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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 Q3 2025 · Filed October 14, 2025 · Accession 0002056313-25-000007

Total Value
$239.4M
Positions
342
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (342)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA222,176$41.5M17.31%
2SCHWAB STRATEGIC TR8085242011,340,706$35.3M14.75%
3APPLE INCAAPL86,316$22.0M9.18%
4MICROSOFT CORPMSFT20,508$10.6M4.44%
5SCHWAB STRATEGIC TR808524508304,715$9.0M3.77%
6ISHARES TR46434V621125,098$8.5M3.56%
7ELI LILLY & COLLY9,717$7.4M3.10%
8AMAZON COM INCAMZN28,470$6.3M2.61%
9SCHWAB STRATEGIC TR808524607218,939$6.1M2.55%
10ALPHABET INCGOOG23,321$5.7M2.37%
11BERKSHIRE HATHAWAY INC DELBRK-A10,257$5.2M2.15%
12ISHARES INC46434G76470,904$4.8M2.00%
13INVESCO QQQ TRIVZ7,888$4.7M1.98%
14ISHARES TR46432F84248,944$4.3M1.78%
15VISA INCV12,081$4.1M1.72%
16PIMCO ETF TR72201R81741,507$4.1M1.71%
17ISHARES TR46428777045,536$4.1M1.70%
18JPMORGAN CHASE & CO.VYLD12,558$4.0M1.65%
19CATERPILLAR INCCAT5,937$2.8M1.18%
20PALO ALTO NETWORKS INCPANW13,896$2.8M1.18%
21CROWDSTRIKE HLDGS INCCRWD5,545$2.7M1.14%
22WALMART INCWMT23,819$2.5M1.03%
23UBER TECHNOLOGIES INCUBER23,896$2.3M0.98%
24DT MIDSTREAM INCDTM17,243$1.9M0.81%
25SCHWAB STRATEGIC TR80852479769,574$1.9M0.79%
26SPDR S&P 500 ETF TRSPY2,557$1.7M0.71%
27DTE ENERGY CODTK11,075$1.6M0.65%
28HOME DEPOT INCHD3,841$1.6M0.65%
29BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.63%
30ISHARES TR4642876555,929$1.4M0.60%
31COSTCO WHSL CORP NEW22160K1051,518$1.4M0.59%
32ISHARES TR46428750718,385$1.2M0.50%
33EXXON MOBIL CORPXOM9,810$1.1M0.46%
34LOWES COS INC5486611074,292$1.1M0.45%
35INNOVATOR ETFS TRUSTINHD22,281$1.0M0.43%
36HONEYWELL INTL INC4385161064,765$1.0M0.42%
37ABBVIE INCABBV3,456$800,2030.33%
38META PLATFORMS INCMETA1,036$760,8820.32%
39SELECT SECTOR SPDR TR81369Y8032,698$760,4590.32%
40INNOVATOR ETFS TRUSTINHD22,944$631,0250.26%
41PROSHARES TR74347R1075,326$597,2050.25%
42SELECT SECTOR SPDR TR81369Y7043,708$571,8850.24%
43ALPHABET INCGOOG2,287$556,9990.23%
44MASTERCARD INCORPORATEDMA976$555,1590.23%
45EQUINOX GOLD CORPEQX49,334$553,5280.23%
46ABBOTT LABSABLZF4,017$538,0370.22%
47SCHWAB CHARLES CORPSCHW-PJ4,544$433,8160.18%
48PALANTIR TECHNOLOGIES INCPLTR2,190$399,5000.17%
49GENERAL DYNAMICS CORPGD1,125$383,6250.16%
50CAPITAL ONE FINL CORP14040H1051,600$340,1280.14%
51ADVANCED MICRO DEVICES INCAMD2,046$331,0230.14%
