Bingham Private Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 5, 2025), Bingham Private Wealth, LLC reported 142 stock positions worth $94.0 million. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by Apple (AAPL, 3.5%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 3.5%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002063211
- Portfolio Value
- $94.0M (Q4 2024)
- SEC Filing
- 0001951757-25-000507 ↗ filed May 5, 2025
Holdings Value
Holdings 142 stocks · $94.0M
| MSFT Microsoft Corp. | 4.62% | 10,312 | $4.3M | — |
| AAPL Apple Inc. | 3.52% | 13,221 | $3.3M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.51% | 36,041 | $3.3M | — |
| AMZN Amazon.com Inc. | 2.99% | 12,829 | $2.8M | — |
| AVGO Broadcom Inc. | 2.69% | 10,907 | $2.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.43% | 3,890 | $2.3M | — |
| NVDA Nvidia Corp. | 2.25% | 15,767 | $2.1M | — |
| GOOGL Alphabet Inc. Class A | 2.22% | 11,011 | $2.1M | — |
| JPM JPMorgan Chase & Co. | 1.93% | 7,568 | $1.8M | — |
| EQAL Invesco Russell 1000 Equal W | 1.89% | 36,702 | $1.8M | — |
| MBB iShares MBS ETF | 1.71% | 17,547 | $1.6M | — |
| TSLA Tesla Inc. | 1.60% | 3,728 | $1.5M | — |
| IEI iShares 3-7 Year Treasury Bo | 1.53% | 12,421 | $1.4M | — |
| V Visa Inc. Class A | 1.51% | 4,502 | $1.4M | — |
| WMT Walmart Inc. | 1.46% | 15,175 | $1.4M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.41% | 6,038 | $1.3M | — |
| ABBV Abbvie Inc. | 1.32% | 6,993 | $1.2M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.27% | 23,022 | $1.2M | — |
| MA Mastercard Inc. Class A | 1.23% | 2,199 | $1.2M | — |
| BN Brookfield Corp. | 1.22% | 19,937 | $1.1M | — |
| GILD Gilead Sciences Inc. | 1.18% | 12,002 | $1.1M | — |
| META Meta Platforms Inc. Class A | 1.16% | 1,857 | $1.1M | — |
| XOM Exxon Mobil Corp. | 1.10% | 9,598 | $1.0M | — |
| ISRG Intuitive Surgical Inc. | 1.07% | 1,928 | $1.0M | — |
| CRH CRH PLC | 1.02% | 10,384 | $961K | — |
| PM Philip Morris International | 1.02% | 7,930 | $954K | — |
| CVX Chevron Corp. | 0.99% | 6,397 | $927K | — |
| FDX FedEx Corp. | 0.99% | 3,291 | $926K | — |
| CSCO Cisco Systems Inc. | 0.98% | 15,491 | $917K | — |
| UNH Unitedhealth Group Inc. | 0.96% | 1,779 | $900K | — |
| TMUS T-Mobile US Inc. | 0.94% | 4,015 | $886K | — |
| PWR Quanta Services Inc. | 0.92% | 2,748 | $869K | — |
| LLY Eli Lilly & Co. | 0.88% | 1,069 | $825K | — |
| ACN Accenture PLC Class A | 0.83% | 2,220 | $781K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.81% | 1,104 | $765K | — |
| CRM Salesforce Inc. | 0.79% | 2,215 | $741K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 1,623 | $736K | — |
| IEF iShares 7-10 Year Treasury B | 0.73% | 7,437 | $688K | — |
| ABNB Airbnb Inc. Class A | 0.72% | 5,183 | $681K | — |
| WMB Williams Cos Inc. | 0.68% | 11,850 | $641K | — |
| QCOM Qualcomm Inc. | 0.67% | 4,119 | $633K | — |
| HD Home Depot Inc. | 0.67% | 1,621 | $631K | — |
