Bnc Wealth Management, LLC Portfolio Holdings

Bnc Wealth Management, LLC

  • $358 Million
  • Q3 2025

Bnc Wealth Management, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $358 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $34.6M, Amazon Com Inc with a value of $26.1M, Apple Inc. with a value of $20.9M, Microsoft Corp with a value of $19.3M, and Alphabet Inc. with a value of $16.8M.

Examining the 13F form we can see an increase of $43.4M in the current position value, from $314M to 358M.

Below you can find more details about Bnc Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $358 Million
Technology: $148 Million
Consumer Cyclical: $51.1 Million
Financial Services: $41.3 Million
Industrials: $38.6 Million
Communication Services: $35.9 Million
ETFs: $30.1 Million
Consumer Defensive: $7.44 Million
Utilities: $3.5 Million
Other: $1.85 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.77B
$2.11 Million 0.59% of portfolio
6,540
Q3 2025 Added 10.32%
$4.83B
$491,000 0.14% of portfolio
10,105
Q3 2020 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $358 Million
  • Prior Value $314 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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