Bingham Private Wealth
Latest statistics and disclosures from Bingham Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMZN, MSFT, GOOGL, AVGO, and represent 16.21% of Bingham Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPY, AZN, TSM, GLD, AMZN, COST, GOOG, IWD, ALL, GOOGL.
- Started 27 new stock positions in UPS, EMN, HMY, MDLZ, VLRS, GLD, AZN, SCHD, ALL, IWD.
- Reduced shares in these 10 stocks: MSFT, AAPL, JNJ, AstraZeneca, ISRG, AIG, WMT, BLK, CRBG, TT.
- Sold out of its positions in AEG, AIG, AstraZeneca, CPRT, CRBG, INTU, MNST, TROW, STT, TIGR. XEL, ACN, MDT, TT.
- Bingham Private Wealth was a net buyer of stock by $7.3M.
- Bingham Private Wealth has $126M in assets under management (AUM), dropping by 8.75%.
- Central Index Key (CIK): 0002063211
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Portfolio Holdings for Bingham Private Wealth
Bingham Private Wealth holds 164 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.7 | $4.6M | +3% | 27k | 174.40 |
|
| Amazon (AMZN) | 3.4 | $4.3M | +16% | 21k | 208.27 |
|
| Microsoft Corporation (MSFT) | 3.4 | $4.3M | -32% | 12k | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $3.8M | +12% | 13k | 287.56 |
|
| Broadcom (AVGO) | 2.7 | $3.4M | +2% | 11k | 309.51 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.7 | $3.4M | +33% | 5.2k | 650.36 |
|
| Apple (AAPL) | 2.5 | $3.1M | -27% | 12k | 253.80 |
|
| Spdr Series Trust State Street Spd (BIL) | 2.3 | $2.8M | 31k | 91.64 |
|
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 2.0 | $2.5M | 45k | 55.10 |
|
|
| Exxon Mobil Corporation (XOM) | 1.8 | $2.3M | +14% | 14k | 169.67 |
|
| Cisco Systems (CSCO) | 1.6 | $2.0M | +11% | 26k | 77.59 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.6 | $2.0M | +9% | 17k | 118.60 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $1.9M | +7% | 1.4k | 1320.83 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $1.8M | 6.2k | 294.10 |
|
|
| Gilead Sciences (GILD) | 1.3 | $1.7M | +3% | 12k | 139.37 |
|
| Meta Platforms Cl A (META) | 1.2 | $1.6M | +16% | 2.7k | 572.13 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $1.5M | +3% | 38k | 40.47 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.2 | $1.5M | +85% | 4.5k | 337.95 |
|
| International Business Machines (IBM) | 1.2 | $1.5M | +2% | 6.2k | 242.37 |
|
| Ishares Tr Mbs Etf (MBB) | 1.2 | $1.5M | 16k | 94.95 |
|
|
| Chevron Corporation (CVX) | 1.2 | $1.5M | +4% | 7.3k | 206.96 |
|
| Visa Com Cl A (V) | 1.1 | $1.4M | +9% | 4.8k | 302.25 |
|
| Philip Morris International (PM) | 1.1 | $1.4M | +12% | 8.6k | 165.34 |
|
| Wal-Mart Stores (WMT) | 1.1 | $1.4M | -25% | 11k | 124.28 |
|
| Abbvie (ABBV) | 1.1 | $1.4M | +27% | 6.4k | 217.49 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $1.4M | +9% | 26k | 52.56 |
|
| Quanta Services (PWR) | 1.1 | $1.4M | 2.5k | 549.02 |
|
|
| Ge Vernova (GEV) | 1.0 | $1.3M | +12% | 1.5k | 872.94 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $1.2M | +86% | 1.2k | 996.72 |
|
| FedEx Corporation (FDX) | 0.9 | $1.1M | +2% | 3.2k | 356.18 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.8 | $1.1M | +9% | 11k | 95.44 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.1M | -49% | 4.3k | 244.38 |
|
| CRH Ord (CRH) | 0.8 | $1.0M | 10k | 105.12 |
|
|
| Tesla Motors (TSLA) | 0.8 | $1.0M | -8% | 2.8k | 371.75 |
