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 201–250 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | 210 | $1K–$15K | SH |
| EZU | ISHARES INC | 231 | $1K–$15K | SH |
| PMAR | INNOVATOR ETFS TRUST | 319 | $1K–$15K | SH |
| ARCC | ARES CAPITAL CORP | 700 | $1K–$15K | SH |
| BCE | BCE INC | 589 | $1K–$15K | SH |
| EFG | ISHARES TR | 120 | $1K–$15K | SH |
| ACN | ACCENTURE PLC IRELAND | 50 | $1K–$15K | SH |
| SYK | STRYKER CORPORATION | 36 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 300 | $1K–$15K | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 225 | $1K–$15K | SH |
| GME | GAMESTOP CORP NEW | 600 | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 20 | $1K–$15K | SH |
| ADBE | ADOBE INC | 33 | $1K–$15K | SH |
| CLX | CLOROX CO DEL | 110 | $1K–$15K | SH |
| PLNT | PLANET FITNESS INC | 100 | $1K–$15K | SH |
| STCE | SCHWAB STRATEGIC TR | 180 | $1K–$15K | SH |
| SPHY | SPDR SERIES TRUST | 440 | $1K–$15K | SH |
| HACK | AMPLIFY ETF TR | 128 | $1K–$15K | SH |
| IDXX | IDEXX LABS INC | 15 | $1K–$15K | SH |
| FTS | FORTIS INC | 195 | $1K–$15K | SH |
| NOVM | FIRST TR EXCHNG TRADED FD VI | 305 | $1K–$15K | SH |
| FUL | FULLER H B CO | 168 | $1K–$15K | SH |
| VBR | VANGUARD INDEX FDS | 47 | $1K–$15K | SH |
| OXY | OCCIDENTAL PETE CORP | 242 | $1K–$15K | SH |
| DMAX | ISHARES TR | 371 | $1K–$15K | SH |
| ESGV | VANGUARD WORLD FD | 80 | $1K–$15K | SH |
| MSB | MESABI TR | 247 | $1K–$15K | SH |
| CVS | CVS HEALTH CORP | 117 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS | 95 | $1K–$15K | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 125 | $1K–$15K | SH |
| SOLV | SOLVENTUM CORP | 101 | $1K–$15K | SH |
| USFR | WISDOMTREE TR | 134 | $1K–$15K | SH |
| IVOG | VANGUARD ADMIRAL FDS INC | 56 | $1K–$15K | SH |
| KKR | KKR & CO INC | 50 | $1K–$15K | SH |
| SCHB | SCHWAB STRATEGIC TR | 239 | $1K–$15K | SH |
| GILD | GILEAD SCIENCES INC | 50 | $1K–$15K | SH |
| MCD | MCDONALDS CORP | 20 | $1K–$15K | SH |
| BRBR | BELLRING BRANDS INC | 220 | $1K–$15K | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 100 | $1K–$15K | SH |
| WM | WASTE MGMT INC DEL | 26 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC | 50 | $1K–$15K | SH |
| DPZ | DOMINOS PIZZA INC | 13 | $1K–$15K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 200 | $1K–$15K | SH |
| JELD | JELD-WEN HLDG INC | 2K | $1K–$15K | SH |
| SLV | ISHARES SILVER TR | 75 | $1K–$15K | SH |
| ICSH | ISHARES TR | 90 | $1K–$15K | SH |
| RGTI | RIGETTI COMPUTING INC | 200 | $1K–$15K | SH |
| M | MACYS INC | 200 | $1K–$15K | SH |
| MAS | MASCO CORP | 68 | $1K–$15K | SH |
| QUAL | ISHARES TR | 21 | $1K–$15K | SH |