| LNG Cheniere Energy Inc. | 0.67% | 2,920 | $627K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 13,953 | $613K | — |
| MRK Merck & Co. Inc. | 0.65% | 6,154 | $612K | — |
| INTU Intuit Inc. | 0.64% | 956 | $601K | — |
| NFLX Netflix Inc. | 0.63% | 669 | $596K | — |
| HLT Hilton Worldwide Holdings Inc. | 0.62% | 2,358 | $583K | — |
| BLK BlackRock Inc. | 0.60% | 550 | $564K | — |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.59% | 14,447 | $554K | — |
| GEV GE Vernova Inc. | 0.59% | 1,675 | $551K | — |
| UBER Uber Technologies Inc. | 0.58% | 9,016 | $544K | — |
| KKR KKR & Co. Inc. | 0.57% | 3,653 | $540K | — |
| COST Costco Wholesale Corp. | 0.57% | 589 | $540K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.57% | 10,401 | $536K | — |
| VZ Verizon Communications Inc. | 0.57% | 13,286 | $531K | — |
| PRU Prudential Financial Inc. | 0.56% | 4,474 | $530K | — |
| JNJ Johnson & Johnson | 0.56% | 3,638 | $526K | — |
| TEL Te Connectivity PLC | 0.55% | 3,632 | $519K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.55% | 6,334 | $519K | — |
| ORCL Oracle Corp. | 0.55% | 3,076 | $513K | — |
| PEP Pepsico Inc. | 0.55% | 3,370 | $512K | — |
| MET Metlife Inc. | 0.49% | 5,676 | $465K | — |
| C Citigroup Inc. | 0.49% | 6,596 | $464K | — |
| SCHW Schwab (charles) Corp. | 0.49% | 6,268 | $464K | — |
| ENB Enbridge Inc. | 0.49% | 10,933 | $464K | — |
| WFC Wells Fargo & Co. | 0.48% | 6,467 | $454K | — |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 866 | $451K | — |
| MO Altria Group Inc. | 0.47% | 8,514 | $445K | — |
| SHW The Sherwin-Williams Co. | 0.47% | 1,305 | $444K | — |
| RTX RTX Corp. | 0.47% | 3,782 | $438K | — |
| CRBG Corebridge Financial Inc. | 0.46% | 14,462 | $433K | — |
| TLT iShares 20+ Year Treasury BD | 0.46% | 4,938 | $431K | — |
| VOO Vanguard S&P 500 ETF | 0.45% | 792 | $427K | — |
| COF Capital One Financial Corp. | 0.44% | 2,319 | $414K | — |
| TDG Transdigm Group Inc. | 0.44% | 326 | $413K | — |
| LOW Lowe's Cos Inc. | 0.44% | 1,660 | $410K | — |
| APO Apollo Global Management Inc. | 0.43% | 2,438 | $403K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 1,994 | $394K | — |
| PG The Procter & Gamble Co. | 0.41% | 2,299 | $385K | — |
| BX Blackstone Inc. | 0.41% | 2,234 | $385K | — |
| KO The Coca-Cola Co. | 0.38% | 5,772 | $359K | — |
| CMCSA Comcast Corp. Class A | 0.37% | 9,369 | $352K | — |
| DHR Danaher Corp. | 0.37% | 1,507 | $346K | — |
| CAT Caterpillar Inc. | 0.36% | 938 | $340K | — |
| BRBR Bellring Brands Inc. | 0.36% | 4,507 | $340K | — |
| ABT Abbott Laboratories | 0.36% | 2,992 | $338K | — |
| TT Trane Technologies PLC | 0.36% | 915 | $338K | — |
| LIN Linde PLC | 0.36% | 799 | $335K | — |
| PGR Progressive Corp. | 0.36% | 1,393 | $334K | — |
| BBY Best Buy Co. Inc. | 0.35% | 3,844 | $330K | — |
| GS Goldman Sachs Group Inc. | 0.35% | 574 | $329K | — |
| JCI Johnson Controls Internation | 0.34% | 4,097 | $323K | — |
| TFC Truist Financial Corp. | 0.34% | 7,267 | $315K | — |
| VONV Vanguard Russell 1000 Value | 0.33% | 3,870 | $314K | — |
| GD General Dynamics Corp. | 0.32% | 1,156 | $305K | — |
| LUV Southwest Airlines Co. | 0.32% | 9,000 | $303K | — |
| UPS United Parcel Service Class B | 0.32% | 2,384 | $301K | — |
| MCK McKesson Corp. | 0.31% | 517 | $295K | — |
| ADP Automatic Data Processing | 0.31% | 1,003 | $294K | — |
| NEE Nextera Energy Inc. | 0.31% | 4,077 | $292K | — |
| WEC WEC Energy Group Inc. | 0.31% | 3,075 | $289K | — |
| CAVA Cava Group Inc. | 0.31% | 2,550 | $288K | — |
| AMGN Amgen Inc. | 0.31% | 1,103 | $287K | — |
| XEL Xcel Energy Inc. | 0.30% | 4,182 | $282K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.30% | 2,465 | $279K | — |
| IWV iShares Russell 3000 ETF | 0.29% | 819 | $274K | — |
| TGT Target Corp. | 0.29% | 2,010 | $272K | — |
| CPRT Copart Inc. | 0.29% | 4,728 | $271K | — |
| CDNS Cadence Design SYS Inc. | 0.29% | 903 | $271K | — |
| PFE Pfizer Inc. | 0.29% | 10,107 | $268K | — |
| KMB Kimberly-Clark Corp. | 0.28% | 2,002 | $262K | — |
| WY Weyerhaeuser Co. | 0.27% | 9,175 | $258K | — |
| PH Parker Hannifin Corp. | 0.27% | 402 | $256K | — |
| NRG NRG Energy Inc. | 0.27% | 2,808 | $253K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.27% | 3,819 | $250K | — |
| MDLZ Mondelez International Inc. Class A | 0.27% | 4,180 | $250K | — |
| ITOT iShares Core S&P Total U.S. | 0.26% | 1,875 | $241K | — |
| AIG American International Group | 0.26% | 3,312 | $241K | — |
| SAP Sap SE-Sponsored ADR | 0.26% | 977 | $241K | — |
| PLD Prologis Inc. | 0.25% | 2,237 | $236K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.25% | 2,241 | $236K | — |
| USB US Bancorp | 0.25% | 4,901 | $234K | — |
| PANW Palo Alto Networks Inc. | 0.25% | 1,282 | $233K | — |
| KRP Kimbell Royalty Partners LP | 0.25% | 14,345 | $233K | — |
| IWB iShares Russell 1000 ETF | 0.25% | 719 | $232K | — |
| DE Deere & Co. | 0.25% | 544 | $230K | — |
| APD Air Products & Chemicals Inc. | 0.24% | 792 | $230K | — |
| URI United Rentals Inc. | 0.24% | 326 | $230K | — |
| IR Ingersoll-Rand Inc. | 0.24% | 2,515 | $228K | — |
| INSM Insmed Inc. | 0.24% | 3,270 | $226K | — |
| GLPI Gaming and Leisure Propertie | 0.24% | 4,669 | $225K | — |
| GM General Motors Co. | 0.24% | 4,165 | $222K | — |
| MS Morgan Stanley | 0.24% | 1,761 | $221K | — |
| GPC Genuine Parts Co. | 0.23% | 1,860 | $217K | — |
| PPL PPL Corp. | 0.22% | 6,492 | $211K | — |
| TIP iShares Tips Bond ETF | 0.22% | 1,971 | $210K | — |
| ORLY O'reilly Automotive Inc. | 0.22% | 176 | $209K | — |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.22% | 2,309 | $206K | — |
| MRSH Marsh & McLennan Cos | 0.22% | 966 | $205K | — |
| NOC Northrop Grumman Corp. | 0.22% | 436 | $205K | — |
| CERS Cerus Corp. | 0.03% | 19,250 | $30K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |