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

About Bingham Private Wealth, LLC

Investment Activity

Bingham Private Wealth, LLC has $145.32 million in total holdings as of June 30, 2026.
Bingham Private Wealth, LLC owns shares of 178 different stocks, but just 84 companies or ETFs make up 80% of its holdings.
Approximately 14.40% of the portfolio was purchased this quarter.
About 9.82% of the portfolio was sold this quarter.
This quarter, Bingham Private Wealth, LLC has purchased 164 new stocks and bought additional shares in 98 stocks.
Bingham Private Wealth, LLC sold shares of 42 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Apple: $5,485,860
Amazon.com: $5,219,338
NVIDIA: $4,930,861
Microsoft: $4,665,825
Broadcom: $4,093,299

Largest New Holdings this Quarter

N3167Y103 - Ferrari: $909,504 Holding
007903107 - Advanced Micro Devices: $799,913 Holding
92532F100 - Vertex Pharmaceuticals: $641,775 Holding
025537101 - American Electric Power: $377,711 Holding
N97284108 - Yandex: $345,765 Holding

Largest Purchases this Quarter

Apple: 6,654 shares (about $1.93M)
GE Aerospace: 3,045 shares (about $1.14M)
Ferrari: 2,443 shares (about $909.50K)
KLA: 2,812 shares (about $848.41K)
Advanced Micro Devices: 1,377 shares (about $799.91K)

Largest Sales this Quarter

Dell Technologies: 3,632 shares (about $1.57M)
Alphabet: 3,303 shares (about $1.18M)
ASML: 544 shares (about $1.08M)
Seagate Technology: 671 shares (about $647.52K)
Meta Platforms: 875 shares (about $492.88K)

