BINGHAM PRIVATE WEALTH, LLC
CIK 2063211 · Holdings on Dec 31, 2025 · First reported Jan 23, 2026
Top ten holdings
Q4 2025- MSFT5.02%
- NVDA4.16%
- AMZN3.51%
- AVGO3.21%
- GOOGL3.18%
- AAPL2.81%
- BIL2.44%
- SPY2.27%
- EQAL2.05%
- JPM1.74%
Share classes counted separately30.39%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $5.81M | 5.02% | 17.01K shares | Prior unavailable +1.47K (+9.50%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $4.82M | 4.16% | 25.83K shares | Prior unavailable +8.96K (+53.10%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INC View history and evidence | $4.06M | 3.51% | 17.61K shares | Prior unavailable +1.58K (+9.90%) | Added | ↗▾ |
| 04 | AVGOBROADCOM INC View history and evidence | $3.72M | 3.21% | 10.76K shares | Prior unavailable -202 (-1.80%) | Reduced | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.69M | 3.18% | 11.79K shares | Prior unavailable +215 (+1.90%) | Added | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $3.25M | 2.81% | 16.95K shares | Prior unavailable +1.09K (+6.90%) | Added | ↗▾ |
| 07 | BILSS SPDR BB 1-3M T-BILL ETFSTATE STREET SPD View history and evidence | $2.83M | 2.44% | 30.92K shares | Prior unavailable -549 (-1.70%) | Reduced | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $2.63M | 2.27% | 3.86K shares | Prior unavailable +101 (+2.70%) | Added | ↗▾ |
| 09 | EQALINVESCO RUSSELL 1000 EQUAL WRUSEL 1000 EQL View history and evidence | $2.38M | 2.05% | 45.22K shares | Prior unavailable +466 (+1.00%) | Added | ↗▾ |
| 10 | JPMJPMORGAN CHASE & CO View history and evidence | $2.01M | 1.74% | 6.25K shares | Prior unavailable -631 (-9.20%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 25
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PGR PROGRESSIVE CORP | Non-derivative | -1,268 | -$338.38K | SEC filing ↗ | SEC filing ↗ |
| MDLZ MONDELEZ INTERNATIONAL INC-A | Non-derivative | -4,845 | -$326.75K | SEC filing ↗ | SEC filing ↗ |
| SNY SANOFI-ADR | Non-derivative | -6,386 | -$308.51K | SEC filing ↗ | SEC filing ↗ |
3 / 25 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2063211 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 115865585
}Research all 151 reported holdings.
This page includes 30 of 151 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 151 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2063211","quarter":"2025Q4","page_size":100}
get_institutional_manager_history
{"cik":"2063211","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.