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Livermore
Livermore
ZHEN

Bingham Private Wealth, LLC

SEC CIK
0002063211
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 7, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
164
+13 vs. Q4 2025
Portfolio value
$126.0M
+$10.1M (+8.7%) vs. Q4 2025
Filed
May 7, 2026
SEC
Holdings of Bingham Private Wealth, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock26,658$4.65M3.7%+829+3.2%AddedHistory
AMZNAmazon Com IncStock20,487$4.27M3.4%+2,880+16.4%AddedHistory
MSFTMicrosoft CorpStock11,514$4.26M3.4%−5,498−32.3%ReducedHistory
GOOGLAlphabet Inc.Stock13,281$3.82M3.0%+1,492+12.7%AddedHistory
AVGOBroadcom Inc.Stock11,068$3.43M2.7%+311+2.9%AddedHistory
SPYSPDR S&P 500 ETF TrustETF5,171$3.36M2.7%+1,310+33.9%AddedHistory
AAPLApple Inc.Stock12,305$3.12M2.5%−4,641−27.4%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF31,097$2.85M2.3%+181+0.6%Added–
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL45,125$2.49M2.0%−93−0.2%Reduced–
XOMExxonMobil Holdings CorpCOM13,489$2.29M1.8%+1,663+14.1%AddedHistory
CSCOCisco Systems, Inc.Stock26,345$2.04M1.6%+2,702+11.4%AddedHistory
iShares Tr4642886613 7 YR TREAS BD17,030$2.02M1.6%+1,546+10.0%Added–
ASMLASML Holding NVADR1,449$1.91M1.5%+99+7.3%AddedHistory
JPMJPMorgan Chase & CoStock6,171$1.81M1.4%−80−1.3%ReducedHistory
GILDGilead Sciences, Inc.Stock11,925$1.66M1.3%+395+3.4%AddedHistory
METAMeta Platforms, Inc.Stock2,710$1.55M1.2%+383+16.5%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH37,483$1.52M1.2%+1,166+3.2%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR4,487$1.52M1.2%+2,062+85.0%AddedHistory
IBMInternational Business Machines CorpStock6,234$1.51M1.2%+152+2.5%AddedHistory
iShares Tr464288588MBS ETF15,855$1.51M1.2%−48−0.3%Reduced–
CVXChevron CorpStock7,268$1.50M1.2%+342+4.9%AddedHistory
VVisa Inc.Stock4,789$1.45M1.1%+435+10.0%AddedHistory
PMPhilip Morris International Inc.Stock8,562$1.42M1.1%+974+12.8%AddedHistory
WMTWalmart Inc.Stock11,214$1.39M1.1%−3,765−25.1%ReducedHistory
ABBVAbbVie Inc.Stock6,404$1.39M1.1%+1,385+27.6%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS26,270$1.38M1.1%+2,252+9.4%Added–
PWRQuanta Services, Inc.COM2,504$1.37M1.1%+4+0.2%AddedHistory
GEVGE Vernova Inc.Stock1,503$1.31M1.0%+169+12.7%AddedHistory
COSTCostco Wholesale CorpStock1,235$1.23M1.0%+572+86.3%AddedHistory
FDXFedEx CorpStock3,213$1.14M0.9%+79+2.5%AddedHistory
iShares Tr4642874407-10 YR TRSY BD11,200$1.07M0.8%+988+9.7%Added–
JNJJohnson & JohnsonStock4,319$1.06M0.8%−4,307−49.9%ReducedHistory
CRHCRH Public Ltd CoORD9,960$1.05M0.8%−56−0.6%ReducedHistory
TSLATesla, Inc.Stock2,776$1.03M0.8%−244−8.1%ReducedHistory
DELLDell Technologies Inc.Stock5,783$949.2K0.8%+142+2.5%AddedHistory
VZVerizon Communications IncStock18,413$924.4K0.7%+4,735+34.6%AddedHistory
TMUST-Mobile US, Inc.Stock4,288$900.5K0.7%+628+17.2%AddedHistory
LLYEli Lilly & CoStock965$887.6K0.7%−37−3.7%ReducedHistory
WMBWilliams Companies, Inc.COM12,174$886.0K0.7%+726+6.3%AddedHistory
NEENextera Energy IncStock9,498$882.2K0.7%+2,266+31.3%AddedHistory
LNGCheniere Energy, Inc.COM NEW3,057$867.5K0.7%+225+7.9%AddedHistory
GOOGAlphabet Inc.Stock3,021$866.6K0.7%+1,951+182.3%AddedHistory
MAMastercard IncStock1,725$861.9K0.7%−724−29.6%ReducedHistory
CCitigroup IncStock7,457$845.7K0.7%+197+2.7%AddedHistory
BACBank of America CorpStock16,213$790.4K0.6%+2,898+21.8%AddedHistory
RTXRTX CorpStock4,056$782.4K0.6%−35−0.9%ReducedHistory
AZNAstraZeneca PLCADR3,966$782.2K0.6%+326+8.9%AddedConverted for a 1-for-2 splitHistory
SLBSLB LimitedStock14,849$763.1K0.6%+4,853+48.5%AddedHistory
PEPPepsiCo IncStock4,908$762.4K0.6%+951+24.0%AddedHistory
COPConocoPhillipsStock5,588$737.6K0.6%+2,526+82.5%AddedHistory
MRKMerck & Co., Inc.Stock5,991$720.3K0.6%+675+12.7%AddedHistory
CATCaterpillar IncStock986$698.6K0.6%+22+2.3%AddedHistory
PLDPrologis, Inc.REIT5,186$685.5K0.5%+112+2.2%AddedHistory
