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Livermore
Livermore
ZHEN

BNC Wealth Management, LLC

SEC CIK
0001821549
Latest filing
Jul 21, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by BNC Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
574
Value
$300.1K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of DIA by BNC Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026574$300.1K0.1%−50−8.0%ReducedHolders
Q1 2026624$289.2K0.1%−10−1.6%ReducedHolders
Q4 2025634$304.9K0.1%00.0%UnchangedHolders
Q3 2025634$294.2K0.1%−23−3.5%ReducedHolders
Q2 2025657$289.7K0.1%−31−4.5%ReducedHolders
Q1 2025688$289.1K0.1%−17−2.4%ReducedHolders
Q4 2024705$300.1K0.1%−98−12.2%ReducedHolders
Q3 2024803$339.9K0.1%−222−21.7%ReducedHolders
Q2 20241,025$401.0K0.1%−101−9.0%ReducedHolders
Q1 20241,126$447.7K0.2%−144−11.3%ReducedHolders
Q4 20231,270$478.7K0.2%−7−0.5%ReducedHolders
Q3 20231,277$427.6K0.2%+10+0.8%AddedHolders
Q2 20231,267$435.7K0.2%00.0%UnchangedHolders
Q1 20231,267$421.3K0.2%+1+0.1%AddedHolders
Q4 20221,266$419.5K0.2%00.0%UnchangedHolders
Q3 20221,266$364.0K0.2%+1+0.1%AddedHolders
Q2 20221,265$389.0K0.2%00.0%UnchangedHolders
Q1 20221,265$439.0K0.2%−13−1.0%ReducedHolders
Q4 20211,278$464.0K0.2%+1,278NewHolders