Fund Holdings

BNC WEALTH MANAGEMENT, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0139,285+139,28508,532,6262.37%+8,532,626
AIR PRODUCTS AND CHEMICALS I027,103+27,10307,873,1502.18%+7,873,150
CHEVRON CORPORATION(CVX)029,874+29,87406,180,8441.72%+6,180,844
SELECT SECTOR SPDR TR
ST STR MATER ETF
0114,079+114,07905,700,5091.58%+5,700,509
VISTRA CORP(VST)4,43441,400+36,966715,3396,223,7011.73%+5,508,362
AMGEN INC(AMGN)013,187+13,18704,639,6711.29%+4,639,671
PACKAGING CORP AMER(PKG)020,333+20,33304,315,0691.20%+4,315,069
PPG INDS INC(PPG)039,858+39,85804,260,0231.18%+4,260,023
NORTHROP GRUMMAN CORP(NOC)05,666+5,66603,865,6201.07%+3,865,620
ISHARES TR095,531+95,53103,393,2610.94%+3,393,261
TEXAS PACIFIC LAND CORPORATI(TPL)07,102+7,10203,370,3250.94%+3,370,325
UNION PAC CORP(UNP)3,24916,038+12,789751,5523,891,2211.08%+3,139,669
ONEOK INC NEW(OKE)034,132+34,13203,085,1910.86%+3,085,191
DEERE & CO(DE)5,3299,003+3,6742,481,0235,071,4391.41%+2,590,416
ECHOSTAR CORP(ECHO)020,518+20,51802,402,0420.67%+2,402,042
FIDELITY WISE ORIGIN BITCOIN(FBTC)74,757135,225+60,4685,698,7267,982,3322.22%+2,283,606
MERCK & CO INC(MRK)017,571+17,57102,113,6710.59%+2,113,671
COSTCO WHOLESALE CORPORATION(COST)4,6455,935+1,2904,005,1745,913,4451.64%+1,908,271
TRANE TECHNOLOGIES PLC(TT)04,130+4,13001,721,1360.48%+1,721,136
WALMART INC(WMT)013,170+13,17001,636,7680.45%+1,636,768
ISHARES TR11,18220,239+9,0571,887,1183,417,2990.95%+1,530,181
CATERPILLAR INC(CAT)12,57712,294-2837,204,7388,709,8142.42%+1,505,076
EATON CORP PLC(ETN)11,72814,610+2,8823,735,3595,225,4921.45%+1,490,133
GE VERNOVA INC(GEV)9,8618,688-1,1736,444,9037,583,8592.10%+1,138,956
MONSTER BEVERAGE CORP NEW(MNST)49,61965,314+15,6953,804,2894,732,6521.31%+928,363
FIDELITY ETHEREUM FD144,469247,038+102,5694,277,7275,158,1531.43%+880,426
GE AEROSPACE(GE)15,66419,995+4,3314,825,1275,673,8761.57%+848,749
TJX COS INC NEW(TJX)32,55136,606+4,0555,000,1595,846,0351.62%+845,876
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
03,823+3,8230733,8000.20%+733,800
GOLDMAN SACHS GROUP INC(GS)5,1656,158+9934,540,3585,209,2201.45%+668,862
BROADCOM INC(AVGO)13,20116,111+2,9104,568,9394,986,5161.38%+417,577
STARBUCKS CORP(SBUX)27,14527,997+8522,285,8772,508,2370.70%+222,360
EXXON MOBIL CORP3,2363,193-43389,378541,7160.15%+152,338
INTEL CORP(INTC)13,73613,560-176506,865598,4110.17%+91,546
CASEYS GEN STORES INC(CASY)4944940273,039359,5630.10%+86,524
JOHNSON & JOHNSON(JNJ)2,0692,021-48428,157493,9540.14%+65,797
TIDAL TRUST I27,47031,182+3,712680,156744,3140.21%+64,158
SCHWAB STRATEGIC TR29,30628,177-1,129803,860864,4670.24%+60,607
CSX CORP(CSX)7,2847,2840264,045299,0080.08%+34,963
ISHARES SILVER TR(SLV)9,0009,0000579,780613,2600.17%+33,480
MICRON TECHNOLOGY INC(MU)2,1101,868-242602,215631,0850.18%+28,870
FLEXTRONICS INTL LTD(FLEX)4,1124,1120248,447269,1720.07%+20,725
VANGUARD WORLD FD
MATERIALS ETF
1,0621,0620220,418239,3110.07%+18,893
BANK NEW YORK MELLON CORP55,51054,450-1,0606,444,1536,459,3471.79%+15,194
PHILIP MORRIS INTL INC(PM)3,0203,0200484,408499,3270.14%+14,919
GLACIER BANCORP INC NEW(GBCI)10,10510,1050445,125451,3900.13%+6,265
MCDONALDS CORP(MCD)1,0801,077-3330,231334,8750.09%+4,644
ISHARES TR
CORE DIV GRWTH
2,9512,9510204,858207,1010.06%+2,243
