BNC WEALTH MANAGEMENT, LLC 13F Holdings

CIK 0001821549 · BEAVERTON, OR

As of Sep 30, 2025, BNC WEALTH MANAGEMENT, LLC reported 107 positions worth $396.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology185,193$34.6M8.72%
AMAZON.COM INCAMZNEquity118,992$26.1M6.60%
APPLE INCAAPLTechnology81,894$20.9M5.26%
MICROSOFT CORPMSFTTechnology37,251 9.3M4.87%
ALPHABET INCGOOGLEquity68,950 6.8M4.23%
TESLA INCTSLAConsumer Cyclical36,949 6.4M4.15%
ARISTA NETWORKS INCANETTechnology90,902 3.2M3.34%
META PLATFORMS INCMETACommunication Services15,542 1.4M2.88%
PALANTIR TECHNOLOGIES INCPLTRTechnology50,845$9.3M2.34%
ORACLE CORPORCLTechnology32,493$9.1M2.31%
SPDR GOLD TRUSTGQ9—24,151$8.6M2.17%
JPMORGAN CHASE & COJPMFinancial Services27,185$8.6M2.16%
ROBINHOOD MARKETS INC - AHOODEquity59,827$8.6M2.16%
CADENCE DESIGN SYSTEMS INCCDNSTechnology23,484$8.2M2.08%
AXON ENTERPRISE INCAXONIndustrials10,875$7.8M1.97%
QUANTA SERVICES INCPWRIndustrials17,007$7.0M1.78%
KLA CORPKLACTechnology6,414$6.9M1.75%
PALO ALTO NETWORKS INCPANWTechnology32,009$6.5M1.65%
ISHARES BITCOIN TRUST ETFIBIT—94,567$6.1M1.55%
GARMIN LTDGRMNTechnology24,767$6.1M1.54%
CATERPILLAR INCCATIndustrials12,285$5.9M1.48%
BANK OF NEW YORK MELLON CORPBKFinancial Services53,602$5.8M1.47%
GE VERNOVA INCGEVUtilities9,451$5.8M1.47%
LAM RESEARCH CORPLRCXTechnology40,756$5.5M1.38%
AMERICAN EXPRESS COAXPFinancial Services16,062$5.3M1.35%