Bnc Wealth Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$360.4M
Q ending 2026-03-31
Prior quarter
$389.9M
Q ending 2025-12-31
Change
-7.6% QoQ · +29.9% YoY
Positions
106
reported holdings

Largest positions

Top 100 of 106 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$19.5M112K
Amazon Com IncAMZNShares$17.9M86K
Apple IncAAPLShares$17.9M71K
Alphabet IncGOOGLShares$16.2M56K
Microsoft CorpMSFTShares$12.0M32K
Tesla IncTSLAShares$10.5M28K
Caterpillar IncCATShares$8.7M12K
Select Sector Spdr TrXLEShares$8.5M139K
Fidelity Wise Origin BitcoinFBTCShares$8.0M135K
Air Products And Chemicals IAPDShares$7.9M27K
Jpmorgan Chase & CoJPMShares$7.7M26K
Ge Vernova IncGEVShares$7.6M9K
Arista Networks IncANETShares$7.4M60K
Kla CorpKLACShares$7.1M5K
Quanta Svcs IncPWRShares$7.1M13K
Bank New York Mellon CorpBNYShares$6.5M54K
Palantir Technologies IncPLTRShares$6.4M44K
Meta Platforms IncMETAShares$6.3M11K
Pnc Finl Svcs Group IncPNCShares$6.3M30K
Vistra CorpVSTShares$6.2M41K
Chevron CorporationCVXShares$6.2M30K
Costco Wholesale CorporationCOSTShares$5.9M6K
Tjx Cos Inc NewTJXShares$5.8M37K
Advanced Micro Devices IncAMDShares$5.7M28K
Select Sector Spdr TrXLBShares$5.7M114K
Ge AerospaceGEShares$5.7M20K
Cadence Design System IncCDNSShares$5.6M20K
Eaton Corp PlcShares$5.2M15K
Goldman Sachs Group IncGSShares$5.2M6K
Fidelity Ethereum FdFETHShares$5.2M247K
Deere & CoDEShares$5.1M9K
American Express CoAXPShares$5.1M17K
Broadcom IncAVGOShares$5.0M16K
Monster Beverage Corp NewMNSTShares$4.7M65K
Amgen IncAMGNShares$4.6M13K
Robinhood Mkts IncHOODShares$4.6M66K
Packaging Corp AmerPKGShares$4.3M20K
Ppg Inds IncPPGShares$4.3M40K
Vanguard Index FdsVTIShares$4.2M13K
Union Pac CorpUNPShares$3.9M16K
Northrop Grumman CorpNOCShares$3.9M6K
Marsh & Mclennan Cos IncMRSHShares$3.8M22K
Ishares TrIBBShares$3.4M20K
Ishares TrILFShares$3.4M96K
Texas Pacific Land CorporatiTPLShares$3.4M7K
Oneok Inc NewOKEShares$3.1M34K
State Str Spdr S&P 500 Etf TSPYShares$2.8M4K
Starbucks CorpSBUXShares$2.5M28K
Netflix Inc.NFLXShares$2.4M25K
Echostar CorpECHOShares$2.4M21K
Merck & Co IncMRKShares$2.1M18K
Trane Technologies PlcShares$1.7M4K
Vanguard Specialized FundsVIGShares$1.7M8K
Walmart IncWMTShares$1.6M13K
Home Depot IncHDShares$1.3M4K
Invesco Qqq TrQQQShares$1.3M2K
Parker-Hannifin CorpPHShares$1.3M1K
Boeing CoBAShares$906K5K
Rambus Inc DelRMBSShares$866K10K
Schwab Strategic TrSCHDShares$864K28K
Alphabet IncGOOGShares$799K3K
Tidal Trust IGRNYShares$744K31K
Schwab Strategic TrSCHBShares$739K29K
Invesco Exchange Traded Fd TRSPShares$734K4K
Spdr Gold TrGLDShares$701K2K
Schwab Strategic TrSCHAShares$652K22K
Micron Technology IncMUShares$631K2K
Ishares Silver TrSLVShares$613K9K
Intel CorpINTCShares$598K14K
Ishares TrIVVShares$592K906
Exxon Mobil CorpXOMShares$542K3K
Visa IncVShares$533K2K
Nuveen Quality Muncp IncomeNADShares$510K44K
Philip Morris Intl IncPMShares$499K3K
Johnson & JohnsonJNJShares$494K2K
Select Sector Spdr TrXLKShares$465K3K
Glacier Bancorp Inc NewGBCIShares$451K10K
Lowes Cos IncLOWShares$424K2K
Mastercard IncorporatedMAShares$395K790
Berkshire Hathaway Inc DelBRK/BShares$391K816
Ishares TrIWMShares$381K2K
Vaneck Etf TrustGDXShares$376K4K
Caseys Gen Stores IncCASYShares$360K494
Mcdonalds CorpMCDShares$335K1K
Qualcomm IncQCOMShares$322K3K
Bank America CorpBACShares$304K6K
Csx CorpCSXShares$299K7K
State Str Spdr Dow Jones IndDIAShares$289K624
Ishares TrAGGShares$283K3K
Travelers Companies IncTRVShares$270K925
Flextronics Intl LtdShares$269K4K
Wells Fargo & CoWFCShares$256K3K
Us BancorpUSBShares$251K5K
Vanguard Bd Index FdsBSVShares$240K3K
Vanguard World FdVAWShares$239K1K
Abbvie IncABBVShares$233K1K
Vanguard Bd Index FdsBIVShares$226K3K
Nike IncNKEShares$226K4K
Ishares TrIWFShares$222K521
Schwab Strategic TrSCHGShares$215K7K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.