Bernard Wealth Management Corp. Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$239.4B

Holdings

342

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (342 positions)

StockValue
SPAISAFE PRO GROUP INC
$702K
VTWOVANGUARD SCOTTSDALE FDS
$685K
HOLXHOLOGIC INC
$675K
SMHVANECK ETF TRUST
$653K
VWOVANGUARD INTL EQUITY INDEX F
$651K
HASIHA SUSTAINABLE INFRA CAP INC
$645K
BUGGLOBAL X FDS
$599K
CGENCOMPUGEN LTD
$588K
CWEN/ACLEARWAY ENERGY INC
$539K
ABATAMERICAN BATTERY TECHNOLOGY
$457K
EVXVANECK ETF TRUST
$390K
SBGISINCLAIR INC
$378K
NEENEXTERA ENERGY INC
$378K
PBWINVESCO EXCHANGE TRADED FD T
$347K
KBWBINVESCO EXCH TRADED FD TR II
$313K
PPAINVESCO EXCHANGE TRADED FD T
$311K
WYWEYERHAEUSER CO MTN BE
$298K
FIGFIGMA INC
$260K
ITBISHARES TR
$215K
FLORA GROWTH CORP
$208K
BCCCGLOBAL X FDS
$191K
FUTYFIDELITY COVINGTON TRUST
$170K
IFRAISHARES TR
$159K
IBBISHARES TR
$145K
BEPBROOKFIELD RENEWABLE PARTNER
$129K
XLRESELECT SECTOR SPDR TR
$127K
SOUNSOUNDHOUND AI INC
$97K
XLBSELECT SECTOR SPDR TR
$90K
SSENTINELONE INC
$71K
SIYATA MOBILE INC
$70K
SRVRPACER FDS TR
$64K
BYNDBEYOND MEAT INC
$57K
TAT&T INC
$57K
ALTALTIMMUNE INC
$57K
AMCAMC ENTMT HLDGS INC
$50K
LCIDLUCID GROUP INC
$48K
AMWLAMERICAN WELL CORP
$31K
BFKBLACKROCK MUN INCOME TR
$24K
FONRFONAR CORP
$16K
LBRTLIBERTY ENERGY INC
$13K
FFAIFARADAY FUTURE INTLGT ELEC I
$7K
NOKNOKIA CORP
$5K
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