Bingham Private Wealth, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Bingham Private Wealth, LLC reported 152 stock positions worth $96.7 million. Its top holding was Microsoft (MSFT) at 4.2% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 3.4%) and Amazon.com (AMZN, 2.6%). Compared with Q4 2024, it opened 13 new positions, sold out of 3, added to 81 and reduced 49. The biggest buy was a new position in Dell Technologies -C (DELL) and the biggest sale Apple (AAPL, shares −14%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0002063211
Portfolio Value
$96.7M (Q1 2025)
SEC Filing
0001951757-25-000508 ↗ filed May 5, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $94.0M Q4 2024 Q1 2025: $96.7M $96.7M Q1 2025 Q2 2025: $104.9M Q2 2025 Q4 2025: $115.9M Q4 2025 Q1 2026: $126.0M Q1 2026 Q2 2026: $145.3M Q2 2026

Holdings 152 stocks · $96.7M
MSFT Microsoft Corp. 4.16% 10,730 $4.0M Add +4.0%
BIL SS SPDR BB 1-3M T-Bill ETF 3.38% 35,603 $3.3M Reduce -1.2%
AMZN Amazon.com Inc. 2.63% 13,386 $2.5M Add +4.3%
AAPL Apple Inc. 2.62% 11,396 $2.5M Reduce -13.8%
SPY SS SPDR S&P 500 ETF Trust-US 2.16% 3,731 $2.1M Reduce -4.1%
NVDA Nvidia Corp. 2.01% 17,938 $1.9M Add +13.8%
AVGO Broadcom Inc. 1.94% 11,196 $1.9M Add +2.6%
GOOGL Alphabet Inc. Class A 1.90% 11,914 $1.8M Add +8.2%
JPM JPMorgan Chase & Co. 1.82% 7,179 $1.8M Reduce -5.1%
EQAL Invesco Russell 1000 Equal W 1.77% 36,184 $1.7M Reduce -1.4%
MBB iShares MBS ETF 1.73% 17,807 $1.7M Add +1.5%
V Visa Inc. Class A 1.64% 4,523 $1.6M Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.51% 5,894 $1.5M Reduce -2.4%
IEI iShares 3-7 Year Treasury Bo 1.51% 12,381 $1.5M Reduce -0.3%
XOM Exxon Mobil Corp. 1.47% 11,996 $1.4M Add +25.0%
CSCO Cisco Systems Inc. 1.41% 22,103 $1.4M Add +42.7%
ABBV Abbvie Inc. 1.40% 6,448 $1.4M Reduce -7.8%
GILD Gilead Sciences Inc. 1.35% 11,671 $1.3M Reduce -2.8%
WMT Walmart Inc. 1.33% 14,691 $1.3M Reduce -3.2%
IGSB iShares 1-5Y Inv Grade Corp. 1.28% 23,665 $1.2M Add +2.8%
MA Mastercard Inc. Class A 1.26% 2,228 $1.2M Add +1.3%
PM Philip Morris International 1.21% 7,403 $1.2M Reduce -6.7%
TMUS T-Mobile US Inc. 1.18% 4,273 $1.1M Add +6.4%
META Meta Platforms Inc. Class A 1.17% 1,968 $1.1M Add +6.0%
BN Brookfield Corp. 1.13% 20,901 $1.1M Add +4.8%
CVX Chevron Corp. 1.13% 6,534 $1.1M Add +2.1%
ISRG Intuitive Surgical Inc. 0.99% 1,929 $955K Add +0.1%
CRH CRH PLC 0.94% 10,333 $909K Reduce -0.5%
UNH Unitedhealth Group Inc. 0.93% 1,720 $901K Reduce -3.3%
FDX FedEx Corp. 0.90% 3,559 $868K Add +8.1%
ASML ASML Holding NV-NY Reg SHS 0.89% 1,300 $861K Add +17.8%
TSLA Tesla Inc. 0.85% 3,159 $819K Reduce -15.3%
LLY Eli Lilly & Co. 0.85% 990 $818K Reduce -7.4%
UBER Uber Technologies Inc. 0.83% 10,962 $799K Add +21.6%
IEF iShares 7-10 Year Treasury B 0.76% 7,745 $739K Add +4.1%
ABNB Airbnb Inc. Class A 0.76% 6,168 $737K Add +19.0%
