Bingham Private Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Bingham Private Wealth, LLC reported 158 stock positions worth $104.9 million. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Amazon.com (AMZN, 3.4%) and Broadcom (AVGO, 2.9%). Compared with Q1 2025, it opened 12 new positions, sold out of 6, added to 57 and reduced 85. The biggest buy was Microsoft (MSFT, shares +45%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002063211
- Portfolio Value
- $104.9M (Q2 2025)
- SEC Filing
- 0001951757-25-000943 ↗ filed Jul 23, 2025
Holdings Value
Holdings 158 stocks · $104.9M
| MSFT Microsoft Corp. | 5.00% | 15,541 | $5.2M | Add +44.8% |
| AMZN Amazon.com Inc. | 3.35% | 16,028 | $3.5M | Add +19.7% |
| AVGO Broadcom Inc. | 2.88% | 10,959 | $3.0M | Reduce -2.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.75% | 31,465 | $2.9M | Reduce -11.6% |
| NVDA Nvidia Corp. | 2.54% | 16,871 | $2.7M | Reduce -6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.21% | 3,760 | $2.3M | Add +0.8% |
| AAPL Apple Inc. | 2.13% | 15,852 | $2.2M | Add +39.1% |
| EQAL Invesco Russell 1000 Equal W | 2.10% | 44,752 | $2.2M | Add +23.7% |
| GOOGL Alphabet Inc. Class A | 1.94% | 11,574 | $2.0M | Reduce -2.9% |
| JPM JPMorgan Chase & Co. | 1.90% | 6,882 | $2.0M | Reduce -4.1% |
| MBB iShares MBS ETF | 1.73% | 19,292 | $1.8M | Add +8.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.68% | 5,973 | $1.8M | Add +1.3% |
| META Meta Platforms Inc. Class A | 1.56% | 2,220 | $1.6M | Add +12.8% |
| IEI iShares 3-7 Year Treasury Bo | 1.48% | 13,030 | $1.6M | Add +5.2% |
| CSCO Cisco Systems Inc. | 1.45% | 21,959 | $1.5M | Reduce -0.7% |
| V Visa Inc. Class A | 1.43% | 4,230 | $1.5M | Reduce -6.5% |
| WMT Walmart Inc. | 1.40% | 15,038 | $1.5M | Add +2.4% |
| PM Philip Morris International | 1.25% | 7,213 | $1.3M | Reduce -2.6% |
| GILD Gilead Sciences Inc. | 1.24% | 11,688 | $1.3M | Add +0.1% |
| XOM Exxon Mobil Corp. | 1.23% | 11,959 | $1.3M | Reduce -0.3% |
| BN Brookfield Corp. | 1.22% | 20,766 | $1.3M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 1.22% | 2,278 | $1.3M | Add +2.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.20% | 23,762 | $1.3M | Add +0.4% |
| TMUS T-Mobile US Inc. | 1.03% | 4,553 | $1.1M | Add +6.5% |
| ABBV Abbvie Inc. | 1.03% | 5,840 | $1.1M | Reduce -9.4% |
| ISRG Intuitive Surgical Inc. | 0.99% | 1,911 | $1.0M | Reduce -0.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.98% | 1,289 | $1.0M | Reduce -0.8% |
| CVX Chevron Corp. | 0.95% | 6,943 | $994K | Add +6.3% |
| PWR Quanta Services Inc. | 0.91% | 2,516 | $951K | Reduce -7.5% |
| CRH CRH PLC | 0.88% | 10,010 | $919K | Reduce -3.1% |
| TSLA Tesla Inc. | 0.83% | 2,730 | $867K | Reduce -13.6% |
| BLK BlackRock Inc. | 0.79% | 788 | $827K | Add +45.1% |
| ABNB Airbnb Inc. Class A | 0.79% | 6,225 | $824K | Add +0.9% |
| LLY Eli Lilly & Co. | 0.74% | 998 | $778K | Add +0.8% |
| FDX FedEx Corp. | 0.73% | 3,370 | $766K | Reduce -5.3% |
| IEF iShares 7-10 Year Treasury B | 0.70% | 7,706 | $738K | Reduce -0.5% |
| GEV GE Vernova Inc. | 0.69% | 1,371 | $725K | Reduce -34.3% |
| WMB Williams Cos Inc. | 0.69% | 11,547 | $725K | Reduce -5.5% |
| HLT Hilton Worldwide Holdings Inc. | 0.69% | 2,719 | $724K | Add +2.9% |
| UBER Uber Technologies Inc. | 0.69% | 7,751 | $723K | Reduce -29.3% |
| LNG Cheniere Energy Inc. | 0.67% | 2,902 | $707K | Reduce -0.6% |
| NFLX Netflix Inc. | 0.67% | 526 | $705K | Reduce -25.7% |
| DELL Dell Technologies -C | 0.65% | 5,597 | $686K | Reduce -0.3% |
| C Citigroup Inc. | 0.64% | 7,943 | $676K | Add +3.8% |
| VZ Verizon Communications Inc. | 0.61% | 14,908 | $645K | Reduce -2.1% |
| RTX RTX Corp. | 0.60% | 4,284 | $626K | Add +4.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.59% | 13,003 | $615K | Reduce -14.8% |
| ACN Accenture PLC Class A | 0.58% | 2,050 | $613K | Reduce -6.1% |
| CRM Salesforce Inc. | 0.58% | 2,237 | $610K | Reduce -2.1% |
| SCHW Schwab (charles) Corp. | 0.58% | 6,638 | $606K | Reduce -4.7% |
| WFC Wells Fargo & Co. | 0.57% | 7,406 | $593K | Add +7.6% |
| JNJ Johnson & Johnson | 0.55% | 8,728 | $574K | Add +123.7% |
| KO The Coca-Cola Co. | 0.55% | 13,030 | $573K | Add +64.6% |
| COST Costco Wholesale Corp. | 0.54% | 570 | $564K | Reduce -3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 1,386 | $562K | Add +0.4% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.53% | 10,344 | $551K | Add +0.4% |
| PEP Pepsico Inc. | 0.52% | 4,138 | $546K | Reduce -8.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.52% | 16,055 | $543K | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.50% | 6,329 | $524K | Add +0.4% |
| PLD Prologis Inc. | 0.50% | 4,983 | $524K | Add +122.1% |
| COF Capital One Financial Corp. | 0.49% | 2,432 | $517K | Reduce -10.1% |
| TDG Transdigm Group Inc. | 0.49% | 339 | $515K | Reduce -5.3% |
| TLT iShares 20+ Year Treasury BD | 0.47% | 5,592 | $493K | Add +0.6% |
| CB Chubb Ltd. | 0.47% | 1,703 | $493K | New |
| MCK McKesson Corp. | 0.46% | 659 | $483K | Add +14.4% |
| AIG American International Group | 0.46% | 5,635 | $482K | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.46% | 6,946 | $482K | Add +16.4% |
| KKR KKR & Co. Inc. | 0.45% | 3,579 | $476K | Add +0.2% |
| MO Altria Group Inc. | 0.45% | 8,108 | $475K | Reduce -7.2% |
| JCI Johnson Controls Internation | 0.45% | 4,500 | $475K | Add +0.6% |
| ENB Enbridge Inc. | 0.45% | 10,445 | $473K | Reduce -3.6% |
| STX Seagate Technology Holdings | 0.45% | 3,249 | $469K | Add +1.6% |
| NOC Northrop Grumman Corp. | 0.45% | 937 | $468K | Add +4.3% |
| CRBG Corebridge Financial Inc. | 0.43% | 12,763 | $453K | Reduce -11.8% |
| QCOM Qualcomm Inc. | 0.43% | 2,842 | $453K | Add +30.2% |
| HD Home Depot Inc. | 0.43% | 1,228 | $450K | Reduce -6.5% |
| SHW The Sherwin-Williams Co. | 0.43% | 1,305 | $448K | Reduce -4.5% |
| GS Goldman Sachs Group Inc. | 0.43% | 633 | $448K | Reduce -5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 914 | $444K | Reduce -5.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 1,911 | $433K | Reduce -11.1% |
| ABT Abbott Laboratories | 0.41% | 3,162 | $430K | Add +0.3% |
| PRU Prudential Financial Inc. | 0.41% | 3,986 | $428K | Reduce -1.0% |
| MET Metlife Inc. | 0.40% | 5,247 | $422K | Reduce -5.8% |
| UNH Unitedhealth Group Inc. | 0.39% | 1,317 | $411K | Reduce -23.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.38% | 5,772 | $403K | Add +1.9% |
| LIN Linde PLC | 0.38% | 858 | $403K | Reduce -0.8% |
| TFC Truist Financial Corp. | 0.38% | 9,323 | $401K | Reduce -8.1% |
| AMGN Amgen Inc. | 0.37% | 1,407 | $393K | Reduce -0.1% |
| TT Trane Technologies PLC | 0.37% | 895 | $391K | Reduce -5.2% |
| FCX Freeport-McMoran Inc. | 0.36% | 8,792 | $381K | Add +26.6% |
| NRG NRG Energy Inc. | 0.35% | 2,262 | $363K | Reduce -29.4% |
| LUV Southwest Airlines Co. | 0.34% | 10,880 | $353K | Add +3.7% |
| CAT Caterpillar Inc. | 0.34% | 907 | $352K | Reduce -2.5% |
| LOW Lowe's Cos Inc. | 0.33% | 1,547 | $343K | Reduce -9.0% |
| PFE Pfizer Inc. | 0.33% | 14,152 | $343K | Reduce -3.7% |
| PGR Progressive Corp. | 0.32% | 1,268 | $338K | Reduce -16.0% |
| MRK Merck & Co. Inc. | 0.32% | 4,227 | $335K | Reduce -9.8% |
| COP Conocophillips | 0.32% | 3,708 | $333K | Add +5.8% |
| VONV Vanguard Russell 1000 Value | 0.31% | 3,870 | $330K | No change |
| PH Parker Hannifin Corp. | 0.31% | 472 | $330K | Add +3.3% |
Portfolio Sells Q1 2025 → Q2 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -11.6% | 2.75% | −0.62 |
| UNH Unitedhealth Group Inc. | Reduce -23.4% | 0.39% | −0.54 |
| ABBV Abbvie Inc. | Reduce -9.4% | 1.03% | −0.36 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.30 |
| GLPI Gaming and Leisure Propertie | Sold out | 0.00% | −0.30 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 1.23% | −0.25 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.24 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.23 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.21 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.21 |
| V Visa Inc. Class A | Reduce -6.5% | 1.43% | −0.21 |
| PEP Pepsico Inc. | Reduce -8.2% | 0.52% | −0.18 |
| FDX FedEx Corp. | Reduce -5.3% | 0.73% | −0.17 |
| UBER Uber Technologies Inc. | Reduce -29.3% | 0.69% | −0.14 |
| ACN Accenture PLC Class A | Reduce -6.1% | 0.58% | −0.12 |
| PGR Progressive Corp. | Reduce -16.0% | 0.32% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -9.8% | 0.32% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.2% | 0.42% | −0.11 |
| BRBR Bellring Brands Inc. | Reduce -3.1% | 0.24% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -2.1% | 0.61% | −0.10 |
| ADP Automatic Data Processing | Reduce -27.4% | 0.20% | −0.10 |
| BJ Bj's Wholesale Club Holdings | Reduce -18.2% | 0.23% | −0.09 |
| MO Altria Group Inc. | Reduce -7.2% | 0.45% | −0.09 |
| UPS United Parcel Service Class B | Reduce -10.4% | 0.26% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -9.0% | 0.33% | −0.08 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.37% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -6.7% | 0.31% | −0.07 |
| TGT Target Corp. | Reduce -16.2% | 0.20% | −0.07 |
| BAC Bank of America Corp. | Reduce -14.8% | 0.59% | −0.07 |
| HD Home Depot Inc. | Reduce -6.5% | 0.43% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -4.5% | 0.43% | −0.07 |
| CPRT Copart Inc. | Reduce -0.1% | 0.26% | −0.06 |
| CRH CRH PLC | Reduce -3.1% | 0.88% | −0.06 |
| WMB Williams Cos Inc. | Reduce -5.5% | 0.69% | −0.06 |
| ORLY O'reilly Automotive Inc. | Reduce -10.2% | 0.22% | −0.06 |
| MET Metlife Inc. | Reduce -5.8% | 0.40% | −0.06 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.5% | 0.70% | −0.06 |
| HSY The Hershey Co. | Reduce -10.6% | 0.23% | −0.06 |
| PFE Pfizer Inc. | Reduce -3.7% | 0.33% | −0.06 |
| PRU Prudential Financial Inc. | Reduce -1.0% | 0.41% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -2.4% | 0.24% | −0.05 |
| WY Weyerhaeuser Co. | Reduce -0.2% | 0.22% | −0.05 |