|
| Dell Technologies CL C (DELL) | 0.8 | $949k | +2% | 5.8k | 164.13 |
|
| Verizon Communications (VZ) | 0.7 | $924k | +34% | 18k | 50.20 |
|
| Metropcs Communications (TMUS) | 0.7 | $901k | +17% | 4.3k | 210.01 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $888k | -3% | 965.00 | 919.77 |
|
| Williams Companies (WMB) | 0.7 | $886k | +6% | 12k | 72.78 |
|
| Nextera Energy (NEE) | 0.7 | $882k | +31% | 9.5k | 92.88 |
|
| Cheniere Energy Com New (LNG) | 0.7 | $868k | +7% | 3.1k | 283.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $867k | +182% | 3.0k | 286.84 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $862k | -29% | 1.7k | 499.66 |
|
| Citigroup Com New (C) | 0.7 | $846k | +2% | 7.5k | 113.41 |
|
| Bank of America Corporation (BAC) | 0.6 | $790k | +21% | 16k | 48.75 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $782k | 4.1k | 192.90 |
|
|
| Astrazeneca Ord (AZN) | 0.6 | $782k | NEW | 4.0k | 197.22 |
|
| SLB Com Stk (SLB) | 0.6 | $763k | +48% | 15k | 51.39 |
|
| Pepsi (PEP) | 0.6 | $762k | +24% | 4.9k | 155.34 |
|
| ConocoPhillips (COP) | 0.6 | $738k | +82% | 5.6k | 132.00 |
|
| Merck & Co (MRK) | 0.6 | $720k | +12% | 6.0k | 120.23 |
|
| Caterpillar (CAT) | 0.6 | $699k | +2% | 986.00 | 708.53 |
|
| Prologis (PLD) | 0.5 | $686k | +2% | 5.2k | 132.18 |
|
| Coca-Cola Company (KO) | 0.5 | $680k | -35% | 8.9k | 76.05 |
|
| Wells Fargo & Company (WFC) | 0.5 | $677k | +19% | 8.5k | 79.61 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $673k | -27% | 1.7k | 391.76 |
|
| Airbnb Com Cl A (ABNB) | 0.5 | $670k | +32% | 5.3k | 126.28 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $664k | +19% | 13k | 53.22 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $664k | NEW | 1.5k | 430.29 |
|
| McKesson Corporation (MCK) | 0.5 | $643k | +5% | 743.00 | 865.36 |
|
| Northrop Grumman Corporation (NOC) | 0.5 | $627k | +10% | 919.00 | 682.24 |
|
| Hilton Worldwide Holdings (HLT) | 0.5 | $615k | -11% | 2.0k | 304.08 |
|
| Johnson Controls Internation SHS (JCI) | 0.5 | $613k | 4.7k | 130.95 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $602k | +45% | 1.3k | 479.20 |
|
| Chubb (CB) | 0.5 | $591k | +2% | 1.8k | 325.93 |
|
| Uber Technologies (UBER) | 0.4 | $565k | +2% | 7.9k | 71.93 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $560k | +40% | 6.5k | 86.69 |
|
| Netflix (NFLX) | 0.4 | $557k | +7% | 5.8k | 96.14 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $545k | NEW | 2.5k | 213.67 |
|
| Freeport Mcmoran CL B (FCX) | 0.4 | $543k | 9.2k | 58.78 |
|
|
| TransDigm Group Incorporated (TDG) | 0.4 | $540k | +7% | 466.00 | 1158.96 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $532k | +7% | 5.7k | 93.98 |
|
| Amgen (AMGN) | 0.4 | $525k | 1.5k | 351.86 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $521k | 6.3k | 82.57 |
|
|
| Pfizer (PFE) | 0.4 | $519k | +35% | 19k | 28.08 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $504k | +2% | 1.0k | 491.53 |
|
| Kla Corp Com New (KLAC) | 0.4 | $498k | +49% | 338.00 | 1472.41 |
|
| Doordash Cl A (DASH) | 0.4 | $494k | 3.3k | 150.15 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $491k | +19% | 8.4k | 58.47 |
|
| Enbridge (ENB) | 0.4 | $487k | -14% | 9.0k | 54.14 |
|
| Altria (MO) | 0.4 | $487k | +6% | 7.4k | 66.02 |
|
