Bingham Private Wealth
Latest statistics and disclosures from Bingham Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, NVDA, MSFT, AVGO, and represent 16.79% of Bingham Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: AAPL, GE, RACE, KLAC, AMD, NFLX, VRTX, ABBV, UBER, AEP.
- Started 31 new stock positions in SWK, UGP, R, NBIS, ACN, PANW, ANET, FDXF, CYD, INTC.
- Reduced shares in these 10 stocks: , DELL, GOOGL, ASML, STX, IWD, META, PWR, JCI, CSCO.
- Sold out of its positions in AEM, SAN, BLK, BVN, VLRS, EMBJ, XOM, GFI, HMY, IWD. NVO, PPL, QCOM, RYAAY, SNY, SBSW, VNET.
- Bingham Private Wealth was a net buyer of stock by $6.7M.
- Bingham Private Wealth has $145M in assets under management (AUM), dropping by 15.33%.
- Central Index Key (CIK): 0002063211
Tip: Access up to 7 years of quarterly data
Positions held by Bingham Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bingham Private Wealth
Bingham Private Wealth holds 178 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $5.5M | +54% | 19k | 289.35 |
|
| Amazon (AMZN) | 3.6 | $5.2M | +6% | 22k | 238.34 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $4.9M | -7% | 25k | 200.09 |
|
| Microsoft Corporation (MSFT) | 3.2 | $4.7M | +8% | 13k | 373.03 |
|
| Broadcom (AVGO) | 2.8 | $4.1M | -2% | 11k | 377.75 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.8 | $4.0M | +4% | 5.4k | 746.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $3.6M | -24% | 10k | 357.37 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 2.2 | $3.1M | +10% | 34k | 91.64 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 1.9 | $2.8M | +5% | 48k | 59.25 |
|
| Cisco Systems (CSCO) | 1.8 | $2.7M | -13% | 23k | 117.46 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.6 | $2.3M | +16% | 20k | 117.45 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $2.2M | 4.6k | 477.57 |
|
|
| Abbvie (ABBV) | 1.5 | $2.2M | +34% | 8.6k | 251.64 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.0M | 6.2k | 327.35 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $1.8M | +13% | 43k | 42.59 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.2 | $1.8M | -37% | 905.00 | 1989.44 |
|
| Ge Vernova (GEV) | 1.2 | $1.8M | 1.5k | 1174.56 |
|
|
| Ishares Tr Mbs Etf (MBB) | 1.2 | $1.8M | +19% | 19k | 94.52 |
|
| International Business Machines (IBM) | 1.2 | $1.8M | 6.3k | 281.17 |
|
|
| Visa Com Cl A (V) | 1.2 | $1.7M | +3% | 5.0k | 343.10 |
|
| Philip Morris International (PM) | 1.1 | $1.6M | +4% | 9.0k | 180.91 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $1.6M | +15% | 30k | 52.41 |
|
| Gilead Sciences (GILD) | 1.0 | $1.5M | 12k | 126.34 |
|
|
| Ge Aerospace Com New (GE) | 1.0 | $1.5M | +316% | 4.0k | 373.69 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.9 | $1.4M | +29% | 15k | 94.57 |
|
| Quanta Services (PWR) | 0.9 | $1.4M | -24% | 1.9k | 720.04 |
|
| Wal-Mart Stores (WMT) | 0.9 | $1.3M | 11k | 113.26 |
|
|
| Chevron Corporation (CVX) | 0.8 | $1.2M | 7.4k | 165.79 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.2M | +2% | 1.3k | 935.77 |
|
| Netflix (NFLX) | 0.8 | $1.2M | +182% | 16k | 71.40 |
|
| Tesla Motors (TSLA) | 0.8 | $1.2M | 2.7k | 420.60 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $1.1M | -2% | 941.00 | 1199.24 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.1M | 4.3k | 254.06 |
|
|
| Uber Technologies (UBER) | 0.7 | $1.1M | +90% | 15k | 72.16 |
|
| Caterpillar (CAT) | 0.7 | $1.1M | +2% | 1.0k | 1065.01 |
