Bingham Private Wealth
Latest statistics and disclosures from Bingham Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, NVDA, AMZN, AVGO, GOOGL, and represent 19.08% of Bingham Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: NVDA, DASH, BN, MSFT, NFLX, AMZN, APH, GOOG, AMAT, IEI.
- Started 18 new stock positions in AEG, ORCL, WELL, RYAAY, SBSW, MNST, MUFG, KLAC, BBVA, APH. GFI, VLO, EFA, SAN, AMAT, CX, GOOG, DASH.
- Reduced shares in these 10 stocks: PGR, MDLZ, MBB, , ABNB, SAP, UPS, IR, APD, ACN.
- Sold out of its positions in APD, ADP, BJ, BRBR, CARR, CAVA, ERIC, AJG, IR, KRP.
- Bingham Private Wealth was a net buyer of stock by $1.5M.
- Bingham Private Wealth has $116M in assets under management (AUM), dropping by 10.44%.
- Central Index Key (CIK): 0002063211
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Portfolio Holdings for Bingham Private Wealth
Bingham Private Wealth holds 151 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $5.8M | +9% | 17k | 341.76 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $4.8M | +53% | 26k | 186.50 |
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| Amazon (AMZN) | 3.5 | $4.1M | +9% | 18k | 230.82 |
|
| Broadcom (AVGO) | 3.2 | $3.7M | 11k | 346.10 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $3.7M | 12k | 313.00 |
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| Apple (AAPL) | 2.8 | $3.3M | +6% | 17k | 191.94 |
|
| Spdr Series Trust State Street Spd (BIL) | 2.4 | $2.8M | 31k | 91.38 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $2.6M | +2% | 3.9k | 681.90 |
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| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 2.1 | $2.4M | 45k | 52.64 |
|
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| JPMorgan Chase & Co. (JPM) | 1.7 | $2.0M | -9% | 6.3k | 322.23 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.6 | $1.8M | +18% | 16k | 119.35 |
|
| Cisco Systems (CSCO) | 1.6 | $1.8M | +7% | 24k | 77.03 |
|
| International Business Machines (IBM) | 1.6 | $1.8M | 6.1k | 296.21 |
|
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| Wal-Mart Stores (WMT) | 1.4 | $1.7M | 15k | 111.41 |
|
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.4 | $1.7M | +74% | 36k | 45.89 |
|
| Meta Platforms Cl A (META) | 1.3 | $1.5M | +4% | 2.3k | 660.09 |
|
| Visa Com Cl A (V) | 1.3 | $1.5M | +2% | 4.4k | 350.71 |
|
| Ishares Tr Mbs Etf (MBB) | 1.3 | $1.5M | -17% | 16k | 95.22 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.2 | $1.4M | +4% | 1.4k | 1069.86 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $1.4M | 12k | 120.34 |
|
|
| Gilead Sciences (GILD) | 1.2 | $1.4M | 12k | 122.74 |
|
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| Mastercard Incorporated Cl A (MA) | 1.2 | $1.4M | +7% | 2.4k | 570.88 |
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| Tesla Motors (TSLA) | 1.2 | $1.4M | +10% | 3.0k | 449.72 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $1.3M | 24k | 52.88 |
|
|
| CRH Ord (CRH) | 1.1 | $1.2M | 10k | 124.80 |
|
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| Philip Morris International (PM) | 1.1 | $1.2M | +5% | 7.6k | 160.40 |
|
| Abbvie (ABBV) | 1.0 | $1.1M | -14% | 5.0k | 228.49 |
|
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.1M | 1.9k | 566.36 |
|
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| Eli Lilly & Co. (LLY) | 0.9 | $1.1M | 1.0k | 1074.68 |
|
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| Chevron Corporation (CVX) | 0.9 | $1.1M | 6.9k | 152.41 |
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| Quanta Services (PWR) | 0.9 | $1.1M | 2.5k | 422.06 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.8 | $982k | +32% | 10k | 96.16 |
|
| FedEx Corporation (FDX) | 0.8 | $905k | -7% | 3.1k | 288.86 |
|
| Blackrock (BLK) | 0.8 | $882k | +4% | 824.00 | 1070.34 |
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| Ge Vernova (GEV) | 0.8 | $872k | -2% | 1.3k | 653.57 |
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| Citigroup Com New (C) | 0.7 | $847k | -8% | 7.3k | 116.69 |
