CIK 2056313
Bernard Wealth Management Corp.
Institutional 13F holdings & portfolio
Holdings
356
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 216K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.3M | $1M+ | SH |
| AAPL | APPLE INC | 86K | $1M+ | SH |
| LLY | ELI LILLY & CO | 9K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 20K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 307K | $1M+ | SH |
| DGRO | ISHARES TR | 127K | $1M+ | SH |
| GOOGL | ALPHABET INC | 23K | $1M+ | SH |
| AMZN | AMAZON COM INC | 28K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 219K | $1M+ | SH |
| EMXC | ISHARES INC | 73K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| IEFA | ISHARES TR | 51K | $1M+ | SH |
| CORP | PIMCO ETF TR | 45K | $1M+ | SH |
| IYG | ISHARES TR | 46K | $1M+ | SH |
| V | VISA INC | 12K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| WMT | WALMART INC | 24K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 13K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 5K | $1M+ | SH |
| DTM | DT MIDSTREAM INC | 17K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 20K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| IWM | ISHARES TR | 6K | $1M+ | SH |
| DTE | DTE ENERGY CO | 11K | $1M+ | SH |
| IJH | ISHARES TR | 18K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 10K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| RDDT | REDDIT INC | 5K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| LOW | LOWES COS INC | 4K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 22K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| EQX | EQUINOX GOLD CORP | 50K | $500K+ | SH |
| AJAN | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| SSO | PROSHARES TR | 11K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| ABT | ABBOTT LABS | 4K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 776 | $100K–$500K | SH |
| TSLA | TESLA INC | 963 | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 4K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| META | META PLATFORMS INC | 611 | $100K–$500K | SH |