WMB Williams Cos Inc. 0.75% 12,212 $730K Add +3.0%
PWR Quanta Services Inc. 0.71% 2,720 $691K Reduce -1.0%
VZ Verizon Communications Inc. 0.71% 15,221 $690K Add +14.6%
TMO Thermo Fisher Scientific Inc. 0.71% 1,380 $687K Add +59.4%
ACN Accenture PLC Class A 0.70% 2,183 $681K Reduce -1.7%
PEP Pepsico Inc. 0.70% 4,505 $675K Add +33.7%
LNG Cheniere Energy Inc. 0.70% 2,918 $675K Reduce -0.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.69% 16,033 $670K Add +11.0%
NFLX Netflix Inc. 0.68% 708 $660K Add +5.8%
JNJ Johnson & Johnson 0.67% 3,901 $647K Add +7.2%
GEV GE Vernova Inc. 0.66% 2,088 $637K Add +24.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.66% 15,260 $637K Add +9.4%
CRM Salesforce Inc. 0.63% 2,284 $613K Add +3.1%
HLT Hilton Worldwide Holdings Inc. 0.62% 2,642 $601K Add +12.0%
KO The Coca-Cola Co. 0.59% 7,914 $567K Add +37.1%
COST Costco Wholesale Corp. 0.57% 588 $556K Reduce -0.2%
SCHW Schwab (charles) Corp. 0.56% 6,962 $545K Add +11.1%
RTX RTX Corp. 0.56% 4,114 $545K Add +8.8%
C Citigroup Inc. 0.56% 7,655 $543K Add +16.1%
IGIB iShares 5-10Y Inv Grade Corp. 0.56% 10,303 $541K Reduce -0.9%
MO Altria Group Inc. 0.54% 8,734 $524K Add +2.6%
SHY iShares 1-3 Year Treasury Bo 0.54% 6,306 $522K Reduce -0.4%
BLK BlackRock Inc. 0.53% 543 $514K Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 0.53% 964 $513K Reduce -40.6%
DELL Dell Technologies -C 0.53% 5,613 $512K New
TLT iShares 20+ Year Treasury BD 0.52% 5,558 $506K Add +12.6%
TDG Transdigm Group Inc. 0.51% 358 $495K Add +9.8%
WFC Wells Fargo & Co. 0.51% 6,885 $494K Add +6.5%
AIG American International Group 0.51% 5,661 $492K Add +70.9%
COF Capital One Financial Corp. 0.50% 2,705 $485K Add +16.6%
HD Home Depot Inc. 0.50% 1,313 $481K Reduce -19.0%
ENB Enbridge Inc. 0.50% 10,836 $480K Reduce -0.9%
SHW The Sherwin-Williams Co. 0.49% 1,367 $477K Add +4.8%
NOC Northrop Grumman Corp. 0.48% 898 $460K Add +106.0%
CRBG Corebridge Financial Inc. 0.47% 14,462 $457K No change
PRU Prudential Financial Inc. 0.47% 4,028 $450K Reduce -10.0%
MET Metlife Inc. 0.46% 5,572 $447K Reduce -1.8%
AMGN Amgen Inc. 0.45% 1,408 $439K Add +27.6%
PGR Progressive Corp. 0.44% 1,509 $427K Add +8.3%
NEE Nextera Energy Inc. 0.44% 5,969 $423K Add +46.4%
MRK Merck & Co. Inc. 0.43% 4,685 $421K Reduce -23.9%
ABT Abbott Laboratories 0.43% 3,152 $418K Add +5.3%
TFC Truist Financial Corp. 0.43% 10,147 $418K Add +39.6%
AZN Astrazeneca PLC-Spons ADR 0.43% 5,666 $416K Add +48.4%
KKR KKR & Co. Inc. 0.43% 3,573 $413K Reduce -2.2%
LIN Linde PLC 0.42% 865 $403K Add +8.3%
LOW Lowe's Cos Inc. 0.41% 1,700 $396K Add +2.4%
MCK McKesson Corp. 0.40% 576 $388K Add +11.4%
PFE Pfizer Inc. 0.39% 14,699 $372K Add +45.4%
PG The Procter & Gamble Co. 0.38% 2,171 $370K Reduce -5.6%
COP Conocophillips 0.38% 3,503 $368K New
GS Goldman Sachs Group Inc. 0.38% 669 $365K Add +16.6%
JCI Johnson Controls Internation 0.37% 4,472 $358K Add +9.2%