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| Johnson & Johnson (JNJ) | 0.7 | $755k | 8.6k | 87.56 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $750k | -4% | 4.1k | 183.40 |
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| Metropcs Communications (TMUS) | 0.6 | $743k | -19% | 3.7k | 203.02 |
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| Doordash Cl A (DASH) | 0.6 | $742k | NEW | 3.3k | 226.48 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $737k | +26% | 2.4k | 303.89 |
|
| Bank of America Corporation (BAC) | 0.6 | $732k | +2% | 13k | 55.00 |
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| Dell Technologies CL C (DELL) | 0.6 | $710k | 5.6k | 125.88 |
|
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| Williams Companies (WMB) | 0.6 | $688k | 11k | 60.11 |
|
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| Astrazeneca Sponsored Adr | 0.6 | $669k | +26% | 7.3k | 91.93 |
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| Wells Fargo & Company (WFC) | 0.6 | $664k | -3% | 7.1k | 93.20 |
|
| Hilton Worldwide Holdings (HLT) | 0.6 | $657k | -15% | 2.3k | 287.25 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.6 | $654k | -26% | 2.4k | 275.39 |
|
| Prologis (PLD) | 0.6 | $648k | 5.1k | 127.66 |
|
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| Uber Technologies (UBER) | 0.5 | $627k | 7.7k | 81.71 |
|
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| Coca-Cola Company (KO) | 0.5 | $618k | +5% | 14k | 44.89 |
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| Capital One Financial (COF) | 0.5 | $610k | +3% | 2.5k | 242.36 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $581k | -27% | 1.0k | 579.45 |
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| Nextera Energy (NEE) | 0.5 | $581k | +4% | 7.2k | 80.28 |
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| TransDigm Group Incorporated (TDG) | 0.5 | $579k | +28% | 435.00 | 1329.85 |
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| McKesson Corporation (MCK) | 0.5 | $576k | +6% | 702.00 | 820.29 |
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| Costco Wholesale Corporation (COST) | 0.5 | $572k | +16% | 663.00 | 862.76 |
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| Pepsi (PEP) | 0.5 | $568k | -4% | 4.0k | 143.52 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $562k | 10k | 53.88 |
|
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| Merck & Co (MRK) | 0.5 | $560k | +25% | 5.3k | 105.26 |
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| salesforce (CRM) | 0.5 | $559k | -5% | 2.1k | 264.91 |
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| Verizon Communications (VZ) | 0.5 | $557k | -8% | 14k | 40.73 |
|
| Johnson Ctls Intl SHS (JCI) | 0.5 | $556k | +3% | 4.6k | 119.75 |
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| Caterpillar (CAT) | 0.5 | $552k | +6% | 964.00 | 572.93 |
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| Chubb (CB) | 0.5 | $552k | +3% | 1.8k | 312.12 |
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| Cheniere Energy Com New (LNG) | 0.5 | $551k | -2% | 2.8k | 194.39 |
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| Airbnb Com Cl A (ABNB) | 0.5 | $545k | -35% | 4.0k | 135.72 |
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| American Intl Group Com New (AIG) | 0.5 | $541k | +12% | 6.3k | 85.55 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $529k | 6.4k | 82.82 |
|
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| Charles Schwab Corporation (SCHW) | 0.5 | $526k | -20% | 5.3k | 99.91 |
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| Qualcomm (QCOM) | 0.4 | $510k | +4% | 3.0k | 171.05 |
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| Netflix (NFLX) | 0.4 | $506k | +926% | 5.4k | 93.75 |
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| Enbridge (ENB) | 0.4 | $504k | 11k | 47.83 |
|
|
| Truist Financial Corp equities (TFC) | 0.4 | $495k | +7% | 10k | 49.21 |
|
