BNB Wealth Management, LLC - Portfolio overview

BNB Wealth Management, LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. CGGO - CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT, 7.22%
2. CGMS - CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF, 5.92%
3. COWG - PACER FDS TR US LARGE CAP CASH COWS, 4.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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