52ISHARES TR464287200445$297,8390.12%
53BROADCOM INCAVGO840$277,1250.12%
54ORACLE CORPORCL-PD983$276,4590.12%
55DISNEY WALT CO2546871062,410$275,8940.12%
56INVESCO EXCHANGE TRADED FD TIVZ1,430$271,2710.11%
57FIRST INDL RLTY TR INC32054K1035,078$261,3620.11%
58SPDR SERIES TRUST78468R8535,202$240,9570.10%
59EATON CORP PLCETN635$237,6490.10%
60FIRST TR EXCHANGE TRADED FD33734X8462,992$227,4220.09%
61INNOVATOR ETFS TRUSTINHD5,682$217,9620.09%
62MEDTRONIC PLCMDT1,884$179,4330.07%
63WISDOMTREE TRWT3,439$173,3480.07%
64INNOVATOR ETFS TRUSTINHD3,992$171,4570.07%
65NETFLIX INCNFLX142$170,2470.07%
66BLOOM ENERGY CORPBE2,000$169,1400.07%
67VANECK ETF TRUST92189F4375,540$164,7050.07%
68ISHARES TR4642884141,540$163,9950.07%
69CHEVRON CORP NEWCVX1,040$161,5020.07%
70ISHARES INC4642866321,599$160,3800.07%
71INNOVATOR ETFS TRUSTINHD3,594$154,9020.06%
72ISHARES BITCOIN TRUST ETFIBIT2,300$149,5000.06%
73VANGUARD INDEX FDS922908637483$148,6970.06%
74BLACKROCK INCBLK120$139,9050.06%
75APPLIED MATLS INC038222105675$138,2000.06%
76MERCK & CO INCMRK1,602$134,4560.06%
77VANGUARD INDEX FDS922908736269$129,0160.05%
78INNOVATOR ETFS TRUSTINHD3,314$128,8990.05%
79INNOVATOR ETFS TRUSTINHD3,037$127,6150.05%
80PEPSICO INCPEP876$123,0030.05%
81AMERICAN EXPRESS COAXP367$121,9030.05%
82VANGUARD INDEX FDS922908744642$119,7270.05%
83SELECT SECTOR SPDR TR81369Y209845$117,5990.05%
84DANAHER CORPORATION235851102590$116,9740.05%
85YUM BRANDS INCYUM712$108,1950.05%
86SPDR S&P MIDCAP 400 ETF TRMDY181$107,8820.05%
87VANGUARD SCOTTSDALE FDS92206C4091,349$107,8260.05%
88AMGEN INCAMGN379$106,9540.04%
89C H ROBINSON WORLDWIDE INCCHRW800$105,9200.04%
90SERVICENOW INCNOW115$105,8330.04%
91NEWMONT CORPNEMCL1,225$103,2800.04%
92AST SPACEMOBILE INCASTS2,000$98,1600.04%
93SPDR SERIES TRUST78464A763694$97,1950.04%
94ISHARES TR464287598467$95,0770.04%
95TESLA INCTSLA213$94,7260.04%
96INVESCO EXCH TRADED FD TR IIIVZ1,454$93,4050.04%
97SKYWORKS SOLUTIONS INCSWKS1,211$93,2010.04%
98SPDR SERIES TRUST78464A888839$92,9620.04%
99CENCORA INCCOR296$92,5090.04%
100VANGUARD WORLD FD92204A405686$90,0310.04%
101ISHARES TR464287614192$89,9350.04%
102ISHARES TR464288760425$88,9360.04%
103DIREXION SHS ETF TR25459W8471,890$85,4980.04%
104CHECK POINT SOFTWARE TECH LTM22465104409$84,6270.04%
105VANGUARD SCOTTSDALE FDS92206C8701,004$84,4470.04%
106WELLS FARGO CO NEW949746101996$83,4850.03%
107MICRON TECHNOLOGY INCMU498$83,3260.03%
108CSX CORPCSX2,286$81,1760.03%
