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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
HSY icon
126
Hershey
HSY
$36B
$263K 0.23%
+1,445
New +$264K
DE icon
127
Deere & Co
DE
$166B
$260K 0.22%
+558
New +$262K
EMBJ
128
Embraer S.A. ADS
EMBJ
$11.9B
$256K 0.22%
+3,974
New +$249K
BBY icon
129
Best Buy
BBY
$18.6B
$236K 0.2%
+3,524
New +$269K
BBVA icon
130
Banco Bilbao Vizcaya Argentaria
BBVA
$146B
$233K 0.2%
+10,003
New +$209K
VLO icon
131
Valero Energy
VLO
$90.1B
$231K 0.2%
+1,422
New +$241K
TROW icon
132
T. Rowe Price
TROW
$25.3B
$228K 0.2%
+2,230
New +$230K
RYAAY icon
133
Ryanair
RYAAY
$30B
$227K 0.2%
+3,147
New +$205K
IWB icon
134
iShares Russell 1000 ETF
IWB
$47.6B
$226K 0.2%
+605
New +$224K
TIP icon
135
iShares TIPS Bond ETF
TIP
$14.5B
$221K 0.19%
+2,010
New +$223K
WELL icon
136
Welltower
WELL
$176B
$220K 0.19%
+1,185
New +$221K
INTU icon
137
Intuit
INTU
$84B
$216K 0.19%
+326
New +$215K
ORCL icon
138
Oracle
ORCL
$341B
$210K 0.18%
+1,078
New +$257K
MUFG icon
139
Mitsubishi UFJ Financial
MUFG
$259B
$209K 0.18%
+13,152
New +$203K
EFA icon
140
iShares MSCI EAFE ETF
EFA
$76.5B
$206K 0.18%
+2,144
New +$203K
MDT icon
141
Medtronic
MDT
$109B
$203K 0.18%
+2,115
New +$205K
CPRT icon
142
Copart
CPRT
$27.4B
$202K 0.17%
+5,171
New +$214K
MNST icon
143
Monster Beverage
MNST
$93.3B
$202K 0.17%
+2,638
New +$189K
GFI icon
144
Gold Fields
GFI
$29.3B
$200K 0.17%
+4,581
New +$191K
SBSW icon
145
Sibanye-Stillwater
SBSW
$5.98B
$169K 0.15%
+11,841
New +$143K
SAN icon
146
Banco Santander
SAN
$198B
$128K 0.11%
+10,890
New +$116K
CX icon
147
Cemex
CX
$17.5B
$126K 0.11%
+10,936
New +$113K
TIGR
148
UP Fintech Holding
TIGR
$863M
$121K 0.1%
+12,659
New +$121K
VNET
149
VNET Group
VNET
$2.02B
$114K 0.1%
+13,519
New +$125K
AEG icon
150
Aegon
AEG
$13.6B
$86.7K 0.07%
+11,241
New +$85.9K
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.