TSM Taiwan Semiconductor-SP ADR 0.37% 2,149 $357K Add +7.8%
LUV Southwest Airlines Co. 0.36% 10,493 $352K Add +16.6%
SNY Sanofi-ADR 0.35% 6,088 $338K New
BRBR Bellring Brands Inc. 0.35% 4,507 $336K No change
UPS United Parcel Service Class B 0.35% 3,050 $335K Add +27.9%
QCOM Qualcomm Inc. 0.35% 2,183 $335K Reduce -47.0%
WEC WEC Energy Group Inc. 0.34% 3,021 $329K Reduce -1.8%
VONV Vanguard Russell 1000 Value 0.33% 3,870 $319K No change
DHR Danaher Corp. 0.33% 1,552 $318K Add +3.0%
TT Trane Technologies PLC 0.33% 944 $318K Add +3.2%
CPRT Copart Inc. 0.32% 5,516 $312K Add +16.7%
CAT Caterpillar Inc. 0.32% 930 $307K Reduce -0.8%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.32% 2,686 $306K Add +16.3%
NRG NRG Energy Inc. 0.32% 3,203 $306K Add +14.1%
APO Apollo Global Management Inc. 0.31% 2,206 $302K Reduce -9.5%
GPC Genuine Parts Co. 0.31% 2,478 $295K Add +33.2%
ORCL Oracle Corp. 0.30% 2,103 $294K Reduce -31.6%
XEL Xcel Energy Inc. 0.30% 4,153 $294K Reduce -0.7%
GLPI Gaming and Leisure Propertie 0.30% 5,667 $288K Add +21.4%
ADP Automatic Data Processing 0.30% 943 $288K Reduce -6.0%
BX Blackstone Inc. 0.30% 2,051 $287K Reduce -8.2%
KMB Kimberly-Clark Corp. 0.29% 1,993 $283K Reduce -0.5%
HSY The Hershey Co. 0.29% 1,654 $283K New
BBY Best Buy Co. Inc. 0.29% 3,839 $283K Reduce -0.1%
PH Parker Hannifin Corp. 0.29% 457 $278K Add +13.7%
SAP Sap SE-Sponsored ADR 0.28% 1,017 $273K Add +4.1%
STX Seagate Technology Holdings 0.28% 3,198 $272K New
PPL PPL Corp. 0.28% 7,519 $272K Add +15.8%
GD General Dynamics Corp. 0.28% 987 $269K Reduce -14.6%
WY Weyerhaeuser Co. 0.28% 9,175 $269K No change
ORLY O'reilly Automotive Inc. 0.28% 187 $268K Add +6.3%
TGT Target Corp. 0.28% 2,556 $267K Add +27.2%
CDNS Cadence Design SYS Inc. 0.28% 1,046 $266K Add +15.8%
FCX Freeport-McMoran Inc. 0.27% 6,942 $263K New
IWV iShares Russell 3000 ETF 0.27% 819 $260K No change
DE Deere & Co. 0.27% 552 $259K Add +1.5%
MDLZ Mondelez International Inc. Class A 0.27% 3,818 $259K Reduce -8.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.27% 750 $259K New
GM General Motors Co. 0.27% 5,469 $257K Add +31.3%
PHM Pultegroup Inc. 0.26% 2,472 $254K New
PLD Prologis Inc. 0.26% 2,244 $251K Add +0.3%
INSM Insmed Inc. 0.26% 3,270 $249K No change
IR Ingersoll-Rand Inc. 0.25% 3,046 $244K Add +21.1%
INTU Intuit Inc. 0.25% 389 $239K Reduce -59.3%
CMCSA Comcast Corp. Class A 0.24% 6,395 $236K Reduce -31.7%
URI United Rentals Inc. 0.24% 376 $236K Add +15.3%
USB US Bancorp 0.24% 5,551 $234K Add +13.3%
ROP Roper Technologies Inc. 0.24% 394 $232K New
CAVA Cava Group Inc. 0.24% 2,634 $228K Add +3.3%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.23% 2,446 $225K Reduce -0.8%
MDT Medtronic PLC 0.23% 2,477 $223K New
APD Air Products & Chemicals Inc. 0.23% 753 $222K Reduce -4.9%
IWB iShares Russell 1000 ETF 0.23% 719 $221K No change