109FORD MTR CO3453708606,704$80,1760.03%
110STRYKER CORPORATIONSYK216$79,8490.03%
111CONSTELLATION ENERGY CORPCEG242$79,6350.03%
112CREDO TECHNOLOGY GROUP HOLDICRDO500$72,8050.03%
113ISHARES TR464287408345$71,2460.03%
114CMS ENERGY CORPCMS-PC962$70,4770.03%
115VANGUARD INDEX FDS922908629225$66,0920.03%
1163M COMMM406$63,0040.03%
117HAFNIA LTDHAFN10,430$62,4760.03%
118ISHARES TR464287481428$60,9520.03%
119HERSHEY COHSY323$60,4020.03%
120BLACKROCK MUNIASSETS FD INCBLK5,300$58,8300.02%
121ASTERA LABS INCALAB300$58,7400.02%
122BLACKROCK LONG-TERM MUN ADVABLK6,100$58,4380.02%
123SCHWAB STRATEGIC TR8085243001,813$57,8650.02%
124NUVEEN MUNICIPAL CREDIT INCNU4,600$57,7760.02%
125NUVEEN MUN CR OPPORTUNITIESNU5,200$56,4720.02%
126FIRST TR EXCHANGE TRADED FD33738R118528$52,0560.02%
127INNOVATOR ETFS TRUSTINHD1,082$49,3400.02%
128INTUITIVE SURGICAL INCISRG108$48,3010.02%
129ISHARES TR464288158450$48,0510.02%
130DRAFTKINGS INC NEWDKNG1,280$47,8720.02%
131LOCKHEED MARTIN CORPLMT95$47,4250.02%
132INNOVATOR ETFS TRUSTINHD1,080$45,8680.02%
133INVESCO EXCHANGE TRADED FD TIVZ750$45,4350.02%
134INVESCO EXCH TRADED FD TR IIIVZ370$44,7930.02%
135NIKE INCNKE612$42,6750.02%
136DUTCH BROS INCBROS815$42,6580.02%
137INNOVATOR ETFS TRUSTINHD1,074$42,6280.02%
138INNOVATOR ETFS TRUSTINHD938$38,5150.02%
139WISDOMTREE TRWT1,090$38,3800.02%
140FIRSTENERGY CORPFE828$37,9390.02%
141INNOVATOR ETFS TRUSTINHD911$37,4880.02%
142INVENTRUST PPTYS CORP46124J2011,247$35,6960.01%
143CHURCH & DWIGHT CO INCCHD400$35,0520.01%
144TOTALENERGIES SETTE582$34,7400.01%
145VANGUARD INDEX FDS92290836354$32,8650.01%
146ISHARES INC464286509650$32,8580.01%
147LULULEMON ATHLETICA INCLULU184$32,7400.01%
148CANADIAN PACIFIC KANSAS CITYCP435$32,4040.01%
149ROYAL CARIBBEAN GROUPV7780T103100$32,3580.01%
150SPDR SERIES TRUST78464A847565$32,3130.01%
151PROCTER AND GAMBLE CO742718109210$32,2910.01%
152COLGATE PALMOLIVE COCL400$31,9760.01%
153ARBOR REALTY TRUST INCABR-PF2,615$31,9300.01%
154FIDELITY COVINGTON TRUST3160924021,263$31,2220.01%
155SCHWAB STRATEGIC TR8085248391,306$30,6520.01%
156FREEPORT-MCMORAN INCFCX778$30,5140.01%
157AGREE RLTY CORP008492100423$30,0500.01%
158SELECT SECTOR SPDR TR81369Y605545$29,3600.01%
159FIRST TR EXCHNG TRADED FD VI33740F755873$29,1760.01%
160REGAL REXNORD CORPORATIONRRX200$28,6880.01%
161INVESCO EXCHANGE TRADED FD TIVZ389$28,5100.01%
162VERISIGN INCVRSN100$27,9570.01%
163TKO GROUP HOLDINGS INCTKO138$27,8710.01%
