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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 Q4 2025 · Filed January 15, 2026 · Accession 0002056313-26-000001

Total Value
$246.5M
Positions
356
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (356)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA216,437$40.4M16.38%
2SCHWAB STRATEGIC TR8085242011,349,634$36.3M14.74%
3APPLE INCAAPL85,935$23.4M9.48%
4ELI LILLY & COLLY9,217$9.9M4.02%
5MICROSOFT CORPMSFT20,345$9.8M3.99%
6SCHWAB STRATEGIC TR808524508307,350$9.2M3.75%
7ISHARES TR46434V621127,275$8.8M3.58%
8ALPHABET INCGOOG23,155$7.2M2.94%
9AMAZON COM INCAMZN27,923$6.4M2.61%
10SCHWAB STRATEGIC TR808524607219,391$6.2M2.54%
11ISHARES INC46434G76473,183$5.3M2.16%
12BERKSHIRE HATHAWAY INC DELBRK-A9,870$5.0M2.01%
13INVESCO QQQ TRIVZ7,982$4.9M1.99%
14ISHARES TR46432F84250,685$4.5M1.84%
15PIMCO ETF TR72201R81744,571$4.4M1.77%
16ISHARES TR46428777046,224$4.3M1.73%
17VISA INCV11,850$4.2M1.69%
18JPMORGAN CHASE & CO.VYLD12,494$4.0M1.63%
19CATERPILLAR INCCAT5,967$3.4M1.39%
20WALMART INCWMT23,696$2.6M1.07%
21PALO ALTO NETWORKS INCPANW13,477$2.5M1.01%
22CROWDSTRIKE HLDGS INCCRWD5,262$2.5M1.00%
23DT MIDSTREAM INCDTM17,253$2.1M0.84%
24SCHWAB STRATEGIC TR80852479769,021$1.9M0.77%
25SPDR S&P 500 ETF TRSPY2,557$1.7M0.71%
26UBER TECHNOLOGIES INCUBER20,244$1.7M0.67%
27BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.61%
28ISHARES TR4642876555,926$1.5M0.59%
29DTE ENERGY CODTK11,286$1.5M0.59%
30ISHARES TR46428750718,385$1.2M0.49%
31EXXON MOBIL CORPXOM9,810$1.2M0.48%
32COSTCO WHSL CORP NEW22160K1051,346$1.2M0.47%
33REDDIT INCRDDT4,832$1.1M0.45%
34HOME DEPOT INCHD3,158$1.1M0.44%
35LOWES COS INC5486611074,335$1.0M0.42%
36INNOVATOR ETFS TRUSTINHD21,683$1.0M0.41%
37HONEYWELL INTL INC4385161064,765$929,6040.38%
38ABBVIE INCABBV3,456$789,6620.32%
39SELECT SECTOR SPDR TR81369Y8035,396$776,8630.32%
40ALPHABET INCGOOG2,277$714,5230.29%
41EQUINOX GOLD CORPEQX49,514$695,1770.28%
42INNOVATOR ETFS TRUSTINHD23,019$641,0800.26%
43PROSHARES TR74347R10710,652$616,9640.25%
44SELECT SECTOR SPDR TR81369Y7043,708$575,1850.23%
45ABBOTT LABSABLZF4,017$503,2900.20%
46MASTERCARD INCORPORATEDMA776$443,0030.18%
47TESLA INCTSLA963$433,0810.18%
48SCHWAB CHARLES CORPSCHW-PJ4,175$417,1250.17%
49ADVANCED MICRO DEVICES INCAMD1,946$416,7560.17%
50META PLATFORMS INCMETA611$403,3730.16%
51PALANTIR TECHNOLOGIES INCPLTR2,190$389,2730.16%
52CAPITAL ONE FINL CORP14040H1051,600$387,7760.16%
53GENERAL DYNAMICS CORPGD1,075$361,9100.15%
54ISHARES TR464287200445$304,7990.12%
