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 251–300 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SBUX | STARBUCKS CORP | 50 | $1K–$15K | SH |
| INTC | INTEL CORP | 114 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 50 | $1K–$15K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 25 | $1K–$15K | SH |
| FFC | FLAHERTY & CRUMRINE PFD SECS | 229 | $1K–$15K | SH |
| C | CITIGROUP INC | 32 | $1K–$15K | SH |
| DRI | DARDEN RESTAURANTS INC | 20 | $1K–$15K | SH |
| EBAY | EBAY INC. | 41 | $1K–$15K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 180 | $1K–$15K | SH |
| HIMS | HIMS & HERS HEALTH INC | 106 | $1K–$15K | SH |
| ANGX | ANGEL STUDIOS INC | 700 | $1K–$15K | SH |
| LVS | LAS VEGAS SANDS CORP | 50 | $1K–$15K | SH |
| BUZZ | VANECK ETF TRUST | 100 | $1K–$15K | SH |
| OUST | OUSTER INC | 150 | $1K–$15K | SH |
| FTXL | FIRST TR EXCHANGE TRADED FD | 25 | $1K–$15K | SH |
| HDV | ISHARES TR | 26 | $1K–$15K | SH |
| ADSK | AUTODESK INC | 10 | $1K–$15K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 42 | $1K–$15K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 13 | $1K–$15K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 74 | $1K–$15K | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 110 | $1K–$15K | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 50 | $1K–$15K | SH |
| ILDR | FIRST TR EXCHNG TRADED FD VI | 75 | $1K–$15K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 5 | $1K–$15K | SH |
| VGT | VANGUARD WORLD FD | 3 | $1K–$15K | SH |
| TGT | TARGET CORP | 23 | $1K–$15K | SH |
| JCAP | JEFFERSON CAPITAL INC | 100 | $1K–$15K | SH |
| TLT | ISHARES TR | 25 | $1K–$15K | SH |
| IUSV | ISHARES TR | 21 | $1K–$15K | SH |
| VB | VANGUARD INDEX FDS | 8 | $1K–$15K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 70 | $1K–$15K | SH |
| NVO | NOVO-NORDISK A S | 40 | $1K–$15K | SH |
| IUSG | ISHARES TR | 12 | $1K–$15K | SH |
| CCL | CARNIVAL CORP | 65 | $1K–$15K | SH |
| BDX | BECTON DICKINSON & CO | 10 | $1K–$15K | SH |
| BIIB | BIOGEN INC | 11 | $1K–$15K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 205 | $1K–$15K | SH |
| RACE | FERRARI N V | 5 | $1K–$15K | SH |
| BND | VANGUARD BD INDEX FDS | 23 | $1K–$15K | SH |
| CRBN | ISHARES TR | 7 | $1K–$15K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 25 | $1K–$15K | SH |
| BA | BOEING CO | 7 | $1K–$15K | SH |
| MRNA | MODERNA INC | 50 | $1K–$15K | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 33 | $1K–$15K | SH |
| JCI | JOHNSON CTLS INTL PLC | 12 | $1K–$15K | SH |
| SHEL | SHELL PLC | 19 | $1K–$15K | SH |
| MKC | MCCORMICK & CO INC | 20 | $1K–$15K | SH |
| ABTC | AMERICAN BITCOIN CORP. | 724 | $1K–$15K | SH |
| IEMG | ISHARES INC | 18 | $1K–$15K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 19 | $1K–$15K | SH |