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CIK: 0002063211
Total reported value
$145.3M
$145.3M
158 檔
11.9%
During the Q2 2025 filing period, Bingham Private Wealth, LLC (CIK: 0002063211) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $145.3M across 158 reported positions.
During Q2 2025, Bingham Private Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.00% | -0.17% | +44.84% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | +0.20% | +19.74% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.88% | +0.10% | -2.12% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.75% | -0.10% | -11.62% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.54% | -0.30% | -5.95% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.21% | +0.09% | +0.78% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.13% | +1.30% | +39.10% | |
| 8 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 2.10% | -0.03% | +23.68% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.94% | -0.58% | -2.85% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.04% | -4.14% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.73% | +0.04% | +8.34% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.68% | +0.01% | +1.34% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.52% | +12.80% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.48% | — | +5.24% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.45% | +0.22% | -0.65% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | +0.02% | -6.48% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | -0.23% | +2.36% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.25% | — | -2.57% | |
| 19 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.24% | -0.28% | +0.15% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -1.82% | EXIT | |
| 21 | BN | Brookfield CORP | Stock-Financials | 1.22% | +0.05% | -0.65% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | +0.01% | +2.24% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.19% | -0.01% | +0.41% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.03% | -0.23% | +6.55% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.38% | -9.43% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.99% | -0.07% | -0.93% | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 0.98% | -0.28% | -0.85% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.95% | -0.35% | +6.26% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 0.91% | -0.15% | -7.50% | |
| 30 | CRH | CRH plc | Stock-Materials | 0.88% | -0.10% | -3.13% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.83% | -0.03% | -13.58% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.79% | -0.30% | EXIT | |
| 33 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.79% | +0.08% | +0.92% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.08% | +0.81% | |
| 35 | FDX | Fedex CORP | Stock-Industrials | 0.73% | -0.35% | -5.31% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.70% | +0.10% | -0.50% | |
| 37 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | +0.20% | -34.34% | |
| 38 | WMB | Williams Cos Inc | Stock-Energy | 0.69% | -0.01% | -5.45% | |
| 39 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.69% | -0.13% | +2.91% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | +0.29% | -29.29% | |
| 41 | LNG | Cheniere Energy Inc | Stock-Energy | 0.67% | -0.11% | -0.55% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | +0.36% | -25.71% | |
| 43 | DELL | Dell Technologies -c | Stock-Tech | 0.65% | -0.11% | -0.29% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.64% | -0.03% | +3.76% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.61% | -0.15% | -2.06% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.07% | +4.13% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.02% | -14.79% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.58% | +0.17% | NEW | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.10% | -2.06% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.58% | +0.09% | -4.65% |
According to official SEC Form 13F filings, Bingham Private Wealth, LLC reported a total U.S. public equity portfolio value of $145.3M across 158 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AVGO) accounted for 11.9% of total reported equity market value during Q2 2025.
During Q2 2025, Bingham Private Wealth, LLC's top holdings by market value included MSFT (5.0%)、AMZN (3.4%)、AVGO (2.9%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q2 2025, Bingham Private Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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