BINGHAM PRIVATE WEALTH, LLC
13F Reported Value
ⓘ$145.3M
Holdings
178
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BINGHAM PRIVATE WEALTH, LLC disclosed 178 positions worth $145.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.8% of the equity portfolio, followed by $AMZN and $NVDA. During the quarter the fund opened 31 new positions and exited 17 — including a new stake in $RACE and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (30.9% 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
Stable
$AAPL
$AMZN
$NVDA
$MSFT
$AVGO$AMZN
$SPY
$IBMSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$5.5M18,959 sh - 68.7#300
Quality
$5.2M21,899 sh - 85.9#5
Quality
$4.9M24,643 sh - 79.8
Quality
$4.7M12,508 sh - 84.5
Quality
$4.1M10,836 sh - —
Quality
$4.0M5,378 sh - 78.2
Quality
$3.6M9,978 sh SPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$3.1M34,328 shINVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL
—Quality
$2.8M47,694 sh- 70.3
Quality
$2.7M22,794 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $5.5M | 18,959 |
| AMAZON COM INC$AMZN | 68.7#300 | $5.2M | 21,899 |
| NVIDIA CORP$NVDA | 85.9#5 | $4.9M | 24,643 |
| MICROSOFT CORP$MSFT | 79.8 | $4.7M | 12,508 |
| Broadcom Inc.$AVGO | 84.5 | $4.1M | 10,836 |
| SPDR S&P 500 ETF TRUST$SPY | — | $4.0M | 5,378 |
 Alphabet Inc.$GOOG | 78.2 | $3.6M | 9,978 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $3.1M | 34,328 |
| INVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL | — | $2.8M | 47,694 |
 CISCO SYSTEMS, INC.$CSCO | 70.3 | $2.7M | 22,794 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BINGHAM PRIVATE WEALTH, LLC's 178 positions.
Showing top 10 of 178 holdings.
Sector Allocation
Technology
$44.9M
Other
$21.7M
Industrials
$16.8M
Financials
$16.1M
Healthcare
$11.2M
Consumer Discretionary
$11.1M
Consumer Staples
$6.0M
Energy
$5.9M
Top Holdings — BINGHAM PRIVATE WEALTH, LLC (Q2 2026)
Top 150 of 178 disclosed positions (by reported value) 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 | $AAPL | Apple Inc. | $5.5M | 3.8% | +54% | 76.4 |
| 2 | $AMZN | AMAZON COM INC | $5.2M | 3.6% | +7% | 68.7 |
| 3 | $NVDA | NVIDIA CORP | $4.9M | 3.4% | -8% | 85.9 |
| 4 | $MSFT | MICROSOFT CORP | $4.7M | 3.2% | +9% | 79.8 |
| 5 | $AVGO | Broadcom Inc. | $4.1M | 2.8% | -2% | 84.5 |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $4.0M | 2.8% | +4% | — |
| 7 | $GOOG | Alphabet Inc. | $3.6M | 2.5% | -25% | 78.2 |
| 8 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $3.1M | 2.2% | +10% | — |
| 9 | — | INVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL | $2.8M | 1.9% | +6% | — |
| 10 | $CSCO | CISCO SYSTEMS, INC. | $2.7M | 1.8% | -13% | 70.3 |
| 11 | — | ISHARES TR - 3 7 YR TREAS BD | $2.3M | 1.6% | +16% | — |
| 12 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 1.5% | +2% | — |
| 13 |  $ABBV | AbbVie Inc. | $2.2M | 1.5% | +35% | 72.6 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 1.4% | +1% | 70.7 |
| 15 |  $BN | BROOKFIELD Corp /ON/ | $1.8M | 1.3% | +14% | — |
| 16 |  $ASML | ASML HOLDING NV | $1.8M | 1.2% | -38% | — |
| 17 |  $GEV | GE Vernova Inc. | $1.8M | 1.2% | +2% | 81.1 |
| 18 | — | ISHARES TR - MBS ETF | $1.8M | 1.2% | +20% | — |
| 19 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 1.2% | +1% | 70 |
| 20 |  $V | VISA INC. | $1.7M | 1.2% | +4% | 82.9 |
| 21 |  $PM | Philip Morris International Inc. | $1.6M | 1.1% | +5% | 75.9 |
| 22 | — | ISHARES TR - ISHS 1-5YR INVS | $1.6M | 1.1% | +15% | — |
| 23 |  $GILD | GILEAD SCIENCES, INC. | $1.5M | 1.0% | +0% | 57.4 |
| 24 |  $GE | GENERAL ELECTRIC CO | $1.5M | 1.0% | +317% | 73.8 |
| 25 | — | ISHARES TR - 7-10 YR TRSY BD | $1.4M | 0.9% | +30% | — |
| 26 |  $PWR | QUANTA SERVICES, INC. | $1.4M | 0.9% | -24% | 72.1 |
| 27 |  $WMT | Walmart Inc. | $1.3M | 0.9% | +1% | 60.2 |
| 28 |  $CVX | CHEVRON CORP | $1.2M | 0.8% | +1% | 62.8 |
| 29 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.8% | +3% | 66.2 |
| 30 |  $NFLX | NETFLIX INC | $1.2M | 0.8% | +183% | 78.8 |
| 31 |  $TSLA | Tesla, Inc. | $1.2M | 0.8% | -1% | 53.9 |
| 32 |  $LLY | ELI LILLY & Co | $1.1M | 0.8% | -2% | 87.5 |
| 33 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.8% | +1% | 69 |
| 34 |  $UBER | Uber Technologies, Inc | $1.1M | 0.7% | +91% | 73.5 |
| 35 |  $CAT | CATERPILLAR INC | $1.1M | 0.7% | +3% | 66.5 |
| 36 |  $CRH | CRH PUBLIC LTD CO | $1.1M | 0.7% | +0% | — |
| 37 |  $GOOGL | Alphabet Inc. | $1.1M | 0.7% | -1% | 78.2 |
| 38 |  $META | Meta Platforms, Inc. | $1.0M | 0.7% | -32% | 79.6 |
| 39 |  $STX | Seagate Technology Holdings plc | $1.0M | 0.7% | -39% | — |
| 40 |  $WMB | WILLIAMS COMPANIES, INC. | $999,353 | 0.7% | +10% | 64.3 |
| 41 |  $MA | Mastercard Inc | $999,318 | 0.7% | +13% | 85.1 |
| 42 |  $BAC | BANK OF AMERICA CORP /DE/ | $951,167 | 0.7% | +3% | 67.6 |
| 43 |  $KLAC | KLA CORP | $950,386 | 0.7% | +832% | 78.6 |
| 44 |  $C | CITIGROUP INC | $928,915 | 0.6% | -11% | 65 |
| 45 |  $DELL | Dell Technologies Inc. | $928,070 | 0.6% | -63% | 71.2 |
| 46 |  $MRK | Merck & Co., Inc. | $913,196 | 0.6% | +19% | 59.9 |
| 47 |  $RACE | Ferrari N.V. | $909,504 | 0.6% | NEW | — |
| 48 |  $ABNB | Airbnb, Inc. | $883,499 | 0.6% | +16% | 71 |
| 49 |  $NEE | NEXTERA ENERGY INC | $857,358 | 0.6% | +3% | 64.6 |
| 50 |  $LNG | Cheniere Energy, Inc. | $844,661 | 0.6% | +16% | 66.5 |
| 51 |  $AMAT | APPLIED MATERIALS INC /DE | $843,741 | 0.6% | -0% | 72.3 |
| 52 |  $VZ | VERIZON COMMUNICATIONS INC | $838,254 | 0.6% | +7% | 65.8 |
