§ 13F · FUND PROFILE
BNC WEALTH MANAGEMENT, LLC.
AUM · $414M (13F)Positions · 107Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 101K | $24M | 5.8% | +18% |
| 2 | NVDA | NVIDIA CORPORATION | 111K | $22M | 5.4% | ±0% |
| 3 | AAPL | APPLE INC | 70K | $20M | 4.9% | −1% |
| 4 | GOOGL | ALPHABET INC | 56K | $20M | 4.9% | ±0% |
| 5 | KLAC | KLA CORP | 49K | $15M | 3.6% | +911% |
| 6 | CAT | CATERPILLAR INC | 12K | $13M | 3.2% | +1% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 21K | $12M | 3.0% | −24% |
| 8 | MSFT | MICROSOFT CORP | 32K | $12M | 2.9% | ±0% |
| 9 | TSLA | TESLA INC | 28K | $12M | 2.9% | +1% |
| 10 | XLU | SELECT SECTOR SPDR TR | 238K | $11M | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BNC SIGNAL
AC read
BNC WEALTH MANAGEMENT, LLC is a Other fund managing $414 million in assets. The fund runs a portfolio of 107 positions.
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