BINGHAM PRIVATE WEALTH, LLC
13F Reported Value
ⓘ$126.0M
Holdings
164
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BINGHAM PRIVATE WEALTH, LLC disclosed 164 positions worth $126.0M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 3.7% of the equity portfolio, followed by $AMZN and $MSFT. During the quarter the fund opened 24 new positions and exited 13 — including a new stake in $GLD and a full exit from $AIG. The portfolio is most concentrated in Technology (27.3% of disclosed assets). All figures are sourced directly from BINGHAM PRIVATE WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 2063211.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$4.6M26,658 sh - 74.6#152
Quality
$4.3M20,487 sh - 83.7#15
Quality
$4.3M11,514 sh - 80.2
Quality
$3.8M13,281 sh - 86.4
Quality
$3.4M11,068 sh - —
Quality
$3.4M5,171 sh - 76.1
Quality
$3.1M12,305 sh SPDR SERIES TRUST
—Quality
$2.8M31,097 shINVESCO EXCH TRADED FD TR II
—Quality
$2.5M45,125 sh- 61.8
Quality
$2.3M13,489 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $4.6M | 26,658 |
 AMAZON COM INC$AMZN | 74.6#152 | $4.3M | 20,487 |
 MICROSOFT CORP$MSFT | 83.7#15 | $4.3M | 11,514 |
 Alphabet Inc.$GOOG | 80.2 | $3.8M | 13,281 |
 Broadcom Inc.$AVGO | 86.4 | $3.4M | 11,068 |
 SPDR S&P 500 ETF TRUST$SPY | — | $3.4M | 5,171 |
 Apple Inc.$AAPL | 76.1 | $3.1M | 12,305 |
| SPDR SERIES TRUST | — | $2.8M | 31,097 |
| INVESCO EXCH TRADED FD TR II | — | $2.5M | 45,125 |
 EXXON MOBIL CORP$XOM | 61.8 | $2.3M | 13,489 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BINGHAM PRIVATE WEALTH, LLC's 164 positions.
Showing top 10 of 164 holdings.
Sector Allocation
Technology
$34.3M
Other
$19.5M
Financials
$13.9M
Industrials
$13.8M
Healthcare
$9.9M
Consumer Discretionary
$9.6M
Energy
$8.2M
Consumer Staples
$5.7M
Full Holdings — BINGHAM PRIVATE WEALTH, LLC (Q1 2026)
All 164 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $4.6M | 3.7% | +3% | 90.2 |
| 2 | $AMZN | AMAZON COM INC | $4.3M | 3.4% | +16% | 74.6 |
| 3 | $MSFT | MICROSOFT CORP | $4.3M | 3.4% | -32% | 83.7 |
| 4 | $GOOG | Alphabet Inc. | $3.8M | 3.0% | +13% | 80.2 |
| 5 | $AVGO | Broadcom Inc. | $3.4M | 2.7% | +3% | 86.4 |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 2.7% | +34% | — |
| 7 | $AAPL | Apple Inc. | $3.1M | 2.5% | -27% | 76.1 |
| 8 | — | SPDR SERIES TRUST | $2.8M | 2.3% | +1% | — |
| 9 | — | INVESCO EXCH TRADED FD TR II | $2.5M | 2.0% | -0% | — |
| 10 | $XOM | EXXON MOBIL CORP | $2.3M | 1.8% | +14% | 61.8 |
| 11 |  $CSCO | CISCO SYSTEMS, INC. | $2.0M | 1.6% | +11% | 72.3 |
| 12 | — | ISHARES TR | $2.0M | 1.6% | +10% | — |
| 13 |  $ASML | ASML HOLDING NV | $1.9M | 1.5% | +7% | — |
| 14 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 1.4% | -1% | 35.6 |
