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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
GD icon
101
General Dynamics
GD
$105B
$341K 0.29%
+1,013
New +$345K
PFE icon
102
Pfizer
PFE
$141B
$341K 0.29%
+13,680
New +$345K
GOOG icon
103
Alphabet (Google) Class C
GOOG
$4.01T
$336K 0.29%
+1,070
New +$307K
LOW icon
104
Lowe's Companies
LOW
$119B
$333K 0.29%
+1,381
New +$332K
LIN icon
105
Linde
LIN
$235B
$328K 0.28%
+769
New +$329K
REGN icon
106
Regeneron Pharmaceuticals
REGN
$70.4B
$322K 0.28%
+417
New +$283K
XEL icon
107
Xcel Energy
XEL
$50.4B
$318K 0.27%
+4,302
New +$339K
WEC icon
108
WEC Energy
WEC
$37.2B
$313K 0.27%
+2,969
New +$329K
MS icon
109
Morgan Stanley
MS
$336B
$310K 0.27%
+1,744
New +$291K
VONV icon
110
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$306K 0.26%
+3,313
New +$300K
GPC icon
111
Genuine Parts
GPC
$17.6B
$303K 0.26%
+2,462
New +$319K
AMAT icon
112
Applied Materials
AMAT
$413B
$300K 0.26%
+1,169
New +$280K
USB icon
113
US Bancorp
USB
$98.9B
$298K 0.26%
+5,589
New +$275K
ACN icon
114
Accenture
ACN
$95B
$296K 0.26%
+1,104
New +$280K
PHM icon
115
Pultegroup
PHM
$24.7B
$295K 0.25%
+2,512
New +$308K
APO icon
116
Apollo Global Management
APO
$71.7B
$294K 0.25%
+2,034
New +$270K
UNH icon
117
UnitedHealth
UNH
$380B
$293K 0.25%
+887
New +$301K
COP icon
118
ConocoPhillips
COP
$142B
$287K 0.25%
+3,062
New +$277K
PPL
119
PPL Corp
PPL
$27.1B
$283K 0.24%
+8,079
New +$291K
PG icon
120
Procter & Gamble
PG
$347B
$281K 0.24%
+1,961
New +$289K
CTVA icon
121
Corteva
CTVA
$58.6B
$280K 0.24%
+4,180
New +$270K
URI icon
122
United Rentals
URI
$70B
$280K 0.24%
+346
New +$300K
KLAC icon
123
KLA
KLAC
$268B
$275K 0.24%
+2,260
New +$265K
STT icon
124
State Street
STT
$50.6B
$268K 0.23%
+2,077
New +$249K
IWV icon
125
iShares Russell 3000 ETF
IWV
$19.5B
$267K 0.23%
+691
New +$265K
3 4
5
6 7

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.