Bnc Wealth Management, LLC
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$360.4M
Holdings
116
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (336 shares)
5.4%
02
$AMZN
AMAZON COM INC
Q1 2026: New position (11.3k shares)
5.0%
03
$AAPL
APPLE INC
Q1 2026: New position (19.9k shares)
5.0%
04
$EFA
iShares Tr MSCI Eafe ETF
Held since at least Q1 2024
4.7%
05
$GOOGL
ALPHABET INC
Q1 2026: New position (636 shares)
4.5%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (110 shares)
3.3%
07
$TSLA
TESLA INC
Held since at least Q1 2024
2.9%
08
$CAT
CATERPILLAR INC
Held since at least Q1 2024
2.4%
09
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.4%
10
$FBTC
FIDELITY WISE ORIGIN BITCOIN
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:22 UTC.