55FIRST INDL RLTY TR INC32054K1035,081$291,0080.12%
56BROADCOM INCAVGO840$290,7240.12%
57INVESCO EXCHANGE TRADED FD TIVZ1,430$273,9310.11%
58SPDR SERIES TRUST78468R8535,202$243,7660.10%
59INNOVATOR ETFS TRUSTINHD5,682$222,2800.09%
60FIRST TR EXCHANGE TRADED FD33734X8462,992$213,7790.09%
61EATON CORP PLCETN635$202,2540.08%
62ORACLE CORPORCL-PD983$191,5970.08%
63ISHARES TR4642884141,737$186,0510.08%
64INNOVATOR ETFS TRUSTINHD4,229$185,7380.08%
65WISDOMTREE TRWT3,439$182,4970.07%
66MEDTRONIC PLCMDT1,884$180,9780.07%
67INNOVATOR ETFS TRUSTINHD3,987$174,3060.07%
68APPLIED MATLS INC038222105675$173,4690.07%
69MICRON TECHNOLOGY INCMU602$171,8170.07%
70ISHARES INC4642866321,559$171,5370.07%
71MERCK & CO INCMRK1,608$169,2590.07%
72BLOOM ENERGY CORPBE1,874$162,8320.07%
73VANECK ETF TRUST92189F4375,540$162,6830.07%
74CHEVRON CORP NEWCVX1,040$158,5070.06%
75DISNEY WALT CO2546871061,340$152,4010.06%
76VANGUARD INDEX FDS922908637483$152,0490.06%
77AST SPACEMOBILE INCASTS2,000$145,2600.06%
78AMERICAN EXPRESS COAXP367$135,7720.06%
79DANAHER CORPORATION235851102590$135,0630.05%
80NETFLIX INCNFLX1,420$133,1400.05%
81VANGUARD INDEX FDS922908736269$131,2350.05%
82INNOVATOR ETFS TRUSTINHD3,314$131,2020.05%
83INNOVATOR ETFS TRUSTINHD3,021$131,0510.05%
84SELECT SECTOR SPDR TR81369Y209834$129,1040.05%
85C H ROBINSON WORLDWIDE INCCHRW800$128,6080.05%
86BLACKROCK INCBLK120$128,4410.05%
87PEPSICO INCPEP876$125,7010.05%
88AMGEN INCAMGN379$124,0510.05%
89VANGUARD INDEX FDS922908744642$122,6160.05%
90ISHARES BITCOIN TRUST ETFIBIT2,300$114,1950.05%
91SPDR S&P MIDCAP 400 ETF TRMDY181$109,1940.04%
92YUM BRANDS INCYUM712$107,7030.04%
93VANGUARD SCOTTSDALE FDS92206C4091,349$107,5560.04%
94NEWMONT CORPNEMCL1,050$104,8430.04%
95CENCORA INCCOR296$99,9740.04%
96FORD MTR CO3453708607,552$99,0820.04%
97ISHARES TR464287598467$98,2290.04%
98SPDR SERIES TRUST78464A763694$96,5780.04%
99WELLS FARGO CO NEW949746101996$92,8280.04%
100INVESCO EXCH TRADED FD TR IIIVZ1,454$91,6190.04%
101VANGUARD WORLD FD92204A405686$91,5750.04%
102ISHARES TR464287614192$90,8740.04%
103SPDR SERIES TRUST78464A888839$86,3840.04%
104DIREXION SHS ETF TR25459W8471,891$86,1220.03%
105CONSTELLATION ENERGY CORPCEG242$85,4920.03%
106VANGUARD SCOTTSDALE FDS92206C8701,004$84,0850.03%
107CSX CORPCSX2,286$82,8680.03%
108SKYWORKS SOLUTIONS INCSWKS1,217$77,1830.03%
109CHECK POINT SOFTWARE TECH LTM22465104409$75,8950.03%
110ISHARES TR464287408345$73,1650.03%
111CREDO TECHNOLOGY GROUP HOLDICRDO500$71,9450.03%
112ISHARES TR464288760325$69,7750.03%
