Bingham Private Wealth, LLC Top Holdings and 13F Report (2026)

About Bingham Private Wealth, LLC

Investment Activity

Bingham Private Wealth, LLC has $126.00 million in total holdings as of March 31, 2026.
Bingham Private Wealth, LLC owns shares of 164 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 14.90% of the portfolio was purchased this quarter.
About 9.07% of the portfolio was sold this quarter.
This quarter, Bingham Private Wealth, LLC has purchased 151 new stocks and bought additional shares in 101 stocks.
Bingham Private Wealth, LLC sold shares of 32 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA: $4,649,236
Amazon.com: $4,266,827
Microsoft: $4,262,159
Alphabet: $3,819,084
Broadcom: $3,425,657

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $782,175 Holding
78463V107 - SPDR Gold Shares: $663,507 Holding
464287598 - iShares Russell 1000 Value ETF: $544,645 Holding
020002101 - Allstate: $481,858 Holding
009158106 - Air Products and Chemicals: $385,480 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 1,310 shares (about $851.97K)
AstraZeneca: 3,966 shares (about $782.18K)
Taiwan Semiconductor Manufacturing: 2,062 shares (about $696.85K)
SPDR Gold Shares: 1,542 shares (about $663.51K)
Amazon.com: 2,880 shares (about $599.82K)