MRSH Marsh & McLennan Cos 0.23% 901 $220K Reduce -6.7%
TIP iShares Tips Bond ETF 0.23% 1,972 $219K Add +0.1%
PANW Palo Alto Networks Inc. 0.23% 1,277 $218K Reduce -0.4%
MS Morgan Stanley 0.23% 1,867 $218K Add +6.0%
ZTS Zoetis Inc. 0.21% 1,229 $202K New
ITOT iShares Core S&P Total U.S. 0.21% 1,651 $201K Reduce -11.9%
KRP Kimbell Royalty Partners LP 0.21% 14,345 $201K No change
TIGR Up Fintech Holding Ltd. - ADR 0.09% 10,533 $90K New
VNET Vnet Group Inc.-ADR 0.09% 10,503 $86K New
CERS Cerus Corp. 0.03% 19,250 $27K No change

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -13.8% 2.62% −0.91
TSLA Tesla Inc. Reduce -15.3% 0.85% −0.76
TEL Te Connectivity PLC Sold out 0.00% −0.55
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.45
INTU Intuit Inc. Reduce -59.3% 0.25% −0.39
QCOM Qualcomm Inc. Reduce -47.0% 0.35% −0.33
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.1% 2.16% −0.27
BRK.B Berkshire Hathaway Inc. Class B Reduce -40.6% 0.53% −0.25
IRM Iron Mountain Inc. Sold out 0.00% −0.25
ORCL Oracle Corp. Reduce -31.6% 0.30% −0.24
MRK Merck & Co. Inc. Reduce -23.9% 0.43% −0.22
PWR Quanta Services Inc. Reduce -1.0% 0.71% −0.21
HD Home Depot Inc. Reduce -19.0% 0.50% −0.17
KKR KKR & Co. Inc. Reduce -2.2% 0.43% −0.15
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -1.2% 3.38% −0.13
CMCSA Comcast Corp. Class A Reduce -31.7% 0.24% −0.13
ACN Accenture PLC Class A Reduce -1.7% 0.70% −0.13
WMT Walmart Inc. Reduce -3.2% 1.33% −0.13
EQAL Invesco Russell 1000 Equal W Reduce -1.4% 1.77% −0.12
APO Apollo Global Management Inc. Reduce -9.5% 0.31% −0.12
BX Blackstone Inc. Reduce -8.2% 0.30% −0.11
JPM JPMorgan Chase & Co. Reduce -5.1% 1.82% −0.11
PRU Prudential Financial Inc. Reduce -10.0% 0.47% −0.10
CRH CRH PLC Reduce -0.5% 0.94% −0.08
BLK BlackRock Inc. Reduce -1.3% 0.53% −0.07
TROW T Rowe Price Group Inc. Reduce -0.8% 0.23% −0.06
BBY Best Buy Co. Inc. Reduce -0.1% 0.29% −0.06
ITOT iShares Core S&P Total U.S. Reduce -11.9% 0.21% −0.05
GD General Dynamics Corp. Reduce -14.6% 0.28% −0.05
CAT Caterpillar Inc. Reduce -0.8% 0.32% −0.04
LLY Eli Lilly & Co. Reduce -7.4% 0.85% −0.03
MET Metlife Inc. Reduce -1.8% 0.46% −0.03
PG The Procter & Gamble Co. Reduce -5.6% 0.38% −0.03
UNH Unitedhealth Group Inc. Reduce -3.3% 0.93% −0.03
PANW Palo Alto Networks Inc. Reduce -0.4% 0.23% −0.02
IEI iShares 3-7 Year Treasury Bo Reduce -0.3% 1.51% −0.02
APD Air Products & Chemicals Inc. Reduce -4.9% 0.23% −0.01
ADP Automatic Data Processing Reduce -6.0% 0.30% −0.01
SHY iShares 1-3 Year Treasury Bo Reduce -0.4% 0.54% −0.01
IGIB iShares 5-10Y Inv Grade Corp. Reduce -0.9% 0.56% −0.01
COST Costco Wholesale Corp. Reduce -0.2% 0.57% +0.00
MDLZ Mondelez International Inc. Class A Reduce -8.7% 0.27% +0.00
ENB Enbridge Inc. Reduce -0.9% 0.50% +0.00
XEL Xcel Energy Inc. Reduce -0.7% 0.30% +0.00
MRSH Marsh & McLennan Cos Reduce -6.7% 0.23% +0.01
