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 301–350 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 49 | $1K–$15K | SH |
| VOT | VANGUARD INDEX FDS | 4 | $1K–$15K | SH |
| YETI | YETI HLDGS INC | 25 | $1K–$15K | SH |
| XLY | SELECT SECTOR SPDR TR | 8 | <$1K | SH |
| XLC | SELECT SECTOR SPDR TR | 8 | <$1K | SH |
| VCRB | VANGUARD MALVERN FDS | 12 | <$1K | SH |
| ICLN | ISHARES TR | 55 | <$1K | SH |
| BETA | BETA TECHNOLOGIES INC | 30 | <$1K | SH |
| EA | ELECTRONIC ARTS INC | 4 | <$1K | SH |
| IHI | ISHARES TR | 12 | <$1K | SH |
| TLSA | TIZIANA LIFE SCIENCES LTD | 500 | <$1K | SH |
| HOLX | HOLOGIC INC | 10 | <$1K | SH |
| SMH | VANECK ETF TRUST | 2 | <$1K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 7 | <$1K | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC | 21 | <$1K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 12 | <$1K | SH |
| CWEN.A | CLEARWAY ENERGY INC | 20 | <$1K | SH |
| CGEN | COMPUGEN LTD | 400 | <$1K | SH |
| CG | CARLYLE GROUP INC | 500 | <$1K | SH |
| NNVC | NANOVIRICIDES INC | 500 | <$1K | SH |
| BUG | GLOBAL X FDS | 17 | <$1K | SH |
| T | AT&T INC | 20 | <$1K | SH |
| SPAI | SAFE PRO GROUP INC | 100 | <$1K | SH |
| NEE | NEXTERA ENERGY INC | 5 | <$1K | SH |
| EVX | VANECK ETF TRUST | 10 | <$1K | SH |
| SBGI | SINCLAIR INC | 25 | <$1K | SH |
| PBW | INVESCO EXCHANGE TRADED FD T | 12 | <$1K | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 4 | <$1K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 2 | <$1K | SH |
| ABAT | AMERICAN BATTERY TECHNOLOGY | 94 | <$1K | SH |
| GE | GE AEROSPACE | 1 | <$1K | SH |
| WY | WEYERHAEUSER CO MTN BE | 12 | <$1K | SH |
| ITB | ISHARES TR | 2 | <$1K | SH |
| PAVE | GLOBAL X FDS | 4 | <$1K | SH |
| FIG | FIGMA INC | 5 | <$1K | SH |
| GME.WS | GAMESTOP CORP NEW | 60 | <$1K | SH |
| IBB | ISHARES TR | 1 | <$1K | SH |
| FUTY | FIDELITY COVINGTON TRUST | 3 | <$1K | SH |
| IFRA | ISHARES TR | 3 | <$1K | SH |
| BEP | BROOKFIELD RENEWABLE PARTNER | 5 | <$1K | SH |
| XLRE | SELECT SECTOR SPDR TR | 3 | <$1K | SH |
| XLB | SELECT SECTOR SPDR TR | 2 | <$1K | SH |
| FLGC | FLORA GROWTH CORP | 12 | <$1K | SH |
| S | SENTINELONE INC | 4 | <$1K | SH |
| SRVR | PACER FDS TR | 2 | <$1K | SH |
| ALT | ALTIMMUNE INC | 15 | <$1K | SH |
| AMC | AMC ENTMT HLDGS INC | 17 | <$1K | SH |
| BYND | BEYOND MEAT INC | 30 | <$1K | SH |
| AMWL | AMERICAN WELL CORP | 5 | <$1K | SH |
| BFK | BLACKROCK MUN INCOME TR | 2 | <$1K | SH |