Bingham Private Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Bingham Private Wealth, LLC reported 164 stock positions worth $126.0 million. Its top holding was Nvidia (NVDA) at 3.7% of the portfolio, followed by Amazon.com (AMZN, 3.4%) and Microsoft (MSFT, 3.4%). Compared with Q4 2025, it opened 26 new positions, sold out of 13, added to 102 and reduced 32. The biggest buy was Exxon Mobil (XOM, shares +14%) and the biggest sale Microsoft (MSFT, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002063211
- Portfolio Value
- $126.0M (Q1 2026)
- SEC Filing
- 0001951757-26-000793 ↗ filed May 7, 2026
Holdings Value
Holdings 164 stocks · $126.0M
| NVDA Nvidia Corp. | 3.69% | 26,658 | $4.6M | Add +3.2% |
| AMZN Amazon.com Inc. | 3.39% | 20,487 | $4.3M | Add +16.4% |
| MSFT Microsoft Corp. | 3.38% | 11,514 | $4.3M | Reduce -32.3% |
| GOOGL Alphabet Inc. Class A | 3.03% | 13,281 | $3.8M | Add +12.7% |
| AVGO Broadcom Inc. | 2.72% | 11,068 | $3.4M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.67% | 5,171 | $3.4M | Add +33.9% |
| AAPL Apple Inc. | 2.48% | 12,305 | $3.1M | Reduce -27.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.26% | 31,097 | $2.8M | Add +0.6% |
| EQAL Invesco Russell 1000 Equal W | 1.97% | 45,125 | $2.5M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 1.82% | 13,489 | $2.3M | Add +14.1% |
| CSCO Cisco Systems Inc. | 1.62% | 26,345 | $2.0M | Add +11.4% |
| IEI iShares 3-7 Year Treasury Bo | 1.60% | 17,030 | $2.0M | Add +10.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.52% | 1,449 | $1.9M | Add +7.3% |
| JPM JPMorgan Chase & Co. | 1.44% | 6,171 | $1.8M | Reduce -1.3% |
| GILD Gilead Sciences Inc. | 1.32% | 11,925 | $1.7M | Add +3.4% |
| META Meta Platforms Inc. Class A | 1.23% | 2,710 | $1.6M | Add +16.5% |
| BN Brookfield Corp. | 1.20% | 37,483 | $1.5M | Add +3.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.20% | 4,487 | $1.5M | Add +85.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.20% | 6,234 | $1.5M | Add +2.5% |
| MBB iShares MBS ETF | 1.19% | 15,855 | $1.5M | Reduce -0.3% |
| CVX Chevron Corp. | 1.19% | 7,268 | $1.5M | Add +4.9% |
| V Visa Inc. Class A | 1.15% | 4,789 | $1.4M | Add +10.0% |
| PM Philip Morris International | 1.12% | 8,562 | $1.4M | Add +12.8% |
| WMT Walmart Inc. | 1.11% | 11,214 | $1.4M | Reduce -25.1% |
| ABBV Abbvie Inc. | 1.11% | 6,404 | $1.4M | Add +27.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.10% | 26,270 | $1.4M | Add +9.4% |
| PWR Quanta Services Inc. | 1.09% | 2,504 | $1.4M | Add +0.2% |
| GEV GE Vernova Inc. | 1.04% | 1,503 | $1.3M | Add +12.7% |
| COST Costco Wholesale Corp. | 0.98% | 1,235 | $1.2M | Add +86.3% |
| FDX FedEx Corp. | 0.91% | 3,213 | $1.1M | Add +2.5% |
| IEF iShares 7-10 Year Treasury B | 0.85% | 11,200 | $1.1M | Add +9.7% |
| JNJ Johnson & Johnson | 0.84% | 4,319 | $1.1M | Reduce -49.9% |
| CRH CRH PLC | 0.83% | 9,960 | $1.0M | Reduce -0.6% |
| TSLA Tesla Inc. | 0.82% | 2,776 | $1.0M | Reduce -8.1% |
| DELL Dell Technologies -C | 0.75% | 5,783 | $949K | Add +2.5% |
| VZ Verizon Communications Inc. | 0.73% | 18,413 | $924K | Add +34.6% |
| TMUS T-Mobile US Inc. | 0.71% | 4,288 | $901K | Add +17.2% |
