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