Bingham Private Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Bingham Private Wealth, LLC reported 151 stock positions worth $115.9 million. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Nvidia (NVDA, 4.2%) and Amazon.com (AMZN, 3.5%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002063211
- Portfolio Value
- $115.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000290 ↗ filed Jan 23, 2026
Holdings Value
Holdings 151 stocks · $115.9M
| MSFT Microsoft Corp. | 5.02% | 17,012 | $5.8M | — |
| NVDA Nvidia Corp. | 4.16% | 25,829 | $4.8M | — |
| AMZN Amazon.com Inc. | 3.51% | 17,607 | $4.1M | — |
| AVGO Broadcom Inc. | 3.21% | 10,757 | $3.7M | — |
| GOOGL Alphabet Inc. Class A | 3.18% | 11,789 | $3.7M | — |
| AAPL Apple Inc. | 2.81% | 16,946 | $3.3M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.44% | 30,916 | $2.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.27% | 3,861 | $2.6M | — |
| EQAL Invesco Russell 1000 Equal W | 2.05% | 45,218 | $2.4M | — |
| JPM JPMorgan Chase & Co. | 1.74% | 6,251 | $2.0M | — |
| IEI iShares 3-7 Year Treasury Bo | 1.59% | 15,484 | $1.8M | — |
| CSCO Cisco Systems Inc. | 1.57% | 23,643 | $1.8M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.55% | 6,082 | $1.8M | — |
| WMT Walmart Inc. | 1.44% | 14,979 | $1.7M | — |
| BN Brookfield Corp. | 1.44% | 36,317 | $1.7M | — |
| META Meta Platforms Inc. Class A | 1.33% | 2,327 | $1.5M | — |
| V Visa Inc. Class A | 1.32% | 4,354 | $1.5M | — |
| MBB iShares MBS ETF | 1.31% | 15,903 | $1.5M | — |
| ASML ASML Holding NV-NY Reg SHS | 1.25% | 1,350 | $1.4M | — |
| XOM Exxon Mobil Corp. | 1.23% | 11,826 | $1.4M | — |
| GILD Gilead Sciences Inc. | 1.22% | 11,530 | $1.4M | — |
| MA Mastercard Inc. Class A | 1.21% | 2,449 | $1.4M | — |
| TSLA Tesla Inc. | 1.17% | 3,020 | $1.4M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.10% | 24,018 | $1.3M | — |
| CRH CRH PLC | 1.08% | 10,016 | $1.2M | — |
| PM Philip Morris International | 1.05% | 7,588 | $1.2M | — |
| ABBV Abbvie Inc. | 0.99% | 5,019 | $1.1M | — |
| ISRG Intuitive Surgical Inc. | 0.94% | 1,921 | $1.1M | — |
| LLY Eli Lilly & Co. | 0.93% | 1,002 | $1.1M | — |
| CVX Chevron Corp. | 0.91% | 6,926 | $1.1M | — |
| PWR Quanta Services Inc. | 0.91% | 2,500 | $1.1M | — |
| IEF iShares 7-10 Year Treasury B | 0.85% | 10,212 | $982K | — |
| FDX FedEx Corp. | 0.78% | 3,134 | $905K | — |
| BLK BlackRock Inc. | 0.76% | 824 | $882K | — |
| GEV GE Vernova Inc. | 0.75% | 1,334 | $872K | — |
| C Citigroup Inc. | 0.73% | 7,260 | $847K | — |
| JNJ Johnson & Johnson | 0.65% | 8,626 | $755K | — |
| RTX RTX Corp. | 0.65% | 4,091 | $750K | — |
| TMUS T-Mobile US Inc. | 0.64% | 3,660 | $743K | — |
| DASH DoorDash Inc. Class A | 0.64% | 3,277 | $742K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.64% | 2,425 | $737K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.63% | 13,315 | $732K | — |
| DELL Dell Technologies -C | 0.61% | 5,641 | $710K | — |
| WMB Williams Cos Inc. | 0.59% | 11,448 | $688K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.58% | 7,281 | $669K | — |
