MondegarAI
BINGHAM PRIVATE WEALTH, LLC

Q2 2025 · 13F-HR

BINGHAM PRIVATE WEALTH, LLCholdings as filed

Filed 2025-07-23 · accession 0001951757-25-000943

$104.9M
Reported value
158
Positions
2025-06-30
Period end
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The Brief · BINGHAM PRIVATE WEALTH, LLC · Q2 2025

AI · grounded in 13F

Bingham Private Wealth, LLC established a new position in MSFT valued at $5.2M. The fund also initiated new stakes in AMZN for $3.5M and AVGO for $3.0M. Other new additions include BIL at $2.8M, NVDA at $2.6M, and SPY at $2.3M. Total assets under management stand at $104.9M across 158 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$5.2M5.00%15,541CommonNONE
023135106AMZNAMAZON COM INC$3.5M3.35%16,028CommonSHARED
11135F101AVGOBROADCOM INC$3.0M2.88%10,959CommonSHARED
78468R663BILSPDR SERIES TRUST$2.9M2.75%31,465CommonSHARED
67066G104NVDANVIDIA CORPORATION$2.7M2.54%16,871CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$2.3M2.21%3,760CommonSHARED
037833100AAPLAPPLE INC$2.2M2.13%15,852CommonNONE
46138E420EQALINVESCO EXCH TRADED FD TR II$2.2M2.10%44,752CommonSHARED
02079K305GOOGLALPHABET INC$2.0M1.94%11,574CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$2.0M1.90%6,882CommonNONE
464288588MBBISHARES TR$1.8M1.73%19,292CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M1.68%5,973CommonNONE
30303M102METAMETA PLATFORMS INC$1.6M1.56%2,220CommonSHARED
464288661IEIISHARES TR$1.6M1.48%13,030CommonSHARED
17275R102CSCOCISCO SYS INC$1.5M1.45%21,959CommonSHARED
92826C839VVISA INC$1.5M1.43%4,230CommonNONE
931142103WMTWALMART INC$1.5M1.40%15,038CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.3M1.25%7,213CommonSHARED
375558103GILDGILEAD SCIENCES INC$1.3M1.24%11,688CommonNONE
30231G102XOMEXXON MOBIL CORP$1.3M1.23%11,959CommonSHARED
11271J107BNBROOKFIELD CORP$1.3M1.22%20,766CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$1.3M1.22%2,278CommonSHARED
464288646IGSBISHARES TR$1.3M1.19%23,762CommonSHARED
872590104TMUST-MOBILE US INC$1.1M1.03%4,553CommonNONE
00287Y109ABBVABBVIE INC$1.1M1.03%5,840CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.99%1,911CommonSHARED
N07059210ASMLASML HOLDING N V$1.0M0.98%1,289CommonSHARED
166764100CVXCHEVRON CORP NEW$994,1680.95%6,943CommonNONE
74762E102QUREQUANTA SVCS INC$951,2490.91%2,516CommonNONE
G25508105CRHCRH PLC$918,9180.88%10,010CommonNONE
88160R101TSLATESLA INC$867,2120.83%2,730CommonNONE
09290D101BLKBLACKROCK INC$826,8090.79%788CommonSHARED
009066101ABNBAIRBNB INC$823,8160.79%6,225CommonSHARED
532457108LLYELI LILLY & CO$777,9710.74%998CommonNONE
31428X106FDXFEDEX CORP$766,0350.73%3,370CommonNONE
464287440IEFISHARES TR$738,0040.70%7,706CommonSHARED
36828A101GEVGE VERNOVA INC$725,4650.69%1,371CommonSHARED
969457100WMBWILLIAMS COS INC$725,2670.69%11,547CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$724,1780.69%2,719CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$723,1680.69%7,751CommonSHARED
16411R208LNGCHENIERE ENERGY INC$706,6950.67%2,902CommonSHARED
64110L106NFLXNETFLIX INC$704,7180.67%526CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$686,1920.65%5,597CommonSHARED
172967424CCITIGROUP INC$676,1080.64%7,943CommonSHARED
92343V104VZVERIZON COMMUNICATIONS INC$645,0690.61%14,908CommonNONE
75513E101RTXRTX CORPORATION$625,5500.60%4,284CommonNONE
