Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bernard Wealth Management Corp.

Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0002056313-25-000006

Total Value
$215.8M
Positions
309
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (309)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA224,540$35.5M16.44%
2SCHWAB STRATEGIC TR8085242011,297,177$31.7M14.69%
3APPLE INCAAPL87,440$17.9M8.31%
4MICROSOFT CORPMSFT20,524$10.2M4.73%
5SCHWAB STRATEGIC TR808524797349,902$9.3M4.30%
6SCHWAB STRATEGIC TR808524508302,537$8.5M3.93%
7ELI LILLY & COLLY9,991$7.8M3.61%
8AMAZON COM INCAMZN28,448$6.2M2.89%
9SCHWAB STRATEGIC TR808524607217,150$5.5M2.55%
10BERKSHIRE HATHAWAY INC DELBRK-A10,314$5.0M2.32%
11ISHARES INC46434G76468,853$4.3M2.01%
12VISA INCV11,988$4.3M1.97%
13ALPHABET INCGOOG23,543$4.1M1.92%
14INVESCO QQQ TRIVZ7,328$4.0M1.87%
15ISHARES TR46432F84246,644$3.9M1.80%
16ISHARES TR46428777044,626$3.8M1.77%
17PIMCO ETF TR72201R81737,432$3.6M1.69%
18JPMORGAN CHASE & CO.VYLD12,519$3.6M1.68%
19PALO ALTO NETWORKS INCPANW16,631$3.4M1.58%
20CROWDSTRIKE HLDGS INCCRWD5,535$2.8M1.31%
21WALMART INCWMT24,047$2.4M1.09%
22CATERPILLAR INCCAT5,828$2.3M1.05%
23DT MIDSTREAM INCDTM17,344$1.9M0.88%
24COSTCO WHSL CORP NEW22160K1051,555$1.5M0.71%
25HOME DEPOT INCHD4,119$1.5M0.70%
26SPDR S&P 500 ETF TRSPY2,426$1.5M0.69%
27BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.68%
28DTE ENERGY CODTK10,991$1.5M0.67%
29UBER TECHNOLOGIES INCUBER14,367$1.3M0.62%
30ISHARES TR4642876555,976$1.3M0.60%
31EXXON MOBIL CORPXOM10,720$1.2M0.54%
32ISHARES TR46428750718,452$1.1M0.53%
33HONEYWELL INTL INC4385161064,765$1.1M0.51%
34INNOVATOR ETFS TRUSTINHD22,935$1.0M0.47%
35LOWES COS INC5486611074,472$992,1950.46%
36META PLATFORMS INCMETA1,049$774,3210.36%
37INNOVATOR ETFS TRUSTINHD24,044$649,4290.30%
38ABBVIE INCABBV3,456$641,5030.30%
39SELECT SECTOR SPDR TR81369Y7043,815$562,7890.26%
40ABBOTT LABSABLZF4,017$546,3530.25%
41PROSHARES TR74347R1075,506$538,0470.25%
42ISHARES TR46434V6216,507$416,0580.19%
43SCHWAB CHARLES CORPSCHW-PJ4,544$414,5950.19%
44ALPHABET INCGOOG2,287$405,6910.19%
45PALANTIR TECHNOLOGIES INCPLTR2,680$365,3380.17%
46DISNEY WALT CO2546871062,754$341,5790.16%
47CAPITAL ONE FINL CORP14040H1051,600$340,4160.16%
48GENERAL DYNAMICS CORPGD1,125$328,1180.15%
49ISHARES TR464287200464$288,0980.13%
50INVESCO EXCHANGE TRADED FD TIVZ1,430$259,8890.12%
51FIRST INDL RLTY TR INC32054K1035,074$244,2220.11%
52SELECT SECTOR SPDR TR81369Y803925$234,2380.11%
53BROADCOM INCAVGO840$231,5460.11%
54EATON CORP PLCETN635$226,6890.11%
55INNOVATOR ETFS TRUSTINHD6,074$226,5000.10%
56FIRST TR EXCHANGE TRADED FD33734X8462,990$225,9850.10%