| 15 |  $GILD | GILEAD SCIENCES, INC. | $1.7M | 1.3% | +3% | 77.8 |
| 16 |  $META | Meta Platforms, Inc. | $1.6M | 1.2% | +16% | 80.9 |
| 17 |  $BN | BROOKFIELD Corp /ON/ | $1.5M | 1.2% | +3% | — |
| 18 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 1.2% | +85% | — |
| 19 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 1.2% | +2% | 66.7 |
| 20 | — | ISHARES TR | $1.5M | 1.2% | -0% | — |
| 21 |  $CVX | CHEVRON CORP | $1.5M | 1.2% | +5% | 54.7 |
| 22 |  $V | VISA INC. | $1.4M | 1.1% | +10% | 83.5 |
| 23 |  $PM | Philip Morris International Inc. | $1.4M | 1.1% | +13% | 80.5 |
| 24 |  $WMT | Walmart Inc. | $1.4M | 1.1% | -25% | 63.2 |
| 25 |  $ABBV | AbbVie Inc. | $1.4M | 1.1% | +28% | 59.3 |
| 26 | — | ISHARES TR | $1.4M | 1.1% | +9% | — |
| 27 |  $PWR | QUANTA SERVICES, INC. | $1.4M | 1.1% | +0% | 62.6 |
| 28 |  $GEV | GE Vernova Inc. | $1.3M | 1.0% | +13% | 70.1 |
| 29 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 1.0% | +86% | 67 |
| 30 |  $FDX | FEDEX CORP | $1.1M | 0.9% | +3% | 60.3 |
| 31 | — | ISHARES TR | $1.1M | 0.8% | +10% | — |
| 32 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.8% | -50% | 72.8 |
| 33 |  $CRH | CRH PUBLIC LTD CO | $1.0M | 0.8% | -1% | — |
| 34 |  $TSLA | Tesla, Inc. | $1.0M | 0.8% | -8% | 50.1 |
| 35 |  $DELL | Dell Technologies Inc. | $949,164 | 0.8% | +3% | 76 |
| 36 |  $VZ | VERIZON COMMUNICATIONS INC | $924,371 | 0.7% | +35% | 71.6 |
| 37 |  $TMUS | T-Mobile US, Inc. | $900,523 | 0.7% | +17% | 72.7 |
| 38 |  $LLY | ELI LILLY & Co | $887,578 | 0.7% | -4% | 89.3 |
| 39 |  $WMB | WILLIAMS COMPANIES, INC. | $886,024 | 0.7% | +6% | 72.8 |
| 40 |  $NEE | NEXTERA ENERGY INC | $882,185 | 0.7% | +31% | 71.7 |
| 41 |  $LNG | Cheniere Energy, Inc. | $867,454 | 0.7% | +8% | 48.4 |
| 42 |  $GOOGL | Alphabet Inc. | $866,554 | 0.7% | +182% | 80.2 |
| 43 |  $MA | Mastercard Inc | $861,914 | 0.7% | -30% | 81.7 |
| 44 |  $C | CITIGROUP INC | $845,698 | 0.7% | +3% | 54.8 |
| 45 |  $BAC | BANK OF AMERICA CORP /DE/ | $790,384 | 0.6% | +22% | 68.4 |
| 46 |  $RTX | RTX Corp | $782,402 | 0.6% | -1% | 70 |
| 47 |  $AZN | ASTRAZENECA PLC | $782,175 | 0.6% | -46% | — |
| 48 |  $SLB | SLB LIMITED/NV | $763,090 | 0.6% | +49% | 63.2 |
| 49 |  $PEP | PEPSICO INC | $762,409 | 0.6% | +24% | 62.7 |
| 50 |  $COP | CONOCOPHILLIPS | $737,616 | 0.6% | +82% | 74.8 |
| 51 |  $MRK | Merck & Co., Inc. | $720,302 | 0.6% | +13% | 70.9 |
| 52 |  $CAT | CATERPILLAR INC | $698,614 | 0.6% | +2% | 67.8 |
| 53 |  $PLD | Prologis, Inc. | $685,485 | 0.5% | +2% | 67.5 |
| 54 |  $KO | COCA COLA CO | $680,343 | 0.5% | -35% | 74 |
| 55 |  $WFC | WELLS FARGO & COMPANY/MN | $677,371 | 0.5% | +19% | — |