| 53 |  $UNH | UNITEDHEALTH GROUP INC | $825,900 | 0.6% | +26% | 62.7 |
| 54 |  $CB | Chubb Ltd | $814,709 | 0.6% | +32% | — |
| 55 |  $FDX | FEDEX CORP | $814,138 | 0.6% | -19% | 60.3 |
| 56 |  $SLB | SLB LIMITED/NV | $812,087 | 0.6% | +18% | 57.9 |
| 57 |  $AMD | ADVANCED MICRO DEVICES INC | $799,913 | 0.6% | NEW | 79.8 |
| 58 |  $RTX | RTX Corp | $792,123 | 0.6% | +3% | 73.2 |
| 59 |  $AZN | ASTRAZENECA PLC | $778,200 | 0.5% | +3% | — |
| 60 |  $KO | COCA COLA CO | $772,146 | 0.5% | +6% | 69.5 |
| 61 |  $SCHW | SCHWAB CHARLES CORP | $739,551 | 0.5% | +42% | 79.4 |
| 62 |  $PLD | Prologis, Inc. | $732,351 | 0.5% | +4% | 68.3 |
| 63 |  $PEP | PEPSICO INC | $699,810 | 0.5% | +5% | 63.4 |
| 64 |  $TMUS | T-Mobile US, Inc. | $695,843 | 0.5% | -3% | 69.1 |
| 65 | — | ISHARES TR - ISHS 5-10YR INVT | $694,666 | 0.5% | +5% | — |
| 66 | — | ISHARES TR - 1 3 YR TREAS BD | $690,217 | 0.5% | +33% | — |
| 67 |  $WFC | WELLS FARGO & COMPANY/MN | $685,601 | 0.5% | -3% | 61.8 |
| 68 |  $DASH | DoorDash, Inc. | $679,809 | 0.5% | +12% | 71 |
| 69 |  $TDG | TransDigm Group INC | $658,028 | 0.5% | +6% | 68 |
| 70 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $641,775 | 0.4% | NEW | 75.4 |
| 71 |  $BRK.B | BERKSHIRE HATHAWAY INC | $634,995 | 0.4% | +1% | 73.8 |
| 72 |  $LUV | SOUTHWEST AIRLINES CO | $617,914 | 0.4% | +2% | 55.9 |
| 73 |  $URI | UNITED RENTALS, INC. | $599,299 | 0.4% | +19% | 63.9 |
| 74 |  $FCX | FREEPORT-MCMORAN INC | $597,015 | 0.4% | +3% | 62 |
| 75 |  $COP | CONOCOPHILLIPS | $591,740 | 0.4% | +2% | 70.2 |
| 76 |  $ALL | ALLSTATE CORP | $579,860 | 0.4% | +5% | 78.5 |
| 77 |  $GLD | SPDR GOLD TRUST | $575,410 | 0.4% | +1% | — |
| 78 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $549,491 | 0.4% | +7% | 65.1 |
| 79 |  $BTI | British American Tobacco p.l.c. | $548,244 | 0.4% | +6% | — |
| 80 |  $AMGN | AMGEN INC | $537,911 | 0.4% | -0% | 79.2 |
| 81 |  $GS | GOLDMAN SACHS GROUP INC | $531,981 | 0.4% | +3% | 73.5 |
| 82 | — | ISHARES TR - 20 YR TR BD ETF | $530,878 | 0.4% | -5% | — |
| 83 |  $HLT | Hilton Worldwide Holdings Inc. | $528,406 | 0.4% | -21% | 63.3 |
| 84 |  $MO | ALTRIA GROUP, INC. | $523,148 | 0.4% | -1% | 67.4 |
| 85 |  $GM | General Motors Co | $517,746 | 0.4% | +5% | 54.3 |
| 86 |  $APH | AMPHENOL CORP /DE/ | $512,739 | 0.3% | +12% | 79.3 |
| 87 |  $LIN | LINDE PLC | $510,118 | 0.3% | +3% | — |
| 88 |  $ENB | ENBRIDGE INC | $507,189 | 0.3% | +4% | 66.7 |
| 89 |  $COF | CAPITAL ONE FINANCIAL CORP | $492,321 | 0.3% | -0% | 62.4 |
| 90 |  $NRG | NRG ENERGY, INC. | $474,695 | 0.3% | +58% | 51.9 |
| 91 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $474,168 | 0.3% | +1% | 62.9 |
| 92 |  $TFC | TRUIST FINANCIAL CORP | $474,087 | 0.3% | +0% | 76.4 |
| 93 |  $PFE | PFIZER INC | $452,752 | 0.3% | +2% | 62 |
