Bingham Private Wealth, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$126.0M
Q ending 2026-03-31
Prior quarter
$115.9M
Q ending 2025-12-31
Change
+8.7% QoQ · +30.2% YoY
Positions
164
reported holdings

Largest positions

Top 100 of 164 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia CorporationNVDAShares$4.6M27K
Amazon Com IncAMZNShares$4.3M20K
Microsoft CorpMSFTShares$4.3M12K
Alphabet IncGOOGLShares$3.8M13K
Broadcom IncAVGOShares$3.4M11K
State Str Spdr S&P 500 Etf TSPYShares$3.4M5K
Apple IncAAPLShares$3.1M12K
Spdr Series TrustBILShares$2.8M31K
Invesco Exch Traded Fd Tr IiEQALShares$2.5M45K
Exxon Mobil CorpXOMShares$2.3M13K
Cisco Sys IncCSCOShares$2.0M26K
Ishares TrIEIShares$2.0M17K
Asml Hldg NvShares$1.9M1K
Jpmorgan Chase & CoJPMShares$1.8M6K
Gilead Sciences IncGILDShares$1.7M12K
Meta Platforms IncMETAShares$1.6M3K
Brookfield CorpBNShares$1.5M37K
Taiwan Semiconductor ManufacTSMShares$1.5M4K
International Business MachsIBMShares$1.5M6K
Ishares TrMBBShares$1.5M16K
Chevron CorporationCVXShares$1.5M7K
Visa IncVShares$1.4M5K
Philip Morris Intl IncPMShares$1.4M9K
Walmart IncWMTShares$1.4M11K
Abbvie IncABBVShares$1.4M6K
Ishares TrIGSBShares$1.4M26K
Quanta Svcs IncPWRShares$1.4M3K
Ge Vernova IncGEVShares$1.3M2K
Costco Wholesale CorporationCOSTShares$1.2M1K
Fedex CorpFDXShares$1.1M3K
Ishares TrIEFShares$1.1M11K
Johnson & JohnsonJNJShares$1.1M4K
Crh PlcShares$1.0M10K
Tesla IncTSLAShares$1.0M3K
Dell Technologies IncDELLShares$949K6K
Verizon Communications IncVZShares$924K18K
T-Mobile Us IncTMUSShares$901K4K
Eli Lilly & CoLLYShares$888K965
Williams Cos IncWMBShares$886K12K
Nextera Energy IncNEEShares$882K9K
Cheniere Energy IncLNGShares$867K3K
Alphabet IncGOOGShares$867K3K
Mastercard IncorporatedMAShares$862K2K
Citigroup IncCShares$846K7K
Bank America CorpBACShares$790K16K
Rtx CorporationRTXShares$782K4K
Astrazeneca PlcShares$782K4K
Slb LimitedSLBShares$763K15K
Pepsico IncPEPShares$762K5K
ConocophillipsCOPShares$738K6K
Merck & Co IncMRKShares$720K6K
Caterpillar IncCATShares$699K986
Prologis Inc.PLDShares$685K5K
Coca Cola CoKOShares$680K9K
Wells Fargo & CoWFCShares$677K9K
Seagate Technology Hldngs PlShares$673K2K
Airbnb IncABNBShares$670K5K
Ishares TrIGIBShares$664K12K
Spdr Gold TrGLDShares$664K2K
Mckesson CorpMCKShares$643K743
Northrop Grumman CorpNOCShares$627K919
Hilton Worldwide Hldgs IncHLTShares$615K2K
Johnson Controls InternationShares$613K5K
Berkshire Hathaway Inc DelBRK/BShares$602K1K
Chubb Ltd SwitzShares$591K2K
Uber Technologies IncUBERShares$565K8K
Ishares TrTLTShares$559K6K
Netflix Inc.NFLXShares$557K6K
Ishares TrIWDShares$545K3K
Freeport Mcmoran IncFCXShares$543K9K
Transdigm Group IncTDGShares$540K466
Schwab Charles CorpSCHWShares$532K6K
Amgen IncAMGNShares$525K1K
Ishares TrSHYShares$521K6K
Pfizer IncPFEShares$519K18K
Thermo Fisher Scientific IncTMOShares$504K1K
Kla CorpKLACShares$498K338
Doordash IncDASHShares$494K3K
British Amern Tob PlcBTIShares$491K8K
Enbridge IncENBShares$487K9K
Altria Group IncMOShares$486K7K
Allstate CorpALLShares$482K2K
General Mtrs CoGMShares$475K6K
Linde PlcShares$472K953
Capital One Finl CorpCOFShares$448K2K
Southwest Airls CoLUVShares$445K12K
Truist Finl CorpTFCShares$437K10K
Goldman Sachs Group IncGSShares$431K510
Unitedhealth Group IncUNHShares$425K2K
Danaher Corp DelDHRShares$415K2K
Home Depot IncHDShares$404K1K
Applied Matls IncAMATShares$401K1K
Valero Energy CorpVLOShares$396K2K
Qualcomm IncQCOMShares$394K3K
Salesforce IncCRMShares$388K2K
Prudential Finl IncPRUShares$388K4K
Air Products And Chemicals IAPDShares$385K1K
Schwab Strategic TrSCHDShares$381K12K
Cadence Design System IncCDNSShares$379K1K
Lowes Cos IncLOWShares$379K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.