| 56 |  $STX | Seagate Technology Holdings plc | $673,435 | 0.5% | -28% | — |
| 57 |  $ABNB | Airbnb, Inc. | $670,168 | 0.5% | +32% | 70.1 |
| 58 | — | ISHARES TR | $664,079 | 0.5% | +20% | — |
| 59 |  $GLD | SPDR GOLD TRUST | $663,507 | 0.5% | NEW | — |
| 60 |  $MCK | MCKESSON CORP | $642,962 | 0.5% | +6% | 63.7 |
| 61 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $626,979 | 0.5% | +10% | 60.5 |
| 62 |  $HLT | Hilton Worldwide Holdings Inc. | $614,850 | 0.5% | -12% | 73.1 |
| 63 |  $JCI | Johnson Controls International plc | $612,846 | 0.5% | +1% | — |
| 64 |  $BRK.B | BERKSHIRE HATHAWAY INC | $601,875 | 0.5% | +46% | 64.5 |
| 65 |  $CB | Chubb Ltd | $590,911 | 0.5% | +3% | — |
| 66 |  $UBER | Uber Technologies, Inc | $564,866 | 0.5% | +2% | 79.3 |
| 67 | — | ISHARES TR | $559,497 | 0.4% | +40% | — |
| 68 |  $NFLX | NETFLIX INC | $556,853 | 0.4% | +7% | 86.7 |
| 69 | — | ISHARES TR | $544,645 | 0.4% | +27% | — |
| 70 |  $FCX | FREEPORT-MCMORAN INC | $542,539 | 0.4% | +1% | 73.1 |
| 71 |  $TDG | TransDigm Group INC | $540,075 | 0.4% | +7% | 75.4 |
| 72 |  $SCHW | SCHWAB CHARLES CORP | $532,306 | 0.4% | +7% | 77.2 |
| 73 |  $AMGN | AMGEN INC | $524,977 | 0.4% | -1% | 79.5 |
| 74 | — | ISHARES TR | $520,521 | 0.4% | -1% | — |
| 75 |  $PFE | PFIZER INC | $518,918 | 0.4% | +35% | 69 |
| 76 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $504,310 | 0.4% | +2% | 63.7 |
| 77 |  $KLAC | KLA CORP | $497,675 | 0.4% | +50% | 84.4 |
| 78 |  $DASH | DoorDash, Inc. | $494,444 | 0.4% | +0% | 70.6 |
| 79 |  $BTI | British American Tobacco p.l.c. | $490,856 | 0.4% | +19% | — |
| 80 |  $ENB | ENBRIDGE INC | $487,043 | 0.4% | -15% | — |
| 81 |  $MO | ALTRIA GROUP, INC. | $486,488 | 0.4% | +7% | 72.1 |
| 82 |  $ALL | ALLSTATE CORP | $481,858 | 0.4% | NEW | 76.6 |
| 83 |  $GM | General Motors Co | $475,310 | 0.4% | +13% | 58.7 |
| 84 |  $LIN | LINDE PLC | $472,459 | 0.4% | +24% | — |
| 85 |  $COF | CAPITAL ONE FINANCIAL CORP | $447,866 | 0.4% | -2% | 71 |
| 86 |  $LUV | SOUTHWEST AIRLINES CO | $444,754 | 0.3% | +4% | 51.1 |
| 87 |  $TFC | TRUIST FINANCIAL CORP | $437,267 | 0.3% | -5% | — |
| 88 |  $GS | GOLDMAN SACHS GROUP INC | $431,455 | 0.3% | +1% | — |
| 89 |  $UNH | UNITEDHEALTH GROUP INC | $425,227 | 0.3% | +77% | 66.8 |
| 90 |  $DHR | DANAHER CORP /DE/ | $415,224 | 0.3% | +6% | 63.9 |
| 91 |  $HD | HOME DEPOT, INC. | $404,039 | 0.3% | -9% | 69.2 |
| 92 |  $AMAT | APPLIED MATERIALS INC /DE | $400,578 | 0.3% | +0% | 74.8 |
| 93 |  $VLO | VALERO ENERGY CORP/TX | $395,822 | 0.3% | +13% | 51.4 |
| 94 |  $QCOM | QUALCOMM INC/DE | $393,680 | 0.3% | +2% | 81.9 |
| 95 |  $CRM | Salesforce, Inc. | $388,460 | 0.3% | -1% | 75.2 |
| 96 |  $PFH | PRUDENTIAL FINANCIAL INC | $388,025 | 0.3% | -1% | 58.6 |
