Bingham Private Wealth, LLC — Q4 2025 13F Holdings

Name: Bingham Private Wealth, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002063211

Total reported value

$126.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	5.02%	-1.64%	+9.47%
2	NVDA	Nvidia CORP	Stock-Tech	4.16%	—	+53.10%
3	AMZN	Amazon.com INC	Stock-Consumer Disc	3.51%	—	+9.85%
4	AVGO	Broadcom INC	Stock-Tech	3.21%	-0.49%	-1.84%
5	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.18%	—	+1.86%
6	AAPL	Apple INC	Stock-Tech	2.81%	—	+6.90%
7	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	2.44%	—	-1.74%
8	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.27%	+0.40%	+2.69%
9	EQAL	Invesco Russell 1000 Equal W	ETF-Other	2.05%	—	+1.04%
10	JPM	Jpmorgan Chase & Co	Stock-Financials	1.74%	—	-9.17%
11	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.59%	—	+18.83%
12	CSCO	Cisco Systems INC	Stock-Tech	1.57%	—	+7.67%
13	IBM	Intl Business Machines CORP	Stock-Tech	1.55%	-0.35%	+1.82%
14	WMT	Walmart INC	Stock-Consumer Staples	1.44%	-0.33%	-0.39%
15	BN	Brookfield CORP	Stock-Financials	1.44%	—	+74.89%
16	META	Meta Platforms Inc-class A	Stock-Comm Services	1.33%	—	+4.82%
17	V	Visa Inc-class A Shares	Stock-Financials	1.32%	—	+2.93%
18	MBB	Ishares Mbs ETF	ETF-Other	1.31%	—	-17.57%
19	ASML	ASML Holding N.V.	Stock-Tech	1.25%	+0.27%	+4.73%
20	XOM	Exxon Mobil CORP	Stock-Energy	1.23%	+0.59%	-1.11%
21	GILD	Gilead Sciences INC	Stock-Healthcare	1.22%	+0.10%	-1.35%
22	MA	Mastercard INC - A	Stock-Financials	1.21%	-0.53%	+7.51%
23	TSLA	Tesla INC	Stock-Consumer Disc	1.17%	-0.35%	+10.62%
24	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.10%	—	+1.08%
25	CRH	CRH plc	Stock-Materials	1.08%	—	+0.06%
26	PM	Philip Morris International	Stock-Consumer Staples	1.05%	—	+5.20%
27	ABBV	Abbvie INC	Stock-Healthcare	0.99%	+0.12%	-14.06%
28	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.94%	-0.68%	+0.52%
29	LLY	Eli Lilly & Co	Stock-Healthcare	0.93%	—	+0.40%
30	CVX	Chevron CORP	Stock-Energy	0.91%	+0.28%	-0.24%
31	PWR	Quanta Services INC	Stock-Industrials	0.91%	+0.18%	-0.64%
32	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.85%	—	+32.52%
33	FDX	Fedex CORP	Stock-Industrials	0.78%	—	-7.00%
34	BLK	Blackrock INC	Stock-Financials	0.76%	-0.46%	+4.57%
35	GEV	GE Vernova INC	Stock-Industrials	0.75%	+0.29%	-2.70%
36	C	Citigroup INC	Stock-Financials	0.73%	—	-8.60%
37	JNJ	Johnson & Johnson	Stock-Healthcare	0.65%	+0.19%	-1.17%
38	RTX	Rtx CORP	Stock-Industrials	0.65%	—	-4.51%
39	TMUS	T-mobile US INC	Stock-Comm Services	0.64%	—	-19.61%
40	DASH	Doordash INC - A	Stock-Consumer Disc	0.64%	-0.25%	—
41	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.64%	+0.56%	+26.90%
42	BAC	Bank Of America CORP	Stock-Financials	0.63%	—	+2.40%
43	DELL	Dell Technologies -c	Stock-Tech	0.61%	—	+0.79%
44	WMB	Williams Cos INC	Stock-Energy	0.59%	—	-0.86%
45	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	0.58%	-0.58%	EXIT
46	WFC	Wells Fargo & Co	Stock-Financials	0.57%	—	-3.85%
47	HLT	Hilton Worldwide Holdings In	Stock-Consumer Disc	0.57%	—	-15.93%
48	STX	Seagate Technology Holdings plc	Stock-Tech	0.56%	—	-26.93%
49	PLD	Prologis INC	Stock-Real Estate	0.56%	—	+1.83%
50	UBER	Uber Technologies INC	Stock-Industrials	0.54%	—	-1.04%

