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CIK: 0002063211
Total reported value
$145.3M
$145.3M
164 檔
14.1%
The Q1 2026 SEC filing reveals that Bingham Private Wealth, LLC held a total portfolio value of $145.3M, covering 164 public equity positions.
In Q1 2026, Bingham Private Wealth, LLC displayed an active expansion posture, initiating 27 new positions and adding to 101 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.69% | -0.30% | +3.21% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.39% | +0.20% | +16.36% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.17% | -32.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.03% | -0.58% | +12.66% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.72% | +0.10% | +2.89% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.67% | +0.09% | +33.93% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.48% | +1.30% | -27.39% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.26% | -0.10% | +0.59% | |
| 9 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 1.97% | -0.03% | -0.21% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -1.82% | EXIT | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.62% | +0.22% | +11.43% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.60% | — | +9.98% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 1.52% | -0.28% | +7.33% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | -0.04% | -1.28% | |
| 15 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.32% | -0.28% | +3.43% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.52% | +16.46% | |
| 17 | BN | Brookfield CORP | Stock-Financials | 1.20% | +0.05% | +3.21% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.20% | +0.30% | +85.03% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | +0.01% | +2.50% | |
| 20 | MBB | Ishares Mbs ETF | ETF-Other | 1.19% | +0.04% | -0.30% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.35% | +4.94% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.02% | +9.99% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.12% | — | +12.84% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | -0.23% | -25.14% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +0.38% | +27.60% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.10% | -0.01% | +9.38% | |
| 27 | PWR | Quanta Services Inc | Stock-Industrials | 1.09% | -0.15% | +0.16% | |
| 28 | GEV | GE Vernova Inc | Stock-Industrials | 1.04% | +0.20% | +12.67% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.16% | +86.27% | |
| 30 | FDX | Fedex CORP | Stock-Industrials | 0.91% | -0.35% | +2.52% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.85% | +0.10% | +9.67% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.08% | -49.93% | |
| 33 | CRH | CRH plc | Stock-Materials | 0.83% | -0.10% | -0.56% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.03% | -8.08% | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.75% | -0.11% | +2.52% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.15% | +34.62% | |
| 37 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.71% | -0.23% | +17.16% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.08% | -3.69% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.70% | -0.01% | +6.34% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.11% | +31.33% | |
| 41 | LNG | Cheniere Energy Inc | Stock-Energy | 0.69% | -0.11% | +7.94% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.04% | +182.34% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | +0.01% | -29.56% | |
| 44 | C | Citigroup Inc | Stock-Financials | 0.67% | -0.03% | +2.71% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | +0.02% | +21.76% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.07% | -0.86% | |
| 47 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.62% | -0.08% | — | |
| 48 | SLB | Slb LTD | Stock-Energy | 0.61% | -0.05% | +48.55% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.13% | +24.03% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.59% | -0.18% | +82.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +14.06% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +85.03% | Add |
| 3 | COST | Costco Wholesale CORP | +0.5% | +86.27% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +33.93% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +182.34% | Add |
| 6 | COP | Conocophillips | +0.3% | +82.50% | Add |
| 7 | GEV | GE Vernova Inc | +0.3% | +12.67% | Add |
| 8 | CVX | Chevron CORP | +0.3% | +4.94% | Add |
| 9 | SLB | Slb LTD | +0.3% | +48.55% | Add |
| 10 | ASML | ASML Holding N.V. | +0.3% | +7.33% | Add |
| 11 | VZ | Verizon Communications Inc | +0.3% | +34.62% | Add |
| 12 | LNG | Cheniere Energy Inc | +0.2% | +7.94% | Add |
| 13 | NEE | Nextera Energy Inc | +0.2% | +31.33% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | -49.93% | Trim |
| 15 | PWR | Quanta Services Inc | +0.2% | +0.16% | Add |
| 16 | KLAC | Kla CORP | +0.2% | +49.56% | Add |
| 17 | DELL | Dell Technologies -c | +0.1% | +2.52% | Add |
| 18 | FDX | Fedex CORP | +0.1% | +2.52% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +27.60% | Add |
| 20 | PEP | Pepsico Inc | +0.1% | +24.03% | Add |
| 21 | PFE | Pfizer Inc | +0.1% | +35.09% | Add |
| 22 | WMB | Williams Cos Inc | +0.1% | +6.34% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +45.54% | Add |
| 24 | VLO | Valero Energy CORP | +0.1% | +12.66% | Add |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +3.43% | Add |
| 26 | LIN | Linde plc | +0.1% | +23.93% | Add |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +12.70% | Add |
| 28 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +40.18% | Add |
| 29 | NOC | Northrop Grumman CORP | +0.1% | +10.06% | Add |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | +77.34% | Add |
| 31 | PM | Philip Morris International | +0.1% | +12.84% | Add |
| 32 | TMUS | T-mobile US Inc | +0.1% | +17.16% | Add |
| 33 | CAT | Caterpillar Inc | +0.1% | +2.28% | Add |
| 34 | ABNB | Airbnb Inc-class A | +0.1% | +32.21% | Add |
| 35 | AMAT | Applied Materials Inc | +0.1% | +0.26% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +11.43% | Add |
| 37 | BTI | British American Tob-sp Adr | +0.1% | +19.16% | Add |
| 38 | MO | Altria Group Inc | +0.1% | +6.91% | Add |
| 39 | ORCL | Oracle CORP | +0.1% | +85.99% | Add |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +19.54% | Add |
| 41 | CTVA | Corteva Inc | 0% | +1.29% | Add |
| 42 | FCX | Freeport-mcmoran Inc | 0% | +0.69% | Add |
| 43 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +15.42% | Add |
| 44 | HSY | Hershey Co/the | 0% | +3.60% | Add |
| 45 | DE | Deere & Co | 0% | -2.51% | Trim |
| 46 | URI | United Rentals Inc | 0% | +28.32% | Add |
| 47 | GFI | Gold Fields Ltd-spons Adr | 0% | +12.40% | Add |
| 48 | MCK | Mckesson CORP | 0% | +5.84% | Add |
| 49 | KO | Coca-cola Co/the | 0% | -35.03% | Trim |
| 50 | JNJ | Johnson & Johnson | 0% | +0.88% | Add |
According to official SEC Form 13F filings, Bingham Private Wealth, LLC reported a total U.S. public equity portfolio value of $145.3M across 164 disclosed positions in Q1 2026.
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 NVDA, AMZN, MSFT) accounted for 14.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $782.2K
Top Position Liquidated / Trimmed
AZNN
前期市值: $669.3K
During Q1 2026, Bingham Private Wealth, LLC's top holdings by market value included NVDA (3.7%)、AMZN (3.4%)、MSFT (3.4%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q1 2026, Bingham Private Wealth, LLC made 174 total portfolio adjustments, initiating 27 new buys, adding to 101 positions, trimming 32 holdings, and fully liquidating 14 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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