| Allstate Corporation (ALL) | 0.4 | $482k | NEW | 2.3k | 207.34 |
|
| General Motors Company (GM) | 0.4 | $475k | +12% | 6.4k | 74.50 |
|
| Linde SHS (LIN) | 0.4 | $473k | +23% | 953.00 | 495.76 |
|
| Capital One Financial (COF) | 0.4 | $448k | -2% | 2.5k | 182.43 |
|
| Southwest Airlines (LUV) | 0.4 | $445k | +4% | 12k | 37.57 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $437k | -5% | 9.5k | 45.97 |
|
| Goldman Sachs (GS) | 0.3 | $432k | 510.00 | 845.99 |
|
|
| UnitedHealth (UNH) | 0.3 | $425k | +77% | 1.6k | 270.33 |
|
| Danaher Corporation (DHR) | 0.3 | $415k | +6% | 2.2k | 189.60 |
|
| Home Depot (HD) | 0.3 | $404k | -9% | 1.2k | 329.02 |
|
| Applied Materials (AMAT) | 0.3 | $401k | 1.2k | 341.79 |
|
|
| Valero Energy Corporation (VLO) | 0.3 | $396k | +12% | 1.6k | 247.08 |
|
| Qualcomm (QCOM) | 0.3 | $394k | +2% | 3.1k | 128.78 |
|
| salesforce (CRM) | 0.3 | $389k | 2.1k | 186.67 |
|
|
| Prudential Financial (PRU) | 0.3 | $388k | 4.0k | 97.69 |
|
|
| Air Products & Chemicals (APD) | 0.3 | $386k | NEW | 1.3k | 290.49 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $381k | NEW | 12k | 30.68 |
|
| Cadence Design Systems (CDNS) | 0.3 | $379k | -7% | 1.4k | 277.87 |
|
| Lowe's Companies (LOW) | 0.3 | $379k | +16% | 1.6k | 236.28 |
|
| Blackrock (BLK) | 0.3 | $373k | -52% | 388.00 | 961.71 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $364k | 406.00 | 895.24 |
|
|
| MetLife (MET) | 0.3 | $360k | 5.1k | 70.72 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $355k | 3.5k | 102.67 |
|
|
| Insmed Com Par $.01 (INSM) | 0.3 | $355k | -19% | 2.2k | 163.52 |
|
| Corteva (CTVA) | 0.3 | $354k | 4.2k | 83.71 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $353k | +2% | 1.1k | 320.55 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $351k | +8% | 454.00 | 772.64 |
|
| Kkr & Co (KKR) | 0.3 | $351k | +13% | 3.8k | 92.50 |
|
| General Dynamics Corporation (GD) | 0.3 | $350k | 1.0k | 343.22 |
|
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| Wec Energy Group (WEC) | 0.3 | $347k | 3.0k | 115.77 |
|
|
| Eastman Chemical Company (EMN) | 0.3 | $339k | NEW | 4.4k | 76.23 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $328k | +2% | 2.6k | 126.35 |
|
| United Rentals (URI) | 0.3 | $324k | +28% | 444.00 | 728.56 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $323k | -63% | 701.00 | 460.99 |
|
| Pulte (PHM) | 0.3 | $322k | +8% | 2.7k | 117.61 |
|
| Procter & Gamble Company (PG) | 0.3 | $320k | +12% | 2.2k | 144.43 |
|
| PPL Corporation (PPL) | 0.3 | $317k | +2% | 8.3k | 38.20 |
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| Hershey Company (HSY) | 0.2 | $311k | +3% | 1.5k | 207.89 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $311k | 3.3k | 93.74 |
|
|
| Deere & Company (DE) | 0.2 | $306k | -2% | 544.00 | 563.30 |
|
| Nrg Energy Com New (NRG) | 0.2 | $301k | -10% | 2.1k | 146.14 |
|
| Apollo Global Mgmt (APO) | 0.2 | $301k | +32% | 2.7k | 111.42 |
|
| Morgan Stanley Com New (MS) | 0.2 | $300k | +4% | 1.8k | 164.42 |
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| Oracle Corporation (ORCL) | 0.2 | $295k | +85% | 2.0k | 147.11 |
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| Us Bancorp Com New (USB) | 0.2 | $294k | 5.7k | 52.01 |
|
