Stock Taper 
BERNARD WEALTH MANAGEMENT CORP.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dutch Bros Inc. | BROS | 815 | $58.53K |
 FirstEnergy Corp. | FE | 828 | $39.36K |
 PepsiCo, Inc. | PEP | 850 | $115.09K |
 BrightSpring Health Services, Inc. Common Stock | BTSG | 850 | $59.28K |
 Medtronic plc | MDT | 914 | $71.5K |
 Tesla, Inc. | TSLA | 958 | $402.94K |
 CMS Energy Corporation | CMS | 962 | $73.59K |
 Oracle Corporation | ORCL | 983 | $144.06K |
 Wells Fargo & Company | WFC | 996 | $82.31K |
 Chevron Corporation | CVX | 1.04K | $172.39K |
 General Dynamics Corporation | GD | 1.07K | $380.45K |
 InvenTrust Properties Corp. | IVT | 1.07K | $38.05K |
 Solstice Advanced Materials Inc. | SOLS | 1.19K | $105.43K |
 Skyworks Solutions, Inc. | SWKS | 1.23K | $83.49K |
 The Walt Disney Company | DIS | 1.25K | $120.17K |
 Costco Wholesale Corporation | COST | 1.33K | $1.25M |
 American Airlines Group Inc. | AAL | 1.4K | $25.3K |
 Netflix, Inc. | NFLX | 1.41K | $100.82K |
 Core Scientific, Inc. | CORZ | 1.5K | $38.38K |
 Uber Technologies, Inc. | UBER | 1.59K | $114.59K |