BNC WEALTH MANAGEMENT, LLC

CIK: 0001821549Latest portfolio: $389.9M · Q4 2025

Holdings

106

Total Value

$389.9M

New Positions

8

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
170,364$31.8M8.15%-14,829
2
AMZNAMAZON COM INC
111,706$25.8M6.61%-7,286
3
GOOGLALPHABET INC
67,786$21.2M5.44%-1,164
4
AAPLAPPLE INC
77,248$21.0M5.39%-4,646
5
MSFTMICROSOFT CORP
36,423$17.6M4.52%-828
6
TSLATESLA INC
35,284$15.9M4.07%-1,665
7
ANETARISTA NETWORKS INC
89,108$11.7M2.99%-1,794
8
METAMETA PLATFORMS INC
14,891$9.8M2.52%-651
9
PLTRPALANTIR TECHNOLOGIES INC
52,082$9.3M2.37%+1K
10
JPMJPMORGAN CHASE & CO.
27,803$9.0M2.30%+618
11
KLACKLA CORP
6,467$7.9M2.02%+53
12
GDXVANECK ETF TRUST
88,782$7.6M1.95%+85K
13
CDNSCADENCE DESIGN SYSTEM INC
23,686$7.4M1.90%+202
14
PWRQUANTA SVCS INC
17,326$7.3M1.88%+319
15
CATCATERPILLAR INC
12,577$7.2M1.85%+292
16
LRCXLAM RESEARCH CORP
41,869$7.2M1.84%+1K
17
HOODROBINHOOD MKTS INC
62,941$7.1M1.83%+3K
18
PNCPNC FINL SVCS GROUP INC
32,171$6.7M1.72%NEW
19
AMDADVANCED MICRO DEVICES INC
30,716$6.6M1.69%+2K
20
GEVGE VERNOVA INC
9,861$6.4M1.65%+410
21
BKBANK NEW YORK MELLON CORP
55,510$6.4M1.65%+2K
22
AXONAXON ENTERPRISE INC
11,058$6.3M1.61%+183
23
AXPAMERICAN EXPRESS CO
16,458$6.1M1.56%+396
24
PANWPALO ALTO NETWORKS INC
32,720$6.0M1.55%+711
25
FBTCFIDELITY WISE ORIGIN BITCOIN
74,757$5.7M1.46%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
GDX89K+85K
NFLX41K+37K
MNST50K+5K
GRNY27K+5K
EMR28K+3K
HOOD63K+3K
AMD31K+2K
AVXL12K+2K
BK56K+2K
XLK4K+2K

Decreased Positions

NameSharesChange
GQ92K-22304
SCHB30K-18174
NVDA170K-14829
SCHD29K-13381
AMZN112K-7286
SCHA46K-5021
AAPL77K-4646
ANET89K-1794
TSLA35K-1665
ETN12K-1229

Sector Breakdown

Financial Services0.0% ($8.958761471186716e+139T)
Technology0.0% ($3.177221000176141e+63T)
Industrials0.0% ($7.312720462804826e+38T)
Consumer Cyclical0.0% ($2.5784158675000403e+28T)
Unknown0.0% ($17431017.7T)
Communication Services0.0% ($2121798.3T)
Healthcare0.0% ($42825.7T)
Energy0.0% ($389.2B)
Consumer Defensive0.0% ($40.1B)
Utilities0.0% ($6.4B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 22, 2026$389.9M106
Q3 2025Oct 10, 2025$396.1B107
Q2 2025Jul 15, 2025$337.1B98
Q1 2025Apr 16, 2025$277.5B98

Fund Information

CIK0001821549
Most Recent FilingJan 22, 2026
Number of Filings4

BNC WEALTH MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $389.9M across 106 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 8.1% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 9 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.