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BNC WEALTH MANAGEMENT, LLC 13F portfolio summary

BNC WEALTH MANAGEMENT, LLC of BNC WEALTH MANAGEMENT, LLC has 105 current stock holdings with a reported portfolio value of $360.4M. The portfolio 1 year return is +27.92%. Top holdings include BSV (0.00%), SPY (0.00%), QQQ (0.00%), NVDA (5.53%), AMZN (5.09%).

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BNC WEALTH MANAGEMENT, LLC

BNC WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

BNC WEALTH MANAGEMENT, LLC runs BNC WEALTH MANAGEMENT, LLC and currently holds 105 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $360.36M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BNC WEALTH MANAGEMENT, LLC ranks #363 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BNC WEALTH MANAGEMENT, LLC's portfolio at BNC WEALTH MANAGEMENT, LLC has delivered returns of +27.92%. Their 3-year annualized return is +79.19%. Looking at the 5-year horizon, BNC WEALTH MANAGEMENT, LLC has achieved +88.10% annualized returns at BNC WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+27.92%
#414/1000
3 Year
+79.19%
#374/1000
5 Year
+88.10%
#319/1000

Portfolio Value

$360.36M

Alpha Score

64.1

#363 of 1000

Holdings

105

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change