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CIK: 0002063211
Total reported value
$145.3M
$145.3M
151 檔
15.2%
In Q4 2025, Bingham Private Wealth, LLC's U.S. equity holdings reached a combined market value of $145.3M, distributed across 151 disclosed stock positions.
Bingham Private Wealth, LLC executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 12 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.02% | -0.17% | +9.47% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | -0.30% | +53.10% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | +0.20% | +9.85% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.21% | +0.10% | -1.84% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.18% | -0.58% | +1.86% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.81% | +1.30% | +6.90% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.44% | -0.10% | -1.74% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.27% | +0.09% | +2.69% | |
| 9 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 2.05% | -0.03% | +1.04% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.04% | -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% | +0.22% | +7.67% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.55% | +0.01% | +1.82% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.44% | -0.23% | -0.39% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.44% | +0.05% | +74.89% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.52% | +4.82% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.32% | +0.02% | +2.93% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.31% | +0.04% | -17.57% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.25% | -0.28% | +4.73% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -1.82% | EXIT | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.22% | -0.28% | -1.35% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | +0.01% | +7.51% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | -0.03% | +10.62% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.10% | -0.01% | +1.08% | |
| 25 | CRH | CRH plc | Stock-Materials | 1.08% | -0.10% | +0.06% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 1.05% | — | +5.20% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.38% | -14.06% | |
| 28 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.94% | -0.07% | +0.52% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.08% | +0.40% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.35% | -0.24% | |
| 31 | PWR | Quanta Services Inc | Stock-Industrials | 0.91% | -0.15% | -0.64% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.85% | +0.10% | +32.52% | |
| 33 | FDX | Fedex CORP | Stock-Industrials | 0.78% | -0.35% | -7.00% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.76% | -0.30% | EXIT | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | +0.20% | -2.70% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.73% | -0.03% | -8.60% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.08% | -1.17% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.65% | -0.07% | -4.51% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.64% | -0.23% | -19.61% | |
| 40 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.64% | +0.08% | — | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.30% | +26.90% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.02% | +2.40% | |
| 43 | DELL | Dell Technologies -c | Stock-Tech | 0.61% | -0.11% | +0.79% | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.59% | -0.01% | -0.86% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.58% | — | +26.14% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | -0.07% | -3.85% | |
| 47 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.57% | -0.13% | -15.93% | |
| 48 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.56% | +0.17% | -26.93% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.56% | -0.04% | +1.83% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.54% | +0.29% | -1.04% |
| # | 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 |
According to official SEC Form 13F filings, Bingham Private Wealth, LLC reported a total U.S. public equity portfolio value of $145.3M across 151 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AMZN) accounted for 15.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
DASH
市值: $742.2K
Top Position Liquidated / Trimmed
PGR
前期市值: $427.1K
During Q4 2025, Bingham Private Wealth, LLC's top holdings by market value included MSFT (5.0%)、NVDA (4.2%)、AMZN (3.5%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q4 2025, Bingham Private Wealth, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 16 positions, trimming 12 holdings, and fully liquidating 12 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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