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Portfolio (Quarterly) Guide ↗

BNB Wealth Management, LLC

· CIK 0002111175
13F Portfolio $183M AUM 94 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 27 Added 28 Reduced 6 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INCORPORATED Consumer Cyclical 1,109.0 $391K 0.21% +38.0 +3.5% $352.83 -6.4%
22 TSME THRIVENT SMALL-MID CAP EQUITY ETF 6,986.0 $366K 0.20% +1K +18.6% $52.37 -9.5%
23 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 5,949.0 $359K 0.20% +964.0 +19.3% $60.29 +3.8%
24 GLD SPDR GOLD SHARES Financial Services 877.0 $323K 0.18% +18.0 +2.1% $368.38 +11.0%
25 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 1,951.0 $296K 0.16% +175.0 +9.8% $151.46 -10.8%
26 SCHW SCHWAB CHARLES CORPORATION Financial Services 3,001.0 $277K 0.15% +245.0 +8.9% $92.27 +19.4%
27 GS GOLDMAN SACHS GROUP INCORPORATED Financial Services 255.0 $257K 0.14% +2.0 +0.8% $1009.77 +2.4%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.8%
Communication Services 14.3%
Consumer Cyclical 10.4%
Financial Services 7.3%
Industrials 6.9%
Energy 3.7%
Consumer Defensive 3.0%
Healthcare 3.0%
Utilities 1.1%
Basic Materials 0.4%