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
AAPL Apple	$5,485,860	$1,925,361 â–²	54.1%	18,959	3.8%	Technology
AMZN Amazon.com	$5,219,338	$336,532 â–²	6.9%	21,899	3.6%	Consumer Discretionary
NVDA NVIDIA	$4,930,861	$403,185 â–¼	-7.6%	24,643	3.4%	Technology
MSFT Microsoft	$4,665,825	$370,789 â–²	8.6%	12,508	3.2%	Technology
AVGO Broadcom	$4,093,299	$87,638 â–¼	-2.1%	10,836	2.8%	Technology
SPY SPDR S&P 500 ETF Trust	$4,016,266	$154,587 â–²	4.0%	5,378	2.8%	ETF
GOOGL Alphabet	$3,565,838	$1,180,393 â–¼	-24.9%	9,978	2.5%	Communication Services
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$3,145,818	$296,089 â–²	10.4%	34,328	2.2%	ETF
EQAL Invesco Russell 1000 Equal Weight ETF	$2,826,051	$152,223 â–²	5.7%	47,694	1.9%	ETF
CSCO Cisco Systems	$2,677,360	$417,097 â–¼	-13.5%	22,794	1.8%	Technology
IEI iShares 3-7 Year Treasury Bond ETF	$2,324,218	$324,045 â–²	16.2%	19,789	1.6%	ETF
TSM Taiwan Semiconductor Manufacturing	$2,182,972	$40,116 â–²	1.9%	4,571	1.5%	Technology
ABBV AbbVie	$2,167,883	$556,377 â–²	34.5%	8,615	1.5%	Healthcare
JPM JPMorgan Chase & Co.	$2,039,392	$19,314 â–²	1.0%	6,230	1.4%	Finance
BN Brookfield	$1,812,375	$215,974 â–²	13.5%	42,554	1.2%	Finance
ASML ASML	$1,800,443	$1,082,255 â–¼	-37.5%	905	1.2%	Technology
GE VERNOVA INC	$1,794,729	$29,364 â–²	1.7%	1,528	1.2%	COM
MBB iShares MBS ETF	$1,791,438	$292,823 â–²	19.5%	18,953	1.2%	ETF
IBM International Business Machines	$1,763,801	$10,966 â–²	0.6%	6,273	1.2%	Technology
V Visa	$1,705,184	$62,100 â–²	3.8%	4,970	1.2%	Finance
PM Philip Morris International	$1,620,230	$71,279 â–²	4.6%	8,956	1.1%	Consumer Staples
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,589,962	$213,151 â–²	15.5%	30,337	1.1%	ETF
GILD Gilead Sciences	$1,509,261	$2,653 â–²	0.2%	11,946	1.0%	Healthcare
GE GE Aerospace	$1,497,003	$1,137,887 â–²	316.9%	4,006	1.0%	Industrials
IEF iShares 7-10 Year Treasury Bond ETF	$1,375,142	$315,958 â–²	29.8%	14,541	0.9%	ETF
PWR Quanta Services	$1,362,316	$440,665 â–¼	-24.4%	1,892	0.9%	Industrials
WALMART INC	$1,283,462	$13,365 â–²	1.1%	11,332	0.9%	COM
CVX Chevron	$1,219,086	$14,093 â–²	1.2%	7,353	0.8%	Energy
COST Costco Wholesale	$1,190,303	$34,624 â–²	3.0%	1,272	0.8%	Consumer Staples
NFLX Netflix	$1,168,711	$755,175 â–²	182.6%	16,369	0.8%	Communication Services
TSLA Tesla	$1,154,126	$13,459 â–¼	-1.2%	2,744	0.8%	Consumer Discretionary
LLY Eli Lilly and Company	$1,128,489	$28,782 â–¼	-2.5%	941	0.8%	Healthcare
JNJ Johnson & Johnson	$1,104,123	$6,859 â–²	0.6%	4,346	0.8%	Healthcare
UBER Uber Technologies	$1,080,380	$513,707 â–²	90.7%	14,972	0.7%	Industrials
CAT Caterpillar	$1,077,787	$27,690 â–²	2.6%	1,012	0.7%	Industrials
CRH PLC	$1,065,720		0.0%	9,960	0.7%	ORD
GOOG Alphabet	$1,056,091	$11,306 â–¼	-1.1%	2,989	0.7%	Communication Services
META Meta Platforms	$1,033,637	$492,879 â–¼	-32.3%	1,835	0.7%	Communication Services
STX Seagate Technology	$1,011,320	$647,515 â–¼	-39.0%	1,048	0.7%	Technology
WMB Williams Companies	$999,353	$94,337 â–²	10.4%	13,443	0.7%	Energy
MA Mastercard	$999,318	$113,489 â–²	12.8%	1,946	0.7%	Finance
BAC Bank of America	$951,167	$27,350 â–²	3.0%	16,693	0.7%	Finance
KLAC KLA	$950,386	$848,408 â–²	832.0%	3,150	0.7%	Technology
C Citigroup	$928,915	$114,767 â–¼	-11.0%	6,637	0.6%	Finance
DELL Dell Technologies	$928,070	$1,567,062 â–¼	-62.8%	2,151	0.6%	Technology
MRK Merck & Co., Inc.	$913,196	$143,181 â–²	18.6%	7,105	0.6%	Healthcare
RACE Ferrari	$909,504	$909,504 â–²	New Holding	2,443	0.6%	Consumer Discretionary
ABNB Airbnb	$883,499	$124,068 â–²	16.3%	6,174	0.6%	Consumer Discretionary
