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Bingham Private Wealth Portfolio holdings
AUM
$145M
Turnover
24.62%
This Fund
S&P 500
This Quarter Est. Return
+16.32%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$145M
AUM Growth
+$19.3M
(+15%)
Cap. Flow
+$5.39M
Cap. Flow % of AUM
Cap. Flow %
3.71%
Top 10 Holdings %
Top 10 Hldgs %
27.96%
Holding
195
New
31
Increased
96
Reduced
43
Closed
17
Avg Time Held
1
year
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.9M |
| 2 |
GE Aerospace
GE
|
+$953K |
| 3 |
Netflix
NFLX
|
+$931K |
| 4 |
Ferrari
RACE
|
+$850K |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$573K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$2.29M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.19M |
| 3 |
Dell
DELL
|
+$1.05M |
| 4 |
ASML
ASML
|
+$866K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$545K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.56% |
| 2 | Miscellaneous | 15.3% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 8.76% |
| 5 | Healthcare | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
151
Arista Networks
ANET
$232B
| $233K | 0.16% |
+1,372
| New | +$216K |
2026 Q2
0 quarters
|
|
152
Barclays
BCS
$76.9B
| $233K | 0.16% |
+8,674
| New | +$209K |
2026 Q2
0 quarters
|
|
153
iShares TIPS Bond ETF
TIP
$14.6B
| $230K | 0.16% |
2,106
+93
| +5% | +$10.3K |
2024 Q4
6 quarters
|
|
154
Vertiv
VRT
$94.7B
| $230K | 0.16% |
+686
| New | +$218K |
2026 Q2
0 quarters
|
|
155
Aon
AON
$68.3B
| $228K | 0.16% |
+687
| New | +$222K |
2026 Q2
0 quarters
|
|
156
Iron Mountain
IRM
$35.2B
| $228K | 0.16% |
+1,803
| New | +$221K |
2026 Q2
0 quarters
|
|
157
iShares MSCI EAFE ETF
EFA
$77.4B
| $227K | 0.16% |
2,188
-134
| -6% | -$13.8K |
2025 Q4
2 quarters
|
|
158
FedEx Freight
FDXF
$16.4B
| $227K | 0.16% |
+1,502
| New | +$246K |
2026 Q2
0 quarters
|
|
159
TotalEnergies
TTE
$207B
| $223K | 0.15% |
2,871
+209
| +8% | +$18.5K |
2026 Q1
1 quarter
|
|
160
iShares Core High Dividend ETF
HDV
$16B
| $221K | 0.15% |
8,070
| – | – |
2026 Q1
1 quarter
|
|
161
Vanguard FTSE Developed Markets ETF
VEA
$231B
| $221K | 0.15% |
3,099
-118
| -4% | -$8.22K |
2026 Q1
1 quarter
|
|
162
Mondelez International
MDLZ
$79.8B
| $218K | 0.15% |
3,770
-1,045
| -22% | -$63K |
2026 Q1
1 quarter
|
|
163
Nokia
NOK
$52.1B
| $218K | 0.15% |
+16,407
| New | +$211K |
2026 Q2
0 quarters
|
|
164
Southern Company
SO
$107B
| $216K | 0.15% |
+2,257
| New | +$212K |
2026 Q2
0 quarters
|
|
165
Amcor
AMCR
$21.8B
| $215K | 0.15% |
+4,965
| New | +$197K |
2026 Q2
0 quarters
|
|
166
Ryder
R
$10.7B
| $211K | 0.15% |
+800
| New | +$195K |
2026 Q2
0 quarters
|
|
167
Insmed
INSM
$24.4B
| $210K | 0.14% |
1,973
-197
| -9% | -$23.9K |
2024 Q4
6 quarters
|
|
168
Starbucks
SBUX
$120B
| $210K | 0.14% |
+2,054
| New | +$207K |
2026 Q2
0 quarters
|
|
169
DigitalOcean
DOCN
$11.8B
| $208K | 0.14% |
+1,323
| New | +$179K |
2026 Q2
0 quarters
|
|
170
Alerian MLP ETF
AMLP
$13B
| $207K | 0.14% |
4,000
| – | – |
2026 Q1
1 quarter
|
|
171
BJs Wholesale Club
BJ
$13.3B
| $207K | 0.14% |
2,370
+92
| +4% | +$8.42K |
2026 Q1
1 quarter
|
|
172
Clorox
CLX
$10.7B
| $206K | 0.14% |
2,161
+220
| +11% | +$21.1K |
2026 Q1
1 quarter
|
|
173
Cemex
CX
$15.6B
| $161K | 0.11% |
13,398
+1,054
| +9% | +$13.1K |
2025 Q4
2 quarters
|
|
174
Telefônica Brasil
VIV
$18.3B
| $139K | 0.1% |
+10,551
| New | +$154K |
2026 Q2
0 quarters
|
|
175
Ericsson
ERIC
$36.1B
| $134K | 0.09% |
+12,030
| New | +$145K |
2026 Q2
0 quarters
|
|
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Bingham Private Wealth's Q2 2026 Portfolio in Review
As of Q2 2026, Bingham Private Wealth held 195 positions worth $145M, up 15% from $126M the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Bingham Private Wealth deployed $5.39M of net new capital in Q2 2026, opening 31 new positions and adding to 96 existing holdings. Its largest new stake was Ferrari: 2,443 shares worth $910K.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $1.19M trimmed.
- Bingham Private Wealth's largest Q2 2026 buy was Ferrari: 2,443 shares worth $910K.
- Bingham Private Wealth added most to Apple in Q2 2026, an estimated $1.9M increase.
- Bingham Private Wealth's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $1.19M.
- Bingham Private Wealth fully exited ExxonMobil in Q2 2026, selling an estimated $2.29M.
- Bingham Private Wealth's ten largest holdings make up 28% of its $145M portfolio in Q2 2026.
- Bingham Private Wealth opened 31 new positions and closed 17 in Q2 2026.
- Bingham Private Wealth's portfolio value rose 15% quarter-over-quarter to $145M.
Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.