Bingham Private Wealth, LLC Top Holdings and 13F Report (2026) About Bingham Private Wealth, LLCInvestment ActivityBingham Private Wealth, LLC has $148.36 million in total holdings as of September 30, 2026.Bingham Private Wealth, LLC owns shares of 173 different stocks, but just 81 companies or ETFs make up 80% of its holdings.Approximately 7.12% of the portfolio was purchased this quarter.About 5.09% of the portfolio was sold this quarter.This quarter, Bingham Private Wealth, LLC has purchased 178 new stocks and bought additional shares in 99 stocks.Bingham Private Wealth, LLC sold shares of 56 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $6,437,380Microsoft $6,196,106NVIDIA $6,183,666Amazon.com $5,268,204SPDR S&P 500 ETF Trust $4,113,029 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $2,307,967 Holding952170108 - WEST COAST COMMUNITY BANCORP $641,569 Holding026874784 - American International Group $621,928 Holding872540109 - TJX Companies $394,548 Holding98978V103 - Zoetis $276,666 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 14,181 shares (about $2.31M)WEST COAST COMMUNITY BANCORP 10,622 shares (about $641.57K)American International Group 8,357 shares (about $621.93K)NVIDIA 2,433 shares (about $555.65K)iShares 20+ Year Treasury Bond ETF 5,546 shares (about $431.37K) Largest Sales this Quarter Costco Wholesale 292 shares (about $265.94K)Alphabet 735 shares (about $250.46K)Microsoft 427 shares (about $219.00K)SPDR Gold Shares 500 shares (about $190.42K)Amazon.com 754 shares (about $187.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBingham Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$6,437,380$123,552 ▲2.0%19,3304.3%TechnologyMSFTMicrosoft$6,196,106$219,000 ▼-3.4%12,0814.2%TechnologyNVDANVIDIA$6,183,666$555,653 ▲9.9%27,0764.2%TechnologyAMZNAmazon.com$5,268,204$187,857 ▼-3.4%21,1453.6%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$4,113,029$11,440 ▲0.3%5,3932.8%ETFAVGOBroadcom$3,741,578$63,917 ▼-1.7%10,6542.5%TechnologyGOOGLAlphabet$3,676,495$243,265 ▲7.1%10,6852.5%Communication ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,110,078$35,740 ▼-1.1%33,9382.1%ETFEQALInvesco Russell 1000 Equal Weight ETF$2,773,242$41,807 ▲1.5%48,4241.9%ETFCSCOCisco Systems$2,602,938$149,607 ▲6.1%24,1841.8%TechnologyEXXONMOBIL HOLDINGS CORP$2,307,967$2,307,967 ▲New Holding14,1811.6%COM SHSIEIiShares 3-7 Year Treasury Bond ETF$2,154,226$90,639 ▼-4.0%18,9901.5%ETFABBVAbbVie$2,144,784$108,822 ▼-4.8%8,1991.4%HealthcareTSMTaiwan Semiconductor Manufacturing$2,142,724$57,480 ▲2.8%4,6971.4%TechnologyJPMJPMorgan Chase & Co.$2,107,507$46,319 ▲2.2%6,3701.4%FinancePMPhilip Morris International$1,760,696$51,712 ▲3.0%9,2271.2%Consumer StaplesMBBiShares MBS ETF$1,732,713$34,145 ▲2.0%19,3341.2%ETFBNBrookfield$1,718,506$166,987 ▲10.8%47,1341.2%FinanceVVisa$1,695,396$90,555 ▼-5.1%4,7181.1%FinanceGILDGilead Sciences$1,682,029$98,522 ▼-5.5%11,2851.1%HealthcareASMLASML$1,668,548$28,987 ▲1.8%9211.1%TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,590,026$35,861 ▲2.3%31,0371.1%ETFCVXChevron$1,528,920$27,364 ▲1.8%7,4871.0%EnergyMETAMeta Platforms$1,441,658$110,953 ▲8.3%1,9881.0%Communication ServicesGE VERNOVA INC$1,439,546$12,353 ▼-0.9%1,5151.0%COMIBMInternational Business Machines$1,341,793$37,828 ▼-2.7%6,1010.9%TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,326,700$28,043 ▲2.2%14,8550.9%ETFGEGE Aerospace$1,215,433$35,601 ▼-2.8%3,8920.8%IndustrialsDELLDell Technologies$1,191,559$34,429 ▲3.0%2,2150.8%TechnologyUBERUber Technologies$1,140,349$114,617 ▲11.2%16,6450.8%IndustrialsNFLXNetflix$1,116,934$21,987 ▼-1.9%16,0530.8%Communication ServicesJNJJohnson & Johnson$1,107,853$42,620 ▼-3.7%4,1850.7%HealthcareLLYEli Lilly and Company$1,099,057$10,412 ▲1.0%9500.7%HealthcareWALMART INC$1,089,289$88,332 ▼-7.5%10,4820.7%COMPWRQuanta Services$1,059,499$156,130 ▼-12.8%1,6490.7%IndustrialsMRKMerck & Co., Inc.