| LLY Eli Lilly & Co. | 0.70% | 965 | $888K | Reduce -3.7% |
| WMB Williams Cos Inc. | 0.70% | 12,174 | $886K | Add +6.3% |
| NEE Nextera Energy Inc. | 0.70% | 9,498 | $882K | Add +31.3% |
| LNG Cheniere Energy Inc. | 0.69% | 3,057 | $867K | Add +7.9% |
| GOOG Alphabet Inc. Class C | 0.69% | 3,021 | $867K | Add +182.3% |
| MA Mastercard Inc. Class A | 0.68% | 1,725 | $862K | Reduce -29.6% |
| C Citigroup Inc. | 0.67% | 7,457 | $846K | Add +2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.63% | 16,213 | $790K | Add +21.8% |
| RTX RTX Corp. | 0.62% | 4,056 | $782K | Reduce -0.9% |
| AZN Astrazeneca PLC | 0.62% | 3,966 | $782K | Add +8.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.61% | 14,849 | $763K | Add +48.5% |
| PEP Pepsico Inc. | 0.61% | 4,908 | $762K | Add +24.0% |
| COP Conocophillips | 0.59% | 5,588 | $738K | Add +82.5% |
| MRK Merck & Co. Inc. | 0.57% | 5,991 | $720K | Add +12.7% |
| CAT Caterpillar Inc. | 0.55% | 986 | $699K | Add +2.3% |
| PLD Prologis Inc. | 0.54% | 5,186 | $685K | Add +2.2% |
| KO The Coca-Cola Co. | 0.54% | 8,946 | $680K | Reduce -35.0% |
| WFC Wells Fargo & Co. | 0.54% | 8,509 | $677K | Add +19.5% |
| STX Seagate Technology Holdings | 0.53% | 1,719 | $673K | Reduce -27.6% |
| ABNB Airbnb Inc. Class A | 0.53% | 5,307 | $670K | Add +32.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.53% | 12,478 | $664K | Add +19.5% |
| GLD SPDR Gold Shares | 0.53% | 1,542 | $664K | New |
| MCK McKesson Corp. | 0.51% | 743 | $643K | Add +5.8% |
| NOC Northrop Grumman Corp. | 0.50% | 919 | $627K | Add +10.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.49% | 2,022 | $615K | Reduce -11.6% |
| JCI Johnson Controls Internation | 0.49% | 4,680 | $613K | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 1,256 | $602K | Add +45.5% |
| CB Chubb Ltd. | 0.47% | 1,813 | $591K | Add +2.5% |
| UBER Uber Technologies Inc. | 0.45% | 7,853 | $565K | Add +2.4% |
| TLT iShares 20+ Year Treasury BD | 0.44% | 6,454 | $559K | Add +40.2% |
| NFLX Netflix Inc. | 0.44% | 5,792 | $557K | Add +7.3% |
| IWD iShares Russell 1000 Value E | 0.43% | 2,549 | $545K | New |
| FCX Freeport-McMoran Inc. | 0.43% | 9,230 | $543K | Add +0.7% |
| TDG Transdigm Group Inc. | 0.43% | 466 | $540K | Add +7.1% |
| SCHW Schwab (charles) Corp. | 0.42% | 5,664 | $532K | Add +7.5% |
| AMGN Amgen Inc. | 0.42% | 1,492 | $525K | Reduce -1.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.41% | 6,304 | $521K | Reduce -1.3% |
| PFE Pfizer Inc. | 0.41% | 18,480 | $519K | Add +35.1% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 1,026 | $504K | Add +2.4% |
| KLAC KLA Corp. | 0.40% | 338 | $498K | Add +49.6% |
| DASH DoorDash Inc. Class A | 0.39% | 3,293 | $494K | Add +0.5% |
| BTI British American Tob-SP ADR | 0.39% | 8,395 | $491K | Add +19.2% |
| ENB Enbridge Inc. | 0.39% | 8,996 | $487K | Reduce -14.6% |
| MO Altria Group Inc. | 0.39% | 7,369 | $486K | Add +6.9% |
| ALL Allstate Corp. | 0.38% | 2,324 | $482K | New |
| GM General Motors Co. | 0.38% | 6,380 | $475K | Add +12.9% |
| LIN Linde PLC | 0.38% | 953 | $472K | Add +23.9% |
| COF Capital One Financial Corp. | 0.36% | 2,455 | $448K | Reduce -2.4% |
| LUV Southwest Airlines Co. | 0.35% | 11,838 | $445K | Add +4.3% |