164BANK AMERICA CORP060505104538$27,7560.01%
165PAYPAL HLDGS INCPYPL404$27,0930.01%
166AMERICAN AIRLS GROUP INC02376R1022,400$26,9760.01%
167CORE SCIENTIFIC INC NEW21874A1061,500$26,9100.01%
168ALIBABA GROUP HLDG LTDBBAAY150$26,8100.01%
169VERALTO CORPVLTO248$26,4400.01%
170VANGUARD INDEX FDS92290876980$26,2850.01%
171ARS PHARMACEUTICALS INCSPRY2,520$25,3260.01%
172QUALCOMM INCQCOM150$24,9540.01%
173SYSCO CORPSYY300$24,7020.01%
174SCHWAB STRATEGIC TR808524722750$24,0900.01%
175SPDR GOLD TRGLD66$23,4620.01%
176MARRIOTT INTL INC NEW57190320290$23,4400.01%
177PFIZER INCPFE917$23,3690.01%
178VANGUARD BD INDEX FDS921937827277$21,8590.01%
179BOOKING HOLDINGS INCBKNG4$21,5980.01%
180ISHARES TR46428764865$20,8030.01%
181SPDR SERIES TRUST78468R408807$20,6600.01%
182G WILLI FOOD INTL LTDM525231031,000$20,5500.01%
183ISHARES TR46435G425140$20,3840.01%
184ISHARES TR46434V613425$19,8520.01%
185COCA COLA COKO295$19,5650.01%
186TJX COS INC NEW872540109134$19,3360.01%
187JELD-WEN HLDG INCJELD3,922$19,2580.01%
188VANGUARD CHARLOTTE FDS92203J407380$18,7950.01%
189APPLOVIN CORPAPP26$18,6830.01%
190DELTA AIR LINES INC DELDAL328$18,5900.01%
191JOHNSON & JOHNSONJNJ100$18,5420.01%
192GENERAL MTRS CO37045V100300$18,2910.01%
193SELECT SECTOR SPDR TR81369Y308232$18,1820.01%
194SELECT SECTOR SPDR TR81369Y506196$17,5250.01%
195INVESCO EXCHANGE TRADED FD TIVZ130$17,2230.01%
196GAMESTOP CORP NEWGME-WT600$16,3680.01%
197INVESCO EXCH TRADED FD TR IIIVZ1,385$16,0710.01%
198INVESCO EXCH TRADED FD TR IIIVZ210$15,4310.01%
199COMERICA INC200340107225$15,4170.01%
200ISHARES INC464286608231$14,3090.01%
201ARES CAPITAL CORPARCC700$14,2870.01%
202SCHWAB STRATEGIC TR808524656180$14,1480.01%
203INNOVATOR ETFS TRUSTINHD319$14,0080.01%
204YUM CHINA HLDGS INCYUMC324$13,9070.01%
205BCE INCBCPPF589$13,7770.01%
206ISHARES TR464288885120$13,6660.01%
207CLOROX CO DELCLX110$13,5630.01%
208VERIZON COMMUNICATIONS INCVZ300$13,1850.01%
209ACCENTURE PLC IRELANDACN50$12,3300.01%
210J P MORGAN EXCHANGE TRADED F46654Q716225$12,1860.01%
211ADOBE INCADBE33$11,6410.00%
212OCCIDENTAL PETE CORP674599105242$11,4350.00%
213AMPLIFY ETF TR032108664128$11,1110.00%
214SPDR SERIES TRUST78468R606460$11,0130.00%
215PLANET FITNESS INCPLNT100$10,3800.00%
216FULLER H B COFUL168$9,9600.00%
217FORTIS INCFTRSF195$9,8950.00%
218VANGUARD INDEX FDS92290861147$9,8100.00%
219THERMO FISHER SCIENTIFIC INCTMO20$9,7010.00%
220IDEXX LABS INC45168D10415$9,5840.00%
221VANGUARD WORLD FD92191073380$9,4760.00%