TRAVELERS COMPANIES INC(TRV)923925+2267,830269,7530.07%+1,923
VANGUARD BD INDEX FDS2,9572,925-32230,291225,7520.06%-4,539
US BANCORP(USB)4,7914,816+25255,644250,5050.07%-5,139
VANGUARD BD INDEX FDS3,1463,064-82247,936240,2480.07%-7,688
ANAVEX LIFE SCIENCES CORP12,25011,250-1,00043,61034,5380.01%-9,072
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
2,8652,8650212,504203,1640.06%-9,340
VANGUARD INDEX FDS6776770213,120202,3210.06%-10,799
ISHARES TR1,5971,535-62393,030380,5980.11%-12,432
ABBVIE INC(ABBV)1,0881,072-16248,587233,2170.06%-15,370
STATE STR SPDR DOW JONES IND(DIA)634624-10304,895289,2370.08%-15,658
ISHARES TR3,0392,853-186303,535283,2170.08%-20,318
ISHARES TR1,1731,1730234,225212,8060.06%-21,419
NUVEEN QUALITY MUNCP INCOME(NAD)44,37244,3720533,351510,2780.14%-23,073
ISHARES TR5215210246,589222,1540.06%-24,435
SCHWAB STRATEGIC TR7,4017,376-25241,421214,8630.06%-26,558
SPDR GOLD TR(GLD)1,8471,629-218731,813700,7560.19%-31,057
OUTDOOR HOLDING CO48,00024,000-24,00082,08048,2400.01%-33,840
LOWES COS INC(LOW)1,9221,795-127463,615424,0680.12%-39,547
BANK AMERICA CORP6,3016,231-70346,555303,7610.08%-42,794
BERKSHIRE HATHAWAY INC DEL864816-48434,290391,0270.11%-43,263
WELLS FARGO & CO(WFC)3,2163,2160299,731256,0260.07%-43,705
NIKE INC(NKE)4,2734,2730272,233225,7000.06%-46,533
SCHWAB STRATEGIC TR30,28429,423-861794,338738,5060.20%-55,832
BOEING CO(BA)4,6124,552-601,001,357905,9850.25%-95,372
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,9963,496-500575,304464,6180.13%-110,686
QUALCOMM INC(QCOM)2,5512,500-51436,395321,9850.09%-114,410
VANGUARD SPECIALIZED FUNDS8,1747,803-3711,796,4821,678,0990.47%-118,383
PARKER-HANNIFIN CORP(PH)1,5891,398-1911,396,6671,251,5460.35%-145,121
RAMBUS INC DEL(RMBS)11,06810,068-1,0001,017,039866,1500.24%-150,889
ALPHABET INC(GOOG)3,0372,785-252953,011798,9050.22%-154,106
QUANTA SVCS INC17,32612,988-4,3387,312,6527,130,7411.98%-181,911
STATE STR SPDR S&P 500 ETF T(SPY)4,3384,267-712,958,2412,775,2890.77%-182,952
PHILLIPS 66(PSX)1,6510-1,651212,9950-212,995
INTERNATIONAL BUSINESS MACHS(IBM)7710-771228,3780-228,378
ELI LILLY & CO(LLY)2270-227243,9520-243,952
CONOCOPHILLIPS(COP)2,6460-2,646247,6510-247,651
VANGUARD BD INDEX FDS3,3550-3,355248,4880-248,488
NOVO-NORDISK A S(NVO)5,0580-5,058257,3510-257,351
ISHARES TR2,7540-2,754264,4490-264,449
HOME DEPOT INC(HD)4,5993,963-6361,582,5161,303,3910.36%-279,125
MARSH & MCLENNAN COS INC(MRSH)22,17021,878-2924,112,9253,794,6891.05%-318,236
VANGUARD INDEX FDS13,75213,241-5114,610,5174,247,7301.18%-362,787
ISHARES TR1,496906-5901,024,696591,8080.16%-432,888
PNC FINL SVCS GROUP INC(PNC)32,17130,088-2,0836,715,0536,261,0031.74%-454,050
INVESCO QQQ TR2,8372,222-6151,743,0271,282,7590.36%-460,268
SCHWAB STRATEGIC TR46,27822,411-23,8671,318,011651,7260.18%-666,285
KLA CORP(KLAC)6,4674,845-1,6227,858,1777,134,1901.98%-723,987
ADVANCED MICRO DEVICES INC(AMD)30,71628,131-2,5856,578,1395,722,6891.59%-855,450
MASTERCARD INCORPORATED(MA)2,319790-1,5291,323,871394,7310.11%-929,140
AMERICAN EXPRESS CO(AXP)16,45816,752+2946,088,6485,067,2171.41%-1,021,431
JPMORGAN CHASE & CO(JPM)27,80326,319-1,4848,958,7297,742,1332.15%-1,216,596
VISA INC(V)5,2401,762-3,4781,837,720532,5470.15%-1,305,173
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