| Amgen (AMGN) | 0.4 | $495k | +7% | 1.5k | 327.31 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $476k | -10% | 835.00 | 570.21 |
|
| Insmed Com Par $.01 (INSM) | 0.4 | $472k | -15% | 2.7k | 174.04 |
|
| Danaher Corporation (DHR) | 0.4 | $471k | +35% | 2.1k | 228.92 |
|
| Southwest Airlines (LUV) | 0.4 | $469k | +4% | 11k | 41.33 |
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $466k | +4% | 9.2k | 50.79 |
|
| Home Depot (HD) | 0.4 | $465k | +10% | 1.4k | 344.09 |
|
| General Motors Company (GM) | 0.4 | $460k | +7% | 5.7k | 81.32 |
|
| Cadence Design Systems (CDNS) | 0.4 | $459k | +38% | 1.5k | 312.58 |
|
| Prudential Financial (PRU) | 0.4 | $453k | 4.0k | 112.88 |
|
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| Goldman Sachs (GS) | 0.4 | $444k | -20% | 505.00 | 879.00 |
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| Abbott Laboratories (ABT) | 0.4 | $439k | +10% | 3.5k | 125.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $434k | -5% | 863.00 | 502.65 |
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| Kkr & Co (KKR) | 0.4 | $427k | -6% | 3.3k | 127.48 |
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| MetLife (MET) | 0.3 | $402k | -3% | 5.1k | 78.94 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $401k | -17% | 4.6k | 87.16 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.3 | $399k | +45% | 7.0k | 56.62 |
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| Altria (MO) | 0.3 | $397k | -14% | 6.9k | 57.66 |
|
| Corebridge Finl (CRBG) | 0.3 | $385k | 13k | 30.17 |
|
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| SLB Com Stk (SLB) | 0.3 | $384k | -37% | 10k | 38.38 |
|
| Trane Technologies SHS (TT) | 0.3 | $381k | +9% | 979.00 | 389.20 |
|
| Nrg Energy Com New (NRG) | 0.3 | $366k | 2.3k | 159.24 |
|
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| Parker-Hannifin Corporation (PH) | 0.3 | $352k | -15% | 400.00 | 878.96 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $351k | +10% | 2.3k | 154.14 |
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| Sherwin-Williams Company (SHW) | 0.3 | $348k | -17% | 1.1k | 324.03 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $344k | NEW | 2.5k | 135.14 |
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| General Dynamics Corporation (GD) | 0.3 | $341k | 1.0k | 336.66 |
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| Pfizer (PFE) | 0.3 | $341k | -3% | 14k | 24.90 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $336k | NEW | 1.1k | 313.70 |
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| Lowe's Companies (LOW) | 0.3 | $333k | -10% | 1.4k | 241.16 |
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| Linde SHS (LIN) | 0.3 | $328k | -10% | 769.00 | 426.39 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $322k | -2% | 417.00 | 771.87 |
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| Xcel Energy (XEL) | 0.3 | $318k | +3% | 4.3k | 73.86 |
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| Wec Energy Group (WEC) | 0.3 | $313k | 3.0k | 105.46 |
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| Morgan Stanley Com New (MS) | 0.3 | $310k | 1.7k | 177.53 |
|
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $306k | -14% | 3.3k | 92.30 |
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| Genuine Parts Company (GPC) | 0.3 | $303k | +2% | 2.5k | 122.96 |
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| Applied Materials (AMAT) | 0.3 | $300k | NEW | 1.2k | 256.99 |
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| Us Bancorp Del Com New (USB) | 0.3 | $298k | 5.6k | 53.36 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $296k | -46% | 1.1k | 268.30 |
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| Pulte (PHM) | 0.3 | $295k | 2.5k | 117.26 |
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| Apollo Global Mgmt (APO) | 0.3 | $294k | -9% | 2.0k | 144.76 |
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| UnitedHealth (UNH) | 0.3 | $293k | -32% | 887.00 | 330.11 |