| WFC Wells Fargo & Co. | 0.57% | 7,121 | $664K | — |
| HLT Hilton Worldwide Holdings Inc. | 0.57% | 2,286 | $657K | — |
| STX Seagate Technology Holdings | 0.56% | 2,374 | $654K | — |
| PLD Prologis Inc. | 0.56% | 5,074 | $648K | — |
| UBER Uber Technologies Inc. | 0.54% | 7,670 | $627K | — |
| KO The Coca-Cola Co. | 0.53% | 13,769 | $618K | — |
| COF Capital One Financial Corp. | 0.53% | 2,515 | $610K | — |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 1,002 | $581K | — |
| NEE Nextera Energy Inc. | 0.50% | 7,232 | $581K | — |
| TDG Transdigm Group Inc. | 0.50% | 435 | $578K | — |
| MCK McKesson Corp. | 0.50% | 702 | $576K | — |
| COST Costco Wholesale Corp. | 0.49% | 663 | $572K | — |
| PEP Pepsico Inc. | 0.49% | 3,957 | $568K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.49% | 10,438 | $562K | — |
| MRK Merck & Co. Inc. | 0.48% | 5,316 | $560K | — |
| CRM Salesforce Inc. | 0.48% | 2,111 | $559K | — |
| VZ Verizon Communications Inc. | 0.48% | 13,678 | $557K | — |
| JCI Johnson Controls Internation | 0.48% | 4,639 | $556K | — |
| CAT Caterpillar Inc. | 0.48% | 964 | $552K | — |
| CB Chubb Ltd. | 0.48% | 1,768 | $552K | — |
| LNG Cheniere Energy Inc. | 0.48% | 2,832 | $551K | — |
| ABNB Airbnb Inc. Class A | 0.47% | 4,014 | $545K | — |
| AIG American International Group | 0.47% | 6,325 | $541K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.46% | 6,386 | $529K | — |
| SCHW Schwab (charles) Corp. | 0.45% | 5,269 | $526K | — |
| QCOM Qualcomm Inc. | 0.44% | 2,983 | $510K | — |
| NFLX Netflix Inc. | 0.44% | 5,399 | $506K | — |
| ENB Enbridge Inc. | 0.43% | 10,528 | $504K | — |
| TFC Truist Financial Corp. | 0.43% | 10,062 | $495K | — |
| AMGN Amgen Inc. | 0.43% | 1,511 | $495K | — |
| NOC Northrop Grumman Corp. | 0.41% | 835 | $476K | — |
| INSM Insmed Inc. | 0.41% | 2,710 | $472K | — |
| DHR Danaher Corp. | 0.41% | 2,059 | $471K | — |
| LUV Southwest Airlines Co. | 0.41% | 11,355 | $469K | — |
| FCX Freeport-McMoran Inc. | 0.40% | 9,167 | $466K | — |
| HD Home Depot Inc. | 0.40% | 1,351 | $465K | — |
| GM General Motors Co. | 0.40% | 5,650 | $459K | — |
| CDNS Cadence Design SYS Inc. | 0.40% | 1,469 | $459K | — |
| PRU Prudential Financial Inc. | 0.39% | 4,011 | $453K | — |
| GS Goldman Sachs Group Inc. | 0.38% | 505 | $444K | — |
| ABT Abbott Laboratories | 0.38% | 3,507 | $439K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 863 | $434K | — |
| KKR KKR & Co. Inc. | 0.37% | 3,348 | $427K | — |
| MET Metlife Inc. | 0.35% | 5,088 | $402K | — |
| TLT iShares 20+ Year Treasury BD | 0.35% | 4,604 | $401K | — |
| BTI British American Tob-SP ADR | 0.34% | 7,045 | $399K | — |
| MO Altria Group Inc. | 0.34% | 6,893 | $397K | — |
| CRBG Corebridge Financial Inc. | 0.33% | 12,763 | $385K | — |
| SLB SLB Ltd. filed as SLB LIMITED | 0.33% | 9,996 | $384K | — |
| TT Trane Technologies PLC | 0.33% | 979 | $381K | — |
| NRG NRG Energy Inc. | 0.32% | 2,299 | $366K | — |
| PH Parker Hannifin Corp. | 0.30% | 400 | $352K | — |
| BX Blackstone Inc. | 0.30% | 2,275 | $351K | — |
| SHW The Sherwin-Williams Co. | 0.30% | 1,074 | $348K | — |
