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 151–200 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | 400 | $15K–$50K | SH |
| FENY | FIDELITY COVINGTON TRUST | 1K | $15K–$50K | SH |
| ADC | AGREE RLTY CORP | 423 | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO | 210 | $15K–$50K | SH |
| LULU | LULULEMON ATHLETICA INC | 144 | $15K–$50K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 873 | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR | 545 | $15K–$50K | SH |
| IVT | INVENTRUST PPTYS CORP | 1K | $15K–$50K | SH |
| BAC | BANK AMERICA CORP | 538 | $15K–$50K | SH |
| SPRY | ARS PHARMACEUTICALS INC | 3K | $15K–$50K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 389 | $15K–$50K | SH |
| TKO | TKO GROUP HOLDINGS INC | 138 | $15K–$50K | SH |
| WILC | G WILLI FOOD INTL LTD | 1K | $15K–$50K | SH |
| GLD | SPDR GOLD TR | 71 | $15K–$50K | SH |
| RRX | REGAL REXNORD CORPORATION | 200 | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW | 90 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 100 | $15K–$50K | SH |
| VTI | VANGUARD INDEX FDS | 80 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 150 | $15K–$50K | SH |
| PNOV | INNOVATOR ETFS TRUST | 603 | $15K–$50K | SH |
| FSSL | FS SPECIALTY LENDING FD | 2K | $15K–$50K | SH |
| VLTO | VERALTO CORP | 248 | $15K–$50K | SH |
| SCHK | SCHWAB STRATEGIC TR | 750 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 300 | $15K–$50K | SH |
| VRSN | VERISIGN INC | 100 | $15K–$50K | SH |
| PYPL | PAYPAL HLDGS INC | 404 | $15K–$50K | SH |
| PFE | PFIZER INC | 919 | $15K–$50K | SH |
| DAL | DELTA AIR LINES INC DEL | 328 | $15K–$50K | SH |
| SYY | SYSCO CORP | 300 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 150 | $15K–$50K | SH |
| CORZ | CORE SCIENTIFIC INC NEW | 2K | $15K–$50K | SH |
| BSV | VANGUARD BD INDEX FDS | 277 | $15K–$50K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 1K | $15K–$50K | SH |
| IWO | ISHARES TR | 65 | $15K–$50K | SH |
| ESGU | ISHARES TR | 140 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 100 | $15K–$50K | SH |
| KO | COCA COLA CO | 295 | $15K–$50K | SH |
| TJX | TJX COS INC NEW | 134 | $15K–$50K | SH |
| ABR | ARBOR REALTY TRUST INC | 3K | $15K–$50K | SH |
| IUSB | ISHARES TR | 425 | $15K–$50K | SH |
| CMA | COMERICA INC | 225 | $15K–$50K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 380 | $15K–$50K | SH |
| XLP | SELECT SECTOR SPDR TR | 232 | $15K–$50K | SH |
| XLE | SELECT SECTOR SPDR TR | 395 | $15K–$50K | SH |
| APP | APPLOVIN CORP | 26 | $15K–$50K | SH |
| PKW | INVESCO EXCHANGE TRADED FD T | 130 | $15K–$50K | SH |
| BKNG | BOOKING HOLDINGS INC | 3 | $15K–$50K | SH |
| SJNK | SPDR SERIES TRUST | 634 | $15K–$50K | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 1K | $15K–$50K | SH |
| YUMC | YUM CHINA HLDGS INC | 324 | $15K–$50K | SH |