57SPDR SERIES TRUST78468R8535,202$221,6060.10%
58ISHARES TR4642884142,118$221,2890.10%
59ADVANCED MICRO DEVICES INCAMD1,545$219,2360.10%
60ORACLE CORPORCL-PD983$214,9140.10%
61NETFLIX INCNFLX138$184,8000.09%
62WISDOMTREE TRWT3,493$168,1010.08%
63VANECK ETF TRUST92189F4375,693$166,6920.08%
64MEDTRONIC PLCMDT1,884$164,2290.08%
65INNOVATOR ETFS TRUSTINHD4,221$159,5040.07%
66ISHARES TR464287614374$158,7930.07%
67ISHARES INC4642866321,599$151,7140.07%
68STRYKER CORPORATIONSYK379$149,9440.07%
69CHEVRON CORP NEWCVX1,040$148,9180.07%
70INNOVATOR ETFS TRUSTINHD3,594$148,4330.07%
71DANAHER CORPORATION235851102732$144,6000.07%
72ISHARES BITCOIN TRUST ETFIBIT2,300$140,7830.07%
73SELECT SECTOR SPDR TR81369Y2091,040$140,1820.06%
74APPLIED MATLS INC038222105765$140,0490.06%
75VANGUARD INDEX FDS922908637483$137,8000.06%
76MERCK & CO INCMRK1,602$126,8150.06%
77BLACKROCK INCBLK120$125,9100.06%
78INNOVATOR ETFS TRUSTINHD3,037$121,5110.06%
79SERVICENOW INCNOW115$118,2300.05%
80VANGUARD INDEX FDS922908736269$117,9300.05%
81AMERICAN EXPRESS COAXP367$117,0660.05%
82PEPSICO INCPEP876$115,6120.05%
83VANGUARD INDEX FDS922908744642$113,4680.05%
84INNOVATOR ETFS TRUSTINHD2,774$113,4290.05%
85VANGUARD SCOTTSDALE FDS92206C4091,349$107,2460.05%
86AMGEN INCAMGN379$105,8210.05%
87YUM BRANDS INCYUM712$105,4570.05%
88SPDR S&P MIDCAP 400 ETF TRMDY181$102,5330.05%
89FORD MTR CO3453708609,175$99,5500.05%
90SPDR SERIES TRUST78464A763694$94,1970.04%
91AST SPACEMOBILE INCASTS2,000$93,4600.04%
92CREDO TECHNOLOGY GROUP HOLDICRDO1,000$92,5900.04%
93INVESCO EXCH TRADED FD TR IIIVZ1,454$90,8750.04%
94ISHARES TR464287598467$90,7060.04%
95CHECK POINT SOFTWARE TECH LTM22465104409$90,4920.04%
96SKYWORKS SOLUTIONS INCSWKS1,205$89,7800.04%
97CENCORA INCCOR296$88,7560.04%
98VANGUARD WORLD FD92204A405677$86,1830.04%
99SPDR SERIES TRUST78464A888839$82,7010.04%
100MASTERCARD INCORPORATEDMA145$81,4820.04%
101VANGUARD SCOTTSDALE FDS92206C870967$80,1840.04%
102ISHARES TR464288760425$80,1720.04%
103WELLS FARGO CO NEW949746101996$79,8000.04%
104COINBASE GLOBAL INCCOIN225$78,8610.04%
105CONSTELLATION ENERGY CORPCEG242$78,1080.04%
106C H ROBINSON WORLDWIDE INCCHRW800$76,7600.04%
107CSX CORPCSX2,286$74,5930.03%
108NEWMONT CORPNEMCL1,225$71,3690.03%
109TESLA INCTSLA213$67,6620.03%
110ISHARES TR464287408345$67,4200.03%
111CMS ENERGY CORPCMS-PC962$66,6480.03%
112DIREXION SHS ETF TR25459W8471,878$63,0030.03%
113VANGUARD INDEX FDS922908629225$62,9620.03%
1143M COMMM406$61,8100.03%
115MICRON TECHNOLOGY INCMU498$61,3790.03%
116MERCADOLIBRE INCMELI23$60,1140.03%
117BLOOM ENERGY CORPBE2,500$59,8000.03%
118ISHARES TR464287481428$59,3560.03%
119INTUITIVE SURGICAL INCISRG108$58,6890.03%
