Bingham Private Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Bingham Private Wealth, LLC reported 178 stock positions worth $145.3 million. Its top holding was Apple (AAPL) at 3.8% of the portfolio, followed by Amazon.com (AMZN, 3.6%) and Nvidia (NVDA, 3.4%). Compared with Q1 2026, it opened 30 new positions, sold out of 17, added to 96 and reduced 44. The biggest buy was Apple (AAPL, shares +54%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002063211
- Portfolio Value
- $145.3M (Q2 2026)
- SEC Filing
- 0001951757-26-001216 ↗ filed Aug 11, 2026
Holdings Value
Holdings 178 stocks · $145.3M
| AAPL Apple Inc. | 3.78% | 18,959 | $5.5M | Add +54.1% |
| AMZN Amazon.com Inc. | 3.59% | 21,899 | $5.2M | Add +6.9% |
| NVDA Nvidia Corp. | 3.39% | 24,643 | $4.9M | Reduce -7.6% |
| MSFT Microsoft Corp. | 3.21% | 12,508 | $4.7M | Add +8.6% |
| AVGO Broadcom Inc. | 2.82% | 10,836 | $4.1M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.76% | 5,378 | $4.0M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 2.45% | 9,978 | $3.6M | Reduce -24.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.16% | 34,328 | $3.1M | Add +10.4% |
| EQAL Invesco Russell 1000 Equal W | 1.94% | 47,694 | $2.8M | Add +5.7% |
| CSCO Cisco Systems Inc. | 1.84% | 22,794 | $2.7M | Reduce -13.5% |
| IEI iShares 3-7 Year Treasury Bo | 1.60% | 19,789 | $2.3M | Add +16.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.50% | 4,571 | $2.2M | Add +1.9% |
| ABBV Abbvie Inc. | 1.49% | 8,615 | $2.2M | Add +34.5% |
| JPM JPMorgan Chase & Co. | 1.40% | 6,230 | $2.0M | Add +1.0% |
| BN Brookfield Corp. | 1.25% | 42,554 | $1.8M | Add +13.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.24% | 905 | $1.8M | Reduce -37.5% |
| GEV GE Vernova Inc. | 1.24% | 1,528 | $1.8M | Add +1.7% |
| MBB iShares MBS ETF | 1.23% | 18,953 | $1.8M | Add +19.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.21% | 6,273 | $1.8M | Add +0.6% |
| V Visa Inc. Class A | 1.17% | 4,970 | $1.7M | Add +3.8% |
| PM Philip Morris International | 1.11% | 8,956 | $1.6M | Add +4.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.09% | 30,337 | $1.6M | Add +15.5% |
| GILD Gilead Sciences Inc. | 1.04% | 11,946 | $1.5M | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 1.03% | 4,006 | $1.5M | Add +316.9% |
| IEF iShares 7-10 Year Treasury B | 0.95% | 14,541 | $1.4M | Add +29.8% |
| PWR Quanta Services Inc. | 0.94% | 1,892 | $1.4M | Reduce -24.4% |
| WMT Walmart Inc. | 0.88% | 11,332 | $1.3M | Add +1.1% |
| CVX Chevron Corp. | 0.84% | 7,353 | $1.2M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.82% | 1,272 | $1.2M | Add +3.0% |
| NFLX Netflix Inc. | 0.80% | 16,369 | $1.2M | Add +182.6% |
| TSLA Tesla Inc. | 0.79% | 2,744 | $1.2M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.78% | 941 | $1.1M | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.76% | 4,346 | $1.1M | Add +0.6% |
| UBER Uber Technologies Inc. | 0.74% | 14,972 | $1.1M | Add +90.7% |
| CAT Caterpillar Inc. | 0.74% | 1,012 | $1.1M | Add +2.6% |
| CRH CRH PLC | 0.73% | 9,960 | $1.1M | No change |
| GOOG Alphabet Inc. Class C | 0.73% | 2,989 | $1.1M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.71% | 1,835 | $1.0M | Reduce -32.3% |
| STX Seagate Technology Holdings | 0.70% | 1,048 | $1.0M | Reduce -39.0% |
| WMB Williams Cos Inc. | 0.69% | 13,443 | $999K | Add +10.4% |