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| United Parcel Svcs CL B (UPS) | 0.2 | $292k | NEW | 3.0k | 98.38 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $286k | NEW | 5.9k | 48.18 |
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| Ingersoll Rand (IR) | 0.2 | $280k | NEW | 3.5k | 80.12 |
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| Paychex (PAYX) | 0.2 | $279k | NEW | 3.0k | 92.12 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $278k | NEW | 4.8k | 57.64 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $277k | +6% | 2.4k | 114.76 |
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| Ge Aerospace Com New (GE) | 0.2 | $273k | NEW | 961.00 | 283.84 |
|
| Genuine Parts Company (GPC) | 0.2 | $269k | +3% | 2.5k | 105.75 |
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| Embraer Sponsored Ads (EMBJ) | 0.2 | $264k | +11% | 4.4k | 59.34 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.2 | $258k | +15% | 15k | 16.97 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $256k | 691.00 | 370.68 |
|
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| Target Corporation (TGT) | 0.2 | $252k | NEW | 2.1k | 121.20 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $246k | NEW | 9.6k | 25.64 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $246k | +4% | 1.2k | 197.71 |
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| Equity Residential Sh Ben Int (EQR) | 0.2 | $242k | NEW | 4.1k | 59.15 |
|
| Totalenergies Se Act (TTE) | 0.2 | $242k | NEW | 2.7k | 90.98 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $240k | +10% | 11k | 21.66 |
|
| Agnico (AEM) | 0.2 | $237k | NEW | 1.2k | 202.98 |
|
| Gold Fields Sponsored Adr (GFI) | 0.2 | $234k | +12% | 5.1k | 45.40 |
|
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 0.2 | $228k | NEW | 6.3k | 36.04 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $226k | +8% | 2.3k | 97.13 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $224k | NEW | 2.3k | 98.42 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $222k | 2.0k | 110.36 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $219k | NEW | 1.6k | 135.72 |
|
| Best Buy (BBY) | 0.2 | $219k | -3% | 3.4k | 64.20 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $216k | 605.00 | 356.56 |
|
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.2 | $211k | +15% | 3.6k | 57.80 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $211k | NEW | 4.0k | 52.64 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $207k | NEW | 5.6k | 36.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $206k | NEW | 3.2k | 64.08 |
|
| Clorox Company (CLX) | 0.2 | $201k | NEW | 1.9k | 103.63 |
|
| Harmony Gold Mng Sponsored Adr (HMY) | 0.1 | $167k | NEW | 11k | 15.37 |
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.1 | $164k | +12% | 13k | 12.32 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.1 | $141k | +12% | 12k | 11.44 |
|
| Vnet Group Sponsored Ads A (VNET) | 0.1 | $141k | +23% | 17k | 8.39 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $119k | -3% | 11k | 11.28 |
|
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.1 | $100k | NEW | 14k | 7.24 |
|
| Cerus Corporation (CERS) | 0.0 | $35k | 19k | 1.82 |
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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 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