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BNC WEALTH MANAGEMENT, LLC 13F portfolio summary

BNC WEALTH MANAGEMENT, LLC of BNC WEALTH MANAGEMENT, LLC has 106 current stock holdings with a reported portfolio value of $413.6M. The portfolio 1 year return is +27.68%. Top holdings include AMZN (5.85%), NVDA (5.39%), AAPL (4.89%), GOOGL (4.86%), KLAC (3.57%).

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BNC WEALTH MANAGEMENT, LLC

BNC WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30

BNC WEALTH MANAGEMENT, LLC runs BNC WEALTH MANAGEMENT, LLC and currently holds 106 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $413.55M. Their top holdings are AMZN, NVDA, AAPL, GOOGL, KLAC. The top five represent 24.6% of reported portfolio weight. BNC WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BNC WEALTH MANAGEMENT, LLC initiated 10 new positions. They added to 40 existing positions. They trimmed 34 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
AMZN5.8%
NVDA5.4%
AAPL4.9%
GOOGL4.9%
KLAC3.6%
Top 5: 24.6%
Portfolio Returns
1 Year
+27.68%
#0/1000
3 Year
+95.55%
#0/1000
5 Year
+103.26%
#0/1000

Portfolio Value

$413.55M

Alpha Score

77.3

#0 of 1000

Holdings

106

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106 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AMZN
AMAZON COM INC
5.85%$183.44$258.63+40.99%
Added
+17.87%
NVDA
NVIDIA CORPORATION
5.39%$20.98$214.76+923.64%
Trimmed
-0.14%
AAPL
APPLE INC
4.89%$127.63$309.35+142.38%
Trimmed
-0.99%
GOOGL
ALPHABET INC
4.86%$106.55$344.82+223.62%
Trimmed
-0.06%
KLAC
KLA CORP
3.57%$92.40$183.99+99.12%
Added
+910.73%
CAT
CATERPILLAR INC
3.18%$328.24$827.65+152.15%
Added
+0.51%
AMD
ADVANCED MICRO DEVICES INC
2.99%$153.83$473.25+207.64%
Trimmed
-24.31%
MSFT
MICROSOFT CORP
2.92%$264.16$483.24+82.93%
Added
+0.06%
TSLA
TESLA INC
2.88%$248.14$362.86+46.23%
Added
+0.57%
XLU
SELECT SECTOR SPDR TR
2.61%$45.34$42.76-5.69%
New Buy

Showing 1-10 of 106