113CMS ENERGY CORPCMS-PC962$67,2730.03%
114VANGUARD INDEX FDS922908629225$65,3000.03%
1153M COMMM406$65,0010.03%
116INTUITIVE SURGICAL INCISRG108$61,1670.02%
117HERSHEY COHSY325$59,1960.02%
118SCHWAB STRATEGIC TR8085243001,815$59,1960.02%
119ISHARES TR464287481428$58,6110.02%
120NUVEEN MUNICIPAL CREDIT INCNU4,600$57,8680.02%
121SOLSTICE ADVANCED MATLS INC83443Q1031,190$57,8110.02%
122BLACKROCK MUNIASSETS FD INCBLK5,300$56,7630.02%
123SERVICENOW INCNOW370$56,6810.02%
124BLACKROCK LONG-TERM MUN ADVABLK6,100$56,6080.02%
125HAFNIA LTDHAFN10,430$55,5920.02%
126NUVEEN MUN CR OPPORTUNITIESNU5,200$53,1960.02%
127FIRST TR EXCHANGE TRADED FD33738R118528$51,1320.02%
128INNOVATOR ETFS TRUSTINHD1,082$50,2380.02%
129ASTERA LABS INCALAB300$49,9080.02%
130DUTCH BROS INCBROS815$49,8950.02%
131ISHARES TR464288158450$48,0150.02%
132INNOVATOR ETFS TRUSTINHD1,080$46,7100.02%
133INVESCO EXCHANGE TRADED FD TIVZ750$45,9980.02%
134LOCKHEED MARTIN CORPLMT95$45,9490.02%
135INVESCO EXCH TRADED FD TR IIIVZ370$44,1490.02%
136DRAFTKINGS INC NEWDKNG1,280$44,1090.02%
137INNOVATOR ETFS TRUSTINHD1,074$43,7330.02%
138SITIME CORPSITM116$40,9710.02%
139WISDOMTREE TRWT1,090$40,9050.02%
140FREEPORT-MCMORAN INCFCX778$39,5150.02%
141NIKE INCNKE612$38,9910.02%
142INNOVATOR ETFS TRUSTINHD911$38,1530.02%
143TOTALENERGIES SETTE582$38,0750.02%
144FIRSTENERGY CORPFE828$37,0700.02%
145SCHWAB STRATEGIC TR8085248391,547$36,1540.01%
146ISHARES INC464286509650$35,0550.01%
147CHURCH & DWIGHT CO INCCHD400$33,5400.01%
148SPDR SERIES TRUST78464A847565$32,7200.01%
149CANADIAN PACIFIC KANSAS CITYCP435$32,0300.01%
150VANGUARD INDEX FDS92290836351$31,9600.01%
151COLGATE PALMOLIVE COCL400$31,6080.01%
152FIDELITY COVINGTON TRUST3160924021,263$31,2850.01%
153AGREE RLTY CORP008492100423$30,4690.01%
154PROCTER AND GAMBLE CO742718109210$30,0960.01%
155LULULEMON ATHLETICA INCLULU144$29,9250.01%
156FIRST TR EXCHNG TRADED FD VI33740F755873$29,9090.01%
157SELECT SECTOR SPDR TR81369Y605545$29,8500.01%
158INVENTRUST PPTYS CORP46124J2011,058$29,8440.01%
159BANK AMERICA CORP060505104538$29,5900.01%
160ARS PHARMACEUTICALS INCSPRY2,520$29,3580.01%
161INVESCO EXCHANGE TRADED FD TIVZ389$29,1950.01%
162TKO GROUP HOLDINGS INCTKO138$28,8420.01%
163G WILLI FOOD INTL LTDM525231031,000$28,7800.01%
164SPDR GOLD TRGLD71$28,1390.01%
165REGAL REXNORD CORPORATIONRRX200$28,0640.01%
166MARRIOTT INTL INC NEW57190320290$27,9220.01%
167ROYAL CARIBBEAN GROUPV7780T103100$27,8920.01%
168VANGUARD INDEX FDS92290876980$26,8820.01%
169QUALCOMM INCQCOM150$25,6580.01%
170INNOVATOR ETFS TRUSTINHD603$25,1940.01%