222CONOCOPHILLIPSCOP95$8,9870.00%
223CVS HEALTH CORPCVS117$8,8210.00%
224SCOTTS MIRACLE-GRO COSMG150$8,5430.00%
225BELLRING BRANDS INCBRBR220$7,9970.00%
226SOLVENTUM CORPSOLV101$7,3730.00%
227MESABI TRMSB245$7,0670.00%
228WISDOMTREE TRWT134$6,7370.00%
229VANGUARD ADMIRAL FDS INC92193286956$6,6910.00%
230KKR & CO INCKKRT50$6,5120.00%
231SCHWAB STRATEGIC TR808524102239$6,1340.00%
232MCDONALDS CORPMCD20$6,0780.00%
233WASTE MGMT INC DEL94106L10926$5,7420.00%
234HIMS & HERS HEALTH INCHIMS100$5,6720.00%
235GILEAD SCIENCES INCGILD50$5,5500.00%
236DOMINOS PIZZA INCDPZ13$5,5440.00%
237SOFI TECHNOLOGIES INCSOFI200$5,2840.00%
238PRUDENTIAL FINL INCPUKPF50$5,1870.00%
239AMERICAN BITCOIN CORP.ABTC724$4,8800.00%
240ISHARES TR46434V87890$4,5680.00%
241VANGUARD BD INDEX FDS92193783559$4,3880.00%
242ARROWHEAD PHARMACEUTICALS INARWR125$4,3120.00%
243STARBUCKS CORPSBUX50$4,2300.00%
244ISHARES TR46432F33921$4,1460.00%
245OUSTER INCOUST150$4,0580.00%
246DARDEN RESTAURANTS INCDRI20$3,8080.00%
247FLAHERTY & CRUMRINE PFD SECS338478100225$3,8070.00%
248GE HEALTHCARE TECHNOLOGIES IGEHC50$3,7550.00%
249EBAY INC.EBAY41$3,7290.00%
250VANECK ETF TRUST92189H839100$3,5980.00%
251MACYS INC55616P104200$3,5860.00%
252SUPER MICRO COMPUTER INCSMCI70$3,3560.00%
253INTEL CORPINTC100$3,3550.00%
254ISHARES TR46429B66326$3,1840.00%
255AUTODESK INCADSK10$3,1770.00%
256FIRST TR EXCHANGE-TRADED FD33741X10274$2,8140.00%
257FIRST TR EXCHANGE TRADED FD33738R50642$2,8120.00%
258VANGUARD SPECIALIZED FUNDS92190884413$2,8060.00%
259FIRST TR EXCHANGE TRADED FD33738R81125$2,7960.00%
260FIRST TR EXCHNG TRADED FD VI33740F888110$2,7680.00%
261LAS VEGAS SANDS CORPLVS50$2,6900.00%
262FIRST TR EXCHANGE TRADED FD33738R72050$2,6450.00%
263RIVIAN AUTOMOTIVE INCRIVN180$2,6430.00%
264NORWEGIAN CRUISE LINE HLDG LNCLH100$2,4630.00%
265FIRST TR EXCHNG TRADED FD VI33740F56575$2,4300.00%
266FERRARI N VRACE5$2,4270.00%
267VANGUARD WORLD FD92204A7023$2,2400.00%
268ISHARES TR46428743225$2,2350.00%
269ISHARES TR46428766322$2,1990.00%
270TARGET CORPTGT23$2,0640.00%
271VANGUARD INDEX FDS9229087518$2,0350.00%
272ISHARES TR46428767112$1,9750.00%
273VERTEX PHARMACEUTICALS INCVRTX5$1,9590.00%
274CARNIVAL CORPCUKPF65$1,8800.00%
275BECTON DICKINSON & COBDX10$1,8720.00%
276EATON VANCE TAX-MANAGED GLOBETN205$1,8560.00%
277JEFFERSON CAPITAL INCJCAP100$1,7260.00%
278ISHARES TR46434V4647$1,5890.00%
279FIRST TR EXCHANGE TRADED FD33738R60525$1,5610.00%
