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Portfolio (Quarterly) Guide ↗

BNB Wealth Management, LLC

· CIK 0002111175
13F Portfolio $155M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New
Page 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MPC MARATHON PETE CORPORATION Energy 2,295.0 $373K 0.24% NEW $162.63 +56.6%
62 IXN ISHARES TR GLOBAL TECH ETF 3,533.0 $371K 0.24% NEW $105.00 +28.9%
63 WMT WALMART INCORPORATED Consumer Defensive 3,305.0 $368K 0.24% NEW $111.40 +8.0%
64 HD HOME DEPOT INCORPORATED Consumer Cyclical 1,068.0 $368K 0.24% NEW $344.21 -9.0%
65 MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A Consumer Cyclical 1,132.0 $351K 0.23% NEW $310.24 +19.0%
66 CGIE CAPITAL GROUP INTL EQUITY ETF 9,891.0 $344K 0.22% NEW $34.82 +3.7%
67 XOM EXXON MOBIL CORPORATION Energy 2,841.0 $342K 0.22% NEW $120.34 +28.7%
68 TSM TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS Technology 1,101.0 $334K 0.21% NEW $303.80 +33.2%
69 HERD PACER CASH COWS FUND OF FUNDS ETF 7,612.0 $331K 0.21% NEW $43.46 +10.5%
70 BAC BANK AMERICA CORPORATION Financial Services 5,713.0 $314K 0.20% NEW $55.00 -5.8%
71 SCHW SCHWAB CHARLES CORPORATION Financial Services 2,749.0 $275K 0.18% NEW $99.89 -9.8%
72 DOV DOVER CORPORATION Industrials 1,400.0 $273K 0.18% NEW $195.24 +7.5%
73 TJX TJX COMPANIES INCORPORATED NEW Consumer Cyclical 1,773.0 $272K 0.17% NEW $153.63 +3.0%
74 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 15,220.0 $269K 0.17% NEW $17.67 +1.2%
75 PTLC PACER TRENDPILOT US LARGE CAP ETF 4,565.0 $254K 0.16% NEW $55.58 +4.4%
76 PSX PHILLIPS 66 Energy 1,912.0 $247K 0.16% NEW $129.04 +37.7%
77 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 4,258.0 $244K 0.16% NEW $57.24 -1.6%
78 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 5,417.0 $242K 0.16% NEW $44.71 +33.1%
79 JVAL JPMORGAN U.S. VALUE FACTOR ETF 4,831.0 $237K 0.15% NEW $49.08 +14.2%
80 GLW CORNING INCORPORATED Technology 2,700.0 $236K 0.15% NEW $87.56 +121.6%
Page 4 of 5  ·  88 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 38.7%
Communication Services 24.2%
Consumer Cyclical 10.6%
Financial Services 9.6%
Industrials 7.5%
Consumer Defensive 3.2%
Energy 3.1%
Healthcare 2.9%
Basic Materials 0.3%