171FS SPECIALTY LENDING FD6443231071,752$24,7740.01%
172VERALTO CORPVLTO248$24,7460.01%
173SCHWAB STRATEGIC TR808524722750$24,6000.01%
174GENERAL MTRS CO37045V100300$24,3960.01%
175VERISIGN INCVRSN100$24,2950.01%
176PAYPAL HLDGS INCPYPL404$23,5860.01%
177PFIZER INCPFE919$22,8860.01%
178DELTA AIR LINES INC DELDAL328$22,7550.01%
179SYSCO CORPSYY300$22,1070.01%
180ALIBABA GROUP HLDG LTDBBAAY150$21,9870.01%
181CORE SCIENTIFIC INC NEW21874A1061,500$21,8400.01%
182VANGUARD BD INDEX FDS921937827277$21,8310.01%
183AMERICAN AIRLS GROUP INC02376R1021,400$21,4620.01%
184ISHARES TR46428764865$20,9960.01%
185ISHARES TR46435G425140$20,8580.01%
186JOHNSON & JOHNSONJNJ100$20,6950.01%
187COCA COLA COKO295$20,6240.01%
188TJX COS INC NEW872540109134$20,6080.01%
189ARBOR REALTY TRUST INCABR-PF2,615$20,2930.01%
190ISHARES TR46434V613425$19,7800.01%
191COMERICA INC200340107225$19,5600.01%
192VANGUARD CHARLOTTE FDS92203J407380$18,3620.01%
193SELECT SECTOR SPDR TR81369Y308232$18,0220.01%
194SELECT SECTOR SPDR TR81369Y506395$17,6790.01%
195APPLOVIN CORPAPP26$17,5200.01%
196INVESCO EXCHANGE TRADED FD TIVZ130$17,4620.01%
197BOOKING HOLDINGS INCBKNG3$16,0660.01%
198SPDR SERIES TRUST78468R408634$16,0530.01%
199INVESCO EXCH TRADED FD TR IIIVZ1,395$15,6760.01%
200YUM CHINA HLDGS INCYUMC324$15,4680.01%
201INVESCO EXCH TRADED FD TR IIIVZ210$14,9990.01%
202ISHARES INC464286608231$14,8080.01%
203INNOVATOR ETFS TRUSTINHD319$14,3370.01%
204ARES CAPITAL CORPARCC700$14,1610.01%
205BCE INCBCPPF589$14,0300.01%
206ISHARES TR464288885120$13,6710.01%
207ACCENTURE PLC IRELANDACN50$13,4150.01%
208STRYKER CORPORATIONSYK36$12,6530.01%
209VERIZON COMMUNICATIONS INCVZ300$12,2190.00%
210J P MORGAN EXCHANGE TRADED F46654Q716225$12,1660.00%
211GAMESTOP CORP NEWGME-WT600$12,0480.00%
212THERMO FISHER SCIENTIFIC INCTMO20$11,5890.00%
213ADOBE INCADBE33$11,5500.00%
214CLOROX CO DELCLX110$11,0920.00%
215PLANET FITNESS INCPLNT100$10,8470.00%
216SCHWAB STRATEGIC TR808524656180$10,7930.00%
217SPDR SERIES TRUST78468R606440$10,4150.00%
218AMPLIFY ETF TR032108664128$10,2880.00%
219IDEXX LABS INC45168D10415$10,1480.00%
220FORTIS INCFTRSF195$10,1290.00%
221FIRST TR EXCHNG TRADED FD VI33740U521305$10,0270.00%
222FULLER H B COFUL168$9,9900.00%
223VANGUARD INDEX FDS92290861147$9,9550.00%
224OCCIDENTAL PETE CORP674599105242$9,9520.00%
225ISHARES TR46438G471371$9,8950.00%
226VANGUARD WORLD FD92191073380$9,6770.00%
227MESABI TRMSB247$9,5130.00%
228CVS HEALTH CORPCVS117$9,2860.00%
229CONOCOPHILLIPSCOP95$8,8930.00%