280BIOGEN INCBIIB11$1,5410.00%
281BOEING COBA-PA7$1,5110.00%
282FIRST TR EXCHNG TRADED FD VI33740F80533$1,4450.00%
283MCCORMICK & CO INCMKC-V20$1,3390.00%
284JOHNSON CTLS INTL PLCG5150210512$1,3200.00%
285MODERNA INCMRNA50$1,2920.00%
286ISHARES INC46434G10318$1,1870.00%
287VANGUARD INDEX FDS9229085384$1,1760.00%
288SCHWAB STRATEGIC TR80852480549$1,1410.00%
289VANGUARD TAX-MANAGED FDS92194385819$1,1390.00%
290TEMA ETF TRUST87975E88335$1,0840.00%
291TIZIANA LIFE SCIENCES LTDTLSA500$1,0800.00%
292ISHARES SILVER TRSLV25$1,0600.00%
293SELECT SECTOR SPDR TR81369Y4074$9590.00%
294SELECT SECTOR SPDR TR81369Y8528$9470.00%
295VANGUARD MALVERN FDS92202074812$9410.00%
296ISHARES TR46428822455$8520.00%
297YETI HLDGS INCYETI25$8300.00%
298ELECTRONIC ARTS INCEA4$8070.00%
299ISHARES TR46428881012$7210.00%
300NANOVIRICIDES INCNNVC500$7150.00%
301SAFE PRO GROUP INCSPAI100$7020.00%
302VANGUARD SCOTTSDALE FDS92206C6647$6850.00%
303HOLOGIC INCHOLX10$6750.00%
304VANECK ETF TRUST92189F6762$6530.00%
305VANGUARD INTL EQUITY INDEX F92204285812$6510.00%
306HA SUSTAINABLE INFRA CAP INC41068X10021$6450.00%
307GLOBAL X FDS37954Y38417$5990.00%
308COMPUGEN LTDCGEN400$5880.00%
309CLEARWAY ENERGY INCCWEN-A20$5390.00%
310AMERICAN BATTERY TECHNOLOGYABAT94$4570.00%
311VANECK ETF TRUST92189F30410$3900.00%
312SINCLAIR INCSBGI25$3780.00%
313NEXTERA ENERGY INCNEE-PW5$3780.00%
314INVESCO EXCHANGE TRADED FD TIVZ12$3470.00%
315INVESCO EXCH TRADED FD TR IIIVZ4$3130.00%
316INVESCO EXCHANGE TRADED FD TIVZ2$3110.00%
317WEYERHAEUSER CO MTN BEWY12$2980.00%
318FIGMA INCFIG5$2600.00%
319ISHARES TR4642887522$2150.00%
320FLORA GROWTH CORP33976430012$2080.00%
321GLOBAL X FDS37954Y6734$1910.00%
322FIDELITY COVINGTON TRUST3160928653$1700.00%
323ISHARES TR46435U7133$1590.00%
324ISHARES TR4642875561$1450.00%
325BROOKFIELD RENEWABLE PARTNERG162581085$1290.00%
326SELECT SECTOR SPDR TR81369Y8603$1270.00%
327SOUNDHOUND AI INCSOUNW6$970.00%
328SELECT SECTOR SPDR TR81369Y1001$900.00%
329SENTINELONE INCS4$710.00%
330SIYATA MOBILE INC83013Q88930$700.00%
331PACER FDS TR69374H7412$640.00%
332BEYOND MEAT INCBYND30$570.00%
333AT&T INCT-PC2$570.00%
334ALTIMMUNE INCALT15$570.00%
335AMC ENTMT HLDGS INC00165C30217$500.00%
336LUCID GROUP INCLCID2$480.00%
337AMERICAN WELL CORPAMWL5$310.00%
338BLACKROCK MUN INCOME TRBLK2$240.00%
339FONAR CORPFONR1$160.00%
340LIBERTY ENERGY INCLBRT1$130.00%
341FARADAY FUTURE INTLGT ELEC I3073598855$70.00%
342NOKIA CORPNOKBF1$50.00%