BNC Wealth Management, LLC
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.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.72% | $34.6M | 185,193 | $20.98 | $186.58 | +$5.1M |
A AMZN | AMAZON COM INC | 6.60% | $26.1M | 118,992 | $173.62 | $219.57 | -$415.2K |
A AAPL | APPLE INC | 5.26% | $20.9M | 81,894 | $127.63 | $254.63 | +$3.4M |
M MSFT | MICROSOFT CORP | 4.87% | $19.3M | 37,251 | $264.10 | $517.95 | +$495.9K |
G GOOGL | ALPHABET INC | 4.23% | $16.8M | 68,950 | $106.55 | $243.10 | +$4.6M |