120ISHARES TR464288158550$58,4870.03%
121EQUINOX GOLD CORPEQX10,139$58,3000.03%
122DUTCH BROS INCBROS815$55,7220.03%
123DRAFTKINGS INC NEWDKNG1,280$54,9000.03%
124HERSHEY COHSY321$53,1940.02%
125SCHWAB STRATEGIC TR8085243001,802$52,6400.02%
126HAFNIA LTDHAFN10,430$52,0460.02%
127CORE SCIENTIFIC INC NEW21874A1063,000$51,2100.02%
128FIRST TR EXCHANGE TRADED FD33738R118528$47,6100.02%
129LOCKHEED MARTIN CORPLMT95$43,9990.02%
130ARS PHARMACEUTICALS INCSPRY2,520$43,9740.02%
131LULULEMON ATHLETICA INCLULU184$43,7150.02%
132NIKE INCNKE612$43,4770.02%
133INVESCO EXCHANGE TRADED FD TIVZ750$42,6750.02%
134INNOVATOR ETFS TRUSTINHD1,074$40,8230.02%
135INVENTRUST PPTYS CORP46124J2011,486$40,7220.02%
136FREEPORT-MCMORAN INCFCX928$40,2290.02%
137CHURCH & DWIGHT CO INCCHD400$38,4440.02%
138INNOVATOR ETFS TRUSTINHD969$38,2950.02%
139WISDOMTREE TRWT1,090$37,9220.02%
140INNOVATOR ETFS TRUSTINHD920$36,5800.02%
141COLGATE PALMOLIVE COCL400$36,3600.02%
142ASTERA LABS INCALAB400$36,1680.02%
143TOTALENERGIES SETTE582$35,7290.02%
144CANADIAN PACIFIC KANSAS CITYCP435$34,4830.02%
145PROCTER AND GAMBLE CO742718109210$33,4580.02%
146FIRSTENERGY CORPFE828$33,3360.02%
147ROYAL CARIBBEAN GROUPV7780T103100$31,3140.01%
148AGREE RLTY CORP008492100423$30,9050.01%
149VANGUARD INDEX FDS92290836354$30,3910.01%
150BLACKROCK LONG-TERM MUN ADVABLK3,300$30,2610.01%
151BLACKROCK MUNIASSETS FD INCBLK2,900$30,1600.01%
152NUVEEN MUN CR OPPORTUNITIESNU2,800$30,0440.01%
153ISHARES INC464286509650$30,0300.01%
154PAYPAL HLDGS INCPYPL404$30,0260.01%
155NUVEEN MUNICIPAL CREDIT INCNU2,500$29,8000.01%
156FIDELITY COVINGTON TRUST3160924021,263$29,6180.01%
157REGAL REXNORD CORPORATIONRRX200$28,9920.01%
158VERISIGN INCVRSN100$28,8800.01%
159SELECT SECTOR SPDR TR81369Y605545$28,5420.01%
160INNOVATOR ETFS TRUSTINHD701$28,3630.01%
161ARBOR REALTY TRUST INCABR-PF2,615$27,9810.01%
162FIRST TR EXCHNG TRADED FD VI33740F755873$27,7620.01%
163INVESCO EXCHANGE TRADED FD TIVZ389$27,7210.01%
164AMERICAN AIRLS GROUP INC02376R1022,400$26,9280.01%
165BANK AMERICA CORP060505104538$25,4590.01%
166TKO GROUP HOLDINGS INCTKO138$25,1100.01%
167VERALTO CORPVLTO248$25,0360.01%
168MARRIOTT INTL INC NEW57190320290$24,5890.01%
169QUALCOMM INCQCOM150$23,8890.01%
170BOOKING HOLDINGS INCBKNG4$23,1570.01%
171VANGUARD INDEX FDS92290876976$23,1180.01%
172SYSCO CORPSYY300$22,7220.01%
173SCHWAB STRATEGIC TR808524722750$22,3650.01%
174PFIZER INCPFE915$22,1830.01%
175VANGUARD BD INDEX FDS921937827277$21,8000.01%
176INNOVATOR ETFS TRUSTINHD481$21,0920.01%
177COCA COLA COKO295$20,8720.01%
178SPDR SERIES TRUST78468R408807$20,5630.01%
179ISHARES TR46434V613425$19,6480.01%
