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 101–150 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | 686 | $50K–$100K | SH |
| IWF | ISHARES TR | 192 | $50K–$100K | SH |
| XHB | SPDR SERIES TRUST | 839 | $50K–$100K | SH |
| TNA | DIREXION SHS ETF TR | 2K | $50K–$100K | SH |
| CEG | CONSTELLATION ENERGY CORP | 242 | $50K–$100K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 1K | $50K–$100K | SH |
| CSX | CSX CORP | 2K | $50K–$100K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 1K | $50K–$100K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 409 | $50K–$100K | SH |
| IVE | ISHARES TR | 345 | $50K–$100K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 500 | $50K–$100K | SH |
| ITA | ISHARES TR | 325 | $50K–$100K | SH |
| CMS | CMS ENERGY CORP | 962 | $50K–$100K | SH |
| VO | VANGUARD INDEX FDS | 225 | $50K–$100K | SH |
| MMM | 3M CO | 406 | $50K–$100K | SH |
| ISRG | INTUITIVE SURGICAL INC | 108 | $50K–$100K | SH |
| HSY | HERSHEY CO | 325 | $50K–$100K | SH |
| SCHG | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| IWP | ISHARES TR | 428 | $50K–$100K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 5K | $50K–$100K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 1K | $50K–$100K | SH |
| MUA | BLACKROCK MUNIASSETS FD INC | 5K | $50K–$100K | SH |
| NOW | SERVICENOW INC | 370 | $50K–$100K | SH |
| BTA | BLACKROCK LONG-TERM MUN ADVA | 6K | $50K–$100K | SH |
| HAFN | HAFNIA LTD | 10K | $50K–$100K | SH |
| NMCO | NUVEEN MUN CR OPPORTUNITIES | 5K | $50K–$100K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 528 | $50K–$100K | SH |
| PJUL | INNOVATOR ETFS TRUST | 1K | $50K–$100K | SH |
| ALAB | ASTERA LABS INC | 300 | $15K–$50K | SH |
| BROS | DUTCH BROS INC | 815 | $15K–$50K | SH |
| SUB | ISHARES TR | 450 | $15K–$50K | SH |
| PAUG | INNOVATOR ETFS TRUST | 1K | $15K–$50K | SH |
| PEJ | INVESCO EXCHANGE TRADED FD T | 750 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP | 95 | $15K–$50K | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 370 | $15K–$50K | SH |
| DKNG | DRAFTKINGS INC NEW | 1K | $15K–$50K | SH |
| PFEB | INNOVATOR ETFS TRUST | 1K | $15K–$50K | SH |
| SITM | SITIME CORP | 116 | $15K–$50K | SH |
| EUDG | WISDOMTREE TR | 1K | $15K–$50K | SH |
| FCX | FREEPORT-MCMORAN INC | 778 | $15K–$50K | SH |
| NKE | NIKE INC | 612 | $15K–$50K | SH |
| PJUN | INNOVATOR ETFS TRUST | 911 | $15K–$50K | SH |
| TTE | TOTALENERGIES SE | 582 | $15K–$50K | SH |
| FE | FIRSTENERGY CORP | 828 | $15K–$50K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| EWC | ISHARES INC | 650 | $15K–$50K | SH |
| CHD | CHURCH & DWIGHT CO INC | 400 | $15K–$50K | SH |
| SPMD | SPDR SERIES TRUST | 565 | $15K–$50K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 435 | $15K–$50K | SH |
| VOO | VANGUARD INDEX FDS | 51 | $15K–$50K | SH |