| CRM Salesforce Inc. | Reduce -2.1% | 0.58% | −0.05 |
| TFC Truist Financial Corp. | Reduce -8.1% | 0.38% | −0.05 |
| BBY Best Buy Co. Inc. | Reduce -1.3% | 0.24% | −0.05 |
| AIG American International Group | Reduce -0.5% | 0.46% | −0.05 |
| WEC WEC Energy Group Inc. | Reduce -1.8% | 0.29% | −0.05 |
| ENB Enbridge Inc. | Reduce -3.6% | 0.45% | −0.05 |
| AJG Arthur J Gallagher & Co. | Reduce -1.7% | 0.22% | −0.04 |
| DHR Danaher Corp. | Reduce -1.9% | 0.29% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +44.8% | 5.00% | +0.84 |
| AMZN Amazon.com Inc. | Add +19.7% | 3.35% | +0.72 |
| CB Chubb Ltd. | New | 0.47% | +0.47 |
| META Meta Platforms Inc. Class A | Add +12.8% | 1.56% | +0.39 |
| EQAL Invesco Russell 1000 Equal W | Add +23.7% | 2.10% | +0.33 |
| CTVA Corteva Inc. | New | 0.28% | +0.28 |
| BLK BlackRock Inc. | Add +45.1% | 0.79% | +0.26 |
| PLD Prologis Inc. | Add +122.1% | 0.50% | +0.24 |
| VRNA Verona Pharma Ltd. | New | 0.23% | +0.23 |
| BTI British American Tob-SP ADR | New | 0.22% | +0.22 |
| REGN Regeneron Pharmaceuticals | New | 0.21% | +0.21 |
| RELX Relx PLC - Spon ADR | New | 0.21% | +0.21 |
| STT State Street Corp. | New | 0.20% | +0.20 |
| SBUX Starbucks Corp. | New | 0.20% | +0.20 |
| CARR Carrier Global Corp. | New | 0.20% | +0.20 |
| EMBJ Embraer SA-Spon ADR | New | 0.19% | +0.19 |
| STX Seagate Technology Holdings | Add +1.6% | 0.45% | +0.17 |
| IBM Intl Business Machines Corp. | Add +1.3% | 1.68% | +0.16 |
| FCX Freeport-McMoran Inc. | Add +26.6% | 0.36% | +0.09 |
| QCOM Qualcomm Inc. | Add +30.2% | 0.43% | +0.08 |
| C Citigroup Inc. | Add +3.8% | 0.64% | +0.08 |
| JCI Johnson Controls Internation | Add +0.6% | 0.45% | +0.08 |
| ERIC Ericsson (lm) Tel-SP ADR | New | 0.08% | +0.08 |
| NOK Nokia Corp.-Spon ADR | New | 0.08% | +0.08 |
| HLT Hilton Worldwide Holdings Inc. | Add +2.9% | 0.69% | +0.07 |
| WMT Walmart Inc. | Add +2.4% | 1.40% | +0.07 |
| MCK McKesson Corp. | Add +14.4% | 0.46% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 2.21% | +0.06 |
| WFC Wells Fargo & Co. | Add +7.6% | 0.57% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +26.9% | 0.31% | +0.04 |
| CDNS Cadence Design SYS Inc. | Add +1.4% | 0.31% | +0.04 |
| RTX RTX Corp. | Add +4.1% | 0.60% | +0.03 |
| PH Parker Hannifin Corp. | Add +3.3% | 0.31% | +0.03 |
| KKR KKR & Co. Inc. | Add +0.2% | 0.45% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +26.0% | 0.26% | +0.03 |
| TIGR Up Fintech Holding Ltd. - ADR | Add +21.1% | 0.12% | +0.02 |
| ABNB Airbnb Inc. Class A | Add +0.9% | 0.79% | +0.02 |
| NEE Nextera Energy Inc. | Add +16.4% | 0.46% | +0.02 |
| IR Ingersoll-Rand Inc. | Add +6.9% | 0.26% | +0.01 |
| GD General Dynamics Corp. | Add +2.8% | 0.28% | +0.00 |
| MBB iShares MBS ETF | Add +8.3% | 1.73% | +0.00 |
| VNET Vnet Group Inc.-ADR | Add +24.3% | 0.09% | −0.00 |
| BX Blackstone Inc. | Add +0.1% | 0.29% | −0.00 |
| PHM Pultegroup Inc. | Add +3.3% | 0.26% | −0.01 |
| APO Apollo Global Management Inc. | Add +1.9% | 0.30% | −0.01 |
| TIP iShares Tips Bond ETF | Add +0.6% | 0.21% | −0.02 |
| ABT Abbott Laboratories | Add +0.3% | 0.41% | −0.02 |
| LUV Southwest Airlines Co. | Add +3.7% | 0.34% | −0.03 |
| NOC Northrop Grumman Corp. | Add +4.3% | 0.45% | −0.03 |
| PPL PPL Corp. | Add +3.6% | 0.25% | −0.03 |
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 |