Filed: 5/5/2025ACC: 0001951757-25-000507
📋 What this filing means
BINGHAM PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $93.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$93.98M
Total AUM (reported)
778.39K
Total Shares
Allocation by class
COM$59.75M63.6%
COM NEW$3.31M3.5%
BLOOMBERG 1-3 MO$3.30M3.5%
CL A$2.85M3.0%
TR UNIT$2.28M2.4%
COM CL A$2.10M2.2%
CAP STK CL A$2.08M2.2%
Portfolio Concentration
Top 3$10.95M11.7%
4–10$15.41M16.4%
11–25$18.60M19.8%
Rest$49.02M52.2%
Top 3 weight
11.7%
Top 10 weight
28.1%
Voting Authority Distribution
Total shares with voting rights: 778.39K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
457.74K
shares
% of voting shares58.8%
None
No voting authority
320.65K
shares
% of voting shares41.2%
Investment Discretion (by position count)
Sole11
Shared0
Other131
Dominant voting typeShared · 58.8% of voting shares
Institutional Holdings142
Rows:
MICROSOFT CORP
DFNDShares10.31K
TypeSH
Market value$4.35M
4.62%
Sole
0.00
Shared
6.12K
None
4.20K
APPLE INC
DFNDShares13.22K
TypeSH
Market value$3.31M
3.52%
Sole
0.00
Shared
5.82K
None
7.40K
SPDR SER TR
DFNDShares36.04K
TypeSH
Market value$3.30M
3.51%
Sole
0.00
Shared
33.34K
None
2.70K
AMAZON COM INC
DFNDShares12.83K
TypeSH
Market value$2.81M
2.99%
Sole
0.00
Shared
9.40K
None
3.43K
BROADCOM INC
DFNDShares10.91K
TypeSH
Market value$2.53M
2.69%
Sole
0.00
Shared
3.92K
None
6.99K
SPDR S&P 500 ETF TR
DFNDShares3.89K
TypeSH
Market value$2.28M
2.43%
Sole
0.00
Shared
3.59K
None
298.00
NVIDIA CORPORATION
DFNDShares15.77K
TypeSH
Market value$2.12M
2.25%
Sole
0.00
Shared
10.97K
None
4.79K
ALPHABET INC
DFNDShares11.01K
TypeSH
Market value$2.08M
2.22%
Sole
0.00
Shared
8.95K
None
2.06K
JPMORGAN CHASE & CO.
DFNDShares7.57K
TypeSH
Market value$1.81M
1.93%
Sole
0.00
Shared
1.82K
None
5.75K
INVESCO EXCH TRADED FD TR II
DFNDShares36.70K
TypeSH
Market value$1.77M
1.89%
Sole
0.00
Shared
33.85K
None
2.85K
ISHARES TR
DFNDShares17.55K
TypeSH
Market value$1.61M
1.71%
Sole
0.00
Shared
16.28K
None
1.27K
TESLA INC
DFNDShares3.73K
TypeSH
Market value$1.51M
1.60%
Sole
0.00
Shared
165.00
None
3.56K
ISHARES TR
DFNDShares12.42K
TypeSH
Market value$1.44M
1.53%
Sole
0.00
Shared
12.15K
None
266.00
VISA INC
DFNDShares4.50K
TypeSH
Market value$1.42M
1.51%
Sole
0.00
Shared
1.50K
None
3K
WALMART INC
DFNDShares15.18K
TypeSH
Market value$1.37M
1.46%
Sole
0.00
Shared
6.35K
None
8.83K
INTERNATIONAL BUSINESS MACHS
DFNDShares6.04K
TypeSH
Market value$1.33M
1.41%
Sole
0.00
Shared
1.83K
None
4.21K
ABBVIE INC
DFNDShares6.99K
TypeSH
Market value$1.24M
1.32%
Sole
0.00
Shared
3.56K
None
3.43K
ISHARES TR
DFNDShares23.02K
TypeSH
Market value$1.19M
1.27%
Sole
0.00
Shared
22.16K
None
858.00
MASTERCARD INCORPORATED
DFNDShares2.20K
TypeSH
Market value$1.16M
1.23%
Sole
0.00
Shared
