StockDriftsStockDriftsTop 50 Bnc Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 5.85% | 101.5K | $24.2M | +17.87%(+15.38K) | $179.56(+46.21%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.39% | 111.5K | $22.3M | -0.14%(-152) | $18.38(+1130.16%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.89% | 69.8K | $20.2M | -0.99%(-696) | $117.12(+160.74%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.86% | 56.3K | $20.1M | -0.06%(-36) | $102.82(+235.26%) | 2026-06-30 | |
| KLAC | KLA CORP | 3.57% | 49.0K | $14.8M | +1.07%(+520) | $48.93(+305.87%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.18% | 12.4K | $13.2M | +0.51%(+63) | $317.55(+173.81%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.99% | 21.3K | $12.4M | -24.31%(-6.84K) | $128.12(+299.82%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.92% | 32.4K | $12.1M | +0.06%(+19) | $258.30(+88.18%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.88% | 28.3K | $11.9M | +0.57%(+160) | $227.35(+49.80%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 2.61% | 238.0K | $10.8M | new | $45.63(-3.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.07% | +95.64% | +14.86% | +99.91% |
| Top 20 Holdings Unweighted | +24.70% | +93.93% | +13.96% | +92.20% |
Bnc Wealth Management LLC reports $413.55M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (5.8%), NVDA (5.4%) and AAPL (4.9%). The top 20 holdings account for 59.5% of reported assets. Its disclosed equity book has returned +95.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bnc Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1821549). View Bnc Wealth Management LLC’s 13F filings on SEC