| TFC Truist Financial Corp. | 0.35% | 9,512 | $437K | Reduce -5.5% |
| GS Goldman Sachs Group Inc. | 0.34% | 510 | $431K | Add +1.0% |
| UNH Unitedhealth Group Inc. | 0.34% | 1,573 | $425K | Add +77.3% |
| DHR Danaher Corp. | 0.33% | 2,190 | $415K | Add +6.4% |
| HD Home Depot Inc. | 0.32% | 1,228 | $404K | Reduce -9.1% |
| AMAT Applied Materials Inc. | 0.32% | 1,172 | $401K | Add +0.3% |
| VLO Valero Energy Corp. | 0.31% | 1,602 | $396K | Add +12.7% |
| QCOM Qualcomm Inc. | 0.31% | 3,057 | $394K | Add +2.5% |
| CRM Salesforce Inc. | 0.31% | 2,081 | $388K | Reduce -1.4% |
| PRU Prudential Financial Inc. | 0.31% | 3,972 | $388K | Reduce -1.0% |
| APD Air Products & Chemicals Inc. | 0.31% | 1,327 | $385K | New |
| SCHD Schwab US DVD Equity ETF | 0.30% | 12,411 | $381K | New |
| CDNS Cadence Design SYS Inc. | 0.30% | 1,364 | $379K | Reduce -7.2% |
| LOW Lowe's Cos Inc. | 0.30% | 1,603 | $379K | Add +16.1% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -32.3% | 3.38% | −1.64 |
| ISRG Intuitive Surgical Inc. | Reduce -63.5% | 0.26% | −0.68 |
| MA Mastercard Inc. Class A | Reduce -29.6% | 0.68% | −0.52 |
| AIG American International Group | Sold out | 0.00% | −0.47 |
| BLK BlackRock Inc. | Reduce -52.9% | 0.30% | −0.47 |
| TSLA Tesla Inc. | Reduce -8.1% | 0.82% | −0.35 |
| WMT Walmart Inc. | Reduce -25.1% | 1.11% | −0.33 |
| CRBG Corebridge Financial Inc. | Sold out | 0.00% | −0.33 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.33 |
| AAPL Apple Inc. | Reduce -27.4% | 2.48% | −0.33 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 1.44% | −0.30 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.27 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.26 |
| CRH CRH PLC | Reduce -0.6% | 0.83% | −0.25 |
| STT State Street Corp. | Sold out | 0.00% | −0.23 |
| LLY Eli Lilly & Co. | Reduce -3.7% | 0.70% | −0.23 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.20 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.19 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.18 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.17 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.17 |
| CRM Salesforce Inc. | Reduce -1.4% | 0.31% | −0.17 |
| COF Capital One Financial Corp. | Reduce -2.4% | 0.36% | −0.17 |
| INSM Insmed Inc. | Reduce -19.9% | 0.28% | −0.13 |
| MBB iShares MBS ETF | Reduce -0.3% | 1.19% | −0.11 |
| TIGR Up Fintech Holding Ltd. - ADR | Sold out | 0.00% | −0.10 |
| ABT Abbott Laboratories | Reduce -1.4% | 0.28% | −0.10 |
| CDNS Cadence Design SYS Inc. | Reduce -7.2% | 0.30% | −0.10 |
| PRU Prudential Financial Inc. | Reduce -1.0% | 0.31% | −0.08 |
| EQAL Invesco Russell 1000 Equal W | Reduce -0.2% | 1.97% | −0.08 |
| HD Home Depot Inc. | Reduce -9.1% | 0.32% | −0.08 |
| TFC Truist Financial Corp. | Reduce -5.5% | 0.35% | −0.08 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -11.6% | 0.49% | −0.08 |
| NRG NRG Energy Inc. | Reduce -10.3% | 0.24% | −0.08 |
| AEG Aegon Ltd.-NY Reg SHR | Sold out | 0.00% | −0.07 |
| ENB Enbridge Inc. | Reduce -14.6% | 0.39% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.3% | 0.41% | −0.04 |
| BBY Best Buy Co. Inc. | Reduce -3.4% | 0.17% | −0.03 |
| STX Seagate Technology Holdings | Reduce -27.6% | 0.53% | −0.03 |
| RTX RTX Corp. | Reduce -0.9% | 0.62% | −0.03 |
| SAN Banco Santander SA-Spon ADR | Reduce -3.0% | 0.09% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.3% | 0.42% | −0.01 |
| KO The Coca-Cola Co. | Reduce -35.0% | 0.54% | +0.01 |
| DE Deere & Co. | Reduce -2.5% | 0.24% | +0.02 |
| JNJ Johnson & Johnson | Reduce -49.9% | 0.84% | +0.19 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +14.1% | 1.82% | +0.59 |
| TSM Taiwan Semiconductor-SP ADR | Add +85.0% | 1.20% | +0.57 |
| GLD SPDR Gold Shares | New | 0.53% | +0.53 |
| COST Costco Wholesale Corp. | Add +86.3% | 0.98% | +0.48 |
| IWD iShares Russell 1000 Value E | New | 0.43% | +0.43 |
| GOOG Alphabet Inc. Class C | Add +182.3% | 0.69% | +0.40 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +33.9% | 2.67% | +0.40 |
| ALL Allstate Corp. | New | 0.38% | +0.38 |
| COP Conocophillips | Add +82.5% | 0.59% | +0.34 |
| APD Air Products & Chemicals Inc. | New | 0.31% | +0.31 |
| SCHD Schwab US DVD Equity ETF | New | 0.30% | +0.30 |
| GEV GE Vernova Inc. | Add +12.7% | 1.04% | +0.29 |
| CVX Chevron Corp. | Add +4.9% | 1.19% | +0.28 |
| SLB SLB Ltd. | Add +48.5% | 0.61% | +0.27 |
| ASML ASML Holding NV-NY Reg SHS | Add +7.3% | 1.52% | +0.27 |
| EMN Eastman Chemical Co. | New | 0.27% | +0.27 |
| VZ Verizon Communications Inc. | Add +34.6% | 0.73% | +0.25 |
| UPS United Parcel Service Class B | New | 0.23% | +0.23 |
| SNY Sanofi-ADR | New | 0.23% | +0.23 |
| IR Ingersoll-Rand Inc. | New | 0.22% | +0.22 |
| PAYX Paychex Inc. | New | 0.22% | +0.22 |
| MDLZ Mondelez International Inc. Class A | New | 0.22% | +0.22 |
| GE General Electric | New | 0.22% | +0.22 |
| LNG Cheniere Energy Inc. | Add +7.9% | 0.69% | +0.21 |
| TGT Target Corp. | New | 0.20% | +0.20 |
| NEE Nextera Energy Inc. | Add +31.3% | 0.70% | +0.20 |
| SCHX Schwab US Large-Cap ETF | New | 0.20% | +0.20 |
| VMRK Vivmark Residential | New | 0.19% | +0.19 |
| TTE Totalenergies SE | New | 0.19% | +0.19 |
| AEM Agnico Eagle Mines Ltd. | New | 0.19% | +0.19 |
| BVN Cia DE Minas Buenaventur-ADR | New | 0.18% | +0.18 |
| PWR Quanta Services Inc. | Add +0.2% | 1.09% | +0.18 |
| BJ Bj's Wholesale Club Holdings | New | 0.18% | +0.18 |
| HDV iShares Core High Dividend E | New | 0.17% | +0.17 |
| AMLP Alerian MLP ETF | New | 0.17% | +0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.16% | +0.16 |
| VEA Vanguard Ftse Developed ETF | New | 0.16% | +0.16 |
| CLX Clorox Company | New | 0.16% | +0.16 |
| KLAC KLA Corp. | Add +49.6% | 0.40% | +0.16 |
| DELL Dell Technologies -C | Add +2.5% | 0.75% | +0.14 |
| HMY Harmony Gold MNG-Spon ADR | New | 0.13% | +0.13 |
| FDX FedEx Corp. | Add +2.5% | 0.91% | +0.13 |
| PFE Pfizer Inc. | Add +35.1% | 0.41% | +0.12 |
| ABBV Abbvie Inc. | Add +27.6% | 1.11% | +0.12 |
| PEP Pepsico Inc. | Add +24.0% | 0.61% | +0.11 |
| VLO Valero Energy Corp. | Add +12.7% | 0.31% | +0.11 |
| WMB Williams Cos Inc. | Add +6.3% | 0.70% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +45.5% | 0.48% | +0.10 |
| TLT iShares 20+ Year Treasury BD | Add +40.2% | 0.44% | +0.10 |
| GILD Gilead Sciences Inc. | Add +3.4% | 1.32% | +0.10 |
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 |