Bingham Private Wealth, LLC holds a diversified book of 178 stocks worth $145.3M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ferrari NV and trimmed Nvidia Corp. Their largest long position is Apple Inc at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bingham Private Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.6T |
| FMR LLC | 80 / 80 | $931.4B |
| MORGAN STANLEY | 80 / 80 | $637.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $629.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $397.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $183.7B |
| UBS Group AG | 80 / 80 | $168.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $158.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Bingham Private Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $5.5M | 19.0K | 3.8% | ▲+54% Added · +7K sh | |
| 2 | Amazon Com Inc COM | $5.2M | 21.9K | 3.6% | ▲+6.9% Added · +1K sh | |
| 3 | Nvidia Corporation COM | $4.9M | 24.6K | 3.4% | ▼−7.5% Reduced · −2K sh | |
| 4 | Microsoft Corp COM | $4.7M | 12.5K | 3.2% | ▲+8.6% Added · +994 sh | |
| 5 | Broadcom Inc COM | $4.1M | 10.8K | 2.8% | ▼−2.1% Reduced · −232 sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $4.0M | 5.4K | 2.8% | ▲+4.0% Added · +207 sh | |
| 7 | Alphabet Inc CAP STK CL A | $3.6M | 10.0K | 2.5% | ▼−25% Reduced · −3K sh | |
| 8 | SPDR Series Trust ST STR BLO 1 ETF | $3.1M | 34.3K | 2.2% | ▲+10% Added · +3K sh | |
| 9 | Invesco Exch Traded FD TR II RUSEL 1000 EQL | $2.8M | 47.7K | 1.9% | ▲+5.7% Added · +3K sh | |
| 10 | Cisco Sys Inc COM | $2.7M | 22.8K | 1.8% | ▼−13% Reduced · −4K sh | |
| 11 | Ishares TR 3 7 YR TREAS BD | $2.3M | 19.8K | 1.6% | ▲+16% Added · +3K sh | |
| 12 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.2M | 4.6K | 1.5% | ▲+1.9% Added · +84 sh | |
| 13 | Abbvie Inc COM | $2.2M | 8.6K | 1.5% | ▲+35% Added · +2K sh | |
| 14 | JPMorgan Chase & Co COM | $2.0M | 6.2K | 1.4% | ▲+0.9% Added · +59 sh | |
| 15 | Brookfield Corp CL A LTD VT SH | $1.8M | 42.6K | 1.2% | ▲+14% Added · +5K sh | |
| 16 | ASML Hldg NV N Y REGISTRY SHS | $1.8M | 905 | 1.2% | ▼−38% Reduced · −544 sh | |
| 17 | Ge Vernova Inc COM | $1.8M | 1.5K | 1.2% | ▲+1.7% Added · +25 sh | |
| 18 | Ishares TR MBS ETF | $1.8M | 19.0K | 1.2% | ▲+20% Added · +3K sh | |
| 19 | International Business Machs COM | $1.8M | 6.3K | 1.2% | ▲+0.6% Added · +39 sh | |
| 20 | Visa Inc COM CL A | $1.7M | 5.0K | 1.2% | ▲+3.8% Added · +181 sh | |
| 21 | Philip Morris Intl Inc COM | $1.6M | 9.0K | 1.1% | ▲+4.6% Added · +394 sh | |
| 22 | Ishares TR ISHS 1-5YR INVS | $1.6M | 30.3K | 1.1% | ▲+15% Added · +4K sh | |
| 23 | Gilead Sciences Inc COM | $1.5M | 11.9K | 1.0% | ▲+0.2% Added · +21 sh | |
| 24 | Ge Aerospace COM NEW | $1.5M | 4.0K | 1.0% | ▲+317% Added · +3K sh | |
| 25 | Ishares TR 7-10 YR TRSY BD | $1.4M | 14.5K | 0.9% | ▲+30% Added · +3K sh | |
| 26 | Quanta Svcs Inc COM | $1.4M | 1.9K | 0.9% | ▼−24% Reduced · −612 sh | |
| 27 | Walmart Inc COM | $1.3M | 11.3K | 0.9% | ▲+1.1% Added · +118 sh | |
| 28 | Chevron Corporation COM | $1.2M | 7.4K | 0.8% | ▲+1.2% Added · +85 sh | |
| 29 | Costco Wholesale Corporation COM | $1.2M | 1.3K | 0.8% | ▲+3.0% Added · +37 sh | |
| 30 | Netflix Inc. COM | $1.2M | 16.4K | 0.8% | ▲+183% Added · +11K sh | |
| 31 | Tesla Inc COM | $1.2M | 2.7K | 0.8% | ▼−1.1% Reduced · −32 sh | |
| 32 | Eli Lilly & Co COM | $1.1M | 941 | 0.8% | ▼−2.5% Reduced · −24 sh | |
| 33 | Johnson & Johnson COM | $1.1M | 4.3K | 0.8% | ▲+0.6% Added · +27 sh | |
| 34 | Uber Technologies Inc COM | $1.1M | 15.0K | 0.7% | ▲+91% Added · +7K sh | |
| 35 | Caterpillar Inc COM | $1.1M | 1.0K | 0.7% | ▲+2.6% Added · +26 sh | |
| 36 | CRH PLC ORD | $1.1M | 10.0K | 0.7% | —Held | |
| 37 | Alphabet Inc CAP STK CL C | $1.1M | 3.0K | 0.7% | ▼−1.1% Reduced · −32 sh | |
| 38 | Meta Platforms Inc CL A | $1.0M | 1.8K | 0.7% | ▼−32% Reduced · −875 sh | |
| 39 | Seagate Technology HLDNGS PL ORD SHS | $1.0M | 1.0K | 0.7% | ▼−39% Reduced · −671 sh | |
| 40 | Williams Cos Inc COM | $999K | 13.4K | 0.7% | ▲+10% Added · +1K sh | |
| 41 | Mastercard Incorporated CL A | $999K | 1.9K | 0.7% | ▲+13% Added · +221 sh | |
| 42 | Bank Of Amer Corp COM | $951K | 16.7K | 0.7% | ▲+3.0% Added · +480 sh | |
| 43 | Kla Corp COM NEW | $950K | 3.1K | 0.7% | ▲+832% Added · +3K sh | |
| 44 | Citigroup Inc COM NEW | $929K | 6.6K | 0.6% | ▼−11% Reduced · −820 sh | |
| 45 | Dell Technologies Inc CL C | $928K | 2.2K | 0.6% | ▼−63% Reduced · −4K sh | |
| 46 | Merck & Co Inc COM | $913K | 7.1K | 0.6% | ▲+19% Added · +1K sh | |
| 47 | Ferrari N V COM | $910K | 2.4K | 0.6% | ▲New New position | |
| 48 | Airbnb Inc COM CL A | $883K | 6.2K | 0.6% | ▲+16% Added · +867 sh | |
| 49 | NextEra Energy Inc COM | $857K | 9.8K | 0.6% | ▲+2.8% Added · +270 sh | |
| 50 | Cheniere Energy Inc COM NEW | $845K | 3.5K | 0.6% | ▲+16% Added · +477 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2063211/holdings"
Use Arkolith to show BINGHAM PRIVATE WEALTH, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 178 | $145.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 164 | $126.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 151 | $115.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 158 | $104.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 152 | $96.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 5, 2025 | 142 | $94.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.