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| ConocoPhillips (COP) | 0.2 | $287k | -17% | 3.1k | 93.61 |
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| PPL Corporation (PPL) | 0.2 | $283k | +3% | 8.1k | 35.02 |
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| Procter & Gamble Company (PG) | 0.2 | $281k | -3% | 2.0k | 143.31 |
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| Corteva (CTVA) | 0.2 | $280k | +5% | 4.2k | 67.03 |
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| United Rentals (URI) | 0.2 | $280k | -7% | 346.00 | 809.32 |
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| Kla Corp Com New (KLAC) | 0.2 | $275k | NEW | 226.00 | 1215.08 |
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| State Street Corporation (STT) | 0.2 | $268k | +5% | 2.1k | 129.01 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $267k | -15% | 691.00 | 386.85 |
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| Hershey Company (HSY) | 0.2 | $263k | -2% | 1.4k | 181.98 |
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| Deere & Company (DE) | 0.2 | $260k | +2% | 558.00 | 465.57 |
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| Embraer Sponsored Ads (EMBJ) | 0.2 | $256k | +13% | 4.0k | 64.37 |
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| Best Buy (BBY) | 0.2 | $236k | -7% | 3.5k | 66.93 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $233k | NEW | 10k | 23.31 |
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| Valero Energy Corporation (VLO) | 0.2 | $232k | NEW | 1.4k | 162.79 |
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| T. Rowe Price (TROW) | 0.2 | $228k | -7% | 2.2k | 102.38 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.2 | $227k | NEW | 3.1k | 72.19 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $226k | -15% | 605.00 | 373.44 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $221k | 2.0k | 109.91 |
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| Welltower Inc Com reit (WELL) | 0.2 | $220k | NEW | 1.2k | 185.61 |
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| Intuit (INTU) | 0.2 | $216k | -11% | 326.00 | 662.42 |
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| Oracle Corporation (ORCL) | 0.2 | $210k | NEW | 1.1k | 194.91 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $209k | NEW | 13k | 15.86 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $206k | NEW | 2.1k | 96.03 |
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| Medtronic SHS (MDT) | 0.2 | $203k | -12% | 2.1k | 96.06 |
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| Copart (CPRT) | 0.2 | $202k | -6% | 5.2k | 39.15 |
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| Monster Beverage Corp (MNST) | 0.2 | $202k | NEW | 2.6k | 76.67 |
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| Gold Fields Sponsored Adr (GFI) | 0.2 | $200k | NEW | 4.6k | 43.66 |
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| Sibanye Stillwater Sponsored Adr (SBSW) | 0.1 | $169k | NEW | 12k | 14.25 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $128k | NEW | 11k | 11.73 |
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| Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $126k | NEW | 11k | 11.49 |
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| Up Fintech Hldg Sponsored Ads (TIGR) | 0.1 | $121k | 13k | 9.56 |
|
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| Vnet Group Sponsored Ads A (VNET) | 0.1 | $114k | +3% | 14k | 8.46 |
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| Aegon Amer Reg 1 Cert (AEG) | 0.1 | $87k | NEW | 11k | 7.71 |
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| Cerus Corporation (CERS) | 0.0 | $40k | 19k | 2.06 |
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Past Filings by Bingham Private Wealth
SEC 13F filings are viewable for Bingham Private Wealth going back to 2025
- Bingham Private Wealth 2025 Q4 filed Jan. 23, 2026
- Bingham Private Wealth 2025 Q2 filed July 23, 2025
- Bingham Private Wealth 2024 Q4 filed May 5, 2025
- Bingham Private Wealth 2025 Q1 filed May 5, 2025