1–50 of 151

Holding changes this quarter

Position changes disclosed by Bingham Private Wealth, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+2.2%	+53.10%	Add
2	GOOGL	Alphabet Inc-cl A	+1.3%	+1.86%	Trim
3	AVGO	Broadcom INC	+1.3%	-1.84%	Trim
4	AMZN	Amazon.com INC	+0.9%	+9.85%	Add
5	MSFT	Microsoft CORP	+0.9%	+9.47%	Add
6	ASML	ASML Holding N.V.	+0.4%	+4.73%	Add
7	TSLA	Tesla INC	+0.3%	+10.62%	Trim
8	BN	Brookfield CORP	+0.3%	+74.89%	Add
9	PLD	Prologis INC	+0.3%	+1.83%	Add
10	EQAL	Invesco Russell 1000 Equal W	+0.3%	+1.04%	Add
11	STX	Seagate Technology Holdings plc	+0.3%	-26.93%	Trim
12	TSM	Taiwan Semiconductor-sp Adr	+0.3%	+26.90%	Add
13	BLK	Blackrock INC	+0.2%	+4.57%	Add
14	PWR	Quanta Services INC	+0.2%	-0.64%	Trim
15	AAPL	Apple INC	+0.2%	+6.90%	Add
16	C	Citigroup INC	+0.2%	-8.60%	Trim
17	CSCO	Cisco Systems INC	+0.2%	+7.67%	Add
18	META	Meta Platforms Inc-class A	+0.2%	+4.82%	Add
19	CRH	CRH plc	+0.1%	+0.06%	Trim
20	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	+2.69%	Add
21	WMT	Walmart INC	+0.1%	-0.39%	Add
22	IEI	Ishares 3-7 Year Treasury Bo	+0.1%	+18.83%	Add
23	IBM	Intl Business Machines CORP	0%	+1.82%	Add
24	SLB	Slb LTD	-0.4%	-37.74%	Trim
25	ACN	Accenture plc	-0.4%	-46.15%	Trim
26	TMUS	T-mobile US INC	-0.5%	-19.61%	Trim
27	UNH	Unitedhealth Group INC	-0.7%	-32.65%	Trim
28	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.9%	-1.74%	Trim
29	DASH	Doordash INC - A	—	NEW	New buy
30	CB	Chubb Limited	—	NEW	New buy
31	PGR	Progressive CORP	—	EXIT	Sold out
32	BTI	British American Tob-sp Adr	—	NEW	New buy
33	APH	Amphenol Corp-cl A	—	NEW	New buy
34	SNY	Sanofi-adr	—	EXIT	Sold out
35	GOOG	Alphabet Inc-cl C	—	NEW	New buy
36	BRBR	Bellring Brands INC	—	EXIT	Sold out
37	UPS	United Parcel Service-cl B	—	EXIT	Sold out
38	REGN	Regeneron Pharmaceuticals	—	NEW	New buy
39	BJ	Bj's Wholesale Club Holdings	—	EXIT	Sold out
40	AMAT	Applied Materials INC	—	NEW	New buy
41	GLPI	Gaming And Leisure Propertie	—	EXIT	Sold out
42	ADP	Automatic Data Processing	—	EXIT	Sold out
43	KMB	Kimberly-clark CORP	—	EXIT	Sold out
44	CTVA	Corteva INC	—	NEW	New buy
45	KLAC	Kla CORP	—	NEW	New buy
46	SAP	Sap Se-sponsored Adr	—	EXIT	Sold out
47	WY	Weyerhaeuser Co	—	EXIT	Sold out
48	STT	State Street CORP	—	NEW	New buy
49	ORLY	O'reilly Automotive INC	—	EXIT	Sold out
50	TGT	Target CORP	—	EXIT	Sold out