18	View chart
CMS Energy Corporation (CMS)	0.0	$75k		962.00	77.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$73k		345.00	211.15	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$71k		325.00	218.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$71k	+5742%	2.9k	24.75	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$69k	NEW	1.7k	40.81	View chart
Hershey Company (HSY)	0.0	$68k		327.00	208.17	View chart
Constellation Energy (CEG)	0.0	$68k		242.00	279.25	View chart
Skyworks Solutions (SWKS)	0.0	$66k		1.2k	53.56	View chart
3M Company (MMM)	0.0	$59k		406.00	145.23	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$58k		409.00	142.85	View chart
Lockheed Martin Corporation (LMT)	0.0	$57k		95.00	604.40	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.0	$56k		4.6k	12.18	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$55k		428.00	128.12	View chart
Totalenergies Se Act (TTE)	0.0	$53k		582.00	90.98	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$53k		1.8k	29.14	View chart
Deere & Company (DE)	0.0	$51k	NEW	90.00	563.30	View chart
Intuitive Surgical Com New (ISRG)	0.0	$50k		108.00	460.99	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$50k		528.00	93.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$48k		450.00	106.50	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$47k		500.00	93.87	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$46k		1.1k	42.72	View chart
Freeport Mcmoran CL B (FCX)	0.0	$46k		778.00	58.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$46k	+49%	106.00	430.29	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.0	$44k		750.00	57.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$43k		1.1k	40.10	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$43k		1.3k	34.02	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$43k	-57%	294.00	145.94	View chart
FirstEnergy (FE)	0.0	$42k		828.00	50.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$42k	-16%	903.00	45.97	View chart
Dutch Bros Cl A (BROS)	0.0	$41k		815.00	50.66	View chart
Sitime Corp (SITM)	0.0	$40k		116.00	345.35	View chart
Wisdomtree Tr Euro Qtly Div Gr (EUDG)	0.0	$40k		1.1k	36.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$38k		911.00	41.83	View chart
Regal-beloit Corporation (RRX)	0.0	$38k		200.00	187.26	View chart
Church & Dwight (CHD)	0.0	$37k		400.00	93.32	View chart
Brightspring Health Svcs (BTSG)	0.0	$36k	NEW	850.00	42.61	View chart
Doordash Cl A (DASH)	0.0	$36k	NEW	240.00	150.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$36k		1.5k	23.22	View chart
Ishares Msci Cda Etf (EWC)	0.0	$36k		650.00	54.79	View chart
Canadian Pacific Kansas City (CP)	0.0	$34k		435.00	78.66	View chart
Colgate-Palmolive Company (CL)	0.0	$34k		400.00	85.23	View chart
Astera Labs (ALAB)	0.0	$33k		300.00	109.60	View chart
Inventrust Pptys Corp Com New (IVT)	0.0	$33k		1.1k	30.45	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$32k	-22%	288.00	112.11	View chart
Agree Realty Corporation (ADC)	0.0	$32k		423.00	75.38	View chart
Procter & Gamble Company (PG)	0.0	$30k		210.00	144.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$30k		873.00	33.77	View chart
Marriott Intl Cl A (MAR)	0.0	$29k		90.00	327.08	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$29k		389.00	75.19	View chart
Tko Group Holdings Cl A (TKO)	0.0	$28k		138.00	201.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$28k	+7%	86.00	321.73	View chart
Royal Caribbean Cruises (RCL)	0.0	$28k		100.00	275.18	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$27k		545.00	49.37	View chart
Bank of America Corporation (BAC)	0.0	$26k		538.00	48.75	View chart
Servicenow (NOW)	0.0	$26k	-32%	250.00	104.55	View chart
Pfizer (PFE)	0.0	$26k		921.00	28.08	View chart
G Willi Food Intl Ord (WILC)	0.0	$25k		1.0k	25.25	View chart
Verisign (VRSN)	0.0	$25k		100.00	248.36	View chart
Johnson & Johnson (JNJ)	0.0	$24k		100.00	244.44	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$24k		750.00	31.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$23k	-7%	556.00	40.86	View chart
Core Scientific (CORZ)	0.0	$22k		1.5k	14.96	View chart
Coca-Cola Company (KO)	0.0	$22k		295.00	76.05	View chart
Nike CL B (NKE)	0.0	$22k	-30%	424.00	52.82	View chart