180ISHARES TR46435G425140$18,9420.01%
181G WILLI FOOD INTL LTDM525231031,000$18,8600.01%
182VANGUARD CHARLOTTE FDS92203J407380$18,8140.01%
183ISHARES TR46428764865$18,5810.01%
184SELECT SECTOR SPDR TR81369Y308228$18,4620.01%
185INVESCO EXCH TRADED FD TR IIIVZ1,620$18,0320.01%
186ALIBABA GROUP HLDG LTDBBAAY150$17,0120.01%
187TJX COS INC NEW872540109133$16,4700.01%
188SELECT SECTOR SPDR TR81369Y506193$16,3320.01%
189DELTA AIR LINES INC DELDAL327$16,0950.01%
190INVESCO EXCHANGE TRADED FD TIVZ130$16,0680.01%
191JELD-WEN HLDG INCJELD3,922$15,3750.01%
192ARES CAPITAL CORPARCC700$15,3720.01%
193INVESCO EXCH TRADED FD TR IIIVZ210$15,2930.01%
194JOHNSON & JOHNSONJNJ100$15,2750.01%
195SPDR GOLD TRGLD50$15,2420.01%
196ACCENTURE PLC IRELANDACN50$14,9450.01%
197GENERAL MTRS CO37045V100300$14,7630.01%
198ADOBE INCADBE38$14,7020.01%
199GAMESTOP CORP NEWGME-WT600$14,6340.01%
200YUM CHINA HLDGS INCYUMC324$14,4870.01%
201ISHARES INC464286608231$13,7330.01%
202INNOVATOR ETFS TRUSTINHD319$13,4720.01%
203BELLRING BRANDS INCBRBR232$13,4400.01%
204ISHARES TR464288885120$13,4400.01%
205COMERICA INC200340107225$13,4220.01%
206CLOROX CO DELCLX110$13,2080.01%
207BCE INCBCPPF589$13,0590.01%
208VERIZON COMMUNICATIONS INCVZ300$12,9810.01%
209SCHWAB STRATEGIC TR808524102539$12,8340.01%
210J P MORGAN EXCHANGE TRADED F46654Q716225$12,0580.01%
211AMPLIFY ETF TR032108664128$11,0560.01%
212PLANET FITNESS INCPLNT100$10,9050.01%
213OCCIDENTAL PETE CORP674599105242$10,1670.00%
214FULLER H B COFUL168$10,1060.00%
215SCOTTS MIRACLE-GRO COSMG150$9,8940.00%
216FORTIS INCFTRSF195$9,3080.00%
217VANGUARD INDEX FDS92290861147$9,1660.00%
218APPLOVIN CORPAPP26$9,1030.00%
219SCHWAB STRATEGIC TR808524656180$9,0090.00%
220VANGUARD WORLD FD92191073380$8,7720.00%
221CONOCOPHILLIPSCOP95$8,5260.00%
222THERMO FISHER SCIENTIFIC INCTMO20$8,1100.00%
223CVS HEALTH CORPCVS117$8,0710.00%
224IDEXX LABS INC45168D10415$8,0460.00%
225SOLVENTUM CORPSOLV101$7,6600.00%
226WISDOMTREE TRWT134$6,7420.00%
227KKR & CO INCKKRT50$6,6570.00%
228VANGUARD ADMIRAL FDS INC92193286956$6,3300.00%
229WASTE MGMT INC DEL94106L10926$5,9500.00%
230MCDONALDS CORPMCD20$5,8440.00%
231MESABI TRMSB244$5,8410.00%
232DOMINOS PIZZA INCDPZ13$5,7640.00%
233GILEAD SCIENCES INCGILD50$5,5440.00%
234PRUDENTIAL FINL INCPUKPF50$5,3720.00%
235HIMS & HERS HEALTH INCHIMS100$4,9850.00%
236LEAR CORPLEA50$4,7490.00%
237STARBUCKS CORPSBUX50$4,5820.00%
238ISHARES TR46434V87890$4,5640.00%
239DARDEN RESTAURANTS INCDRI20$4,3600.00%
240VANGUARD BD INDEX FDS92193783559$4,3450.00%
241ISHARES TR46432F33921$3,8870.00%
242GE HEALTHCARE TECHNOLOGIES IGEHC50$3,7040.00%
243SOFI TECHNOLOGIES INCSOFI200$3,6420.00%
244OUSTER INCOUST150$3,6380.00%
