Long-term investor
Bnc Wealth Management, LLC @bncwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001821549).
Record
- Tracked since 2025-06-30 (477 days), 201 trades recorded
- Returns: week n/a · month n/a · 90 days -4.7% · 6 months +14.1% · 1 year +18.3% · all +18.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 6.7% · long · since 2025-09-30
- NVDA · 6.1% · long · since 2025-09-30
- AAPL · 5.3% · long · since 2025-09-30
- GOOGL · 4.9% · long · since 2025-09-30
- MSFT · 4.3% · long · since 2025-09-30
- AMD · 3.5% · long · since 2025-09-30
- 040413205 · 2.9% · long · since 2025-09-30
- 46138E339 · 2.6% · long · since 2026-09-30
- LLY · 2.5% · long · since 2025-12-31
- TSLA · 2.4% · long · since 2025-09-30
- CAT · 2.3% · long · since 2025-09-30
- KLAC · 2.2% · long · since 2025-09-30