General Motors Company (GM)	0.0	$22k		300.00	74.50	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$22k	-33%	375.00	59.22	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$22k		1.8k	12.51	View chart
Lululemon Athletica (LULU)	0.0	$22k		144.00	153.10	View chart
Veralto Corp Com Shs (VLTO)	0.0	$22k		248.00	88.42	View chart
Delta Air Lines Com New (DAL)	0.0	$22k		328.00	66.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$22k		277.00	78.41	View chart
TJX Companies (TJX)	0.0	$22k		135.00	159.13	View chart
SYSCO Corporation (SYY)	0.0	$21k		300.00	71.33	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$20k		65.00	313.82	View chart
Silverback Therapeutics (SPRY)	0.0	$20k		2.5k	8.03	View chart
Arbor Realty Trust (ABR)	0.0	$20k		2.6k	7.71	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$20k		140.00	141.42	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$20k		425.00	46.19	View chart
Fifth Third Ban (FITB)	0.0	$20k	NEW	419.00	46.46	View chart
Qualcomm (QCOM)	0.0	$19k		150.00	128.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$19k	+3%	393.00	48.05	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$19k		150.00	125.46	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$19k		228.00	81.98	View chart
Paypal Holdings (PYPL)	0.0	$18k		404.00	45.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$18k	+2666%	332.00	54.05	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$18k	-26%	291.00	61.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$17k	+1315%	269.00	64.08	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$17k		130.00	131.25	View chart
Yum China Holdings (YUMC)	0.0	$16k		324.00	48.78	View chart
Occidental Petroleum Corporation (OXY)	0.0	$16k		242.00	65.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$15k		210.00	73.14	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$15k		1.4k	10.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$15k	+625%	58.00	261.93	View chart
Verizon Communications (VZ)	0.0	$15k		300.00	50.20	View chart
American Airls (AAL)	0.0	$15k		1.4k	10.74	View chart
Bce Com New (BCE)	0.0	$15k		589.00	25.24	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$15k		231.00	62.64	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$14k	NEW	121.00	118.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$14k		319.00	44.62	View chart
Gamestop Corp Cl A (GME)	0.0	$14k		600.00	23.04	View chart
Allstate Corporation (ALL)	0.0	$14k	NEW	65.00	207.35	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$13k		120.00	111.38	View chart
AFLAC Incorporated (AFL)	0.0	$13k	NEW	120.00	109.72	View chart
Ares Capital Corporation (ARCC)	0.0	$13k		700.00	18.02	View chart
ConocoPhillips (COP)	0.0	$13k		95.00	132.00	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.0	$12k		225.00	53.77	View chart
Stryker Corporation (SYK)	0.0	$12k		36.00	328.61	View chart
BorgWarner (BWA)	0.0	$12k	NEW	215.00	54.26	View chart
Clorox Company (CLX)	0.0	$11k		110.00	103.64	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$11k	+9%	481.00	23.32	View chart
Fortis (FTS)	0.0	$11k		195.00	55.79	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$11k	+106%	155.00	68.14	View chart
H.B. Fuller Company (FUL)	0.0	$10k		168.00	61.68	View chart
Applovin Corp Com Cl A (APP)	0.0	$10k		26.00	398.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$10k		47.00	217.26	View chart
Masco Corporation (MAS)	0.0	$10k	+144%	166.00	60.46	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$10k	-36%	401.00	24.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.0	$10k		305.00	32.71	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$9.9k		50.00	198.30	View chart
Ishares Tr Large Cap Max Bu (DMAX)	0.0	$9.9k		371.00	26.57	View chart
Thermo Fisher Scientific (TMO)	0.0	$9.8k		20.00	491.55	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$9.6k		128.00	75.09	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$9.4k		180.00	51.98	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$9.0k		80.00	112.28	View chart
IDEXX Laboratories (IDXX)	0.0	$8.4k		15.00	561.93	View chart
Booking Holdings (BKNG)	0.0	$8.4k	-33%	2.00	4210.50	View chart
CVS Caremark Corporation (CVS)	0.0	$8.4k		117.00	71.82	View chart
