Filed: 5/7/2026ACC: 0001951757-26-000793
📋 What this filing means
BINGHAM PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 164 equity positions with a total reported market value of $126.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
164
Positions
$126.00M
Total AUM (reported)
1.04M
Total Shares
Allocation by class
COM$76.09M60.4%
CAP STK CL A$3.82M3.0%
COM NEW$3.70M2.9%
CL A$3.51M2.8%
TR UNIT$3.36M2.7%
STATE STREET SPD$2.85M2.3%
RUSEL 1000 EQL$2.49M2.0%
Portfolio Concentration
Top 3$13.18M10.5%
4–10$21.36M16.9%
11–25$24.21M19.2%
Rest$67.26M53.4%
Top 3 weight
10.5%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 1.04M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole13
Shared0
Other151
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings164
Rows:
NVIDIA CORPORATION
DFNDShares26.66K
TypeSH
Market value$4.65M
3.69%
Sole
0.00
Shared
0.00
None
26.66K
AMAZON COM INC
DFNDShares20.49K
TypeSH
Market value$4.27M
3.39%
Sole
0.00
Shared
0.00
None
20.49K
MICROSOFT CORP
DFNDShares11.51K
TypeSH
Market value$4.26M
3.38%
Sole
0.00
Shared
0.00
None
11.51K
ALPHABET INC
DFNDShares13.28K
TypeSH
Market value$3.82M
3.03%
Sole
0.00
Shared
0.00
None
13.28K
BROADCOM INC
DFNDShares11.07K
TypeSH
Market value$3.43M
2.72%
Sole
0.00
Shared
0.00
None
11.07K
STATE STR SPDR S&P 500 ETF T
DFNDShares5.17K
TypeSH
Market value$3.36M
2.67%
Sole
0.00
Shared
0.00
None
5.17K
APPLE INC
DFNDShares12.30K
TypeSH
Market value$3.12M
2.48%
Sole
0.00
Shared
0.00
None
12.30K
SPDR SERIES TRUST
DFNDShares31.10K
TypeSH
Market value$2.85M
2.26%
Sole
0.00
Shared
0.00
None
31.10K
INVESCO EXCH TRADED FD TR II
DFNDShares45.13K
TypeSH
Market value$2.49M
1.97%
Sole
0.00
Shared
0.00
None
45.13K
EXXON MOBIL CORP
DFNDShares13.49K
TypeSH
Market value$2.29M
1.82%
Sole
0.00
Shared
0.00
None
13.49K
CISCO SYS INC
DFNDShares26.34K
TypeSH
Market value$2.04M
1.62%
Sole
0.00
Shared
0.00
None
26.34K
ISHARES TR
DFNDShares17.03K
TypeSH
Market value$2.02M
1.60%
Sole
0.00
Shared
0.00
None
17.03K
ASML HLDG NV
DFNDShares1.45K
TypeSH
Market value$1.91M
1.52%
Sole
0.00
Shared
0.00
None
1.45K
JPMORGAN CHASE & CO
DFNDShares6.17K
TypeSH
Market value$1.81M
1.44%
Sole
0.00
Shared
0.00
None
6.17K
GILEAD SCIENCES INC
DFNDShares11.93K
TypeSH
Market value$1.66M
1.32%
Sole
0.00
Shared
0.00
None
11.93K
META PLATFORMS INC
DFNDShares2.71K
TypeSH
Market value$1.55M
1.23%
Sole
0.00
Shared
0.00
None
2.71K
BROOKFIELD CORP
DFNDShares37.48K
TypeSH
Market value$1.52M
1.20%
Sole
0.00
Shared
0.00
None
37.48K
TAIWAN SEMICONDUCTOR MANUFAC
DFNDShares4.49K
TypeSH
Market value$1.52M
1.20%
Sole
0.00
Shared
0.00
None
4.49K
INTERNATIONAL BUSINESS MACHS
DFNDShares6.23K
TypeSH
Market value$1.51M
1.20%
Sole
0.00
Shared
0.00
None
6.23K
ISHARES TR
DFNDShares15.86K
TypeSH