| MA Mastercard Inc. Class A | 0.69% | 1,946 | $999K | Add +12.8% |
| BAC Bank of America Corp. | 0.65% | 16,693 | $951K | Add +3.0% |
| KLAC KLA Corp. | 0.65% | 3,150 | $950K | Reduce -6.8% |
| C Citigroup Inc. | 0.64% | 6,637 | $929K | Reduce -11.0% |
| DELL Dell Technologies -C | 0.64% | 2,151 | $928K | Reduce -62.8% |
| MRK Merck & Co. Inc. | 0.63% | 7,105 | $913K | Add +18.6% |
| RACE Ferrari NV | 0.63% | 2,443 | $910K | New |
| ABNB Airbnb Inc. Class A | 0.61% | 6,174 | $883K | Add +16.3% |
| NEE Nextera Energy Inc. | 0.59% | 9,768 | $857K | Add +2.8% |
| LNG Cheniere Energy Inc. | 0.58% | 3,534 | $845K | Add +15.6% |
| AMAT Applied Materials Inc. | 0.58% | 1,167 | $844K | Reduce -0.4% |
| VZ Verizon Communications Inc. | 0.58% | 19,781 | $838K | Add +7.4% |
| UNH Unitedhealth Group Inc. | 0.57% | 1,987 | $826K | Add +26.3% |
| CB Chubb Ltd. | 0.56% | 2,391 | $815K | Add +31.9% |
| FDX FedEx Corp. | 0.56% | 2,600 | $814K | Reduce -19.1% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.56% | 17,468 | $812K | Add +17.6% |
| AMD Advanced Micro Devices | 0.55% | 1,377 | $800K | New |
| RTX RTX Corp. | 0.55% | 4,175 | $792K | Add +2.9% |
| AZN Astrazeneca PLC | 0.54% | 4,104 | $778K | Add +3.5% |
| KO The Coca-Cola Co. | 0.53% | 9,501 | $772K | Add +6.2% |
| SCHW Schwab (charles) Corp. | 0.51% | 8,015 | $740K | Add +41.5% |
| PLD Prologis Inc. | 0.50% | 5,406 | $732K | Add +4.2% |
| PEP Pepsico Inc. | 0.48% | 5,165 | $700K | Add +5.2% |
| TMUS T-Mobile US Inc. | 0.48% | 4,149 | $696K | Reduce -3.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.48% | 13,065 | $695K | Add +4.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.47% | 8,406 | $690K | Add +33.3% |
| WFC Wells Fargo & Co. | 0.47% | 8,296 | $686K | Reduce -2.5% |
| DASH DoorDash Inc. Class A | 0.47% | 3,684 | $680K | Add +11.9% |
| TDG Transdigm Group Inc. | 0.45% | 494 | $658K | Add +6.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.44% | 1,292 | $642K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 1,269 | $635K | Add +1.0% |
| LUV Southwest Airlines Co. | 0.43% | 12,017 | $618K | Add +1.5% |
| URI United Rentals Inc. | 0.41% | 529 | $599K | Add +19.1% |
| FCX Freeport-McMoran Inc. | 0.41% | 9,493 | $597K | Add +2.9% |
| COP Conocophillips | 0.41% | 5,692 | $592K | Add +1.9% |
| ALL Allstate Corp. | 0.40% | 2,437 | $580K | Add +4.9% |
| GLD SPDR Gold Shares | 0.40% | 1,562 | $575K | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 1,096 | $549K | Add +6.8% |
| BTI British American Tob-SP ADR | 0.38% | 8,877 | $548K | Add +5.7% |
| AMGN Amgen Inc. | 0.37% | 1,486 | $538K | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.37% | 526 | $532K | Add +3.1% |
| TLT iShares 20+ Year Treasury BD | 0.37% | 6,143 | $531K | Reduce -4.8% |
| HLT Hilton Worldwide Holdings Inc. | 0.36% | 1,599 | $528K | Reduce -20.9% |
| MO Altria Group Inc. | 0.36% | 7,271 | $523K | Reduce -1.3% |
| GM General Motors Co. | 0.36% | 6,717 | $518K | Add +5.3% |
| APH Amphenol Corp. Class A | 0.35% | 2,908 | $513K | Add +12.0% |
| LIN Linde PLC | 0.35% | 983 | $510K | Add +3.1% |
| ENB Enbridge Inc. | 0.35% | 9,356 | $507K | Add +4.0% |
| COF Capital One Financial Corp. | 0.34% | 2,454 | $492K | Reduce -0.0% |
| NRG NRG Energy Inc. | 0.33% | 3,250 | $475K | Add +57.6% |
| NOC Northrop Grumman Corp. | 0.33% | 931 | $474K | Add +1.3% |
| TFC Truist Financial Corp. | 0.33% | 9,516 | $474K | Add +0.0% |
| PFE Pfizer Inc. | 0.31% | 18,802 | $453K | Add +1.7% |
| PRU Prudential Financial Inc. | 0.30% | 4,093 | $442K | Add +3.0% |
| VLO Valero Energy Corp. | 0.30% | 1,673 | $436K | Add +4.4% |
| MET Metlife Inc. | 0.30% | 5,094 | $431K | No change |
| DHR Danaher Corp. | 0.30% | 2,253 | $429K | Add +2.9% |
| DE Deere & Co. | 0.29% | 665 | $422K | Add +22.2% |
| MCK McKesson Corp. | 0.29% | 554 | $419K | Reduce -25.4% |
| KKR KKR & Co. Inc. | 0.29% | 4,550 | $418K | Add +20.1% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −1.82 |
| GOOGL Alphabet Inc. Class A | Reduce -24.9% | 2.45% | −0.58 |
| META Meta Platforms Inc. Class A | Reduce -32.3% | 0.71% | −0.52 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.43 |
| FDX FedEx Corp. | Reduce -19.1% | 0.56% | −0.35 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.31 |
| JCI Johnson Controls Internation | Reduce -63.0% | 0.17% | −0.31 |
| NVDA Nvidia Corp. | Reduce -7.6% | 3.39% | −0.30 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.30 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -37.5% | 1.24% | −0.28 |
| PPL PPL Corp. | Sold out | 0.00% | −0.25 |
| TMUS T-Mobile US Inc. | Reduce -3.2% | 0.48% | −0.24 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.23 |
| MCK McKesson Corp. | Reduce -25.4% | 0.29% | −0.22 |
| EMBJ Embraer SA-Spon ADR | Sold out | 0.00% | −0.21 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.19 |
| GFI Gold Fields Ltd.-Spons ADR | Sold out | 0.00% | −0.19 |
| BVN Cia DE Minas Buenaventur-ADR | Sold out | 0.00% | −0.18 |
| RYAAY Ryanair Holdings PLC-SP ADR | Sold out | 0.00% | −0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.16 |
| PWR Quanta Services Inc. | Reduce -24.4% | 0.94% | −0.15 |
| INSM Insmed Inc. | Reduce -9.1% | 0.14% | −0.14 |
| HMY Harmony Gold MNG-Spon ADR | Sold out | 0.00% | −0.13 |
| SBSW Sibanye-Stillwater Ltd.-ADR | Sold out | 0.00% | −0.13 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -20.9% | 0.36% | −0.12 |
| DELL Dell Technologies -C | Reduce -62.8% | 0.64% | −0.11 |
| VNET Vnet Group Inc.-ADR | Sold out | 0.00% | −0.11 |
| ABT Abbott Laboratories | Reduce -14.5% | 0.18% | −0.10 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.09 |
| CRM Salesforce Inc. | Reduce -4.5% | 0.21% | −0.09 |
| VLRS Controladora Vuela Cia-ADR | Sold out | 0.00% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -4.8% | 0.37% | −0.08 |
| APD Air Products & Chemicals Inc. | Reduce -14.2% | 0.23% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -6.4% | 0.23% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -21.7% | 0.15% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -2.1% | 0.19% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -2.5% | 0.47% | −0.07 |
| HD Home Depot Inc. | Reduce -11.2% | 0.26% | −0.06 |
| CDNS Cadence Design SYS Inc. | Reduce -27.9% | 0.25% | −0.05 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.37% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.3% | 0.21% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.7% | 0.20% | −0.04 |
| FDXF FedEx Freight Holding Co. | Reduce -6.5% | 0.16% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.4% | 0.27% | −0.03 |
| C Citigroup Inc. | Reduce -11.0% | 0.64% | −0.03 |
| GD General Dynamics Corp. | Reduce -0.9% | 0.25% | −0.03 |
