Bingham Private Wealth, LLC

Name: BINGHAM PRIVATE WEALTH, LLC 13F holdings, Q2 2025
Creator: BINGHAM PRIVATE WEALTH, LLC
Published: 2025-07-23

Q2 2026Q1 2026Q4 2025Q1 2025Q4 2024

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%
CDNS Cadence Design SYS Inc.	0.31%	1,061	$327K	Add +1.4%
MDLZ Mondelez International Inc. Class A	0.31%	4,845	$327K	Add +26.9%
PG The Procter & Gamble Co.	0.31%	2,025	$323K	Reduce -6.7%
INSM Insmed Inc.	0.31%	3,198	$322K	Reduce -2.2%
APO Apollo Global Management Inc.	0.30%	2,247	$319K	Add +1.9%
WEC WEC Energy Group Inc.	0.29%	2,968	$309K	Reduce -1.8%
SNY Sanofi-ADR	0.29%	6,386	$309K	Add +4.9%
BX Blackstone Inc.	0.29%	2,052	$307K	Add +0.1%
DHR Danaher Corp.	0.29%	1,523	$301K	Reduce -1.9%
CTVA Corteva Inc.	0.28%	3,977	$296K	New
GD General Dynamics Corp.	0.28%	1,015	$296K	Add +2.8%
GPC Genuine Parts Co.	0.28%	2,413	$293K	Reduce -2.6%
INTU Intuit Inc.	0.28%	370	$291K	Reduce -4.9%
IWV iShares Russell 3000 ETF	0.27%	819	$287K	No change
XEL Xcel Energy Inc.	0.27%	4,161	$283K	Add +0.2%
URI United Rentals Inc.	0.27%	374	$282K	Reduce -0.5%
SAP Sap SE-Sponsored ADR	0.27%	917	$279K	Reduce -9.8%
DE Deere & Co.	0.26%	546	$278K	Reduce -1.1%
UPS United Parcel Service Class B	0.26%	2,733	$276K	Reduce -10.4%
IR Ingersoll-Rand Inc.	0.26%	3,255	$271K	Add +6.9%
CPRT Copart Inc.	0.26%	5,513	$271K	Reduce -0.1%
PHM Pultegroup Inc.	0.26%	2,554	$269K	Add +3.3%
APD Air Products & Chemicals Inc.	0.26%	949	$268K	Add +26.0%
PPL PPL Corp.	0.25%	7,787	$264K	Add +3.6%
GM General Motors Co.	0.25%	5,278	$260K	Reduce -3.5%
BBY Best Buy Co. Inc.	0.24%	3,791	$254K	Reduce -1.3%
BRBR Bellring Brands Inc.	0.24%	4,368	$253K	Reduce -3.1%
KMB Kimberly-Clark Corp.	0.24%	1,945	$251K	Reduce -2.4%
USB US Bancorp	0.24%	5,514	$250K	Reduce -0.7%
HSY The Hershey Co.	0.23%	1,478	$245K	Reduce -10.6%
MS Morgan Stanley	0.23%	1,738	$245K	Reduce -6.9%
IWB iShares Russell 1000 ETF	0.23%	719	$244K	No change
VRNA Verona Pharma Ltd.	0.23%	2,536	$240K	New
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC	0.23%	2,197	$237K	Reduce -18.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.22%	737	$236K	Reduce -1.7%
WY Weyerhaeuser Co.	0.22%	9,160	$235K	Reduce -0.2%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.22%	2,403	$232K	Reduce -1.8%
BTI British American Tob-SP ADR	0.22%	4,839	$229K	New
ORLY O'reilly Automotive Inc.	0.22%	2,518	$227K	Reduce -10.2%
REGN Regeneron Pharmaceuticals	0.21%	427	$224K	New
RELX Relx PLC - Spon ADR	0.21%	4,050	$220K	New
ROP Roper Technologies Inc.	0.21%	388	$220K	Reduce -1.5%
TIP iShares Tips Bond ETF	0.21%	1,983	$218K	Add +0.6%
CAVA Cava Group Inc.	0.20%	2,524	$213K	Reduce -4.2%
PANW Palo Alto Networks Inc.	0.20%	1,037	$212K	Reduce -18.8%
TGT Target Corp.	0.20%	2,143	$211K	Reduce -16.2%
ADP Automatic Data Processing	0.20%	685	$211K	Reduce -27.4%
MDT Medtronic PLC	0.20%	2,411	$210K	Reduce -2.7%
STT State Street Corp.	0.20%	1,968	$209K	New
SBUX Starbucks Corp.	0.20%	2,272	$208K	New
CARR Carrier Global Corp.	0.20%	2,808	$206K	New
EMBJ Embraer SA-Spon ADR	0.19%	3,515	$200K	New
KRP Kimbell Royalty Partners LP	0.18%	13,741	$192K	Reduce -4.2%
TIGR Up Fintech Holding Ltd. - ADR	0.12%	12,752	$123K	Add +21.1%
VNET Vnet Group Inc.-ADR	0.09%	13,050	$90K	Add +24.3%
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS	0.08%	10,026	$85K	New
NOK Nokia Corp.-Spon ADR	0.08%	15,858	$82K	New
CERS Cerus Corp.	0.03%	19,250	$27K	No change

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