060505104BACBANK AMERICA CORP$615,3020.59%13,003CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$612,7240.58%2,050CommonSHARED
79466L302CRMSALESFORCE INC$610,0080.58%2,237CommonNONE
808513105SCHWSCHWAB CHARLES CORP$605,6510.58%6,638CommonSHARED
949746101WMT2WELLS FARGO CO NEW$593,3690.57%7,406CommonNONE
478160104JNJJOHNSON & JOHNSON$574,4520.55%8,728CommonNONE
191216100KOCOCA COLA CO$573,1220.55%13,030CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$564,2660.54%570CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$561,9680.54%1,386CommonSHARED
464288638IGIBISHARES TR$551,2320.53%10,344CommonSHARED
713448108PEPPEPSICO INC$546,3820.52%4,138CommonNONE
806857108SLBSCHLUMBERGER LTD$542,6590.52%16,055CommonSHARED
464287457SHYISHARES TR$524,4210.50%6,329CommonSHARED
74340W103PLDPROLOGIS INC.$523,8130.50%4,983CommonSHARED
14040H105COFCAPITAL ONE FINL CORP$517,4320.49%2,432CommonSHARED
893641100TDGTRANSDIGM GROUP INC$515,4970.49%339CommonSHARED
464287432TLTISHARES TR$493,4940.47%5,592CommonSHARED
H1467J104CBCHUBB LIMITED$493,3930.47%1,703CommonSHARED
58155Q103MCKMCKESSON CORP$482,9020.46%659CommonSHARED
026874784AIGAMERICAN INTL GROUP INC$482,3000.46%5,635CommonSHARED
65339F101NEENEXTERA ENERGY INC$482,1910.46%6,946CommonSHARED
48251W104KKRKKR & CO INC$476,1140.45%3,579CommonSHARED
02209S103MOALTRIA GROUP INC$475,3720.45%8,108CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$475,2900.45%4,500CommonSHARED
29250N105ENBENBRIDGE INC$473,3670.45%10,445CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$468,9280.45%3,249CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$468,4810.45%937CommonSHARED
21871X109CRBGCOREBRIDGE FINL INC$453,0860.43%12,763CommonNONE
747525103QCOMQUALCOMM INC$452,6170.43%2,842CommonSHARED
437076102HDHOME DEPOT INC$450,2340.43%1,228CommonNONE
824348106SHWSHERWIN WILLIAMS CO$448,0850.43%1,305CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$448,0060.43%633CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$443,9940.42%914CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$432,8220.41%1,911CommonSHARED
002824100ABTABBOTT LABS$430,0640.41%3,162CommonNONE
744320102PRUPRUDENTIAL FINL INC$428,2560.41%3,986CommonSHARED
59156R108METMETLIFE INC$421,9640.40%5,247CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$410,8640.39%1,317CommonSHARED
046353108AZNNASTRAZENECA PLC$403,3470.38%5,772CommonSHARED
G54950103LINLINDE PLC$402,5560.38%858CommonSHARED
89832Q109TFCTRUIST FINL CORP$400,7960.38%9,323CommonSHARED
031162100AMGNAMGEN INC$392,8480.37%1,407CommonSHARED
G8994E103TTTRANE TECHNOLOGIES PLC$391,4820.37%895CommonSHARED
35671D857FCXFREEPORT-MCMORAN INC$381,1330.36%8,792CommonSHARED
629377508NRGNRG ENERGY INC$363,2320.35%2,262CommonSHARED
844741108LUVSOUTHWEST AIRLS CO$352,9470.34%10,880CommonSHARED
149123101CATCATERPILLAR INC$352,1060.34%907CommonSHARED
548661107LOWLOWES COS INC$343,2330.33%1,547CommonNONE
717081103PFEPFIZER INC$343,0440.33%14,152CommonNONE
743315103PGRPROGRESSIVE CORP$338,3780.32%1,268CommonSHARED
58933Y105MRKMERCK & CO INC$334,6090.32%4,227CommonSHARED
20825C104COPCONOCOPHILLIPS$332,7560.32%3,708CommonSHARED
92206C714VONVVANGUARD SCOTTSDALE FDS$329,7630.31%3,870CommonNONE
701094104PHPARKER-HANNIFIN CORP$329,6780.31%472CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$326,9470.31%1,061CommonSHARED
609207105MDLZMONDELEZ INTL INC$326,7470.31%4,845CommonSHARED