|
| CRH Ord (CRH) | 0.7 | $1.1M | 10k | 107.00 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.1M | 3.0k | 353.33 |
|
|
| Meta Platforms Cl A (META) | 0.7 | $1.0M | -32% | 1.8k | 563.29 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.7 | $1.0M | -39% | 1.0k | 965.00 |
|
| Williams Companies (WMB) | 0.7 | $999k | +10% | 13k | 74.34 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $999k | +12% | 1.9k | 513.52 |
|
| Bank of America Corporation (BAC) | 0.7 | $951k | +2% | 17k | 56.98 |
|
| Kla Corp Com New (KLAC) | 0.7 | $950k | +831% | 3.2k | 301.71 |
|
| Citigroup Com New (C) | 0.6 | $929k | -10% | 6.6k | 139.96 |
|
| Dell Technologies CL C (DELL) | 0.6 | $928k | -62% | 2.2k | 431.46 |
|
| Merck & Co (MRK) | 0.6 | $913k | +18% | 7.1k | 128.53 |
|
| Ferrari Nv Ord (RACE) | 0.6 | $910k | NEW | 2.4k | 372.29 |
|
| Airbnb Com Cl A (ABNB) | 0.6 | $884k | +16% | 6.2k | 143.10 |
|
| Nextera Energy (NEE) | 0.6 | $857k | +2% | 9.8k | 87.77 |
|
| Cheniere Energy Com New (LNG) | 0.6 | $845k | +15% | 3.5k | 239.01 |
|
| Applied Materials (AMAT) | 0.6 | $844k | 1.2k | 723.00 |
|
|
| Verizon Communications (VZ) | 0.6 | $838k | +7% | 20k | 42.38 |
|
| UnitedHealth (UNH) | 0.6 | $826k | +26% | 2.0k | 415.65 |
|
| Chubb (CB) | 0.6 | $815k | +31% | 2.4k | 340.74 |
|
| FedEx Corporation (FDX) | 0.6 | $814k | -19% | 2.6k | 313.13 |
|
| SLB Com Stk (SLB) | 0.6 | $812k | +17% | 18k | 46.49 |
|
| Advanced Micro Devices (AMD) | 0.6 | $800k | NEW | 1.4k | 580.91 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $792k | +2% | 4.2k | 189.73 |
|
| Astrazeneca Ord (AZN) | 0.5 | $778k | +3% | 4.1k | 189.62 |
|
| Coca-Cola Company (KO) | 0.5 | $772k | +6% | 9.5k | 81.27 |
|
| Charles Schwab Corporation (SCHW) | 0.5 | $740k | +41% | 8.0k | 92.27 |
|
| Prologis (PLD) | 0.5 | $732k | +4% | 5.4k | 135.47 |
|
| Pepsi (PEP) | 0.5 | $700k | +5% | 5.2k | 135.49 |
|
| Metropcs Communications (TMUS) | 0.5 | $696k | -3% | 4.1k | 167.71 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $695k | +4% | 13k | 53.17 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $690k | +33% | 8.4k | 82.11 |
|
| Wells Fargo & Company (WFC) | 0.5 | $686k | -2% | 8.3k | 82.64 |
|
| Doordash Cl A (DASH) | 0.5 | $680k | +11% | 3.7k | 184.53 |
|
| TransDigm Group Incorporated (TDG) | 0.5 | $658k | +6% | 494.00 | 1332.04 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $642k | NEW | 1.3k | 496.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $635k | 1.3k | 500.39 |
|
|
| Southwest Airlines (LUV) | 0.4 | $618k | 12k | 51.42 |
|
|
| United Rentals (URI) | 0.4 | $599k | +19% | 529.00 | 1132.89 |
|
| Freeport Mcmoran CL B (FCX) | 0.4 | $597k | +2% | 9.5k | 62.89 |
|
| ConocoPhillips (COP) | 0.4 | $592k | 5.7k | 103.96 |
|
|
| Allstate Corporation (ALL) | 0.4 | $580k | +4% | 2.4k | 237.94 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $575k | 1.6k | 368.38 |
|
|
| Thermo Fisher Scientific (TMO) | 0.4 | $550k | +6% | 1.1k | 501.36 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $548k | +5% | 8.9k | 61.76 |
|
| Amgen (AMGN) | 0.4 | $538k | 1.5k | 361.99 |
|
|
| Goldman Sachs (GS) | 0.4 | $532k | +3% | 526.00 | 1011.37 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $531k | -4% | 6.1k | 86.42 |
|
| Hilton Worldwide Holdings (HLT) | 0.4 | $528k | -20% | 1.6k | 330.46 |
|
| Altria (MO) | 0.4 | $523k | 7.3k | 71.95 |
|
|
| General Motors Company (GM) | 0.4 | $518k | +5% | 6.7k | 77.08 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $513k | +11% | 2.9k | 176.32 |