| 97 |  $APD | Air Products & Chemicals, Inc. | $385,480 | 0.3% | NEW | 41.2 |
| 98 | — | SCHWAB STRATEGIC TR | $380,758 | 0.3% | NEW | — |
| 99 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $379,015 | 0.3% | -7% | 74.4 |
| 100 |  $LOW | LOWES COMPANIES INC | $378,757 | 0.3% | +16% | 63.5 |
| 101 |  $BLK | BlackRock, Inc. | $373,143 | 0.3% | -53% | 70.3 |
| 102 |  $PH | Parker-Hannifin Corp | $363,467 | 0.3% | +2% | 73.8 |
| 103 |  $MET | METLIFE INC | $360,248 | 0.3% | +0% | 73.9 |
| 104 |  $ABT | ABBOTT LABORATORIES | $355,033 | 0.3% | -1% | 67 |
| 105 |  $INSM | INSMED Inc | $354,838 | 0.3% | -20% | 29.4 |
| 106 |  $CTVA | Corteva, Inc. | $354,428 | 0.3% | +1% | 48.4 |
| 107 |  $SHW | SHERWIN WILLIAMS CO | $353,246 | 0.3% | +3% | 65.3 |
| 108 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $350,779 | 0.3% | +9% | 75.1 |
| 109 |  $KKR | KKR & Co. Inc. | $350,575 | 0.3% | +13% | 49.8 |
| 110 |  $GD | GENERAL DYNAMICS CORP | $350,084 | 0.3% | +1% | 73 |
| 111 |  $WEC | WEC ENERGY GROUP, INC. | $346,847 | 0.3% | +1% | 67 |
| 112 |  $EMN | EASTMAN CHEMICAL CO | $339,061 | 0.3% | NEW | 49.4 |
| 113 |  $APH | AMPHENOL CORP /DE/ | $328,131 | 0.3% | +2% | 80.5 |
| 114 |  $URI | UNITED RENTALS, INC. | $323,481 | 0.3% | +28% | 70.7 |
| 115 |  $ISRG | INTUITIVE SURGICAL INC | $323,154 | 0.3% | -64% | 81.4 |
| 116 |  $PHM | PULTEGROUP INC/MI/ | $321,663 | 0.3% | +9% | 65.1 |
| 117 |  $PG | PROCTER & GAMBLE Co | $319,923 | 0.3% | +13% | 72.9 |
| 118 |  $PPL | PPL Corp | $317,327 | 0.3% | +3% | 70.3 |
| 119 |  $HSY | HERSHEY CO | $311,211 | 0.3% | +4% | 59.4 |
| 120 | — | VANGUARD SCOTTSDALE FDS | $310,561 | 0.3% | +0% | — |
| 121 |  $DE | DEERE & CO | $306,435 | 0.2% | -3% | 57.4 |
| 122 |  $NRG | NRG ENERGY, INC. | $301,341 | 0.2% | -10% | 59.5 |
| 123 |  $APO | Apollo Global Management, Inc. | $300,834 | 0.2% | +33% | 55.7 |
| 124 |  $MS | MORGAN STANLEY | $300,067 | 0.2% | +5% | — |
| 125 |  $ORCL | ORACLE CORP | $294,956 | 0.2% | +86% | 67.2 |
| 126 |  $USB | US BANCORP DE | $294,221 | 0.2% | +1% | 71.4 |
| 127 |  $UPS | UNITED PARCEL SERVICE INC | $291,893 | 0.2% | NEW | 58.2 |
| 128 |  $SNY | Sanofi | $286,237 | 0.2% | NEW | — |
| 129 |  $IR | Ingersoll Rand Inc. | $280,100 | 0.2% | NEW | 55.4 |
| 130 |  $PAYX | PAYCHEX INC | $278,479 | 0.2% | NEW | 75.1 |
| 131 |  $MDLZ | Mondelez International, Inc. | $277,537 | 0.2% | NEW | 53.9 |
| 132 |  $BX | Blackstone Inc. | $277,366 | 0.2% | +6% | 68 |
| 133 |  $GE | GENERAL ELECTRIC CO | $272,767 | 0.2% | NEW | 74.8 |
| 134 |  $GPC | GENUINE PARTS CO | $268,605 | 0.2% | +3% | 54.2 |
| 135 |  $EMBJ | EMBRAER S.A. | $263,529 | 0.2% | +12% | — |
| 136 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $257,605 | 0.2% | +15% | — |
