Institutions / Bernard Wealth Management Corp. / Holdings
Back to Bernard Wealth Management Corp.

Bernard Wealth Management Corp.

All holdings · as of Dec 31, 2025

356 positions

CompanyClassValueShares% of portfolio
Palantir Technologies Inc—$389.3K2,1900.2%
CAPITAL ONE FINANCIAL CORP—$387.8K1,6000.2%
GENERAL DYNAMICS CORP—$361.9K1,0750.1%
ISHARES TR—$304.8K4450.1%
FIRST INDUSTRIAL REALTY TRUST INC—$291.0K5,0810.1%
Broadcom Inc.—$290.7K8400.1%
INVESCO EXCHANGE TRADED FD T—$273.9K1,4300.1%
SPDR SERIES TRUST—$243.8K5,2020.1%
INNOVATOR ETFS TRUST—$222.3K5,6820.1%
FIRST TR EXCHANGE TRADED FD—$213.8K2,9920.1%
Eaton Corp plc—$202.3K6350.1%
ORACLE CORP—$191.6K9830.1%
ISHARES TR—$186.1K1,7370.1%
INNOVATOR ETFS TRUST—$185.7K4,2290.1%
WISDOMTREE TR—$182.5K3,4390.1%
Medtronic plc—$181.0K1,8840.1%
INNOVATOR ETFS TRUST—$174.3K3,9870.1%
APPLIED MATERIALS INC /DE—$173.5K6750.1%
MICRON TECHNOLOGY INC—$171.8K6020.1%
ISHARES INC—$171.5K1,5590.1%
Merck & Co., Inc.—$169.3K1,6080.1%
Bloom Energy Corp—$162.8K1,8740.1%
VANECK ETF TRUST—$162.7K5,5400.1%
CHEVRON CORP—$158.5K1,0400.1%
Walt Disney Co—$152.4K1,3400.1%
VANGUARD INDEX FDS—$152.0K4830.1%
AST SpaceMobile, Inc.—$145.3K2,0000.1%
AMERICAN EXPRESS CO—$135.8K3670.1%
DANAHER CORP /DE—$135.1K5900.1%
Netflix Inc—$133.1K1,4200.1%
VANGUARD INDEX FDS—$131.2K2690.1%
INNOVATOR ETFS TRUST—$131.2K3,3140.1%
INNOVATOR ETFS TRUST—$131.1K3,0210.1%
SELECT SECTOR SPDR TR—$129.1K8340.1%
CH Robinson Worldwide Inc—$128.6K8000.1%
BlackRock, Inc.—$128.4K1200.1%
PEPSICO INC—$125.7K8760.1%
AMGEN INC—$124.1K3790.1%
VANGUARD INDEX FDS—$122.6K6420.0%
ISHARES BITCOIN TRUST ETF—$114.2K2,3000.0%
SPDR S&P MIDCAP 400 ETF TR—$109.2K1810.0%
Yum! Brands Inc—$107.7K7120.0%
VANGUARD SCOTTSDALE FDS—$107.6K1,3490.0%
Newmont Corp—$104.8K1,0500.0%
Cencora Inc—$100.0K2960.0%
FORD MOTOR CO—$99.1K7,5520.0%
ISHARES TR—$98.2K4670.0%
SPDR SERIES TRUST—$96.6K6940.0%
WELLS FARGO & COMPANY/MN—$92.8K9960.0%
INVESCO EXCH TRADED FD TR II—$91.6K1,4540.0%
← PrevPage 2 of 8Next →