|
| Linde SHS (LIN) | 0.4 | $510k | +3% | 983.00 | 518.94 |
|
| Enbridge (ENB) | 0.3 | $507k | +4% | 9.4k | 54.21 |
|
| Capital One Financial (COF) | 0.3 | $492k | 2.5k | 200.62 |
|
|
| Nrg Energy Com New (NRG) | 0.3 | $475k | +57% | 3.3k | 146.06 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $474k | 931.00 | 509.31 |
|
|
| Truist Financial Corp equities (TFC) | 0.3 | $474k | 9.5k | 49.82 |
|
|
| Pfizer (PFE) | 0.3 | $453k | 19k | 24.08 |
|
|
| Prudential Financial (PRU) | 0.3 | $442k | +3% | 4.1k | 107.93 |
|
| Valero Energy Corporation (VLO) | 0.3 | $436k | +4% | 1.7k | 260.44 |
|
| MetLife (MET) | 0.3 | $431k | 5.1k | 84.61 |
|
|
| Danaher Corporation (DHR) | 0.3 | $429k | +2% | 2.3k | 190.48 |
|
| Deere & Company (DE) | 0.3 | $422k | +22% | 665.00 | 634.33 |
|
| McKesson Corporation (MCK) | 0.3 | $419k | -25% | 554.00 | 755.60 |
|
| Kkr & Co (KKR) | 0.3 | $418k | +20% | 4.6k | 91.78 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $394k | +3% | 1.1k | 344.32 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $393k | 402.00 | 978.12 |
|
|
| Pulte (PHM) | 0.3 | $392k | +4% | 2.9k | 137.21 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $392k | 12k | 31.71 |
|
|
| Wec Energy Group (WEC) | 0.3 | $386k | +10% | 3.3k | 116.77 |
|
| Home Depot (HD) | 0.3 | $384k | -11% | 1.1k | 352.69 |
|
| American Electric Power Company (AEP) | 0.3 | $378k | NEW | 2.8k | 136.85 |
|
| Corteva (CTVA) | 0.3 | $373k | +4% | 4.4k | 84.69 |
|
| Cadence Design Systems (CDNS) | 0.3 | $369k | -27% | 984.00 | 375.32 |
|
| Us Bancorp Com New (USB) | 0.3 | $369k | +7% | 6.1k | 60.40 |
|
| United Parcel Svcs CL B (UPS) | 0.3 | $365k | +14% | 3.4k | 107.50 |
|
| General Dynamics Corporation (GD) | 0.2 | $358k | 1.0k | 354.24 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $352k | 3.3k | 106.31 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.2 | $346k | NEW | 1.3k | 276.17 |
|
| Air Products & Chemicals (APD) | 0.2 | $334k | -14% | 1.1k | 293.18 |
|
| Morgan Stanley Com New (MS) | 0.2 | $332k | -13% | 1.6k | 209.18 |
|
| Lowe's Companies (LOW) | 0.2 | $331k | -6% | 1.5k | 220.49 |
|
| Apollo Global Mgmt (APO) | 0.2 | $328k | +2% | 2.8k | 118.31 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.2 | $326k | +8% | 16k | 19.89 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $326k | +15% | 1.4k | 226.97 |
|
| Eastman Chemical Company (EMN) | 0.2 | $318k | +6% | 4.7k | 66.98 |
|
| Genuine Parts Company (GPC) | 0.2 | $315k | +5% | 2.7k | 117.98 |
|
| salesforce (CRM) | 0.2 | $311k | -4% | 2.0k | 156.66 |
|
| Procter & Gamble Company (PG) | 0.2 | $311k | -4% | 2.1k | 146.71 |
|
| Ingersoll Rand (IR) | 0.2 | $309k | +7% | 3.8k | 81.99 |
|
| Palo Alto Networks (PANW) | 0.2 | $309k | NEW | 905.00 | 341.02 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $308k | +8% | 2.6k | 117.46 |
|
| Micron Technology (MU) | 0.2 | $301k | NEW | 261.00 | 1154.30 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $300k | +7% | 12k | 25.06 |
|
| Equity Residential Sh Ben Int (EQR) | 0.2 | $295k | +5% | 4.3k | 67.93 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $295k | 691.00 | 426.40 |
|
|
| Paychex (PAYX) | 0.2 | $293k | 3.0k | 98.33 |
|
|
| Target Corporation (TGT) | 0.2 | $288k | +6% | 2.2k | 130.61 |
|
| Oracle Corporation (ORCL) | 0.2 | $286k | -2% | 2.0k | 146.55 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $284k | 456.00 | 623.54 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $283k | 9.6k | 29.43 |