230ARROWHEAD PHARMACEUTICALS INARWR125$8,2990.00%
231SOLVENTUM CORPSOLV101$8,0040.00%
232WISDOMTREE TRWT134$6,7430.00%
233VANGUARD ADMIRAL FDS INC92193286956$6,7320.00%
234KKR & CO INCKKRT50$6,3980.00%
235SCHWAB STRATEGIC TR808524102239$6,2580.00%
236GILEAD SCIENCES INCGILD50$6,1370.00%
237MCDONALDS CORPMCD20$6,1130.00%
238BELLRING BRANDS INCBRBR220$5,8810.00%
239SCOTTS MIRACLE-GRO COSMG100$5,8350.00%
240WASTE MGMT INC DEL94106L10926$5,7130.00%
241PRUDENTIAL FINL INCPUKPF50$5,6440.00%
242DOMINOS PIZZA INCDPZ13$5,3750.00%
243SOFI TECHNOLOGIES INCSOFI200$5,2360.00%
244JELD-WEN HLDG INCJELD2,022$4,9750.00%
245ISHARES SILVER TRSLV75$4,8320.00%
246ISHARES TR46434V87890$4,5530.00%
247RIGETTI COMPUTING INCRGTIW200$4,4300.00%
248MACYS INC55616P104200$4,4100.00%
249MASCO CORPMAS68$4,3160.00%
250ISHARES TR46432F33921$4,2460.00%
251STARBUCKS CORPSBUX50$4,2110.00%
252INTEL CORPINTC114$4,2070.00%
253GE HEALTHCARE TECHNOLOGIES IGEHC50$4,1010.00%
254FIRST TR EXCHANGE TRADED FD33737A10825$3,8260.00%
255FLAHERTY & CRUMRINE PFD SECS338478100229$3,7870.00%
256CITIGROUP INCC-PR32$3,7350.00%
257DARDEN RESTAURANTS INCDRI20$3,6810.00%
258EBAY INC.EBAY41$3,5720.00%
259RIVIAN AUTOMOTIVE INCRIVN180$3,5480.00%
260HIMS & HERS HEALTH INCHIMS106$3,4420.00%
261ANGEL STUDIOS INCANGX700$3,2690.00%
262LAS VEGAS SANDS CORPLVS50$3,2550.00%
263VANECK ETF TRUST92189H839100$3,2490.00%
264OUSTER INCOUST150$3,2460.00%
265FIRST TR EXCHANGE TRADED FD33738R81125$3,2390.00%
266ISHARES TR46429B66326$3,1620.00%
267AUTODESK INCADSK10$2,9610.00%
268FIRST TR EXCHANGE TRADED FD33738R50642$2,9130.00%
269VANGUARD SPECIALIZED FUNDS92190884413$2,8580.00%
270FIRST TR EXCHANGE-TRADED FD33741X10274$2,8360.00%
271FIRST TR EXCHNG TRADED FD VI33740F888110$2,7660.00%
272FIRST TR EXCHANGE TRADED FD33738R72050$2,5940.00%
273FIRST TR EXCHNG TRADED FD VI33740F56575$2,4750.00%
274VERTEX PHARMACEUTICALS INCVRTX5$2,2670.00%
275VANGUARD WORLD FD92204A7023$2,2620.00%
276TARGET CORPTGT23$2,2490.00%
277JEFFERSON CAPITAL INCJCAP100$2,2340.00%
278ISHARES TR46428743225$2,1790.00%
279ISHARES TR46428766321$2,1540.00%
280VANGUARD INDEX FDS9229087518$2,0640.00%
281SUPER MICRO COMPUTER INCSMCI70$2,0490.00%
282NOVO-NORDISK A SNONOF40$2,0360.00%
283ISHARES TR46428767112$2,0160.00%
284CARNIVAL CORPCUKPF65$1,9860.00%
285BECTON DICKINSON & COBDX10$1,9410.00%
286BIOGEN INCBIIB11$1,9360.00%
287EATON VANCE TAX-MANAGED GLOBETN205$1,8910.00%
288FERRARI N VRACE5$1,8480.00%
289VANGUARD BD INDEX FDS92193783523$1,7040.00%
290ISHARES TR46434V4647$1,6140.00%
291FIRST TR EXCHANGE TRADED FD33738R60525$1,5890.00%
