Sign in

You're signed outSign in or to get full access.

BNC Wealth Management, LLC

CIK:0001821549
Investment Adviser
$711M AUM
107 holdings
Beaverton, OR, US
Founded:2020
5 employees
Latest filing:Sep 30, 2025

BNC Wealth Management, LLC is a US-based independent registered investment adviser headquartered in Beaverton, Oregon. Founded circa 2020, the firm serves nearly 2,000 clients including individuals (with a focus on high net worth), pension and profit sharing plans, charitable organizations, and small businesses. It is a boutique firm with approximately 5 employees (mostly investment-focused) providing personalized wealth management, financial planning, and investment advisory services.

Investment Strategy

BNC Wealth Management, LLC employs a long-term, client-centric investment strategy. They build diversified portfolios for clients—primarily high net worth individuals and retirement plans—using a mix of US equities (major holdings include technology and blue-chip stocks like Apple, Microsoft, Amazon, Alphabet, and Nvidia) alongside other asset classes. The firm emphasizes active portfolio management, discretionary strategies, and tailored solutions to meet clients’ financial goals.

Latest 13F Filing Activity

BNC Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 107 equity positions with a total 13F market value of $396M. The fund increased holdings in SPDR Gold TR, Lam Research Corp., Nvidia Corporation among other positions. BNC Wealth Management, LLC reduced exposure to Intuitive Surgical Inc., Deere & Co., Abbott Labs among others.

Top Buys
G
GLDSPDR GOLD TR
+$8.4M
L
LRCXLAM RESEARCH CORP
+$5.5M
N
NVDANVIDIA CORPORATION
+$5.1M
E
ETHAISHARES ETHEREUM TR
+$5.0M
T
TSLATESLA INC
+$4.9M
Top Sells
I
ISRGINTUITIVE SURGICAL INC
-$6.2M
D
DEDEERE & CO
-$4.0M
A
ABTABBOTT LABS
-$3.4M
A
AUANGLOGOLD ASHANTI PLC
-$3.1M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$3.0M

Top Holdings

N
NVDANVIDIA CORPORATION
+8.7%$34.6M
A
AMZNAMAZON COM INC
+6.6%$26.1M
A
AAPLAPPLE INC
+5.3%$20.9M
M
MSFTMICROSOFT CORP
+4.9%$19.3M
G
GOOGLALPHABET INC
+4.2%$16.8M

Equity Positions (107)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION8.72%$34.6M185,193$20.98$186.58+$5.1M
AMAZON COM INC6.60%$26.1M118,992$173.62$219.57-$415.2K
APPLE INC5.26%$20.9M81,894$127.63$254.63+$3.4M
MICROSOFT CORP4.87%$19.3M37,251$264.10$517.95+$495.9K
ALPHABET INC4.23%$16.8M68,950$106.55$243.10+$4.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+13.5%
SEMICONDUCTORS & RELATED DEVICES
+11.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.6%
ELECTRONIC COMPUTERS
+5.3%