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Portfolio (Quarterly) Guide ↗

BNC WEALTH MANAGEMENT, LLC

· CIK 0001821549
13F Portfolio $414M AUM 107 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 106 New
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHD SCHWAB STRATEGIC TR 27,238.0 $864K 0.21% NEW $31.71 +10.2%
62 SCHB SCHWAB STRATEGIC TR 29,068.0 $842K 0.20% NEW $28.96 +2.8%
63 SCHA SCHWAB STRATEGIC TR 21,473.0 $776K 0.19% NEW $36.13 -3.7%
64 IVV ISHARES TR 906.0 $678K 0.16% NEW $748.89 +3.4%
65 FLEX FLEX LTD Technology 4,112.0 $666K 0.16% NEW $162.07 -28.9%
66 XLK SELECT SECTOR SPDR TR 3,456.0 $658K 0.16% NEW $190.52 -1.7%
67 V VISA INC Financial Services 1,736.0 $596K 0.14% NEW $343.09 +11.0%
68 PM PHILIP MORRIS INTL INC Consumer Defensive 3,020.0 $546K 0.13% NEW $180.91 +6.8%
69 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 44,372.0 $538K 0.13% NEW $12.12 -3.3%
70 GLD SPDR GOLD TR Financial Services 1,455.0 $536K 0.13% NEW $368.27 +14.8%
71 GBCI GLACIER BANCORP INC NEW Financial Services 10,105.0 $521K 0.13% NEW $51.58 -8.9%
72 SLV ISHARES SILVER TR Financial Services 9,697.0 $518K 0.12% NEW $53.47 +17.3%
73 JNJ JOHNSON & JOHNSON Healthcare 2,029.0 $515K 0.12% NEW $253.97 +5.1%
74 IWM ISHARES TR 1,500.0 $451K 0.11% NEW $300.39 -0.1%
75 QCOM QUALCOMM INC Technology 2,378.0 $439K 0.11% NEW $184.81 -11.0%
76 XOM EXXON MOBIL CORP Energy 3,194.0 $437K 0.11% NEW $136.73 +15.0%
77 MA MASTERCARD INCORPORATED Financial Services 772.0 $396K 0.10% NEW $513.60 +15.4%
78 CASY CASEYS GEN STORES INC Consumer Cyclical 494.0 $393K 0.10% NEW $794.79 -1.6%
79 BAC BANK OF AMER CORP Financial Services 6,212.0 $354K 0.09% NEW $56.98 +8.3%
80 CSX CSX CORP Industrials 7,284.0 $346K 0.08% NEW $47.53 +8.3%
Page 4 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 14.7%
Industrials 13.9%
Consumer Cyclical 13.6%
Communication Services 7.4%
Utilities 4.4%
Consumer Defensive 3.3%
Healthcare 2.6%
Basic Materials 2.6%
Energy 0.9%