292BOEING COBA-PA7$1,5200.00%
293MODERNA INCMRNA50$1,4750.00%
294FIRST TR EXCHNG TRADED FD VI33740F80533$1,4420.00%
295JOHNSON CTLS INTL PLCG5150210512$1,4370.00%
296SHELL PLCRYDAF19$1,3970.00%
297MCCORMICK & CO INCMKC-V20$1,3630.00%
298AMERICAN BITCOIN CORP.ABTC724$1,2310.00%
299ISHARES INC46434G10318$1,2100.00%
300VANGUARD TAX-MANAGED FDS92194385819$1,1870.00%
301SCHWAB STRATEGIC TR80852480549$1,1780.00%
302VANGUARD INDEX FDS9229085384$1,1170.00%
303YETI HLDGS INCYETI25$1,1050.00%
304SELECT SECTOR SPDR TR81369Y4078$9560.00%
305SELECT SECTOR SPDR TR81369Y8528$9420.00%
306VANGUARD MALVERN FDS92202074812$9350.00%
307ISHARES TR46428822455$9040.00%
308BETA TECHNOLOGIES INCBETA30$8470.00%
309ELECTRONIC ARTS INCEA4$8180.00%
310ISHARES TR46428881012$7460.00%
311TIZIANA LIFE SCIENCES LTDTLSA500$7450.00%
312HOLOGIC INCHOLX10$7450.00%
313VANECK ETF TRUST92189F6762$7210.00%
314VANGUARD SCOTTSDALE FDS92206C6647$6970.00%
315HA SUSTAINABLE INFRA CAP INC41068X10021$6610.00%
316VANGUARD INTL EQUITY INDEX F92204285812$6460.00%
317CLEARWAY ENERGY INCCWEN-A20$6290.00%
318COMPUGEN LTDCGEN400$6120.00%
319CARLYLE GROUP INCCGABL500$5700.00%
320NANOVIRICIDES INCNNVC500$5650.00%
321GLOBAL X FDS37954Y38417$5180.00%
322AT&T INCT-PC20$4970.00%
323SAFE PRO GROUP INCSPAI100$4160.00%
324NEXTERA ENERGY INCNEE-PW5$4020.00%
325SINCLAIR INCSBGI25$3830.00%
326VANECK ETF TRUST92189F30410$3830.00%
327INVESCO EXCHANGE TRADED FD TIVZ12$3670.00%
328INVESCO EXCH TRADED FD TR IIIVZ4$3380.00%
329INVESCO EXCHANGE TRADED FD TIVZ2$3140.00%
330AMERICAN BATTERY TECHNOLOGYABAT94$3140.00%
331GE AEROSPACE3696043011$3090.00%
332WEYERHAEUSER CO MTN BEWY12$2850.00%
333ISHARES TR4642887522$1930.00%
334GLOBAL X FDS37954Y6734$1920.00%
335FIGMA INCFIG5$1870.00%
336GAMESTOP CORP NEWGME-WT60$1810.00%
337ISHARES TR4642875561$1690.00%
338FIDELITY COVINGTON TRUST3160928653$1660.00%
339ISHARES TR46435U7133$1580.00%
340BROOKFIELD RENEWABLE PARTNERG162581085$1350.00%
341SELECT SECTOR SPDR TR81369Y8603$1220.00%
342SELECT SECTOR SPDR TR81369Y1002$910.00%
343FLORA GROWTH CORP33976430012$760.00%
344SENTINELONE INCS4$600.00%
345PACER FDS TR69374H7412$580.00%
346ALTIMMUNE INCALT15$550.00%
347AMC ENTMT HLDGS INC00165C30217$270.00%
348AMERICAN WELL CORPAMWL5$250.00%
349BEYOND MEAT INCBYND30$250.00%
350BLACKROCK MUN INCOME TRBLK2$240.00%
351LUCID GROUP INCLCID2$220.00%
352LIBERTY ENERGY INCLBRT1$190.00%
353FONAR CORPFONR1$190.00%
354CORE AI HOLDINGS INCCHAI7$120.00%
355NOKIA CORPNOKBF1$70.00%
356FARADAY FUTURE INTLGT ELEC I3073598855$60.00%