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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 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A Consumer Cyclical 1,132.0 $420K 0.23% $370.59 -5.3%
62 JPMORGAN ULTRA-SHORT INCOME ETF 8,193.0 $414K 0.23% $50.57
63 HD HOME DEPOT INCORPORATED Consumer Cyclical 1,109.0 $391K 0.21% +38.0 +3.5% $352.83 -6.4%
64 PEP PEPSICO INC Consumer Defensive 2,807.0 $380K 0.21% -423.0 -13.1% $135.39 +4.2%
65 PSX PHILLIPS 66 Energy 2,242.0 $379K 0.21% -231.0 -9.3% $169.04 +44.4%
66 WMT WALMART INC Consumer Defensive 3,320.0 $376K 0.21% $113.27 -9.0%
67 BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP Utilities 10,075.0 $368K 0.20% NEW $36.49 +4.4%
68 TSME THRIVENT SMALL-MID CAP EQUITY ETF 6,986.0 $366K 0.20% +1K +18.6% $52.37 -9.5%
69 CGIE CAPITAL GROUP INTL EQUITY ETF 9,891.0 $364K 0.20% $36.78 +3.2%
70 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 5,949.0 $359K 0.20% +964.0 +19.3% $60.29 +3.8%
71 HERD PACER CASH COWS FUND OF FUNDS ETF 7,607.0 $358K 0.20% $47.06 +11.7%
72 VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 1,414.0 $353K 0.19% NEW $249.51 -9.0%
73 FLRT PACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETF 7,209.0 $336K 0.18% -400.0 -5.3% $46.63 +0.1%
74 GLD SPDR GOLD SHARES Financial Services 877.0 $323K 0.18% +18.0 +2.1% $368.38 +11.0%
75 BAC BANK OF AMER CORPORATION Financial Services 5,641.0 $321K 0.18% -87.0 -1.5% $56.98 +9.4%
76 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 1,951.0 $296K 0.16% +175.0 +9.8% $151.46 -10.8%
77 INTC INTEL CORPORATION Technology 2,076.0 $290K 0.16% NEW $139.64 -35.9%
78 JVAL JPMORGAN U.S. VALUE FACTOR ETF 4,831.0 $283K 0.15% $58.64 +1.7%
79 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 5,331.0 $283K 0.15% $53.11 +18.0%
80 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 15,220.0 $281K 0.15% $18.43 -0.9%
Page 4 of 5  ·  94 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%