BNC WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Beaverton, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 360,357
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 106 | 360,357 | 13F-HR | BNC WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/22/2026 | 106 | 389,944 | 13F-HR | BNC WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/10/2025 | 107 | 396,081 | 13F-HR | BNC WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/15/2025 | 98 | 337,072 | 13F-HR | BNC WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 320.7 K | 89.0% | 0 | 52.19 K | -52.19 K |
| ETFs | 39.44 K | 10.9% | 22.62 K | 0 | 22.62 K |
| Debt | 240 | 0.1% | 0 | 8 | -8 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
360,357
Holdings
106
QoQ value change ($000)
-29,587
(-7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.