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BPW
Bingham Private Wealth Portfolio holdings
AUM
$145M
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
% of AUM
103.13%
Top 10 Holdings %
Top 10 Hldgs %
30.39%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$8.53M |
| 2 |
NVIDIA
NVDA
|
+$4.81M |
| 3 |
Apple
AAPL
|
+$4.55M |
| 4 |
Amazon
AMZN
|
+$4.03M |
| 5 |
Broadcom
AVGO
|
+$3.85M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.76% |
| 2 | Financials | 15.13% |
| 3 | Miscellaneous | 13.96% |
| 4 | Healthcare | 9.44% |
| 5 | Consumer Discretionary | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.68T
| $5.81M | 5.02% |
+17,012
| New | +$8.53M |
|
|
2
NVIDIA
NVDA
$5.27T
| $4.82M | 4.16% |
+25,829
| New | +$4.81M |
|
|
3
Amazon
AMZN
$2.77T
| $4.06M | 3.51% |
+17,607
| New | +$4.03M |
|
|
4
Broadcom
AVGO
$1.73T
| $3.72M | 3.21% |
+10,757
| New | +$3.85M |
|
5
Alphabet (Google) Class A
GOOGL
$4.14T
| $3.69M | 3.18% |
+11,789
| New | +$3.37M |
|
|
6
Apple
AAPL
$4.85T
| $3.25M | 2.81% |
+16,946
| New | +$4.55M |
|
7
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.6B
| $2.83M | 2.44% |
+30,916
| New | +$2.83M |
|
8
State Street SPDR S&P 500 ETF Trust
SPY
$808B
| $2.63M | 2.27% |
+3,861
| New | +$2.61M |
|
9
Invesco Russell 1000 Equal Weight ETF
EQAL
$829M
| $2.38M | 2.05% |
+45,218
| New | +$2.36M |
|
10
JPMorgan Chase
JPM
$947B
| $2.01M | 1.74% |
+6,251
| New | +$1.94M |
|
11
iShares 3-7 Year Treasury Bond ETF
IEI
$17.3B
| $1.85M | 1.6% |
+15,484
| New | +$1.85M |
|
12
Cisco
CSCO
$442B
| $1.82M | 1.57% |
+23,643
| New | +$1.75M |
|
13
IBM
IBM
$229B
| $1.8M | 1.55% |
+6,082
| New | +$1.82M |
|
14
Walmart Inc
WMT
$850B
| $1.67M | 1.44% |
+14,979
| New | +$1.61M |
|
15
Brookfield
BN
$85.3B
| $1.67M | 1.44% |
+36,317
| New | +$1.66M |
|
16
Meta Platforms (Facebook)
META
$1.65T
| $1.54M | 1.33% |
+2,327
| New | +$1.55M |
|
17
Visa
V
$692B
| $1.53M | 1.32% |
+4,354
| New | +$1.48M |
|
18
iShares MBS ETF
MBB
$38.9B
| $1.51M | 1.31% |
+15,903
| New | +$1.52M |
|
19
ASML
ASML
$652B
| $1.44M | 1.25% |
+1,350
| New | +$1.41M |
|
20
ExxonMobil
XOM
$683B
| $1.42M | 1.23% |
+11,826
| New | +$1.37M |
|
21
Gilead Sciences
GILD
$178B
| $1.42M | 1.22% |
+11,530
| New | +$1.4M |
|
22
Mastercard
MA
$499B
| $1.4M | 1.21% |
+2,449
| New | +$1.37M |
|
23
Tesla
TSLA
$1.44T
| $1.36M | 1.17% |
+3,020
| New | +$1.34M |
|
24
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $1.27M | 1.1% |
+24,018
| New | +$1.27M |
|
25
CRH
CRH
$58.9B
| $1.25M | 1.08% |
+10,016
| New | +$1.19M |
|
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Bingham Private Wealth's Q4 2025 Portfolio in Review
As of Q4 2025, Bingham Private Wealth held 151 positions worth $116M. Its ten largest holdings account for 30% of the portfolio.
Bingham Private Wealth deployed $119M of net new capital in Q4 2025, opening 151 new positions. Its largest new stake was Microsoft: 17,012 shares worth $5.81M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Financials and Miscellaneous.
- 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 opened 151 new positions and closed 0 in Q4 2025.
Based on Bingham Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.