Q4 2025 · 13F-HR
BINGHAM PRIVATE WEALTH, LLCholdings as filed
Filed 2026-01-23 · accession 0001951757-26-000290
$115.9M
Reported value
151
Positions
2025-12-31
Period end
The Brief · BINGHAM PRIVATE WEALTH, LLC · Q4 2025
AI · grounded in 13F
Bingham Private Wealth, LLC increased its stake in NVDA by 53.10%. The fund also established a new position in DASH valued at $742,175 and grew its holdings in MSFT by 9.47%. On the sell side, the fund reduced its position in ACN by 46.15% and closed out its positions in PGR, MDLZ, and SNY.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $5.8M | 5.02% | 17,012 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $4.8M | 4.16% | 25,829 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $4.1M | 3.51% | 17,607 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $3.7M | 3.21% | 10,757 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $3.7M | 3.18% | 11,789 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $3.3M | 2.81% | 16,946 | Common | NONE |
| 78468R663 | BIL | SPDR SERIES TRUST | $2.8M | 2.44% | 30,916 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.6M | 2.27% | 3,861 | Common | NONE |
| 46138E420 | EQAL | INVESCO EXCH TRADED FD TR II | $2.4M | 2.05% | 45,218 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $2.0M | 1.74% | 6,251 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $1.8M | 1.59% | 15,484 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.8M | 1.57% | 23,643 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $1.8M | 1.55% | 6,082 | Common | NONE |
| 931142103 | WMT | WALMART INC | $1.7M | 1.44% | 14,979 | Common | NONE |
| 11271J107 | BN | BROOKFIELD CORP | $1.7M | 1.44% | 36,317 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.5M | 1.33% | 2,327 | Common | NONE |
| 92826C839 | V | VISA INC | $1.5M | 1.32% | 4,354 | Common | NONE |
| 464288588 | MBB | ISHARES TR | $1.5M | 1.31% | 15,903 | Common | NONE |
| N07059210 | ASML | ASML HOLDING N V | $1.4M | 1.25% | 1,350 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.4M | 1.23% | 11,826 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $1.4M | 1.22% | 11,530 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.4M | 1.21% | 2,449 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $1.4M | 1.17% | 3,020 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $1.3M | 1.10% | 24,018 | Common | NONE |
| G25508105 | CRH | CRH PLC | $1.2M | 1.08% | 10,016 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $1.2M | 1.05% | 7,588 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $1.1M | 0.99% | 5,019 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.1M | 0.94% | 1,921 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1.1M | 0.93% | 1,002 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $1.1M | 0.91% | 6,926 | Common | NONE |
| 74762E102 | QURE | QUANTA SVCS INC | $1.1M | 0.91% | 2,500 | Common | NONE |
| 464287440 | IEF | ISHARES TR | $981,986 | 0.85% | 10,212 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP | $905,287 | 0.78% | 3,134 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $881,960 | 0.76% | 824 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $871,862 | 0.75% | 1,334 | Common | NONE |
| 172967424 | C | CITIGROUP INC | $847,169 | 0.73% | 7,260 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $755,312 | 0.65% | 8,626 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $750,289 | 0.65% | 4,091 | Common | NONE |
| 872590104 | TMUS | T-MOBILE US INC | $743,044 | 0.64% | 3,660 | Common | NONE |
| 25809K105 | DASH | DOORDASH INC | $742,175 | 0.64% | 3,277 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $736,933 | 0.64% | 2,425 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $732,325 | 0.63% | 13,315 | Common | NONE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $710,089 | 0.61% | 5,641 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS INC | $688,139 | 0.59% | 11,448 | Common | NONE |
| 046353108 | AZNN | ASTRAZENECA PLC | $669,342 | 0.58% | 7,281 | Common | NONE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $663,677 | 0.57% | 7,121 | Common | NONE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $656,654 | 0.57% | 2,286 | Common | NONE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $653,776 | 0.56% | 2,374 | Common | NONE |