1.80K
None
403.00
BROOKFIELD CORP
DFNDShares19.94K
TypeSH
Market value$1.15M
1.22%
Sole
0.00
Shared
19.36K
None
575.00
GILEAD SCIENCES INC
DFNDShares12K
TypeSH
Market value$1.11M
1.18%
Sole
0.00
Shared
3.38K
None
8.62K
META PLATFORMS INC
DFNDShares1.86K
TypeSH
Market value$1.09M
1.16%
Sole
0.00
Shared
1.70K
None
158.00
EXXON MOBIL CORP
DFNDShares9.60K
TypeSH
Market value$1.03M
1.10%
Sole
0.00
Shared
4.77K
None
4.83K
INTUITIVE SURGICAL INC
DFNDShares1.93K
TypeSH
Market value$1.01M
1.07%
Sole
0.00
Shared
1.25K
None
674.00
CRH PLC
DFNDShares10.38K
TypeSH
Market value$960.7K
1.02%
Sole
0.00
Shared
26.00
None
10.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 10.31K | SH | $4.35M 4.62% | 0.00 | 6.12K | 4.20K |
APPLE INCDFND | COM | 13.22K | SH | $3.31M 3.52% | 0.00 | 5.82K | 7.40K |
SPDR SER TRDFND | BLOOMBERG 1-3 MO | 36.04K | SH | $3.30M 3.51% | 0.00 | 33.34K | 2.70K |
AMAZON COM INCDFND | COM | 12.83K | SH | $2.81M 2.99% | 0.00 | 9.40K | 3.43K |
BROADCOM INCDFND | COM | 10.91K | SH | $2.53M 2.69% | 0.00 | 3.92K | 6.99K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 3.89K | SH | $2.28M 2.43% | 0.00 | 3.59K | 298.00 |
NVIDIA CORPORATIONDFND | COM | 15.77K | SH | $2.12M 2.25% | 0.00 | 10.97K | 4.79K |
ALPHABET INCDFND | CAP STK CL A | 11.01K | SH | $2.08M 2.22% | 0.00 | 8.95K | 2.06K |
JPMORGAN CHASE & CO.DFND | COM | 7.57K | SH | $1.81M 1.93% | 0.00 | 1.82K | 5.75K |
INVESCO EXCH TRADED FD TR IIDFND | RUSEL 1000 EQL | 36.70K | SH | $1.77M 1.89% | 0.00 | 33.85K | 2.85K |
ISHARES TRDFND | MBS ETF | 17.55K | SH | $1.61M 1.71% | 0.00 | 16.28K | 1.27K |
TESLA INCDFND | COM | 3.73K | SH | $1.51M 1.60% | 0.00 | 165.00 | 3.56K |
ISHARES TRDFND | 3 7 YR TREAS BD | 12.42K | SH | $1.44M 1.53% | 0.00 | 12.15K | 266.00 |
VISA INCDFND | COM CL A | 4.50K | SH | $1.42M 1.51% | 0.00 | 1.50K | 3K |
WALMART INCDFND | COM | 15.18K | SH | $1.37M 1.46% | 0.00 | 6.35K | 8.83K |
INTERNATIONAL BUSINESS MACHSDFND | COM | 6.04K | SH | $1.33M 1.41% | 0.00 | 1.83K | 4.21K |
ABBVIE INCDFND | COM | 6.99K | SH | $1.24M 1.32% | 0.00 | 3.56K | 3.43K |
ISHARES TRDFND | ISHS 1-5YR INVS | 23.02K | SH | $1.19M 1.27% | 0.00 | 22.16K | 858.00 |
MASTERCARD INCORPORATEDDFND | CL A | 2.20K | SH | $1.16M 1.23% | 0.00 | 1.80K | 403.00 |
BROOKFIELD CORPDFND | CL A LTD VT SH | 19.94K | SH | $1.15M 1.22% | 0.00 | 19.36K | 575.00 |
GILEAD SCIENCES INCDFND | COM | 12K | SH | $1.11M 1.18% | 0.00 | 3.38K | 8.62K |
META PLATFORMS INCDFND | CL A | 1.86K | SH | $1.09M 1.16% | 0.00 | 1.70K | 158.00 |
EXXON MOBIL CORPDFND | COM | 9.60K | SH | $1.03M 1.10% | 0.00 | 4.77K | 4.83K |
INTUITIVE SURGICAL INCDFND | COM NEW | 1.93K | SH | $1.01M 1.07% | 0.00 | 1.25K | 674.00 |
CRH PLCDFND | ORD | 10.38K | SH | $960.7K 1.02% | 0.00 | 26.00 | 10.36K |
Page 1 of 6
…