Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BNC WEALTH MANAGEMENT, LLC (CIK 1821549) reported $360.4M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($19.5M, 5.40%), AMZN ($17.9M, 4.98%), AAPL ($17.9M, 4.97%), GOOGL ($16.2M, 4.49%), MSFT ($12.0M, 3.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $19.5M | 5.40% | 111,643 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $17.9M | 4.98% | 86,082 | Trimmed |
| 3 | AAPL | APPLE INC | $17.9M | 4.97% | 70,525 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $16.2M | 4.49% | 56,295 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $12.0M | 3.33% | 32,393 | Trimmed |
| 6 | TSLA | TESLA INC | $10.5M | 2.90% | 28,158 | Trimmed |
| 7 | CAT | CATERPILLAR INC | $8.7M | 2.42% | 12,294 | Trimmed |
| 8 | XLE | SELECT SECTOR SPDR TR | $8.5M | 2.37% | 139,285 | New |
| 9 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $8.0M | 2.22% | 135,225 | Added |
| 10 | APD | AIR PRODUCTS AND CHEMICALS I | $7.9M | 2.18% | 27,103 | New |
| 11 | JPM | JPMORGAN CHASE & CO | $7.7M | 2.15% | 26,319 | Trimmed |
| 12 | GEV | GE VERNOVA INC | $7.6M | 2.10% | 8,688 | Trimmed |
| 13 | ANET | ARISTA NETWORKS INC | $7.4M | 2.04% | 59,936 | Trimmed |
| 14 | KLAC | KLA CORP | $7.1M | 1.98% | 4,845 | Trimmed |
| 15 | PWR | QUANTA SVCS INC | $7.1M | 1.98% | 12,988 | Trimmed |
| 16 | BK | BANK NEW YORK MELLON CORP | $6.5M | 1.79% | 54,450 | Trimmed |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $6.4M | 1.78% | 43,820 | Trimmed |
| 18 | META | META PLATFORMS INC | $6.3M | 1.76% | 11,092 | Trimmed |
| 19 | PNC | PNC FINL SVCS GROUP INC | $6.3M | 1.74% | 30,088 | Trimmed |
| 20 | VST | VISTRA CORP | $6.2M | 1.73% | 41,400 | Added |
| 21 | CVX | CHEVRON CORPORATION | $6.2M | 1.72% | 29,874 | New |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $5.9M | 1.64% | 5,935 | Added |
| 23 | TJX | TJX COS INC NEW | $5.8M | 1.62% | 36,606 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $5.7M | 1.59% | 28,131 | Trimmed |
| 25 | XLB | SELECT SECTOR SPDR TR | $5.7M | 1.58% | 114,079 | New |
Source: SEC Form 13F filings · as of 2026-03-31