| 74340W103 | PLD | PROLOGIS INC. | $647,747 | 0.56% | 5,074 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $626,716 | 0.54% | 7,670 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $618,041 | 0.53% | 13,769 | Common | NONE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $609,535 | 0.53% | 2,515 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $580,609 | 0.50% | 1,002 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $580,585 | 0.50% | 7,232 | Common | NONE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $578,485 | 0.50% | 435 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $575,844 | 0.50% | 702 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $572,011 | 0.49% | 663 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $567,909 | 0.49% | 3,957 | Common | NONE |
| 464288638 | IGIB | ISHARES TR | $562,399 | 0.49% | 10,438 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $559,562 | 0.48% | 5,316 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $559,225 | 0.48% | 2,111 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $557,105 | 0.48% | 13,678 | Common | NONE |
| G51502105 | JCI | JOHNSON CTLS INTL PLC | $555,520 | 0.48% | 4,639 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $552,305 | 0.48% | 964 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $551,828 | 0.48% | 1,768 | Common | NONE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $550,512 | 0.48% | 2,832 | Common | NONE |
| 009066101 | ABNB | AIRBNB INC | $544,780 | 0.47% | 4,014 | Common | NONE |
| 026874784 | AIG | AMERICAN INTL GROUP INC | $541,104 | 0.47% | 6,325 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $528,889 | 0.46% | 6,386 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $526,426 | 0.45% | 5,269 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $510,242 | 0.44% | 2,983 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $506,164 | 0.44% | 5,399 | Common | NONE |
| 29250N105 | ENB | ENBRIDGE INC | $503,554 | 0.43% | 10,528 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $495,151 | 0.43% | 10,062 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $494,565 | 0.43% | 1,511 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $476,125 | 0.41% | 835 | Common | NONE |
| 457669307 | INSM | INSMED INC | $471,648 | 0.41% | 2,710 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $471,346 | 0.41% | 2,059 | Common | NONE |
| 844741108 | LUV | SOUTHWEST AIRLS CO | $469,302 | 0.41% | 11,355 | Common | NONE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $465,592 | 0.40% | 9,167 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $464,864 | 0.40% | 1,351 | Common | NONE |
| 37045V100 | GM | GENERAL MTRS CO | $459,458 | 0.40% | 5,650 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $459,180 | 0.40% | 1,469 | Common | NONE |
| 744320102 | PRU | PRUDENTIAL FINL INC | $452,762 | 0.39% | 4,011 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $443,895 | 0.38% | 505 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $439,392 | 0.38% | 3,507 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $433,787 | 0.37% | 863 | Common | NONE |
| 48251W104 | KKR | KKR & CO INC | $426,803 | 0.37% | 3,348 | Common | NONE |
| 59156R108 | MET | METLIFE INC | $401,647 | 0.35% | 5,088 | Common | NONE |
| 464287432 | TLT | ISHARES TR | $401,285 | 0.35% | 4,604 | Common | NONE |
| 110448107 | BTI | BRITISH AMERN TOB PLC | $398,888 | 0.34% | 7,045 | Common | NONE |
| 02209S103 | MO | ALTRIA GROUP INC | $397,450 | 0.34% | 6,893 | Common | NONE |
| 21871X109 | CRBG | COREBRIDGE FINL INC | $385,060 | 0.33% | 12,763 | Common | NONE |
| 806857108 | SLB | SLB LIMITED | $383,646 | 0.33% | 9,996 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $381,027 | 0.33% | 979 | Common | NONE |
| 629377508 | NRG | NRG ENERGY INC | $366,093 | 0.32% | 2,299 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $351,584 | 0.30% | 400 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $350,668 | 0.30% | 2,275 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $348,008 | 0.30% | 1,074 | Common | NONE |