742718109PGPROCTER AND GAMBLE CO$322,6230.31%2,025CommonNONE
457669307INSMINSMED INC$321,8470.31%3,198CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$318,7820.30%2,247CommonSHARED
92939U106WECWEC ENERGY GROUP INC$309,2660.29%2,968CommonSHARED
80105N105SNYSANOFI$308,5080.29%6,386CommonSHARED
09260D107BXBLACKSTONE INC$306,9380.29%2,052CommonNONE
235851102DHRDANAHER CORPORATION$300,8530.29%1,523CommonSHARED
22052L104CTVACORTEVA INC$296,4060.28%3,977CommonSHARED
369550108GDGENERAL DYNAMICS CORP$296,0350.28%1,015CommonNONE
372460105GPCGENUINE PARTS CO$292,7210.28%2,413CommonSHARED
461202103INTUINTUIT$291,4230.28%370CommonNONE
464287689IWVISHARES TR$287,4690.27%819CommonNONE
98389B100XELXCEL ENERGY INC$283,3640.27%4,161CommonSHARED
911363109URIUNITED RENTALS INC$281,7720.27%374CommonSHARED
803054204SAPSAP SE$278,8600.27%917CommonSHARED
244199105DEDEERE & CO$277,6360.26%546CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$275,8690.26%2,733CommonSHARED
45687V106IRINGERSOLL RAND INC$270,7510.26%3,255CommonSHARED
217204106CPRTCOPART INC$270,5230.26%5,513CommonSHARED
745867101PHMPULTE GROUP INC$269,3450.26%2,554CommonSHARED
009158106APDAIR PRODS & CHEMS INC$267,6750.26%949CommonNONE
69351T106PPLPPL CORP$263,9010.25%7,787CommonSHARED
37045V100GMGENERAL MTRS CO$259,7300.25%5,278CommonSHARED
086516101BBYBEST BUY INC$254,4900.24%3,791CommonSHARED
07831C103BRBRBELLRING BRANDS INC$253,0380.24%4,368CommonNONE
494368103KMBKIMBERLY-CLARK CORP$250,7490.24%1,945CommonSHARED
902973304USBUS BANCORP DEL$249,5080.24%5,514CommonSHARED
427866108HSYHERSHEY CO$245,2740.23%1,478CommonSHARED
617446448MSMORGAN STANLEY$244,8150.23%1,738CommonSHARED
464287622IWBISHARES TR$244,1510.23%719CommonNONE
925050106VRNAVERONA PHARMA PLC$239,8550.23%2,536CommonSHARED
05550J101BJBJS WHSL CLUB HLDGS INC$236,9030.23%2,197CommonSHARED
363576109AJGGALLAGHER ARTHUR J & CO$235,9280.22%737CommonSHARED
962166104WYWEYERHAEUSER CO MTN BE$235,3200.22%9,160CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$231,8900.22%2,403CommonSHARED
110448107BTIBRITISH AMERN TOB PLC$229,0300.22%4,839CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$226,9470.22%2,518CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$224,1750.21%427CommonSHARED
759530108RELXRELX PLC$220,0770.21%4,050CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$219,9340.21%388CommonSHARED
464287176TIPISHARES TR$218,2090.21%1,983CommonSHARED
148929102CAVACAVA GROUP INC$212,5970.20%2,524CommonNONE
697435105PANWPALO ALTO NETWORKS INC$212,2120.20%1,037CommonNONE
87612E106TGTTARGET CORP$211,4070.20%2,143CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$211,2540.20%685CommonNONE
G5960L103MDTMEDTRONIC PLC$210,1670.20%2,411CommonNONE
857477103STTSTATE STR CORP$209,2770.20%1,968CommonSHARED
855244109SBUXSTARBUCKS CORP$208,1830.20%2,272CommonSHARED
14448C104CARRCARRIER GLOBAL CORPORATION$205,5180.20%2,808CommonSHARED
29082A107EMBJEMBRAER S.A.$200,0390.19%3,515CommonSHARED
49435R102KRPKIMBELL RTY PARTNERS LP$191,8240.18%13,741CommonNONE
91531W106TIGRUP FINTECH HLDG LTD$123,0570.12%12,752CommonSHARED
90138A103VNETVNET GROUP INC$90,0450.09%13,050CommonSHARED
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$85,0200.08%10,026CommonSHARED
654902204NOKNOKIA CORP$82,1440.08%15,858CommonSHARED
157085101CERSCERUS CORP$27,1420.03%19,250CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.