Largest Sales this Quarter

Microsoft: 5,498 shares (about $2.04M)
Apple: 4,641 shares (about $1.18M)
Johnson & Johnson: 4,307 shares (about $1.05M)
Intuitive Surgical: 1,220 shares (about $562.41K)
WALMART INC: 3,765 shares (about $467.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$4,649,236	$144,580 â–²	3.2%	26,658	3.7%	Computer and Technology
AMZN Amazon.com	$4,266,827	$599,818 â–²	16.4%	20,487	3.4%	Retail/Wholesale
MSFT Microsoft	$4,262,159	$2,035,205 â–¼	-32.3%	11,514	3.4%	Computer and Technology
GOOGL Alphabet	$3,819,084	$429,039 â–²	12.7%	13,281	3.0%	Computer and Technology
AVGO Broadcom	$3,425,657	$96,258 â–²	2.9%	11,068	2.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,363,007	$851,970 â–²	33.9%	5,171	2.7%	Finance
AAPL Apple	$3,123,003	$1,177,884 â–¼	-27.4%	12,305	2.5%	Computer and Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,849,729	$16,587 â–²	0.6%	31,097	2.3%	ETF
EQAL Invesco Russell 1000 Equal Weight ETF	$2,486,388	$5,124 â–¼	-0.2%	45,125	2.0%	ETF
XOM ExxonMobil	$2,288,718	$282,166 â–²	14.1%	13,489	1.8%	Energy
CSCO Cisco Systems	$2,044,093	$209,647 â–²	11.4%	26,345	1.6%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$2,019,758	$183,356 â–²	10.0%	17,030	1.6%	ETF
ASML ASML	$1,913,883	$130,762 â–²	7.3%	1,449	1.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,814,916	$23,528 â–¼	-1.3%	6,171	1.4%	Finance
GILD Gilead Sciences	$1,661,989	$55,051 â–²	3.4%	11,925	1.3%	Medical
META Meta Platforms	$1,550,472	$219,126 â–²	16.5%	2,710	1.2%	Computer and Technology
BN Brookfield	$1,516,937	$47,188 â–²	3.2%	37,483	1.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,516,382	$696,853 â–²	85.0%	4,487	1.2%	Computer and Technology
IBM International Business Machines	$1,510,924	$36,840 â–²	2.5%	6,234	1.2%	Computer and Technology
MBB iShares MBS ETF	$1,505,432	$4,558 â–¼	-0.3%	15,855	1.2%	ETF
CVX Chevron	$1,504,184	$70,780 â–²	4.9%	7,268	1.2%	Energy
V Visa	$1,447,494	$131,480 â–²	10.0%	4,789	1.1%	Business Services
PM Philip Morris International	$1,415,641	$161,041 â–²	12.8%	8,562	1.1%	Consumer Staples
WALMART INC	$1,393,676	$467,914 â–¼	-25.1%	11,214	1.1%	COM
ABBV AbbVie	$1,392,806	$301,224 â–²	27.6%	6,404	1.1%	Medical
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,380,751	$118,365 â–²	9.4%	26,270	1.1%	Manufacturing
PWR Quanta Services	$1,374,746	$2,196 â–²	0.2%	2,504	1.1%	Construction
GE VERNOVA INC	$1,312,022	$147,526 â–²	12.7%	1,503	1.0%	COM
COST Costco Wholesale	$1,230,948	$570,123 â–²	86.3%	1,235	1.0%	Retail/Wholesale
FDX FedEx	$1,144,406	$28,138 â–²	2.5%	3,213	0.9%	Transportation
IEF iShares 7-10 Year Treasury Bond ETF	$1,068,928	$94,295 â–²	9.7%	11,200	0.8%	ETF
JNJ Johnson & Johnson	$1,055,494	$1,052,561 â–¼	-49.9%	4,319	0.8%	Medical
CRH PLC	$1,046,995	$5,887 â–¼	-0.6%	9,960	0.8%	ORD
TSLA Tesla	$1,031,978	$90,707 â–¼	-8.1%	2,776	0.8%	Auto/Tires/Trucks
DELL Dell Technologies	$949,164	$23,306 â–²	2.5%	5,783	0.8%	Computer and Technology
VZ Verizon Communications	$924,371	$237,707 â–²	34.6%	18,413	0.7%	Computer and Technology
TMUS T-Mobile US	$900,523	$131,886 â–²	17.2%	4,288	0.7%	Computer and Technology
LLY Eli Lilly and Company	$887,578	$34,031 â–¼	-3.7%	965	0.7%	Medical
WMB Williams Companies	$886,024	$52,838 â–²	6.3%	12,174	0.7%	Energy
NEE NextEra Energy	$882,185	$210,469 â–²	31.3%	9,498	0.7%	Utilities
CHENIERE ENERGY INC	$867,454	$63,846 â–²	7.9%	3,057	0.7%	COM NEW
GOOG Alphabet	$866,554	$559,632 â–²	182.3%	3,021	0.7%	Computer and Technology
MA Mastercard	$861,914	$361,754 â–¼	-29.6%	1,725	0.7%	Business Services
C Citigroup	$845,698	$22,342 â–²	2.7%	7,457	0.7%	Financial Services
BAC Bank of America	$790,384	$141,278 â–²	21.8%	16,213	0.6%	Finance
RTX RTX	$782,402	$6,751 â–¼	-0.9%	4,056	0.6%	Aerospace
AZNCF AstraZeneca	$782,175	$782,175 â–²	New Holding	3,966	0.6%	Medical
SLB SLB	$763,090	$249,396 â–²	48.5%	14,849	0.6%	Energy
PEP PepsiCo	$762,409	$147,728 â–²	24.0%	4,908	0.6%	Consumer Staples
COP ConocoPhillips	$737,616	$333,432 â–²	82.5%	5,588	0.6%	Energy