| 032095101 | APH | AMPHENOL CORP NEW | $343,931 | 0.30% | 2,545 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $341,037 | 0.29% | 1,013 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $340,632 | 0.29% | 13,680 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $335,661 | 0.29% | 1,070 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $333,042 | 0.29% | 1,381 | Common | NONE |
| G54950103 | LIN | LINDE PLC | $327,894 | 0.28% | 769 | Common | NONE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $321,870 | 0.28% | 417 | Common | NONE |
| 98389B100 | XEL | XCEL ENERGY INC | $317,746 | 0.27% | 4,302 | Common | NONE |
| 92939U106 | WEC | WEC ENERGY GROUP INC | $313,111 | 0.27% | 2,969 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $309,612 | 0.27% | 1,744 | Common | NONE |
| 92206C714 | VONV | VANGUARD SCOTTSDALE FDS | $305,790 | 0.26% | 3,313 | Common | NONE |
| 372460105 | GPC | GENUINE PARTS CO | $302,728 | 0.26% | 2,462 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $300,421 | 0.26% | 1,169 | Common | NONE |
| 902973304 | USB | US BANCORP DEL | $298,229 | 0.26% | 5,589 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $296,203 | 0.26% | 1,104 | Common | NONE |
| 745867101 | PHM | PULTE GROUP INC | $294,557 | 0.25% | 2,512 | Common | NONE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $294,442 | 0.25% | 2,034 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $292,808 | 0.25% | 887 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $286,634 | 0.25% | 3,062 | Common | NONE |
| 69351T106 | PPL | PPL CORP | $282,927 | 0.24% | 8,079 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $281,031 | 0.24% | 1,961 | Common | NONE |
| 22052L104 | CTVA | CORTEVA INC | $280,185 | 0.24% | 4,180 | Common | NONE |
| 911363109 | URI | UNITED RENTALS INC | $280,025 | 0.24% | 346 | Common | NONE |
| 482480100 | KLAC | KLA CORP | $274,608 | 0.24% | 226 | Common | NONE |
| 857477103 | STT | STATE STR CORP | $267,954 | 0.23% | 2,077 | Common | NONE |
| 464287689 | IWV | ISHARES TR | $267,313 | 0.23% | 691 | Common | NONE |
| 427866108 | HSY | HERSHEY CO | $262,961 | 0.23% | 1,445 | Common | NONE |
| 244199105 | DE | DEERE & CO | $259,788 | 0.22% | 558 | Common | NONE |
| 29082A107 | EMBJ | EMBRAER S.A. | $255,806 | 0.22% | 3,974 | Common | NONE |
| 086516101 | BBY | BEST BUY INC | $235,861 | 0.20% | 3,524 | Common | NONE |
| 05946K101 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | $233,170 | 0.20% | 10,003 | Common | NONE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $231,487 | 0.20% | 1,422 | Common | NONE |
| 74144T108 | TROW | PRICE T ROWE GROUP INC | $228,307 | 0.20% | 2,230 | Common | NONE |
| 783513203 | RYAAY | RYANAIR HOLDINGS PLC | $227,182 | 0.20% | 3,147 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $225,931 | 0.19% | 605 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $220,919 | 0.19% | 2,010 | Common | NONE |
| 95040Q104 | WELL | WELLTOWER INC | $219,948 | 0.19% | 1,185 | Common | NONE |
| 461202103 | INTU | INTUIT | $215,949 | 0.19% | 326 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $210,113 | 0.18% | 1,078 | Common | NONE |
| 606822104 | MUFG | MITSUBISHI UFJ FINL GROUP IN | $208,591 | 0.18% | 13,152 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $205,888 | 0.18% | 2,144 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $203,167 | 0.18% | 2,115 | Common | NONE |
| 217204106 | CPRT | COPART INC | $202,445 | 0.17% | 5,171 | Common | NONE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $202,255 | 0.17% | 2,638 | Common | NONE |
| 38059T106 | GFI | GOLD FIELDS LTD | $200,006 | 0.17% | 4,581 | Common | NONE |
| 82575P107 | SBSW | SIBANYE STILLWATER LTD | $168,734 | 0.15% | 11,841 | Common | NONE |
| 05964H105 | SAN | BANCO SANTANDER SA | $127,740 | 0.11% | 10,890 | Common | NONE |
| 151290889 | CX | CEMEX SAB DE CV | $125,655 | 0.11% | 10,936 | Common | NONE |
| 91531W106 | TIGR | UP FINTECH HLDG LTD | $121,020 | 0.10% | 12,659 | Common | NONE |
| 90138A103 | VNET | VNET GROUP INC | $114,371 | 0.10% | 13,519 | Common | NONE |
| 0076CA104 | AEG | AEGON LTD | $86,668 | 0.07% | 11,241 | Common | NONE |
| 157085101 | CERS | CERUS CORP | $39,655 | 0.03% | 19,250 | Common | NONE |
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.