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 51–100 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| IVV | ISHARES TR | 445 | $100K–$500K | SH |
| FR | FIRST INDL RLTY TR INC | 5K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 840 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| PAPR | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 635 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 983 | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| HEDJ | WISDOMTREE TR | 3K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| PSEP | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 675 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 602 | $100K–$500K | SH |
| EIS | ISHARES INC | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| BE | BLOOM ENERGY CORP | 2K | $100K–$500K | SH |
| ANGL | VANECK ETF TRUST | 6K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 1K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 483 | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 367 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 590 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 1K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 269 | $100K–$500K | SH |
| PMAY | INNOVATOR ETFS TRUST | 3K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 3K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 834 | $100K–$500K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 800 | $100K–$500K | SH |
| BLK | BLACKROCK INC | 120 | $100K–$500K | SH |
| PEP | PEPSICO INC | 876 | $100K–$500K | SH |
| AMGN | AMGEN INC | 379 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 642 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 2K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 181 | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 712 | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 1K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 1K | $100K–$500K | SH |
| COR | CENCORA INC | 296 | $50K–$100K | SH |
| F | FORD MTR CO | 8K | $50K–$100K | SH |
| IWD | ISHARES TR | 467 | $50K–$100K | SH |
| SDY | SPDR SERIES TRUST | 694 | $50K–$100K | SH |
| WFC | WELLS FARGO CO NEW | 996 | $50K–$100K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |