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BPW

Bingham Private Wealth Portfolio holdings

AUM $126M
This Fund
S&P 500
This Quarter Est. Return
+4.31%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow %
103.13%
Top 10 Hldgs %
30.39%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$8.53M
2
NVDA icon
NVIDIA
NVDA
+$4.81M
3
AAPL icon
Apple
AAPL
+$4.55M
4
AMZN icon
Amazon
AMZN
+$4.03M
5
AVGO icon
Broadcom
AVGO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.76%
2 Financials 15.13%
3 Healthcare 9.44%
4 Consumer Discretionary 8.16%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
26
Philip Morris
PM
$304B
$1.22M 1.05%
+7,588
New +$1.18M
ABBV icon
27
AbbVie
ABBV
$459B
$1.15M 0.99%
+5,019
New +$1.14M
ISRG icon
28
Intuitive Surgical
ISRG
$128B
$1.09M 0.94%
+1,921
New +$1.02M
LLY icon
29
Eli Lilly
LLY
$1.07T
$1.08M 0.93%
+1,002
New +$958K
CVX icon
30
Chevron
CVX
$382B
$1.06M 0.91%
+6,926
New +$1.05M
PWR icon
31
Quanta Services
PWR
$91.1B
$1.06M 0.91%
+2,500
New +$1.1M
IEF icon
32
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$982K 0.85%
+10,212
New +$988K
FDX icon
33
FedEx
FDX
$73.5B
$905K 0.78%
+3,134
New +$823K
BLK icon
34
Blackrock
BLK
$163B
$882K 0.76%
+824
New +$901K
GEV icon
35
GE Vernova
GEV
$258B
$872K 0.75%
+1,334
New +$813K
C icon
36
Citigroup
C
$222B
$847K 0.73%
+7,260
New +$754K
JNJ icon
37
Johnson & Johnson
JNJ
$645B
$755K 0.65%
+8,626
New +$1.71M
RTX icon
38
RTX Corp
RTX
$295B
$750K 0.65%
+4,091
New +$711K
TMUS icon
39
T-Mobile US
TMUS
$195B
$743K 0.64%
+3,660
New +$776K
DASH icon
40
DoorDash
DASH
$80B
$742K 0.64%
+3,277
New +$769K
TSM icon
41
TSMC
TSM
$2.05T
$737K 0.64%
+2,425
New +$712K
BAC icon
42
Bank of America
BAC
$436B
$732K 0.63%
+13,315
New +$704K
DELL icon
43
Dell
DELL
$272B
$710K 0.61%
+5,641
New +$795K
WMB icon
44
Williams Companies
WMB
$87.5B
$688K 0.59%
+11,448
New +$692K
AZN icon
45
AstraZeneca
AZN
$264B
$669K 0.58%
+3,641
New +$639K
WFC icon
46
Wells Fargo
WFC
$265B
$664K 0.57%
+7,121
New +$618K
HLT icon
47
Hilton Worldwide
HLT
$74.3B
$657K 0.57%
+2,286
New +$622K
STX icon
48
Seagate
STX
$181B
$654K 0.56%
+2,374
New +$616K
PLD icon
49
Prologis
PLD
$136B
$648K 0.56%
+5,074
New +$632K
UBER icon
50
Uber
UBER
$138B
$627K 0.54%
+7,670
New +$691K
1
2
3 4 5

Similar funds

BAM
Brandywine Asset Management Thornton, Pennsylvania $126M AUM
CAM
Chesapeake Asset Management New York $126M AUM 36.76% 1-Year Est. Return
BCM
Brooktree Capital Management Gand Rapids, Michigan $126M AUM 0.5% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $126M AUM 55.55% 1-Year Est. Return
BWA
Blodgett Wealth Advisors Concord, California $126M AUM 27.65% 1-Year Est. Return
STCOSD
Sageworth Trust Company of South Dakota Sioux Falls, South Dakota $126M AUM 23.45% 1-Year Est. Return
NFC
Northstar Financial Companies Conshohocken, Pennsylvania $126M AUM 22.37% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM

Bingham Private Wealth's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Bingham Private Wealth, which disclosed 151 positions worth $116M. Its ten largest holdings account for 30% of the portfolio.

Its largest position is Microsoft: 17,012 shares worth $5.81M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Financials and Healthcare.

  • Bingham Private Wealth's largest Q4 2025 buy was Microsoft: 17,012 shares worth $5.81M.
  • Bingham Private Wealth's ten largest holdings make up 30% of its $116M portfolio in Q4 2025.
  • Bingham Private Wealth disclosed 151 positions in Q4 2025, its first 13F filing on record.

Based on Bingham Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.