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