| APH Amphenol Corp. Class A | 0.30% | 2,545 | $344K | — |
| GD General Dynamics Corp. | 0.29% | 1,013 | $341K | — |
| PFE Pfizer Inc. | 0.29% | 13,680 | $341K | — |
| GOOG Alphabet Inc. Class C | 0.29% | 1,070 | $336K | — |
| LOW Lowe's Cos Inc. | 0.29% | 1,381 | $333K | — |
| LIN Linde PLC | 0.28% | 769 | $328K | — |
| REGN Regeneron Pharmaceuticals | 0.28% | 417 | $322K | — |
| XEL Xcel Energy Inc. | 0.27% | 4,302 | $318K | — |
| WEC WEC Energy Group Inc. | 0.27% | 2,969 | $313K | — |
| MS Morgan Stanley | 0.27% | 1,744 | $310K | — |
| VONV Vanguard Russell 1000 Value | 0.26% | 3,313 | $306K | — |
| GPC Genuine Parts Co. | 0.26% | 2,462 | $303K | — |
| AMAT Applied Materials Inc. | 0.26% | 1,169 | $300K | — |
| USB US Bancorp | 0.26% | 5,589 | $298K | — |
| ACN Accenture PLC Class A | 0.26% | 1,104 | $296K | — |
| PHM Pultegroup Inc. | 0.25% | 2,512 | $295K | — |
| APO Apollo Global Management Inc. | 0.25% | 2,034 | $294K | — |
| UNH Unitedhealth Group Inc. | 0.25% | 887 | $293K | — |
| COP Conocophillips | 0.25% | 3,062 | $287K | — |
| PPL PPL Corp. | 0.24% | 8,079 | $283K | — |
| PG The Procter & Gamble Co. | 0.24% | 1,961 | $281K | — |
| CTVA Corteva Inc. | 0.24% | 4,180 | $280K | — |
| URI United Rentals Inc. | 0.24% | 346 | $280K | — |
| KLAC KLA Corp. | 0.24% | 226 | $275K | — |
| STT State Street Corp. | 0.23% | 2,077 | $268K | — |
| IWV iShares Russell 3000 ETF | 0.23% | 691 | $267K | — |
| HSY The Hershey Co. | 0.23% | 1,445 | $263K | — |
| DE Deere & Co. | 0.22% | 558 | $260K | — |
| EMBJ Embraer SA-Spon ADR | 0.22% | 3,974 | $256K | — |
| BBY Best Buy Co. Inc. | 0.20% | 3,524 | $236K | — |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.20% | 10,003 | $233K | — |
| VLO Valero Energy Corp. | 0.20% | 1,422 | $231K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.20% | 2,230 | $228K | — |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.20% | 3,147 | $227K | — |
| IWB iShares Russell 1000 ETF | 0.20% | 605 | $226K | — |
| TIP iShares Tips Bond ETF | 0.19% | 2,010 | $221K | — |
| WELL Welltower Inc. | 0.19% | 1,185 | $220K | — |
| INTU Intuit Inc. | 0.19% | 326 | $216K | — |
| ORCL Oracle Corp. | 0.18% | 1,078 | $210K | — |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.18% | 13,152 | $209K | — |
| EFA iShares MSCI Eafe ETF | 0.18% | 2,144 | $206K | — |
| MDT Medtronic PLC | 0.18% | 2,115 | $203K | — |
| CPRT Copart Inc. | 0.17% | 5,171 | $202K | — |
| MNST Monster Beverage Corp. | 0.17% | 2,638 | $202K | — |
| GFI Gold Fields Ltd.-Spons ADR | 0.17% | 4,581 | $200K | — |
| SBSW Sibanye-Stillwater Ltd.-ADR | 0.15% | 11,841 | $169K | — |
| SAN Banco Santander SA-Spon ADR | 0.11% | 10,890 | $128K | — |
| CX Cemex Sab-Spons ADR Part Cer | 0.11% | 10,936 | $126K | — |
| TIGR Up Fintech Holding Ltd. - ADR | 0.10% | 12,659 | $121K | — |
| VNET Vnet Group Inc.-ADR | 0.10% | 13,519 | $114K | — |
| AEG Aegon Ltd.-NY Reg SHR | 0.07% | 11,241 | $87K | — |
| CERS Cerus Corp. | 0.03% | 19,250 | $40K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
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 |