Bernard Wealth Management Corp. Q2 2026 Filing

Filed August 21, 2026

Portfolio Value

$98.2B

Holdings

325

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (325 positions)

StockValue
PMARINNOVATOR ETFS TRUST
$15.2M
PGXINVESCO EXCH TRADED FD TR II
$15.0M
BABAALIBABA GROUP HLDG LTD
$14.4M
BWABORGWARNER INC
$14.3M
PYPLPAYPAL HLDGS INC
$14.2M
ABRARBOR REALTY TRUST INC
$14.2M
MASMASCO CORP
$13.5M
GMEGAMESTOP CORP
$13.2M
YUMCYUM CHINA HLDGS INC
$13.2M
ARCCARES CAPITAL CORP
$13.0M
BACVERIZON COMMUNICATIONS INC
$12.7M
BCEBCE INC
$12.7M
STCESCHWAB STRATEGIC TR
$12.6M
JBNDJ P MORGAN EXCHANGE TRADED F
$12.0M
OXYOCCIDENTAL PETE CORP
$11.8M
XLESELECT SECTOR SPDR TR
$11.2M
FTSFORTIS INC
$11.2M
LLYELI LILLY & CO
$10.8M
SPHYSPDR SERIES TRUST
$10.3M
NOVMFIRST TR EXCHNG TRADED FD VI
$10.3M
ARWRARROWHEAD PHARMACEUTICALS IN
$10.2M
DMAXISHARES TR
$10.1M
SJNKSPDR SERIES TRUST
$10.0M
EMXCISHARES INC
$9.8M
FULFULLER H B CO
$9.8M
CLXCLOROX CO DEL
$9.5M
SOLVSOLVENTUM CORP
$7.8M
GOOGLALPHABET INC
$7.7M
MSFTMICROSOFT CORP
$7.3M
SCHBSCHWAB STRATEGIC TR
$6.9M
USFRWISDOMTREE TR
$6.7M
CATCATERPILLAR INC
$6.4M
MSBMESABI TR
$6.4M
AMZNAMAZON COM INC
$6.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.7M
ICSHISHARES TR
$4.6M
SLVISHARES SILVER TR
$4.3M
PANWPALO ALTO NETWORKS INC
$4.2M
JPMJPMORGAN CHASE & CO
$4.0M
XFFCXFLAHERTY & CRUMRIN PFD & INM
$3.9M
RGTIRIGETTI COMPUTING INC
$3.9M
VVISA INC
$3.7M
CRWDCROWDSTRIKE HLDGS INC
$3.7M
NDQINVESCO QQQ TR
$3.7M
BBARRICK MNG CORP
$3.7M
SOFISOFI TECHNOLOGIES INC
$3.6M
HDVISHARES TR
$3.6M
GEVGE VERNOVA INC
$3.4M
RDVYFIRST TR EXCHANGE TRADED FD
$3.4M
SDVYFIRST TR EXCHANGE TRADED FD
$3.2M
RIVNRIVIAN AUTOMOTIVE INC
$3.1M
JELDJELD-WEN HLDG INC
$3.0M
ILDRFIRST TR EXCHNG TRADED FD VI
$2.9M
ROBTFIRST TR EXCHANGE TRADED FD
$2.8M
WMTWALMART INC
$2.8M
UCONFIRST TR EXCHNG TRADED FD VI
$2.7M
SPYMSPDR SERIES TRUST
$2.7M
DTMDT MIDSTREAM INC
$2.6M
ANGXANGEL STUDIOS INC.
$2.6M
BRBRBELLRING BRANDS INC
$2.6M
SPYSTATE STR SPDR S&P 500 ETF T
$2.4M
MUMICRON TECHNOLOGY INC
$2.3M
ETWEATON VANCE TAX-MANAGED GLOB
$2.0M
FAIFIRST TR EXCHANGE TRADED FD
$1.9M
CARNIVAL CORP LTD
$1.9M
DTEDTE ENERGY CO
$1.8M
IWMISHARES TR
$1.8M
BNDVANGUARD BD INDEX FDS
$1.7M
CVNACARVANA CO
$1.6M
SHELSHELL PLC
$1.5M
FIXDFIRST TR EXCHNG TRADED FD VI
$1.4M
XOMEXXON MOBIL CORP
$1.3M
VXUSVANGUARD STAR FDS
$1.3M
COSTCOSTCO WHOLESALE CORPORATION
$1.2M
ICLNISHARES TR
$1.1M
XLKSELECT SECTOR SPDR TR
$1.1M
VCRBVANGUARD MALVERN FDS
$927K
AMDADVANCED MICRO DEVICES INC
$926K
WWAYFAIR INC
$925K
ABBVABBVIE INC
$870K
CGENCOMPUGEN LTD
$856K
HASIHA SUSTAINABLE INFRA CAP INC
$821K
GOOGALPHABET INC
$794K
DKNGDRAFTKINGS INC NEW
$758K
BRK-BBERKSHIRE HATHAWAY INC DEL
$749K
XLISELECT SECTOR SPDR TR
$686K
CWENCLEARWAY ENERGY INC
$684K
RDDTREDDIT INC
$673K
BUGGLOBAL X FDS
$650K
BHFBRIGHTHOUSE FINL INC
$633K
IHIISHARES TR
$593K
HDHOME DEPOT INC
$574K
LOWLOWES COS INC
$539K
BEBLOOM ENERGY CORP
$539K
HONEYWELL INTL INC
$533K
HONEYWELL AEROSPACE INC
$527K
ABTCAMERICAN BITCOIN CORP.
$494K
PBWINVESCO EXCHANGE TRADED FD T
$469K
NEENEXTERA ENERGY INC
$439K
TAT&T INC
$414K
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