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| Happy Holidays!! thanks for using AUM13F!! |
| BNC Wealth Management LLC
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| CRD # | 306483 |
| SEC # | 801-117800 |
| CIK # | 0001821549 |
| AUM | $710.5 M (2025-03-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 503-683-7727 |
| Address | 8625 SW Cascade Ave, Beaverton, OR 97008 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 29.4 | ||
| Amazon Com Inc | 26.5 | ||
| Microsoft Corp | 18.8 | ||
| Apple Inc | 17.5 | ||
| Alphabet Inc | 12.1 | ||
| Tesla Motors Inc | 11.6 | ||
| Facebook Inc | 11.4 | ||
| Arista Networks Inc | 9.3 | ||
| Taser International Inc | 9.0 | ||
| Palantir Technologies Inc | 8.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,195 | 110.9 |
| (b) Individuals (high net worth individuals) | 855 | 502.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 44.1 |
| (h) Charitable organizations | 18 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 55 | 52.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,138 | 710.5 |
| By Discretionary | ||
| Discretionary | 2,100 | 662.2 |
| Non-Discretionary | 38 | 48.3 |
| Total | 2,138 | 710.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 710.5 | |
| Total | 2,138 | 710.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001821549] |
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|---|---|---|
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MA | 0.7 |
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IL | 0.7 |
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The Capital Management Corporation
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VA | 0.7 |
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AM Investment Strategies LLC
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FLC Capital Advisors
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