MRK Merck & Co., Inc.	$720,302	$81,156 â–²	12.7%	5,991	0.6%	Medical
CAT Caterpillar	$698,614	$15,588 â–²	2.3%	986	0.6%	Industrials
PLD Prologis	$685,485	$14,804 â–²	2.2%	5,186	0.5%	Finance
KO CocaCola	$680,343	$366,789 â–¼	-35.0%	8,946	0.5%	Consumer Staples
WFC Wells Fargo & Company	$677,371	$110,494 â–²	19.5%	8,509	0.5%	Finance
STX Seagate Technology	$673,435	$256,603 â–¼	-27.6%	1,719	0.5%	Computer and Technology
ABNB Airbnb	$670,168	$163,280 â–²	32.2%	5,307	0.5%	Consumer Discretionary
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$664,079	$108,569 â–²	19.5%	12,478	0.5%	Manufacturing
GLD SPDR Gold Shares	$663,507	$663,507 â–²	New Holding	1,542	0.5%	Finance
MCK McKesson	$642,962	$35,480 â–²	5.8%	743	0.5%	Medical
NOC Northrop Grumman	$626,979	$57,308 â–²	10.1%	919	0.5%	Aerospace
HLT Hilton Worldwide	$614,850	$80,277 â–¼	-11.5%	2,022	0.5%	Consumer Discretionary
JCI Johnson Controls International	$612,846	$5,369 â–²	0.9%	4,680	0.5%	Construction
BRK.B Berkshire Hathaway	$601,875	$188,326 â–²	45.5%	1,256	0.5%	Finance
CB Chubb	$590,911	$14,667 â–²	2.5%	1,813	0.5%	Finance
UBER Uber Technologies	$564,866	$13,163 â–²	2.4%	7,853	0.4%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$559,497	$160,376 â–²	40.2%	6,454	0.4%	ETF
NFLX Netflix	$556,853	$37,784 â–²	7.3%	5,792	0.4%	Consumer Discretionary
IWD iShares Russell 1000 Value ETF	$544,645	$544,645 â–²	New Holding	2,549	0.4%	ETF
FCX Freeport-McMoRan	$542,539	$3,703 â–²	0.7%	9,230	0.4%	Basic Materials
TDG Transdigm Group	$540,075	$35,928 â–²	7.1%	466	0.4%	Aerospace
SCHW Charles Schwab	$532,306	$37,122 â–²	7.5%	5,664	0.4%	Finance
AMGN Amgen	$524,977	$6,685 â–¼	-1.3%	1,492	0.4%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$520,521	$6,771 â–¼	-1.3%	6,304	0.4%	Manufacturing
PFE Pfizer	$518,918	$134,784 â–²	35.1%	18,480	0.4%	Medical
TMO Thermo Fisher Scientific	$504,310	$11,797 â–²	2.4%	1,026	0.4%	Medical
KLAC KLA	$497,675	$164,910 â–²	49.6%	338	0.4%	Computer and Technology
DOORDASH INC	$494,444	$2,402 â–²	0.5%	3,293	0.4%	CL A
BTI British American Tobacco	$490,856	$78,935 â–²	19.2%	8,395	0.4%	Consumer Staples
ENB Enbridge	$487,043	$82,942 â–¼	-14.6%	8,996	0.4%	Energy
MO Altria Group	$486,488	$31,425 â–²	6.9%	7,369	0.4%	Consumer Staples
ALL Allstate	$481,858	$481,858 â–²	New Holding	2,324	0.4%	Finance
GM General Motors	$475,310	$54,385 â–²	12.9%	6,380	0.4%	Auto/Tires/Trucks
LINDE PLC	$472,459	$91,220 â–²	23.9%	953	0.4%	SHS
COF Capital One Financial	$447,866	$10,946 â–¼	-2.4%	2,455	0.4%	Finance
LUV Southwest Airlines	$444,754	$18,146 â–²	4.3%	11,838	0.4%	Transportation
TFC Truist Financial	$437,267	$25,284 â–¼	-5.5%	9,512	0.3%	Finance
GS The Goldman Sachs Group	$431,455	$4,230 â–²	1.0%	510	0.3%	Finance
UNH UnitedHealth Group	$425,227	$185,445 â–²	77.3%	1,573	0.3%	Medical
DHR Danaher	$415,224	$24,838 â–²	6.4%	2,190	0.3%	Medical
HD Home Depot	$404,039	$40,470 â–¼	-9.1%	1,228	0.3%	Retail/Wholesale
AMAT Applied Materials	$400,578	$1,025 â–²	0.3%	1,172	0.3%	Computer and Technology
VLO Valero Energy	$395,822	$44,474 â–²	12.7%	1,602	0.3%	Energy
QCOM Qualcomm	$393,680	$9,530 â–²	2.5%	3,057	0.3%	Computer and Technology
CRM Salesforce	$388,460	$5,600 â–¼	-1.4%	2,081	0.3%	Computer and Technology
PRU Prudential Financial	$388,025	$3,810 â–¼	-1.0%	3,972	0.3%	Finance
APD Air Products and Chemicals	$385,480	$385,480 â–²	New Holding	1,327	0.3%	Basic Materials
SCHD Schwab US Dividend Equity ETF	$380,758	$380,758 â–²	New Holding	12,411	0.3%	ETF
CDNS Cadence Design Systems	$379,015	$29,176 â–¼	-7.1%	1,364	0.3%	Computer and Technology
LOW Lowe's Companies	$378,757	$52,454 â–²	16.1%	1,603	0.3%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Bingham Private Wealth, LLC Top Holdings and 13F Report (2026)

About Bingham Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Bingham Private Wealth, LLC Top Holdings and 13F Report (2026)

About Bingham Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBingham Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools