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Wheelock Bingham

Bingham Private Wealth, Llc

Assets Managed
$126.003M
Holdings
164
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
8.75%(2Q avg: 9.6%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bingham Private Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Bingham Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 126.003M in assets, with a quarterly growth rate of 8.75% and a 2-quarter average growth rate of 9.6%. The portfolio is managed by Wheelock Bingham, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 3.21%
3.69%
$4.649M
26,658 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 16.36%
3.39%
$4.267M
20,487 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -32.31%
3.39%
$4.262M
11,514 shares@ $370.18 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 12.66%
3.04%
$3.819M
13,281 shares@ $287.56 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 2.9%
2.72%
$3.426M
11,068 shares@ $309.52 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 33.93%
2.67%
$3.363M
5,171 shares@ $650.36 avg price
AAPL
Apple Inc
Recent Activity
Decreased -27.38%
2.48%
$3.123M
12,305 shares@ $253.8 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 0.59%
2.27%
$2.85M
31,097 shares@ $91.64 avg price
EQAL
Invesco Russell 1000 Equal W
Recent Activity
Decreased -0.2%
1.98%
$2.486M
45,125 shares@ $55.11 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 14.07%
1.82%
$2.289M
13,489 shares@ $169.68 avg price

1-10 of 164