KOCoca Cola CoStock8,946$680.3K0.5%−4,823−35.0%ReducedHistory
WFCWells Fargo & CompanyStock8,509$677.4K0.5%+1,388+19.5%AddedHistory
STXSeagate Technology Holdings plcORD SHS1,719$673.4K0.5%−655−27.6%ReducedHistory
ABNBAirbnb, Inc.Stock5,307$670.2K0.5%+1,293+32.2%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT12,478$664.1K0.5%+2,040+19.5%Added–
GLDSPDR Gold TrustETF1,542$663.5K0.5%+1,542NewHistory
MCKMcKesson CorpStock743$643.0K0.5%+41+5.8%AddedHistory
NOCNorthrop Grumman CorpStock919$627.0K0.5%+84+10.1%AddedHistory
HLTHilton Worldwide Holdings Inc.COM2,022$614.9K0.5%−264−11.5%ReducedHistory
JCIJohnson Controls International plcStock4,680$612.8K0.5%+41+0.9%AddedHistory
BRK.BBerkshire Hathaway IncStock1,256$601.9K0.5%+393+45.5%AddedHistory
CBChubb LtdStock1,813$590.9K0.5%+45+2.5%AddedHistory
UBERUber Technologies, IncStock7,853$564.9K0.4%+183+2.4%AddedHistory
iShares Tr46428743220 YR TR BD ETF6,454$559.5K0.4%+1,850+40.2%Added–
NFLXNetflix IncStock5,792$556.9K0.4%+393+7.3%AddedHistory
iShares Russell 1000 Value ETF464287598ETF2,549$544.6K0.4%+2,549New–
FCXFreeport-McMoran IncStock9,230$542.5K0.4%+63+0.7%AddedHistory
TDGTransDigm Group INCCOM466$540.1K0.4%+31+7.1%AddedHistory
SCHWSchwab Charles CorpStock5,664$532.3K0.4%+395+7.5%AddedHistory
AMGNAmgen IncStock1,492$525.0K0.4%−19−1.3%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD6,304$520.5K0.4%−82−1.3%Reduced–
PFEPfizer IncStock18,480$518.9K0.4%+4,800+35.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,026$504.3K0.4%+24+2.4%AddedHistory
KLACKLA CorpCOM NEW338$497.7K0.4%+112+49.6%AddedHistory
DASHDoorDash, Inc.Stock3,293$494.4K0.4%+16+0.5%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR8,395$490.9K0.4%+1,350+19.2%AddedHistory
ENBEnbridge IncStock8,996$487.0K0.4%−1,532−14.6%ReducedHistory
MOAltria Group, Inc.Stock7,369$486.5K0.4%+476+6.9%AddedHistory
ALLAllstate CorpStock2,324$481.9K0.4%+2,324NewHistory
GMGeneral Motors CoCOM6,380$475.3K0.4%+730+12.9%AddedHistory
LINLinde PLCStock953$472.5K0.4%+184+23.9%AddedHistory
COFCapital One Financial CorpStock2,455$447.9K0.4%−60−2.4%ReducedHistory
LUVSouthwest Airlines CoCOM11,838$444.8K0.4%+483+4.3%AddedHistory
TFCTruist Financial CorpCOM9,512$437.3K0.3%−550−5.5%ReducedHistory
GSGoldman Sachs Group IncStock510$431.5K0.3%+5+1.0%AddedHistory
UNHUnitedHealth Group IncStock1,573$425.2K0.3%+686+77.3%AddedHistory
DHRDanaher CorpStock2,190$415.2K0.3%+131+6.4%AddedHistory
HDHome Depot, Inc.Stock1,228$404.0K0.3%−123−9.1%ReducedHistory
AMATApplied Materials IncStock1,172$400.6K0.3%+3+0.3%AddedHistory
VLOValero Energy CorpStock1,602$395.8K0.3%+180+12.7%AddedHistory
QCOMQualcomm IncStock3,057$393.7K0.3%+74+2.5%AddedHistory
CRMSalesforce, Inc.Stock2,081$388.5K0.3%−30−1.4%ReducedHistory
PRUPrudential Financial IncStock3,972$388.0K0.3%−39−1.0%ReducedHistory
APDAir Products & Chemicals, Inc.Stock1,327$385.5K0.3%+1,327NewHistory
Schwab US Dividend Equity ETF808524797ETF12,411$380.8K0.3%+12,411New–
CDNSCadence Design Systems IncStock1,364$379.0K0.3%−105−7.1%ReducedHistory
LOWLowes Companies IncStock1,603$378.8K0.3%+222+16.1%AddedHistory

Sold out since Q4 2025 (13)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Bingham Private Wealth, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
AIGAmerican International Group, Inc.Stock6,325$541.1K0.5%History
CRBGCorebridge Financial, Inc.COM12,763$385.1K0.3%History
TTTrane Technologies plcSHS979$381.0K0.3%History
XELXcel Energy IncStock4,302$317.7K0.3%History
ACNAccenture plcStock1,104$296.2K0.3%History
STTState Street CorpCOM2,077$268.0K0.2%History
TROWPrice T Rowe Group IncStock2,230$228.3K0.2%History
INTUIntuit Inc.Stock326$215.9K0.2%History
MDTMedtronic plcStock2,115$203.2K0.2%History
CPRTCopart IncCOM5,171$202.4K0.2%History
MNSTMonster Beverage CorpCOM2,638$202.3K0.2%History
TIGRUP Fintech Holding LtdSPONSORED ADS12,659$121.0K0.1%History
AEGAegon Ltd.AMER REG 1 CERT11,241$86.7K0.1%History