NEE NextEra Energy	$857,358	$23,698 â–²	2.8%	9,768	0.6%	Utilities
CHENIERE ENERGY INC	$844,661	$114,008 â–²	15.6%	3,534	0.6%	COM NEW
AMAT Applied Materials	$843,741	$3,615 â–¼	-0.4%	1,167	0.6%	Technology
VZ Verizon Communications	$838,254	$57,971 â–²	7.4%	19,781	0.6%	Communication Services
UNH UnitedHealth Group	$825,900	$172,080 â–²	26.3%	1,987	0.6%	Healthcare
CB Chubb	$814,709	$196,948 â–²	31.9%	2,391	0.6%	Finance
FDX FedEx	$814,138	$191,949 â–¼	-19.1%	2,600	0.6%	Industrials
SLB SLB	$812,087	$121,757 â–²	17.6%	17,468	0.6%	Energy
AMD Advanced Micro Devices	$799,913	$799,913 â–²	New Holding	1,377	0.6%	Technology
RTX RTX	$792,123	$22,578 â–²	2.9%	4,175	0.5%	Industrials
AZNCF AstraZeneca	$778,200	$26,168 â–²	3.5%	4,104	0.5%	Healthcare
KO CocaCola	$772,146	$45,105 â–²	6.2%	9,501	0.5%	Consumer Staples
SCHW Charles Schwab	$739,551	$216,929 â–²	41.5%	8,015	0.5%	Finance
PLD Prologis	$732,351	$29,803 â–²	4.2%	5,406	0.5%	Real Estate
PEP PepsiCo	$699,810	$34,821 â–²	5.2%	5,165	0.5%	Consumer Staples
TMUS T-Mobile US	$695,843	$23,312 â–¼	-3.2%	4,149	0.5%	Communication Services
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$694,666	$31,211 â–²	4.7%	13,065	0.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$690,217	$172,595 â–²	33.3%	8,406	0.5%	ETF
WFC Wells Fargo & Company	$685,601	$17,603 â–¼	-2.5%	8,296	0.5%	Finance
DOORDASH INC	$679,809	$72,151 â–²	11.9%	3,684	0.5%	CL A
TDG Transdigm Group	$658,028	$37,297 â–²	6.0%	494	0.5%	Industrials
VRTX Vertex Pharmaceuticals	$641,775	$641,775 â–²	New Holding	1,292	0.4%	Healthcare
BRK.B Berkshire Hathaway	$634,995	$6,505 â–²	1.0%	1,269	0.4%	Finance
LUV Southwest Airlines	$617,914	$9,204 â–²	1.5%	12,017	0.4%	Industrials
URI United Rentals	$599,299	$96,296 â–²	19.1%	529	0.4%	Industrials
FCX Freeport-McMoRan	$597,015	$16,540 â–²	2.8%	9,493	0.4%	Materials
COP ConocoPhillips	$591,740	$10,812 â–²	1.9%	5,692	0.4%	Energy
ALL Allstate	$579,860	$26,887 â–²	4.9%	2,437	0.4%	Finance
GLD SPDR Gold Shares	$575,410	$7,368 â–²	1.3%	1,562	0.4%	ETF
TMO Thermo Fisher Scientific	$549,491	$35,095 â–²	6.8%	1,096	0.4%	Healthcare
BTI British American Tobacco	$548,244	$29,768 â–²	5.7%	8,877	0.4%	Consumer Staples
AMGN Amgen	$537,911	$2,172 â–¼	-0.4%	1,486	0.4%	Healthcare
GS The Goldman Sachs Group	$531,981	$16,182 â–²	3.1%	526	0.4%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$530,878	$26,877 â–¼	-4.8%	6,143	0.4%	ETF
HLT Hilton Worldwide	$528,406	$139,785 â–¼	-20.9%	1,599	0.4%	Consumer Discretionary
MO Altria Group	$523,148	$7,051 â–¼	-1.3%	7,271	0.4%	Consumer Staples
GM General Motors	$517,746	$25,976 â–²	5.3%	6,717	0.4%	Consumer Discretionary
APH Amphenol	$512,739	$54,836 â–²	12.0%	2,908	0.4%	Technology
LINDE PLC	$510,118	$15,568 â–²	3.1%	983	0.4%	SHS
ENB Enbridge	$507,189	$19,516 â–²	4.0%	9,356	0.3%	Energy
COF Capital One Financial	$492,321	$201 â–¼	0.0%	2,454	0.3%	Finance
NRG NRG Energy	$474,695	$173,519 â–²	57.6%	3,250	0.3%	Utilities
NOC Northrop Grumman	$474,168	$6,112 â–²	1.3%	931	0.3%	Industrials
TFC Truist Financial	$474,087	$199 â–²	0.0%	9,516	0.3%	Finance
PFE Pfizer	$452,752	$7,754 â–²	1.7%	18,802	0.3%	Healthcare
PRU Prudential Financial	$441,757	$13,060 â–²	3.0%	4,093	0.3%	Finance
VLO Valero Energy	$435,716	$18,491 â–²	4.4%	1,673	0.3%	Energy
MET MetLife	$431,003		0.0%	5,094	0.3%	Finance
DHR Danaher	$429,151	$12,000 â–²	2.9%	2,253	0.3%	Healthcare
DE Deere & Company	$421,829	$76,754 â–²	22.2%	665	0.3%	Industrials
MCK McKesson	$418,602	$142,808 â–¼	-25.4%	554	0.3%	Healthcare
KKR KKR & Co. Inc.	$417,599	$69,753 â–²	20.1%	4,550	0.3%	Finance

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