| 94 |  $PFH | PRUDENTIAL FINANCIAL INC | $441,757 | 0.3% | +3% | 58.7 |
| 95 |  $VLO | VALERO ENERGY CORP/TX | $435,716 | 0.3% | +4% | 57.8 |
| 96 |  $MET | METLIFE INC | $431,003 | 0.3% | +0% | 56.2 |
| 97 |  $DHR | DANAHER CORP /DE/ | $429,151 | 0.3% | +3% | 64.8 |
| 98 |  $DE | DEERE & CO | $421,829 | 0.3% | +22% | 55.4 |
| 99 |  $MCK | MCKESSON CORP | $418,602 | 0.3% | -25% | 63.4 |
| 100 |  $KKR | KKR & Co. Inc. | $417,599 | 0.3% | +20% | 54.3 |
| 101 |  $SHW | SHERWIN WILLIAMS CO | $393,902 | 0.3% | +4% | 61.3 |
| 102 |  $PH | Parker-Hannifin Corp | $393,204 | 0.3% | -1% | 65.8 |
| 103 |  $PHM | PULTEGROUP INC/MI/ | $392,421 | 0.3% | +5% | 55.3 |
| 104 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $391,874 | 0.3% | -0% | — |
| 105 |  $WEC | WEC ENERGY GROUP, INC. | $386,278 | 0.3% | +10% | 60.1 |
| 106 |  $HD | HOME DEPOT, INC. | $384,429 | 0.3% | -11% | 60.3 |
| 107 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $377,711 | 0.3% | NEW | 66.8 |
| 108 |  $CTVA | Corteva, Inc. | $373,229 | 0.3% | +4% | 47.2 |
| 109 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $369,315 | 0.3% | -28% | 72.6 |
| 110 |  $USB | US BANCORP \DE\ | $368,923 | 0.3% | +8% | 65.3 |
| 111 |  $UPS | UNITED PARCEL SERVICE INC | $364,748 | 0.3% | +14% | 58.6 |
| 112 |  $GD | GENERAL DYNAMICS CORP | $358,137 | 0.3% | -1% | 68.7 |
| 113 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $352,205 | 0.2% | +0% | — |
| 114 |  $NBIS | Nebius Group N.V. | $345,765 | 0.2% | NEW | — |
| 115 |  $APD | Air Products & Chemicals, Inc. | $333,639 | 0.2% | -14% | 46.4 |
| 116 |  $MS | MORGAN STANLEY | $331,972 | 0.2% | -13% | 75.8 |
| 117 |  $LOW | LOWES COMPANIES INC | $330,735 | 0.2% | -6% | 60.8 |
| 118 |  $APO | Apollo Global Management, Inc. | $328,310 | 0.2% | +3% | 52.1 |
| 119 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $326,335 | 0.2% | +8% | — |
| 120 |  $WELL | WELLTOWER INC. | $325,929 | 0.2% | +16% | 59.8 |
| 121 |  $EMN | EASTMAN CHEMICAL CO | $317,801 | 0.2% | +7% | 49.8 |
| 122 |  $GPC | GENUINE PARTS CO | $315,125 | 0.2% | +5% | 52.7 |
| 123 |  $CRM | Salesforce, Inc. | $311,283 | 0.2% | -5% | 77 |
| 124 |  $PG | PROCTER & GAMBLE Co | $311,033 | 0.2% | -4% | 64.6 |
| 125 |  $IR | Ingersoll Rand Inc. | $309,348 | 0.2% | +8% | 64.4 |
| 126 |  $PANW | Palo Alto Networks Inc | $308,623 | 0.2% | NEW | 65.5 |
| 127 |  $BX | Blackstone Inc. | $307,992 | 0.2% | +8% | 74.4 |
| 128 |  $MU | MICRON TECHNOLOGY INC | $301,272 | 0.2% | NEW | 86.2 |
| 129 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $299,718 | 0.2% | +8% | — |
| 130 |  $VMRK | VIVMARK RESIDENTIAL | $295,020 | 0.2% | +6% | 64 |
| 131 | — | ISHARES TR - RUSSELL 3000 ETF | $294,642 | 0.2% | +0% | — |