$1,032,4280.0%7,1050.7%HealthcareTSLATesla$1,029,304$55,705 ▲5.7%2,9010.7%Consumer DiscretionaryMAMastercard$1,004,068$68,923 ▼-6.4%1,8210.7%FinanceCRH PLC$1,000,472$175,784 ▲21.3%12,0830.7%ORDRACEFerrari$999,018$39,285 ▲4.1%2,5430.7%Consumer DiscretionaryABNBAirbnb$993,460$1,607 ▲0.2%6,1840.7%Consumer DiscretionaryCHENIERE ENERGY INC$980,614$29,862 ▲3.1%3,6450.7%COM NEWWMBWilliams Companies$909,643$4,078 ▼-0.4%13,3830.6%EnergyTLTiShares 20+ Year Treasury Bond ETF$909,170$431,368 ▲90.3%11,6890.6%ETFCOSTCostco Wholesale$892,530$265,938 ▼-23.0%9800.6%Consumer StaplesDOORDASH INC$885,629$209,431 ▲31.0%4,8250.6%CL ASLBSLB$874,134$23,093 ▲2.7%17,9420.6%EnergyBACBank of America$864,573$44,034 ▼-4.8%15,8840.6%FinanceAMDAdvanced Micro Devices$861,970$19,576 ▲2.3%1,4090.6%TechnologyKOCoca-Cola$860,025$42,179 ▲5.2%9,9910.6%Consumer StaplesSTXSeagate Technology$844,863$121,749 ▼-12.6%9160.6%TechnologyCATCaterpillar$840,872$20,272 ▲2.5%1,0370.6%IndustrialsVZVerizon Communications$822,908$84,447 ▼-9.3%17,9400.6%Communication ServicesSCHWCharles Schwab$807,931$24,533 ▲3.1%8,2660.5%FinanceRTXRTX$803,864$28,776 ▲3.7%4,3300.5%IndustrialsCCitigroup$802,388$56,971 ▼-6.6%6,1970.5%FinanceTMOThermo Fisher Scientific$797,234$57,379 ▲7.8%1,1810.5%HealthcareCOPConocoPhillips$787,569$75,215 ▲10.6%6,2930.5%EnergyCBChubb$771,493$6,180 ▼-0.8%2,3720.5%FinanceGOOGAlphabet$768,067$250,457 ▼-24.6%2,2540.5%Communication ServicesFDXFedEx$757,199$15,965 ▲2.2%2,6560.5%IndustrialsPLDPrologis$746,840$44,925 ▲6.4%5,7520.5%Real EstateUNHUnitedHealth Group$716,907$12,481 ▼-1.7%1,9530.5%HealthcareSHYiShares 1-3 Year Treasury Bond ETF$698,564$15,996 ▲2.3%8,6030.5%ETFVRTXVertex Pharmaceuticals$680,699$5,228 ▲0.8%1,3020.5%HealthcareVLOValero Energy$676,379$27,908 ▲4.3%1,7450.5%EnergyPEPPepsiCo$673,770$19,261 ▲2.9%5,3170.5%Consumer StaplesNEENextEra Energy$673,119$66,729 ▼-9.0%8,8870.5%UtilitiesAZNCFAstraZeneca$668,486$5,813 ▲0.9%4,1400.5%HealthcareIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$667,742$9,919 ▲1.5%13,2620.5%ETFTMUST-Mobile US$662,038$14,513 ▼-2.1%4,0600.4%Communication ServicesWEST COAST COMMUNITY BANCORP$641,569$641,569 ▲New Holding10,6220.4%COMWFCWells Fargo & Company$640,800$23,295 ▼-3.5%8,0050.4%FinanceKLACKLA$636,446$22,417 ▲3.7%3,2650.4%TechnologyAIGAmerican International Group$621,928$621,928 ▲New Holding8,3570.4%FinanceAMGNAmgen$619,620$6,744 ▼-1.1%1,4700.4%HealthcareFCXFreeport-McMoRan$619,220$45,290 ▼-6.8%8,8460.4%MaterialsBRK.BBerkshire Hathaway$590,569$41,330 ▼-6.5%1,1860.4%FinanceTDGTransdigm Group$578,108$43,304 ▲8.1%5340.4%IndustrialsAPHAmphenol$561,185$316,041 ▲128.9%6,6570.4%TechnologyPFEPfizer$532,839$3,394 ▼-0.6%18,6830.4%HealthcareGMGeneral Motors$529,144$11,935 ▲2.3%6,8720.4%Consumer DiscretionaryLUVSouthwest Airlines$517,752$17,364 ▲3.5%12,4340.3%IndustrialsMOAltria Group$495,622$5,993 ▲1.2%7,3600.3%Consumer StaplesAMATApplied Materials$495,016$101,765 ▼-17.1%9680.3%TechnologyMCKMcKesson$492,648$19,638 ▲4.2%5770.3%HealthcarePRUPrudential Financial$491,120$26,237 ▲5.6%4,3240.3%FinanceCOFCapital One Financial$484,799$11,005 ▲2.3%2,5110.3%FinanceMETMetLife$484,642$4,990 ▲1.0%5,1470.3%FinanceLINDE PLC$482,719$16,138 ▲3.5%1,0170.3%SHSGSThe Goldman Sachs Group$476,290$2,701 ▲0.6%5290.3%FinanceRCLRoyal Caribbean Cruises$474,294$249,111 ▲110.6%1,7840.3%Consumer DiscretionaryBTIBritish American Tobacco$467,078$15,830 ▼-3.3%8,5860.3%Consumer StaplesTFCTruist Financial$458,277$17,687 ▲4.0%9,8980.3%FinanceNOCNorthrop Grumman$455,922$5,802 ▲1.3%9430.3%IndustrialsCRMSalesforce$451,794$4,362 ▼-1.0%1,9680.3%TechnologyENBEnbridge$441,097$6,137 ▲1.4%9,4880.3%EnergyDEDeere & Company$427,777$18,803 ▼-4.2%6370.3%IndustrialsKKRKKR & Co. Inc.$414,046$1,370 ▼-0.3%4,5350.3%FinanceGLDSPDR Gold Shares$404,452$190,420 ▼-32.0%1,0620.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
