Bingham Private Wealth, LLC

Name: BINGHAM PRIVATE WEALTH, LLC 13F holdings, Q1 2026
Creator: BINGHAM PRIVATE WEALTH, LLC
Published: 2026-05-07

Q2 2026Q4 2025Q2 2025Q1 2025Q4 2024

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%
BLK BlackRock Inc.	0.30%	388	$373K	Reduce -52.9%
PH Parker Hannifin Corp.	0.29%	406	$363K	Add +1.5%
MET Metlife Inc.	0.29%	5,094	$360K	Add +0.1%
ABT Abbott Laboratories	0.28%	3,458	$355K	Reduce -1.4%
INSM Insmed Inc.	0.28%	2,170	$355K	Reduce -19.9%
CTVA Corteva Inc.	0.28%	4,234	$354K	Add +1.3%
SHW The Sherwin-Williams Co.	0.28%	1,102	$353K	Add +2.6%
REGN Regeneron Pharmaceuticals	0.28%	454	$351K	Add +8.9%
KKR KKR & Co. Inc.	0.28%	3,790	$351K	Add +13.2%
GD General Dynamics Corp.	0.28%	1,020	$350K	Add +0.7%
WEC WEC Energy Group Inc.	0.28%	2,996	$347K	Add +0.9%
EMN Eastman Chemical Co.	0.27%	4,448	$339K	New
APH Amphenol Corp. Class A	0.26%	2,597	$328K	Add +2.0%
URI United Rentals Inc.	0.26%	444	$323K	Add +28.3%
ISRG Intuitive Surgical Inc.	0.26%	701	$323K	Reduce -63.5%
PHM Pultegroup Inc.	0.26%	2,735	$322K	Add +8.9%
PG The Procter & Gamble Co.	0.25%	2,215	$320K	Add +12.9%
PPL PPL Corp.	0.25%	8,307	$317K	Add +2.8%
HSY The Hershey Co.	0.25%	1,497	$311K	Add +3.6%
VONV Vanguard Russell 1000 Value	0.25%	3,313	$311K	No change
DE Deere & Co.	0.24%	544	$306K	Reduce -2.5%
NRG NRG Energy Inc.	0.24%	2,062	$301K	Reduce -10.3%
APO Apollo Global Management Inc.	0.24%	2,700	$301K	Add +32.7%
MS Morgan Stanley	0.24%	1,825	$300K	Add +4.6%
ORCL Oracle Corp.	0.23%	2,005	$295K	Add +86.0%
USB US Bancorp	0.23%	5,657	$294K	Add +1.2%
UPS United Parcel Service Class B	0.23%	2,967	$292K	New
SNY Sanofi-ADR	0.23%	5,941	$286K	New
IR Ingersoll-Rand Inc.	0.22%	3,496	$280K	New
PAYX Paychex Inc.	0.22%	3,023	$278K	New
MDLZ Mondelez International Inc. Class A	0.22%	4,815	$278K	New
BX Blackstone Inc.	0.22%	2,417	$277K	Add +6.2%
GE General Electric filed as GE AEROSPACE	0.22%	961	$273K	New
GPC Genuine Parts Co.	0.21%	2,540	$269K	Add +3.2%
EMBJ Embraer SA-Spon ADR	0.21%	4,441	$264K	Add +11.8%
MUFG Mitsubishi Ufj Finl-Spon ADR	0.20%	15,180	$258K	Add +15.4%
IWV iShares Russell 3000 ETF	0.20%	691	$256K	No change
TGT Target Corp.	0.20%	2,075	$251K	New
SCHX Schwab US Large-Cap ETF	0.20%	9,599	$246K	New
WELL Welltower Inc.	0.19%	1,242	$246K	Add +4.8%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL	0.19%	4,098	$242K	New
TTE Totalenergies SE	0.19%	2,662	$242K	New
BBVA Banco Bilbao Vizcaya-SP ADR	0.19%	11,082	$240K	Add +10.8%
AEM Agnico Eagle Mines Ltd.	0.19%	1,165	$236K	New
GFI Gold Fields Ltd.-Spons ADR	0.19%	5,149	$234K	Add +12.4%
BVN Cia DE Minas Buenaventur-ADR filed as COMPANIA DE MINAS BUENAVENTU	0.18%	6,336	$228K	New
EFA iShares MSCI Eafe ETF	0.18%	2,322	$226K	Add +8.3%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC	0.18%	2,278	$224K	New
TIP iShares Tips Bond ETF	0.18%	2,013	$222K	Add +0.1%
HDV iShares Core High Dividend E	0.17%	1,614	$219K	New
BBY Best Buy Co. Inc.	0.17%	3,406	$219K	Reduce -3.4%
IWB iShares Russell 1000 ETF	0.17%	605	$216K	No change
RYAAY Ryanair Holdings PLC-SP ADR	0.17%	3,644	$211K	Add +15.8%
AMLP Alerian MLP ETF	0.17%	4,000	$211K	New
NVO Novo-Nordisk A/S-Spons ADR	0.16%	5,621	$207K	New
VEA Vanguard Ftse Developed ETF	0.16%	3,217	$206K	New
CLX Clorox Company	0.16%	1,941	$201K	New
HMY Harmony Gold MNG-Spon ADR	0.13%	10,881	$167K	New
SBSW Sibanye-Stillwater Ltd.-ADR	0.13%	13,323	$164K	Add +12.5%
CX Cemex Sab-Spons ADR Part Cer	0.11%	12,344	$141K	Add +12.9%
VNET Vnet Group Inc.-ADR	0.11%	16,762	$141K	Add +24.0%
SAN Banco Santander SA-Spon ADR	0.09%	10,562	$119K	Reduce -3.0%
VLRS Controladora Vuela Cia-ADR	0.08%	13,764	$100K	New
CERS Cerus Corp.	0.03%	19,250	$35K	No change

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