| 137 | — | ISHARES TR | $256,140 | 0.2% | +0% | — |
| 138 |  $TGT | TARGET CORP | $251,490 | 0.2% | NEW | 53.1 |
| 139 | — | SCHWAB STRATEGIC TR | $246,118 | 0.2% | NEW | — |
| 140 |  $WELL | WELLTOWER INC. | $245,556 | 0.2% | +5% | 75.7 |
| 141 |  $EQR | EQUITY RESIDENTIAL | $242,397 | 0.2% | NEW | — |
| 142 |  $TTE | TotalEnergies SE | $242,189 | 0.2% | NEW | — |
| 143 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $240,036 | 0.2% | +11% | — |
| 144 |  $AEM | AGNICO EAGLE MINES LTD | $236,472 | 0.2% | NEW | — |
| 145 |  $GFI | GOLD FIELDS LTD | $233,765 | 0.2% | +12% | — |
| 146 |  $BVN | BUENAVENTURA MINING CO INC | $228,349 | 0.2% | NEW | — |
| 147 | — | ISHARES TR | $225,536 | 0.2% | +8% | — |
| 148 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $224,201 | 0.2% | NEW | 58.8 |
| 149 | — | ISHARES TR | $222,155 | 0.2% | +0% | — |
| 150 | — | ISHARES TR | $219,052 | 0.2% | -20% | — |
| 151 |  $BBY | BEST BUY CO INC | $218,665 | 0.2% | -3% | 51.5 |
| 152 | — | ISHARES TR | $215,719 | 0.2% | +0% | — |
| 153 |  $RYAAY | RYANAIR HOLDINGS PLC | $210,623 | 0.2% | +16% | — |
| 154 | — | ALPS ETF TR | $210,560 | 0.2% | NEW | — |
| 155 |  $NVO | NOVO NORDISK A S | $206,572 | 0.2% | NEW | — |
| 156 | — | VANGUARD TAX-MANAGED FDS | $206,145 | 0.2% | NEW | — |
| 157 |  $CLX | CLOROX CO /DE/ | $201,146 | 0.2% | NEW | 63.5 |
| 158 |  $HMY | HARMONY GOLD MINING CO LTD | $167,241 | 0.1% | NEW | — |
| 159 |  $SBSW | Sibanye Stillwater Ltd | $164,139 | 0.1% | +13% | — |
| 160 |  $CX | CEMEX SAB DE CV | $141,215 | 0.1% | +13% | — |
| 161 |  $VNET | VNET Group, Inc. | $140,633 | 0.1% | +24% | — |
| 162 |  $SAN | Banco Santander, S.A. | $119,139 | 0.1% | -3% | — |
| 163 |  $VLRS | Controladora Vuela Compania de Aviacion, S.A.B. de C.V. | $99,651 | 0.1% | NEW | — |
| 164 |  $CERS | CERUS CORP | $35,035 | 0.0% | +0% | 29.3 |
New Positions (24)
$GLD SPDR GOLD TRUST$663,507$ALL ALLSTATE CORP$481,858$APD Air Products & Chemicals, Inc.$385,480$EMN EASTMAN CHEMICAL CO$339,061$UPS UNITED PARCEL SERVICE INC$291,893$SNY Sanofi$286,237$IR Ingersoll Rand Inc.$280,100$PAYX PAYCHEX INC$278,479$MDLZ Mondelez International, Inc.$277,537$GE GENERAL ELECTRIC CO$272,767$TGT TARGET CORP$251,490$EQR EQUITY RESIDENTIAL$242,397$TTE TotalEnergies SE$242,189Exited Positions (13)
$AIG AMERICAN INTERNATIONAL GROUP, INC.
$CRBD Corebridge Financial, Inc.
$TT Trane Technologies plc
$XEL XCEL ENERGY INC
$ACN Accenture plc
$STT STATE STREET CORP
$TROW PRICE T ROWE GROUP INC
$INTU INTUIT INC.
$MDT Medtronic plc
$CPRT COPART INC
$MNST Monster Beverage Corp
$TIGR UP Fintech Holding Ltd
$AEG AEGON LTD.Browse Top Institutional Investors
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