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Bingham Private Wealth, LLC

SEC CIK
0002063211
Latest filing
Aug 11, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only.

Institution overview
Positions
151
No filing for Q3 2025
Portfolio value
$115.9M
No filing for Q3 2025
Filed
Jan 23, 2026
SEC

Bingham Private Wealth, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Bingham Private Wealth, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock17,012$5.81M5.0%––History
NVDANVIDIA CorpStock25,829$4.82M4.2%––History
AMZNAmazon Com IncStock17,607$4.06M3.5%––History
AVGOBroadcom Inc.Stock10,757$3.72M3.2%––History
GOOGLAlphabet Inc.Stock11,789$3.69M3.2%––History
AAPLApple Inc.Stock16,946$3.25M2.8%––History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF30,916$2.83M2.4%–––
SPYSPDR S&P 500 ETF TrustETF3,861$2.63M2.3%––History
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL45,218$2.38M2.1%–––
JPMJPMorgan Chase & CoStock6,251$2.01M1.7%––History
iShares Tr4642886613 7 YR TREAS BD15,484$1.85M1.6%–––
CSCOCisco Systems, Inc.Stock23,643$1.82M1.6%––History
IBMInternational Business Machines CorpStock6,082$1.80M1.6%––History
WMTWalmart Inc.Stock14,979$1.67M1.4%––History
BNBROOKFIELD CorpCL A LTD VT SH36,317$1.67M1.4%––History
METAMeta Platforms, Inc.Stock2,327$1.54M1.3%––History
VVisa Inc.Stock4,354$1.53M1.3%––History
iShares Tr464288588MBS ETF15,903$1.51M1.3%–––
ASMLASML Holding NVADR1,350$1.44M1.2%––History
XOMExxonMobil Holdings CorpCOM11,826$1.42M1.2%––History
GILDGilead Sciences, Inc.Stock11,530$1.42M1.2%––History
MAMastercard IncStock2,449$1.40M1.2%––History
TSLATesla, Inc.Stock3,020$1.36M1.2%––History
iShares Tr464288646ISHS 1-5YR INVS24,018$1.27M1.1%–––
CRHCRH Public Ltd CoORD10,016$1.25M1.1%––History
PMPhilip Morris International Inc.Stock7,588$1.22M1.1%––History
ABBVAbbVie Inc.Stock5,019$1.15M1.0%––History
ISRGIntuitive Surgical IncCOM NEW1,921$1.09M0.9%––History
LLYEli Lilly & CoStock1,002$1.08M0.9%––History
CVXChevron CorpStock6,926$1.06M0.9%––History
PWRQuanta Services, Inc.COM2,500$1.06M0.9%––History
iShares Tr4642874407-10 YR TRSY BD10,212$982.0K0.8%–––
FDXFedEx CorpStock3,134$905.3K0.8%––History
BLKBlackRock, Inc.Stock824$882.0K0.8%––History
GEVGE Vernova Inc.Stock1,334$871.9K0.8%––History
CCitigroup IncStock7,260$847.2K0.7%––History
JNJJohnson & JohnsonStock8,626$755.3K0.7%––History
RTXRTX CorpStock4,091$750.3K0.6%––History
TMUST-Mobile US, Inc.Stock3,660$743.0K0.6%––History
DASHDoorDash, Inc.Stock3,277$742.2K0.6%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,425$736.9K0.6%––History
BACBank of America CorpStock13,315$732.3K0.6%––History
DELLDell Technologies Inc.Stock5,641$710.1K0.6%––History
WMBWilliams Companies, Inc.COM11,448$688.1K0.6%––History
AZNAstraZeneca PLCSPONSORED ADR7,281$669.3K0.6%––History
WFCWells Fargo & CompanyStock7,121$663.7K0.6%––History