Adobe Systems Incorporated (ADBE)	0.0	$8.0k		33.00	243.09	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$7.8k		125.00	62.70	View chart
Mesabi Tr Ctf Ben Int (MSB)	0.0	$7.8k		249.00	31.43	View chart
Planet Fitness Master Issuer Cl A (PLNT)	0.0	$7.4k		100.00	74.38	View chart
Gilead Sciences (GILD)	0.0	$7.0k		50.00	139.38	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$6.7k		134.00	50.34	View chart
Solventum Corp Com Shs (SOLV)	0.0	$6.6k		101.00	65.31	View chart
McDonald's Corporation (MCD)	0.0	$6.2k		20.00	310.80	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$6.1k		100.00	60.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$6.0k		239.00	25.05	View chart
Waste Management (WM)	0.0	$6.0k		26.00	229.81	View chart
Intel Corporation (INTC)	0.0	$5.0k		114.00	44.13	View chart
Prudential Financial (PRU)	0.0	$4.9k		50.00	97.70	View chart
Domino's Pizza (DPZ)	0.0	$4.7k		13.00	357.92	View chart
Kkr & Co (KKR)	0.0	$4.7k		50.00	93.04	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$4.6k		90.00	50.62	View chart
Starbucks Corporation (SBUX)	0.0	$4.5k		50.00	89.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$4.1k		21.00	195.71	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$4.1k		25.00	163.60	View chart
Barrick Mng Corp Com Shs (B)	0.0	$4.1k	NEW	100.00	40.79	View chart
Darden Restaurants (DRI)	0.0	$3.9k		20.00	196.05	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$3.8k	NEW	40.00	94.95	View chart
eBay (EBAY)	0.0	$3.7k		41.00	91.02	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$3.7k		25.00	147.48	View chart
Citigroup Com New (C)	0.0	$3.6k		32.00	113.44	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.0	$3.6k	+2%	234.00	15.47	View chart
Macy's (M)	0.0	$3.6k		200.00	18.09	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$3.6k		50.00	71.18	View chart
Bellring Brands Common Stock (BRBR)	0.0	$3.5k		220.00	16.09	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$3.5k		26.00	135.73	View chart
Sofi Technologies (SOFI)	0.0	$3.2k		200.00	15.88	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$2.9k		74.00	39.43	View chart
Vaneck Etf Trust Social Sentiment (BUZZ)	0.0	$2.9k		100.00	28.77	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$2.9k		42.00	68.36	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$2.8k		200.00	14.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$2.8k		13.00	215.08	View chart
Target Corporation (TGT)	0.0	$2.8k		23.00	121.22	View chart
Ouster Com New (OUST)	0.0	$2.8k		150.00	18.37	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.0	$2.7k		110.00	24.75	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$2.7k		180.00	15.05	View chart
Las Vegas Sands (LVS)	0.0	$2.7k		50.00	53.88	View chart
Moderna (MRNA)	0.0	$2.5k		50.00	50.80	View chart
Jeld-wen Hldg (JELD)	0.0	$2.5k		2.0k	1.24	View chart
Autodesk (ADSK)	0.0	$2.4k		10.00	239.40	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$2.3k		50.00	46.18	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.0	$2.2k		75.00	29.79	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$2.2k		5.00	446.60	View chart
Hims & Hers Health Com Cl A (HIMS)	0.0	$2.2k		106.00	20.76	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$2.2k		25.00	86.72	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$2.1k		21.00	102.29	View chart
Angel Studios Cl A Com (ANGX)	0.0	$2.1k		700.00	3.05	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.1k		3.00	698.00	View chart
Biogen Idec (BIIB)	0.0	$2.0k		11.00	183.36	View chart
Jefferson Capital (JCAP)	0.0	$1.9k		100.00	19.23	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$1.9k		12.00	155.17	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$1.8k		205.00	8.78	View chart
Shell Spon Ads (SHEL)	0.0	$1.8k		19.00	93.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.7k		23.00	73.65	View chart
Ferrari Nv Ord (RACE)	0.0	$1.7k		5.00	338.60	View chart
Carnival Corp Common Stock	0.0	$1.7k		65.00	25.89	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$1.6k	NEW	27.00	59.56	View chart
Becton, Dickinson and (BDX)	0.0	$1.6k		10.00	157.30	View chart
Johnson Controls Internation SHS (JCI)	0.0	$1.6k		12.00	131.00	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.0	$1.6k		7.00	222.86	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$1.6k	NEW	64.00	24.28	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$1.5k		25.00	61.12	View chart
