Bingham Private Wealth, LLC
180 holdingsFiling period: 2026-06-30Current AUM: $148.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 19.0K | $5.5M | $6.4M | 4.34% | +6.7K | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 21.9K | $5.2M | $5.8M | 3.87% | +1.4K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 24.6K | $4.9M | $5.3M | 3.59% | -2,015 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 12.5K | $4.7M | $6.7M | 4.48% | +994 | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 10.8K | $4.1M | $3.6M | 2.44% | -232 | 2026-06-30 |
| 6 | SPY | State Str Spdr S&P 500 ETF T | 5.4K | $4.0M | $4.1M | 2.79% | +207 | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 10.0K | $3.6M | $3.4M | 2.29% | -3,303 | 2026-06-30 |
| 8 | BIL | Spdr Series Trust | 34.3K | $3.1M | $3.1M | 2.12% | +3.2K | 2026-06-30 |
| 9 | EQAL | Invesco Exch Traded FD TR II | 47.7K | $2.8M | $2.8M | 1.89% | +2.6K | 2026-06-30 |
| 10 | CSCO | Cisco Sys Inc | 22.8K | $2.7M | $2.4M | 1.64% | -3,551 | 2026-06-30 |
| 11 | IEI | iShares TR | 19.8K | $2.3M | $2.3M | 1.52% | +2.8K | 2026-06-30 |
| 12 | TSM | Taiwan Semiconductor Manufac | 4.6K | $2.2M | $1.9M | 1.31% | +84 | 2026-06-30 |
| 13 | ABBV | Abbvie Inc | 8.6K | $2.2M | $2.5M | 1.68% | +2.2K | 2026-06-30 |
| 14 | JPM | JPMorgan Chase & Co | 6.2K | $2.0M | $2.1M | 1.41% | +59 | 2026-06-30 |
| 15 | BN | Brookfield Corp | 42.6K | $1.8M | $1.6M | 1.07% | +5.1K | 2026-06-30 |
| 16 | — | Asml Hldg NV | 905 | $1.8M | $1.8M | 1.21% | -544 | 2026-06-30 |
| 17 | GEV | GE Vernova Inc | 1.5K | $1.8M | $1.4M | 0.92% | +25 | 2026-06-30 |
| 18 | MBB | iShares TR | 19.0K | $1.8M | $1.7M | 1.16% | +3.1K | 2026-06-30 |
| 19 | IBM | International Business Machs | 6.3K | $1.8M | $1.5M | 1.02% | +39 | 2026-06-30 |
| 20 | V | Visa Inc | 5.0K | $1.7M | $2.0M | 1.36% | +181 | 2026-06-30 |
| 21 | PM | Philip Morris Intl Inc | 9.0K | $1.6M | $1.8M | 1.21% | +394 | 2026-06-30 |
| 22 | IGSB | iShares TR | 30.3K | $1.6M | $1.6M | 1.05% | +4.1K | 2026-06-30 |
| 23 | GILD | Gilead Sciences Inc | 11.9K | $1.5M | $1.9M | 1.26% | +21 | 2026-06-30 |
| 24 | GE | GE Aerospace | 4.0K | $1.5M | $1.2M | 0.81% | +3.0K | 2026-06-30 |
| 25 | IEF | iShares TR | 14.5K | $1.4M | $1.3M | 0.88% | +3.3K | 2026-06-30 |
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