| 132 |  $PAYX | PAYCHEX INC | $292,630 | 0.2% | -2% | 74.6 |
| 133 |  $TGT | TARGET CORP | $288,126 | 0.2% | +6% | 60.7 |
| 134 |  $ORCL | ORACLE CORP | $285,919 | 0.2% | -3% | 66.2 |
| 135 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $284,334 | 0.2% | +0% | 71 |
| 136 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $283,352 | 0.2% | +0% | — |
| 137 |  $BBY | BEST BUY CO INC | $278,024 | 0.2% | +8% | 60.2 |
| 138 |  $HSY | HERSHEY CO | $277,211 | 0.2% | +6% | 65.7 |
| 139 |  $ISRG | INTUITIVE SURGICAL INC | $272,808 | 0.2% | -2% | 79.9 |
| 140 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $268,948 | 0.2% | NEW | — |
| 141 |  $ABT | ABBOTT LABORATORIES | $268,227 | 0.2% | -15% | 65.5 |
| 142 |  $TROW | PRICE T ROWE GROUP INC | $267,399 | 0.2% | NEW | 69 |
| 143 |  $SWK | STANLEY BLACK & DECKER, INC. | $267,395 | 0.2% | NEW | 58.7 |
| 144 |  $LRCX | LAM RESEARCH CORP | $256,673 | 0.2% | NEW | 79.4 |
| 145 |  $INTC | INTEL CORP | $254,825 | 0.2% | NEW | 45.6 |
| 146 |  $JCI | Johnson Controls International plc | $253,209 | 0.2% | -63% | — |
| 147 |  $CYD | CHINA YUCHAI INTERNATIONAL LTD | $250,704 | 0.2% | NEW | — |
| 148 | — | ISHARES TR - RUS 1000 ETF | $247,748 | 0.2% | +0% | — |
| 149 |  $ACN | Accenture plc | $244,837 | 0.2% | NEW | — |
| 150 |  $MNST | Monster Beverage Corp | $244,433 | 0.2% | NEW | 71.3 |
New Positions (31)
$RACE Ferrari N.V.$909,504$AMD ADVANCED MICRO DEVICES INC$799,913$VRTX VERTEX PHARMACEUTICALS INC / MA$641,775$AEP AMERICAN ELECTRIC POWER CO INC$377,711$NBIS Nebius Group N.V.$345,765$PANW Palo Alto Networks Inc$308,623$MU MICRON TECHNOLOGY INC$301,272$RCL ROYAL CARIBBEAN CRUISES LTD$268,948$TROW PRICE T ROWE GROUP INC$267,399$SWK STANLEY BLACK & DECKER, INC.$267,395$LRCX LAM RESEARCH CORP$256,673$INTC INTEL CORP$254,825$CYD CHINA YUCHAI INTERNATIONAL LTD$250,704$ACN Accenture plc$244,837$MNST Monster Beverage Corp$244,433Exited Positions (17)
$XOM.R34088 EXXON MOBIL CORP
$QCOM QUALCOMM INC/DE
$BLK BlackRock, Inc.
$PPL PPL Corp
$SNY Sanofi
$EMBJ EMBRAER S.A.
$AEM AGNICO EAGLE MINES LTD
$GFI GOLD FIELDS LTD
$BVN BUENAVENTURA MINING CO INC
$RYAAY RYANAIR HOLDINGS PLC
$NVO NOVO NORDISK A S
$HMY HARMONY GOLD MINING CO LTD
$SBSW Sibanye Stillwater Ltd
$VNET VNET Group, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for BINGHAM PRIVATE WEALTH, LLC including:
Track BINGHAM PRIVATE WEALTH, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for BINGHAM PRIVATE WEALTH, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: BINGHAM PRIVATE WEALTH, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BINGHAM PRIVATE WEALTH, LLC (SEC CIK: 2063211), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BINGHAM PRIVATE WEALTH, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.