|
|
| Best Buy (BBY) | 0.2 | $278k | +7% | 3.7k | 75.88 |
|
| Hershey Company (HSY) | 0.2 | $277k | +5% | 1.6k | 175.45 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $273k | -2% | 686.00 | 397.68 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $269k | NEW | 847.00 | 317.53 |
|
| Abbott Laboratories (ABT) | 0.2 | $268k | -14% | 3.0k | 90.74 |
|
| T. Rowe Price (TROW) | 0.2 | $267k | NEW | 2.4k | 113.69 |
|
| Stanley Black & Decker (SWK) | 0.2 | $267k | NEW | 2.8k | 94.12 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $257k | NEW | 592.00 | 433.57 |
|
| Intel Corporation (INTC) | 0.2 | $255k | NEW | 1.8k | 139.63 |
|
| Johnson Controls Internation SHS (JCI) | 0.2 | $253k | -62% | 1.7k | 146.11 |
|
| China Yuchai Intl (CYD) | 0.2 | $251k | NEW | 5.3k | 47.41 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $248k | 605.00 | 409.50 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $245k | NEW | 2.0k | 124.47 |
|
| Monster Beverage Corp (MNST) | 0.2 | $244k | NEW | 2.5k | 96.12 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $233k | NEW | 1.4k | 169.88 |
|
| Barclays Adr (BCS) | 0.2 | $233k | NEW | 8.7k | 26.86 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $231k | +4% | 2.1k | 109.43 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $230k | NEW | 686.00 | 334.82 |
|
| Aon Shs Cl A (AON) | 0.2 | $228k | NEW | 687.00 | 331.69 |
|
| Iron Mountain (IRM) | 0.2 | $228k | NEW | 1.8k | 126.31 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $227k | -5% | 2.2k | 103.88 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.2 | $227k | NEW | 1.5k | 151.00 |
|
| Totalenergies Se Act (TTE) | 0.2 | $223k | +7% | 2.9k | 77.76 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $221k | +400% | 8.1k | 27.41 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $221k | -3% | 3.1k | 71.25 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $218k | -21% | 3.8k | 57.84 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $218k | NEW | 16k | 13.28 |
|
| Southern Company (SO) | 0.1 | $216k | NEW | 2.3k | 95.70 |
|
| Amcor Com New (AMCR) | 0.1 | $215k | NEW | 5.0k | 43.35 |
|
| Ryder System (R) | 0.1 | $211k | NEW | 800.00 | 263.77 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $210k | -9% | 2.0k | 106.62 |
|
| Starbucks Corporation (SBUX) | 0.1 | $210k | NEW | 2.1k | 102.28 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $208k | NEW | 1.3k | 157.03 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $207k | 4.0k | 51.85 |
|
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $207k | +4% | 2.4k | 87.22 |
|
| Clorox Company (CLX) | 0.1 | $206k | +11% | 2.2k | 95.44 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.1 | $161k | +8% | 13k | 12.00 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.1 | $139k | NEW | 11k | 13.16 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $134k | NEW | 12k | 11.15 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.1 | $130k | NEW | 26k | 5.02 |
|
| Sasol Sponsored Adr (SSL) | 0.1 | $113k | NEW | 12k | 9.82 |
|
| Cerus Corporation (CERS) | 0.0 | $56k | 19k | 2.92 |
|
Past Filings by Bingham Private Wealth
SEC 13F filings are viewable for Bingham Private Wealth going back to 2025
- Bingham Private Wealth 2026 Q2 filed Aug. 11, 2026
- Bingham Private Wealth 2026 Q1 filed May 7, 2026
- 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