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Portfolio (Quarterly) Guide ↗

BNB Wealth Management, LLC

· CIK 0002111175
13F Portfolio $156M AUM 90 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 27 Added 19 Reduced 5 Exited
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PTLC PACER TRENDPILOT US LARGE CAP ETF 4,565.0 $239K 0.15% $52.46 +10.6%
82 VALE VALE S A SPONSORED ADS (BRAZIL) Basic Materials 14,918.0 $237K 0.15% +5K +49.2% $15.91 +3.6%
83 JVAL JPMORGAN U 4,831.0 $236K 0.15% $48.86 +14.7%
84 DOV DOVER CORPORATION Industrials 1,100.0 $229K 0.15% -300.0 -21.4% $208.45 +0.7%
85 PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A Technology 1,525.0 $223K 0.14% -975.0 -39.0% $146.28 -6.4%
86 DUK DUKE ENERGY CORPORATION NEW COM NEW Utilities 1,702.0 $223K 0.14% NEW $130.94 -4.0%
87 GS GOLDMAN SACHS GROUP INCORPORATED Financial Services 253.0 $215K 0.14% $849.09 +17.4%
88 EWY ISHARES INCORPORATED MSCI STH KOR ETF 1,745.0 $215K 0.14% NEW $123.01 +48.0%
89 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 3,780.0 $214K 0.14% -478.0 -11.2% $56.68 -0.6%
90 EXG EATON VANCE TAX-MANAGED GLOBAL Financial Services 19,797.0 $171K 0.11% $8.66 +8.1%
Page 5 of 5  ·  90 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 37.3%
Communication Services 24.1%
Consumer Cyclical 10.5%
Industrials 8.2%
Financial Services 7.0%
Energy 5.1%
Consumer Defensive 3.9%
Healthcare 2.9%
Utilities 0.5%
Basic Materials 0.5%