| MO Altria Group Inc. | Reduce -1.3% | 0.36% | −0.03 |
| TSLA Tesla Inc. | Reduce -1.1% | 0.79% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -5.8% | 0.16% | −0.02 |
| PAYX Paychex Inc. | Reduce -1.6% | 0.20% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +54.1% | 3.78% | +1.30 |
| GE General Electric | Add +316.9% | 1.03% | +0.81 |
| RACE Ferrari NV | New | 0.63% | +0.63 |
| AMD Advanced Micro Devices | New | 0.55% | +0.55 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.44% | +0.44 |
| ABBV Abbvie Inc. | Add +34.5% | 1.49% | +0.39 |
| NFLX Netflix Inc. | Add +182.6% | 0.80% | +0.36 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.9% | 1.50% | +0.30 |
| UBER Uber Technologies Inc. | Add +90.7% | 0.74% | +0.30 |
| AEP American Electric Power | New | 0.26% | +0.26 |
| NBIS Nebius Group NV | New | 0.24% | +0.24 |
| UNH Unitedhealth Group Inc. | Add +26.3% | 0.57% | +0.23 |
| PANW Palo Alto Networks Inc. | New | 0.21% | +0.21 |
| MU Micron Technology Inc. | New | 0.21% | +0.21 |
| AMZN Amazon.com Inc. | Add +6.9% | 3.59% | +0.21 |
| GEV GE Vernova Inc. | Add +1.7% | 1.24% | +0.19 |
| CAT Caterpillar Inc. | Add +2.6% | 0.74% | +0.19 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.19% | +0.19 |
| TROW T Rowe Price Group Inc. | New | 0.18% | +0.18 |
| SWK Stanley Black & Decker Inc. | New | 0.18% | +0.18 |
| LRCX Lam Research Corp. | New | 0.18% | +0.18 |
| INTC Intel Corp. | New | 0.18% | +0.18 |
| CYD China Yuchai Intl Ltd. | New | 0.17% | +0.17 |
| ACN Accenture PLC Class A | New | 0.17% | +0.17 |
| MNST Monster Beverage Corp. | New | 0.17% | +0.17 |
| ANET Arista Networks Inc. | New | 0.16% | +0.16 |
| BCS Barclays PLC-Spons ADR | New | 0.16% | +0.16 |
| VRT Vertiv Holdings Co. Class A | New | 0.16% | +0.16 |
| AON Aon PLC Class A | New | 0.16% | +0.16 |
| IRM Iron Mountain Inc. | New | 0.16% | +0.16 |
| URI United Rentals Inc. | Add +19.1% | 0.41% | +0.16 |
| NOK Nokia Corp.-Spon ADR | New | 0.15% | +0.15 |
| SO The Southern Co. | New | 0.15% | +0.15 |
| AMCR Amcor PLC | New | 0.15% | +0.15 |
| R Ryder System Inc. | New | 0.15% | +0.15 |
| SBUX Starbucks Corp. | New | 0.14% | +0.14 |
| DOCN Digitalocean Holdings Inc. | New | 0.14% | +0.14 |
| IEF iShares 7-10 Year Treasury B | Add +29.8% | 0.95% | +0.10 |
| VIV Telefonica Brasil-ADR | New | 0.10% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.0% | 2.76% | +0.09 |
| APH Amphenol Corp. Class A | Add +12.0% | 0.35% | +0.09 |
| ERIC Ericsson (lm) Tel-SP ADR | New | 0.09% | +0.09 |
| CB Chubb Ltd. | Add +31.9% | 0.56% | +0.09 |
| UGP Ultrapar Particpac-Spon ADR | New | 0.09% | +0.09 |
| NRG NRG Energy Inc. | Add +57.6% | 0.33% | +0.09 |
| SCHW Schwab (charles) Corp. | Add +41.5% | 0.51% | +0.09 |
| SSL Sasol Ltd.-Sponsored ADR | New | 0.08% | +0.08 |
| ABNB Airbnb Inc. Class A | Add +16.3% | 0.61% | +0.08 |
| DASH DoorDash Inc. Class A | Add +11.9% | 0.47% | +0.08 |
| LUV Southwest Airlines Co. | Add +1.5% | 0.43% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 178 | $145.3M | AAPL, AMZN, NVDA, MSFT, AVGO |
| Q1 2026 | 164 | $126.0M | NVDA, AMZN, MSFT, GOOGL, AVGO |
| Q4 2025 | 151 | $115.9M | MSFT, NVDA, AMZN, AVGO, GOOGL |
| Q2 2025 | 158 | $104.9M | MSFT, AMZN, AVGO, BIL, NVDA |
| Q1 2025 | 152 | $96.7M | MSFT, BIL, AMZN, AAPL, SPY |
| Q4 2024 | 142 | $94.0M | MSFT, AAPL, BIL, AMZN, AVGO |