HLTHilton Worldwide Holdings Inc.COM2,286$656.7K0.6%––History
STXSeagate Technology Holdings plcORD SHS2,374$653.8K0.6%––History
PLDPrologis, Inc.REIT5,074$647.7K0.6%––History
UBERUber Technologies, IncStock7,670$626.7K0.5%––History
KOCoca Cola CoStock13,769$618.0K0.5%––History
COFCapital One Financial CorpStock2,515$609.5K0.5%––History
TMOThermo Fisher Scientific Inc.Stock1,002$580.6K0.5%––History
NEENextera Energy IncStock7,232$580.6K0.5%––History
TDGTransDigm Group INCCOM435$578.5K0.5%––History
MCKMcKesson CorpStock702$575.8K0.5%––History
COSTCostco Wholesale CorpStock663$572.0K0.5%––History
PEPPepsiCo IncStock3,957$567.9K0.5%––History
iShares Tr464288638ISHS 5-10YR INVT10,438$562.4K0.5%–––
MRKMerck & Co., Inc.Stock5,316$559.6K0.5%––History
CRMSalesforce, Inc.Stock2,111$559.2K0.5%––History
VZVerizon Communications IncStock13,678$557.1K0.5%––History
JCIJohnson Controls International plcStock4,639$555.5K0.5%––History
CATCaterpillar IncStock964$552.3K0.5%––History
CBChubb LtdStock1,768$551.8K0.5%––History
LNGCheniere Energy, Inc.COM NEW2,832$550.5K0.5%––History
ABNBAirbnb, Inc.Stock4,014$544.8K0.5%––History
AIGAmerican International Group, Inc.Stock6,325$541.1K0.5%––History
iShares Tr4642874571 3 YR TREAS BD6,386$528.9K0.5%–––
SCHWSchwab Charles CorpStock5,269$526.4K0.5%––History
QCOMQualcomm IncStock2,983$510.2K0.4%––History
NFLXNetflix IncStock5,399$506.2K0.4%––History
ENBEnbridge IncStock10,528$503.6K0.4%––History
TFCTruist Financial CorpCOM10,062$495.2K0.4%––History
AMGNAmgen IncStock1,511$494.6K0.4%––History
NOCNorthrop Grumman CorpStock835$476.1K0.4%––History
INSMINSMED IncCOM PAR $.012,710$471.6K0.4%––History
DHRDanaher CorpStock2,059$471.3K0.4%––History
LUVSouthwest Airlines CoCOM11,355$469.3K0.4%––History
FCXFreeport-McMoran IncStock9,167$465.6K0.4%––History
HDHome Depot, Inc.Stock1,351$464.9K0.4%––History
GMGeneral Motors CoCOM5,650$459.5K0.4%––History
CDNSCadence Design Systems IncStock1,469$459.2K0.4%––History
PRUPrudential Financial IncStock4,011$452.8K0.4%––History
GSGoldman Sachs Group IncStock505$443.9K0.4%––History
ABTAbbott LaboratoriesStock3,507$439.4K0.4%––History
BRK.BBerkshire Hathaway IncStock863$433.8K0.4%––History
KKRKKR & Co. Inc.COM3,348$426.8K0.4%––History
METMetlife IncStock5,088$401.6K0.3%––History
iShares Tr46428743220 YR TR BD ETF4,604$401.3K0.3%–––
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,045$398.9K0.3%––History
MOAltria Group, Inc.Stock6,893$397.4K0.3%––History
CRBGCorebridge Financial, Inc.COM12,763$385.1K0.3%––History
SLBSLB LimitedStock9,996$383.6K0.3%––History
TTTrane Technologies plcSHS979$381.0K0.3%––History
NRGNRG Energy, Inc.Stock2,299$366.1K0.3%––History
PHParker-Hannifin CorpStock400$351.6K0.3%––History
BXBlackstone Inc.COM2,275$350.7K0.3%––History
SHWSherwin Williams CoCOM1,074$348.0K0.3%––History
APHAmphenol CorpCL A2,545$343.9K0.3%––History