BINGHAM PRIVATE WEALTH, LLC — 13F Holdings & Portfolio
CIK 2063211 · latest 13F-HR filed 2026-05-07
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$126.0M
Long-equity book
Holdings
164
Distinct positions
Period
2026-03-31
Filed 2026-05-07
Q/Q Activity
+27 / −14 / ↑68 / ↓38
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$865.6K +60.8%
- TAIWAN SEMICONDUCTOR MANUFAC$779.4K +105.8%
- STATE STR SPDR S&P 500 ETF T$730.2K +27.7%
- COSTCO WHOLESALE CORPORATION$658.9K +115.2%
- ALPHABET INC$530.9K +158.2%
Top Trims
- MICROSOFT CORP-$1.6M -26.7%
- INTUITIVE SURGICAL INC-$764.8K -70.3%
- MASTERCARD INCORPORATED-$536.2K -38.4%
- BLACKROCK INC-$508.8K -57.7%
- TESLA INC-$326.2K -24.0%
New Positions
- ASTRAZENECA PLC$782.2K
- SPDR GOLD TR$663.5K
- ISHARES TR$544.6K
- ALLSTATE CORP$481.9K
- AIR PRODUCTS AND CHEMICALS I$385.5K
Exited Positions
- ASTRAZENECA PLC$669.3K
- AMERICAN INTL GROUP INC$541.1K
- COREBRIDGE FINL INC$385.1K
- TRANE TECHNOLOGIES PLC$381.0K
- XCEL ENERGY INC$317.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.6M | 3.69% | 26,658 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $4.3M | 3.39% | 20,487 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $4.3M | 3.38% | 11,514 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $3.8M | 3.03% | 13,281 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $3.4M | 2.72% | 11,068 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.4M | 2.67% | 5,171 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $3.1M | 2.48% | 12,305 | SH |
| 8 | SPDR SERIES TRUST | BIL | 78468R663 | $2.8M | 2.26% | 31,097 | SH |
| 9 | INVESCO EXCH TRADED FD TR II | EQAL | 46138E420 | $2.5M | 1.97% | 45,125 | SH |
| 10 | EXXON MOBIL CORP | XOM | 30231G102 | $2.3M | 1.82% | 13,489 | SH |
| 11 | CISCO SYS INC | CSCO | 17275R102 | $2.0M | 1.62% | 26,345 | SH |
| 12 | ISHARES TR | IEI | 464288661 | $2.0M | 1.60% | 17,030 | SH |
| 13 | ASML HLDG NV | ASML | N07059210 | $1.9M | 1.52% | 1,449 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.8M | 1.44% | 6,171 | SH |
| 15 | GILEAD SCIENCES INC | GILD | 375558103 | $1.7M | 1.32% | 11,925 | SH |
| 16 | META PLATFORMS INC | META | 30303M102 | $1.6M | 1.23% | 2,710 | SH |
| 17 | BROOKFIELD CORP | BN | 11271J107 | $1.5M | 1.20% | 37,483 | SH |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.5M | 1.20% | 4,487 | SH |
| 19 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.5M | 1.20% | 6,234 | SH |
| 20 | ISHARES TR | MBB | 464288588 | $1.5M | 1.19% | 15,855 | SH |
| 21 | CHEVRON CORPORATION | CVX | 166764100 | $1.5M | 1.19% | 7,268 | SH |
| 22 | VISA INC | V | 92826C839 | $1.4M | 1.15% | 4,789 | SH |
| 23 | PHILIP MORRIS INTL INC | PM | 718172109 | $1.4M | 1.12% | 8,562 | SH |
| 24 | WALMART INC | WMT | 931142103 | $1.4M | 1.11% | 11,214 | SH |
| 25 | ABBVIE INC | ABBV | 00287Y109 | $1.4M | 1.11% | 6,404 | SH |
| 26 | ISHARES TR | IGSB | 464288646 | $1.4M | 1.10% | 26,270 | SH |
| 27 | QUANTA SVCS INC | PWR | 74762E102 | $1.4M | 1.09% | 2,504 | SH |
| 28 | GE VERNOVA INC | GEV | 36828A101 | $1.3M | 1.04% | 1,503 | SH |
| 29 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.2M | 0.98% | 1,235 | SH |
| 30 | FEDEX CORP | FDX | 31428X106 | $1.1M | 0.91% | 3,213 | SH |
| 31 | ISHARES TR | IEF | 464287440 | $1.1M | 0.85% | 11,200 | SH |
| 32 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.1M | 0.84% | 4,319 | SH |
| 33 | CRH PLC | CRH | G25508105 | $1.0M | 0.83% | 9,960 | SH |
| 34 | TESLA INC | TSLA | 88160R101 | $1.0M | 0.82% | 2,776 | SH |
| 35 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $949.2K | 0.75% | 5,783 | SH |
| 36 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $924.4K | 0.73% | 18,413 | SH |
| 37 | T-MOBILE US INC | TMUS | 872590104 | $900.5K | 0.71% | 4,288 | SH |
| 38 | ELI LILLY & CO | LLY | 532457108 | $887.6K | 0.70% | 965 | SH |
| 39 | WILLIAMS COS INC | WMB | 969457100 | $886.0K | 0.70% | 12,174 | SH |
| 40 | NEXTERA ENERGY INC | NEE | 65339F101 | $882.2K | 0.70% | 9,498 | SH |
| 41 | CHENIERE ENERGY INC | LNG | 16411R208 | $867.5K | 0.69% | 3,057 | SH |
| 42 | ALPHABET INC | GOOG | 02079K107 | $866.6K | 0.69% | 3,021 | SH |
| 43 | MASTERCARD INCORPORATED | MA | 57636Q104 | $861.9K | 0.68% | 1,725 | SH |
| 44 | CITIGROUP INC | C | 172967424 | $845.7K | 0.67% | 7,457 | SH |
| 45 | BANK AMERICA CORP | BAC | 060505104 | $790.4K | 0.63% | 16,213 | SH |
| 46 | RTX CORPORATION | RTX | 75513E101 | $782.4K | 0.62% | 4,056 | SH |
| 47 | ASTRAZENECA PLC | AZN | G0593M107 | $782.2K | 0.62% | 3,966 | SH |
| 48 | SLB LIMITED | SLB | 806857108 | $763.1K | 0.61% | 14,849 | SH |
| 49 | PEPSICO INC | PEP | 713448108 | $762.4K | 0.61% | 4,908 | SH |
| 50 | CONOCOPHILLIPS | COP | 20825C104 | $737.6K | 0.59% | 5,588 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $126.0M | 164 | 0001951757-26-000793 |
| 2025-12-31 | 2026-01-23 | $115.9M | 151 | 0001951757-26-000290 |