Novo-nordisk A S Adr (NVO)	0.0	$1.5k		40.00	36.75	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$1.4k		33.00	42.97	View chart
Boeing Company (BA)	0.0	$1.4k		7.00	199.14	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$1.0k		4.00	257.50	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$1.0k		20.00	50.45	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$1.0k		55.00	18.29	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$929.000400		12.00	77.42	View chart
Yeti Hldgs (YETI)	0.0	$915.000000		25.00	36.60	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$872.000000		8.00	109.00	View chart
Compugen Ord (CGEN)	0.0	$852.000000		400.00	2.13	View chart
Electronic Arts (EA)	0.0	$816.000000		4.00	204.00	View chart
Clearway Energy Cl A (CWEN.A)	0.0	$784.000000		20.00	39.20	View chart
Hannon Armstrong (HASI)	0.0	$771.999900		21.00	36.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$767.000000		2.00	383.50	View chart
Hologic	0.0	$756.000000		10.00	75.60	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$701.999900		7.00	100.29	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$669.989600		724.00	0.93	View chart
Draftkings Com Cl A (DKNG)	0.0	$648.999000	-97%	30.00	21.63	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$641.000400		12.00	53.42	View chart
Brighthouse Finl (BHF)	0.0	$599.000000	NEW	10.00	59.90	View chart
Bobs Disc Furniture Com Shs (BOBS)	0.0	$588.000000	NEW	50.00	11.76	View chart
Tiziana Life Sciences Common Shares (TLSA)	0.0	$585.000000		500.00	1.17	View chart
At&t (T)	0.0	$580.000000		20.00	29.00	View chart
Carlyle Group (CG)	0.0	$475.000000		500.00	0.95	View chart
Nextera Energy (NEE)	0.0	$465.000000		5.00	93.00	View chart
Nanoviricides (NNVC)	0.0	$457.000000		500.00	0.91	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$442.000000	NEW	4.00	110.50	View chart
Beta Technologies Com Shs Cl A (BETA)	0.0	$441.000000		30.00	14.70	View chart
Global X Fds Cybrscurty Etf (BUG)	0.0	$426.999200		17.00	25.12	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$415.999800	NEW	6.00	69.33	View chart
Vaneck Etf Trust Environmental Sr (EVX)	0.0	$388.000000		10.00	38.80	View chart
Safe Pro Group (SPAI)	0.0	$381.000000		100.00	3.81	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$378.999600		12.00	31.58	View chart
Genprex Com New (GNPX)	0.0	$362.000000	NEW	200.00	1.81	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$335.000000	NEW	16.00	20.94	View chart
Sinclair Cl A (SBGI)	0.0	$324.000000		25.00	12.96	View chart
Waters Corporation (WAT)	0.0	$298.000000	NEW	1.00	298.00	View chart
Weyerhaeuser Com New (WY)	0.0	$294.000000		12.00	24.50	View chart
Ge Aerospace Com New (GE)	0.0	$284.000000		1.00	284.00	View chart
American Battery Technology Com New (ABAT)	0.0	$263.002600		94.00	2.80	View chart
Gamestop Corp *w Exp 10/30/202 (GME.WS)	0.0	$232.002000		60.00	3.87	View chart
Super Micro Computer Com New (SMCI)	0.0	$228.000000	-85%	10.00	22.80	View chart
Brookfield Renewable Energy Partnership Unit (BEP)	0.0	$164.000000		5.00	32.80	View chart
Figma Class A Com Stk (FIG)	0.0	$106.000000		5.00	21.20	View chart
Zerostack Corp (ZSTK)	0.0	$75.000000	NEW	12.00	6.25	View chart
Sentinelone Cl A (S)	0.0	$52.000000		4.00	13.00	View chart
Altimmune Com New (ALT)	0.0	$46.999500		15.00	3.13	View chart
Liberty Energy Com Cl A (LBRT)	0.0	$29.000000		1.00	29.00	View chart
American Well Corp Com Cl A New (AMWL)	0.0	$27.000000		5.00	5.40	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$23.000000	NEW	2.00	11.50	View chart
Beyond Meat (BYND)	0.0	$21.999000		30.00	0.73	View chart
Fonar Corp Com New	0.0	$19.000000		1.00	19.00	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$17.000000		17.00	1.00	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$9.000000		1.00	9.00	View chart
Core Ai Holdings Com Npv (CHAI)	0.0	$8.000300		7.00	1.14	View chart
Faraday Future Intlgt Elec I Com New Cl A (FFAI)	0.0	$2.000000		5.00	0.40	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. 2026 Q1 filed May 15, 2026
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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