Bingham Private Wealth, LLC Portfolio Holdings

Bingham Private Wealth, LLC

  • $105 Billion
  • Q2 2025

Bingham Private Wealth, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $5.25B, Amazon Com Inc with a value of $3.52B, Broadcom Inc. with a value of $3.02B, Spdr Bloomberg 1 3 Month T Bil with a value of $2.89B, and Nvidia Corp with a value of $2.67B.

Examining the 13F form we can see an increase of $8.17B in the current position value, from $96.7B to 105B.

Bingham Private Wealth, LLC is based out at San Francisco, CA

Below you can find more details about Bingham Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
Technology: $22.8 Billion
ETFs: $15.4 Billion
Financial Services: $14.1 Billion
Healthcare: $9.76 Billion
Consumer Cyclical: $8.51 Billion
Industrials: $7.47 Billion
Consumer Defensive: $7.02 Billion
Communication Services: $6.33 Billion
Other: $10 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.9B
$211 Million 0.2% of portfolio
2,143
Q2 2025 Reduced 16.16%
$10.8B
$200 Million 0.19% of portfolio
3,515
Q2 2025 New
$828M
$192 Million 0.18% of portfolio
13,741
Q2 2025 Reduced 4.21%
$1.55B
$123 Million 0.12% of portfolio
12,752
Q2 2025 Added 21.07%
$1.15B
$90 Million 0.09% of portfolio
13,050
Q2 2025 Added 24.25%
$23.2B
$82.1 Million 0.08% of portfolio
15,858
Q2 2025 New
$25.4B
$85 Million 0.08% of portfolio
10,026
Q2 2025 New
$228M
$27.1 Million 0.03% of portfolio
19,250
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $105 Billion
  • Prior Value $96.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
Track This Portfolio

Track Bingham Private Wealth, LLC Portfolio

Follow Bingham Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bingham Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bingham Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email