Market value$1.51M
1.19%
Sole
0.00
Shared
0.00
None
15.86K
CHEVRON CORPORATION
DFNDShares7.27K
TypeSH
Market value$1.50M
1.19%
Sole
0.00
Shared
0.00
None
7.27K
VISA INC
DFNDShares4.79K
TypeSH
Market value$1.45M
1.15%
Sole
0.00
Shared
0.00
None
4.79K
PHILIP MORRIS INTL INC
DFNDShares8.56K
TypeSH
Market value$1.42M
1.12%
Sole
0.00
Shared
0.00
None
8.56K
WALMART INC
DFNDShares11.21K
TypeSH
Market value$1.39M
1.11%
Sole
0.00
Shared
0.00
None
11.21K
ABBVIE INC
DFNDShares6.40K
TypeSH
Market value$1.39M
1.11%
Sole
0.00
Shared
0.00
None
6.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 26.66K | SH | $4.65M 3.69% | 0.00 | 0.00 | 26.66K |
AMAZON COM INCDFND | COM | 20.49K | SH | $4.27M 3.39% | 0.00 | 0.00 | 20.49K |
MICROSOFT CORPDFND | COM | 11.51K | SH | $4.26M 3.38% | 0.00 | 0.00 | 11.51K |
ALPHABET INCDFND | CAP STK CL A | 13.28K | SH | $3.82M 3.03% | 0.00 | 0.00 | 13.28K |
BROADCOM INCDFND | COM | 11.07K | SH | $3.43M 2.72% | 0.00 | 0.00 | 11.07K |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 5.17K | SH | $3.36M 2.67% | 0.00 | 0.00 | 5.17K |
APPLE INCDFND | COM | 12.30K | SH | $3.12M 2.48% | 0.00 | 0.00 | 12.30K |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 31.10K | SH | $2.85M 2.26% | 0.00 | 0.00 | 31.10K |
INVESCO EXCH TRADED FD TR IIDFND | RUSEL 1000 EQL | 45.13K | SH | $2.49M 1.97% | 0.00 | 0.00 | 45.13K |
EXXON MOBIL CORPDFND | COM | 13.49K | SH | $2.29M 1.82% | 0.00 | 0.00 | 13.49K |
CISCO SYS INCDFND | COM | 26.34K | SH | $2.04M 1.62% | 0.00 | 0.00 | 26.34K |
ISHARES TRDFND | 3 7 YR TREAS BD | 17.03K | SH | $2.02M 1.60% | 0.00 | 0.00 | 17.03K |
ASML HLDG NVDFND | N Y REGISTRY SHS | 1.45K | SH | $1.91M 1.52% | 0.00 | 0.00 | 1.45K |
JPMORGAN CHASE & CODFND | COM | 6.17K | SH | $1.81M 1.44% | 0.00 | 0.00 | 6.17K |
GILEAD SCIENCES INCDFND | COM | 11.93K | SH | $1.66M 1.32% | 0.00 | 0.00 | 11.93K |
META PLATFORMS INCDFND | CL A | 2.71K | SH | $1.55M 1.23% | 0.00 | 0.00 | 2.71K |
BROOKFIELD CORPDFND | CL A LTD VT SH | 37.48K | SH | $1.52M 1.20% | 0.00 | 0.00 | 37.48K |
TAIWAN SEMICONDUCTOR MANUFACDFND | SPONSORED ADS | 4.49K | SH | $1.52M 1.20% | 0.00 | 0.00 | 4.49K |
INTERNATIONAL BUSINESS MACHSDFND | COM | 6.23K | SH | $1.51M 1.20% | 0.00 | 0.00 | 6.23K |
ISHARES TRDFND | MBS ETF | 15.86K | SH | $1.51M 1.19% | 0.00 | 0.00 | 15.86K |
CHEVRON CORPORATIONDFND | COM | 7.27K | SH | $1.50M 1.19% | 0.00 | 0.00 | 7.27K |
VISA INCDFND | COM CL A | 4.79K | SH | $1.45M 1.15% | 0.00 | 0.00 | 4.79K |
PHILIP MORRIS INTL INCDFND | COM | 8.56K | SH | $1.42M 1.12% | 0.00 | 0.00 | 8.56K |
WALMART INCDFND | COM | 11.21K | SH | $1.39M 1.11% | 0.00 | 0.00 | 11.21K |
ABBVIE INCDFND | COM | 6.40K | SH | $1.39M 1.11% | 0.00 | 0.00 | 6.40K |
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