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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INCORPORATED Technology 1,230.0 $715K 0.39% NEW $580.91 -19.9%
2 WDC WESTERN DIGITAL CORPORATION Technology 900.0 $575K 0.31% NEW $639.01 -28.1%
3 BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP Utilities 10,075.0 $368K 0.20% NEW $36.49 +4.4%
4 VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 1,414.0 $353K 0.19% NEW $249.51 -9.0%
5 INTC INTEL CORPORATION Technology 2,076.0 $290K 0.16% NEW $139.64 -35.9%
6 CGXU CAPITAL GROUP INTL FOCUS SHS CREATION UNIT 7,535.0 $261K 0.14% NEW $34.62 +1.1%
7 VTI VANGUARD TOTAL STOCK MARKET ETF 590.0 $218K 0.12% NEW $369.73 +2.6%
8 PNC PNC FINL SVCS GROUP INCORPORATED Financial Services 878.0 $216K 0.12% NEW $246.22 -1.6%
9 QQQ INVESCO QQQ TRUST Financial Services 275.0 $203K 0.11% NEW $736.40 -2.7%
10 DNP DNP SELECT INCOME FD INCORPORATED Financial Services 10,425.0 $112K 0.06% NEW $10.79 +1.3%

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%