245FLAHERTY & CRUMRINE PFD SECS338478100222$3,6090.00%
246SUPER MICRO COMPUTER INCSMCI70$3,4310.00%
247BOEING COBA-PA15$3,1430.00%
248AUTODESK INCADSK10$3,0960.00%
249EBAY INC.EBAY41$3,0530.00%
250ISHARES TR46429B66326$3,0470.00%
251VANECK ETF TRUST92189H839100$3,0280.00%
252FIRST TR EXCHNG TRADED FD VI33740F888110$2,7350.00%
253VANGUARD SPECIALIZED FUNDS92190884413$2,6610.00%
254FIRST TR EXCHANGE TRADED FD33738R50642$2,6170.00%
255FIRST TR EXCHANGE-TRADED FD33741X10274$2,6110.00%
256RIVIAN AUTOMOTIVE INCRIVN180$2,4740.00%
257FERRARI N VRACE5$2,4540.00%
258FIRST TR EXCHANGE TRADED FD33738R72050$2,4150.00%
259FIRST TR EXCHANGE TRADED FD33738R81125$2,3990.00%
260MACYS INC55616P104200$2,3320.00%
261TARGET CORPTGT23$2,2690.00%
262VERTEX PHARMACEUTICALS INCVRTX5$2,2260.00%
263FIRST TR EXCHNG TRADED FD VI33740F56575$2,2080.00%
264LAS VEGAS SANDS CORPLVS50$2,1760.00%
265NORWEGIAN CRUISE LINE HLDG LNCLH100$2,0280.00%
266ARROWHEAD PHARMACEUTICALS INARWR125$1,9750.00%
267CARNIVAL CORPCUKPF65$1,8280.00%
268EATON VANCE TAX-MANAGED GLOBETN205$1,7740.00%
269BECTON DICKINSON & COBDX10$1,7230.00%
270MCCORMICK & CO INCMKC-V20$1,5170.00%
271FIRST TR EXCHANGE TRADED FD33738R60525$1,4910.00%
272ISHARES TR46434V4647$1,4830.00%
273FIRST TR EXCHNG TRADED FD VI33740F80533$1,4280.00%
274BIOGEN INCBIIB11$1,3820.00%
275MODERNA INCMRNA50$1,3800.00%
276JOHNSON CTLS INTL PLCG5150210512$1,2680.00%
277VANGUARD INDEX FDS9229085384$1,1380.00%
278TEMA ETF TRUST87975E88335$1,0010.00%
279VANGUARD MALVERN FDS92202074812$9310.00%
280ISHARES SILVER TRSLV25$8210.00%
281TIZIANA LIFE SCIENCES LTDTLSA500$7900.00%
282YETI HLDGS INCYETI25$7880.00%
283ISHARES TR46428881012$7520.00%
284ISHARES TR46428822455$7220.00%
285NANOVIRICIDES INCNNVC500$7000.00%
286HOLOGIC INCHOLX10$6520.00%
287ELECTRONIC ARTS INCEA4$6390.00%
288GLOBAL X FDS37954Y38417$6310.00%
289CLEARWAY ENERGY INCCWEN-A20$6060.00%
290HA SUSTAINABLE INFRA CAP INC41068X10021$5650.00%
291VANECK ETF TRUST92189F30410$3830.00%
292NEXTERA ENERGY INCNEE-PW5$3480.00%
293WEYERHAEUSER CO MTN BEWY12$3090.00%
294FLORA GROWTH CORP339764201500$2900.00%
295SAFE PRO GROUP INCSPAI100$2750.00%
296INVESCO EXCHANGE TRADED FD TIVZ12$2400.00%
297BROOKFIELD RENEWABLE PARTNERG162581085$1280.00%
298BEYOND MEAT INCBYND30$1050.00%
299SIYATA MOBILE INC83013Q88930$890.00%
300SENTINELONE INCS4$740.00%
301SOUNDHOUND AI INCSOUNW6$650.00%
302ALTIMMUNE INCALT15$590.00%
303AT&T INCT-PC2$580.00%
304AMC ENTMT HLDGS INC00165C30217$530.00%
305AMERICAN WELL CORPAMWL5$450.00%
306BLACKROCK MUN INCOME TRBLK2$230.00%
307FONAR CORPFONR1$150.00%
308FARADAY FUTURE INTLGT ELEC I3073598855$90.00%
309LUCID GROUP INCLCID2$50.00%