KMB Kimberly-Clark Corp. Reduce -0.5% 0.29% +0.01
LNG Cheniere Energy Inc. Reduce -0.1% 0.70% +0.03
WEC WEC Energy Group Inc. Reduce -1.8% 0.34% +0.03
ABBV Abbvie Inc. Reduce -7.8% 1.40% +0.07
IBM Intl Business Machines Corp. Reduce -2.4% 1.51% +0.10

Portfolio Buys Q4 2024 → Q1 2025
DELL Dell Technologies -C New 0.53% +0.53
CSCO Cisco Systems Inc. Add +42.7% 1.41% +0.43
COP Conocophillips New 0.38% +0.38
XOM Exxon Mobil Corp. Add +25.0% 1.47% +0.38
SNY Sanofi-ADR New 0.35% +0.35
HSY The Hershey Co. New 0.29% +0.29
STX Seagate Technology Holdings New 0.28% +0.28
FCX Freeport-McMoran Inc. New 0.27% +0.27
AJG Arthur J Gallagher & Co. New 0.27% +0.27
PHM Pultegroup Inc. New 0.26% +0.26
NOC Northrop Grumman Corp. Add +106.0% 0.48% +0.26
AIG American International Group Add +70.9% 0.51% +0.25
UBER Uber Technologies Inc. Add +21.6% 0.83% +0.25
ROP Roper Technologies Inc. New 0.24% +0.24
TMUS T-Mobile US Inc. Add +6.4% 1.18% +0.23
TMO Thermo Fisher Scientific Inc. Add +59.4% 0.71% +0.23
MDT Medtronic PLC New 0.23% +0.23
ZTS Zoetis Inc. New 0.21% +0.21
KO The Coca-Cola Co. Add +37.1% 0.59% +0.20
AZN Astrazeneca PLC-Spons ADR Add +48.4% 0.43% +0.16
PEP Pepsico Inc. Add +33.7% 0.70% +0.15
VZ Verizon Communications Inc. Add +14.6% 0.71% +0.15
AMGN Amgen Inc. Add +27.6% 0.45% +0.15
CVX Chevron Corp. Add +2.1% 1.13% +0.14
NEE Nextera Energy Inc. Add +46.4% 0.44% +0.13
V Visa Inc. Class A Add +0.5% 1.64% +0.12
JNJ Johnson & Johnson Add +7.2% 0.67% +0.11
SLB SLB Ltd. Add +11.0% 0.69% +0.10
PFE Pfizer Inc. Add +45.4% 0.39% +0.10
RTX RTX Corp. Add +8.8% 0.56% +0.10
BJ Bj's Wholesale Club Holdings Add +16.3% 0.32% +0.10
TFC Truist Financial Corp. Add +39.6% 0.43% +0.10
TIGR Up Fintech Holding Ltd. - ADR New 0.09% +0.09
VNET Vnet Group Inc.-ADR New 0.09% +0.09
MCK McKesson Corp. Add +11.4% 0.40% +0.09
PGR Progressive Corp. Add +8.3% 0.44% +0.09
ASML ASML Holding NV-NY Reg SHS Add +17.8% 0.89% +0.08
GPC Genuine Parts Co. Add +33.2% 0.31% +0.07
GEV GE Vernova Inc. Add +24.7% 0.66% +0.07
TDG Transdigm Group Inc. Add +9.8% 0.51% +0.07
ABT Abbott Laboratories Add +5.3% 0.43% +0.07
WMB Williams Cos Inc. Add +3.0% 0.75% +0.07
SCHW Schwab (charles) Corp. Add +11.1% 0.56% +0.07
MO Altria Group Inc. Add +2.6% 0.54% +0.07
C Citigroup Inc. Add +16.1% 0.56% +0.07
TLT iShares 20+ Year Treasury BD Add +12.6% 0.52% +0.06
COF Capital One Financial Corp. Add +16.6% 0.50% +0.06
LIN Linde PLC Add +8.3% 0.42% +0.06
GLPI Gaming and Leisure Propertie Add +21.4% 0.30% +0.06
PPL PPL Corp. Add +15.8% 0.28% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 178$145.3MAAPL, AMZN, NVDA, MSFT, AVGO
Q1 2026 164$126.0MNVDA, AMZN, MSFT, GOOGL, AVGO
Q4 2025 151$115.9MMSFT, NVDA, AMZN, AVGO, GOOGL
Q2 2025 158$104.9MMSFT, AMZN, AVGO, BIL, NVDA
Q1 2025 152$96.7MMSFT, BIL, AMZN, AAPL, SPY
Q4 2024 142$94.0MMSFT, AAPL, BIL, AMZN, AVGO