BINGHAM PRIVATE WEALTH, LLC
CIK
2063211
Location
SAN FRANCISCO, CA
Portfolio Value
Small
$145,827,479
Diversification
Diversified
Reports for
EquityCompass
Columbia
Parametric
Schwab
Clearbridge
JPMorgan
Capital Group
Putnam
+ 5 more
Principal DorseyWright Madison KayneAnderson EatonVanceFiling Date
Global Rank
#7,485
/ 8,798
▼ 197
· as of Jun 2026
Top Industry
Semiconductors
10.2%
Period ended 3 months ago
Filed Aug 11, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
166 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.9%
+2.8 pts
Top 5
20.8%
+2.6 pts
Top 10
33.6%
+3.3 pts
HHI
174
Diversified+25
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.8% | $37,657,949 |
| Unclassified | 15.2% | $22,236,901 |
| Financial Services | 11.9% | $17,371,589 |
| Industrials | 8.7% | $12,723,377 |
| Healthcare | 8.6% | $12,548,419 |
| Consumer Cyclical | 8.6% | $12,538,000 |
| Communication Services | 6.1% | $8,842,376 |
| Consumer Defensive | 5.8% | $8,388,143 |
| Energy | 4.0% | $5,762,637 |
| Basic Materials | 2.7% | $3,865,136 |
| Utilities | 1.6% | $2,311,919 |
| Real Estate | 1.1% | $1,581,033 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +13,053 | 116,824 | $9,996,656 | |
| NFLX | Netflix Inc | +10,577 | 16,369 | $1,168,746 | |
| UBER | Uber Technologies, Inc | +7,119 | 14,972 | $1,080,379 | |
| AAPL | Apple Inc. | +6,654 | 18,959 | $5,485,976 | |
| — | +6,456 | 8,070 | $221,198 | ||
| BN | BROOKFIELD Corp /ON/ | +5,071 | 42,554 | $1,812,374 | |
| — | +3,231 | 34,328 | $3,145,817 | ||
| GE | General Electric Co | +3,045 | 4,006 | $1,497,162 | |
| KLAC | Kla Corp | +2,812 | 3,150 | $950,386 | |
| SLB | Slb Limited/Nv | +2,619 | 17,468 | $812,087 | |
| BAB | Invesco Taxable Municipal Bond ETF | +2,569 | 47,694 | $2,826,060 | |
| SCHW | Schwab Charles Corp | +2,351 | 8,015 | $739,544 | |
| ABBV | AbbVie Inc. | +2,211 | 8,615 | $2,167,878 | |
| AMZN | Amazon Com Inc | +1,412 | 21,899 | $5,219,407 | |
| VZ | Verizon Communications Inc | +1,368 | 19,781 | $837,527 | |
| WMB | Williams Companies, Inc. | +1,269 | 13,443 | $999,352 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +1,227 | 16,407 | $326,335 | |
| NRG | Nrg Energy, Inc. | +1,188 | 3,250 | $474,695 | |
| MRK | Merck & Co., Inc. | +1,114 | 7,105 | $912,992 | |
| CX | Cemex Sab De CV | +1,054 | 13,398 | $160,776 | |
| MSFT | Microsoft Corp | +994 | 12,508 | $4,665,734 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | +878 | 11,960 | $299,717 | |
| ABNB | Airbnb, Inc. | +867 | 6,174 | $883,499 | |
| KKR | KKR & Co. Inc. | +760 | 4,550 | $417,599 | |
| CB | Chubb Ltd | +578 | 2,391 | $814,709 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DELL | Dell Technologies Inc. | −3,632 | 2,151 | $928,070 | |
| CSCO | Cisco Systems, Inc. | −3,551 | 22,794 | $2,677,383 | |
| GOOGL | Alphabet Inc. | −3,335 | 12,967 | $4,621,940 | |
| JCI | Johnson Controls International plc | −2,947 | 1,733 | $253,208 | |
| NVDA | Nvidia Corp | −2,015 | 24,643 | $4,930,817 | |
| MDLZ | Mondelez International, Inc. | −1,045 | 3,770 | $218,056 | |
| META | Meta Platforms, Inc. | −875 | 1,835 | $1,033,637 | |
| C | Citigroup Inc | −820 | 6,637 | $928,914 | |
| STX | Seagate Technology Holdings plc | −671 | 1,048 | $1,011,320 | |
| FDX | Fedex Corp | −613 | 2,600 | $814,138 | |
| PWR | Quanta Services, Inc. | −612 | 1,892 | $1,362,315 | |
| ASML | Asml Holding NV | −544 | 905 | $1,800,443 | |
| ABT | Abbott Laboratories | −502 | 2,956 | $268,227 | |
| HLT | Hilton Worldwide Holdings Inc. | −423 | 1,599 | $528,405 | |
| CDNS | Cadence Design Systems Inc | −380 | 984 | $369,314 | |
| MS | Morgan Stanley | −238 | 1,587 | $331,746 | |
| AVGO | Broadcom Inc. | −232 | 10,836 | $4,093,299 | |
| WFC | Wells Fargo & Company/Mn | −213 | 8,296 | $685,581 | |
| INSM | INSMED Inc | −197 | 1,973 | $210,361 | |
| APD | Air Products & Chemicals, Inc. | −189 | 1,138 | $333,638 | |
| MCK | Mckesson Corp | −189 | 554 | $418,602 | |
| TMUS | T-Mobile US, Inc. | −139 | 4,149 | $695,911 | |
| HD | Home Depot, Inc. | −138 | 1,090 | $384,421 | |
| VEA | Vanguard FTSE Developed Markets ETF | −118 | 3,099 | $220,803 | |
| LOW | Lowes Companies Inc | −103 | 1,500 | $330,735 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RACE | Ferrari N.V. | 2,443 | $909,504 | |
| AMD | Advanced Micro Devices Inc | 1,377 | $799,913 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 1,292 | $641,775 | |
| AEP | American Electric Power Co Inc | 2,760 | $377,595 | |
| NBIS | Nebius Group N.V. | 1,252 | $345,764 | |
| PANW | Palo Alto Networks Inc | 905 | $308,623 | |
| MU | Micron Technology Inc | 261 | $301,269 | |
| RCL | Royal Caribbean Cruises Ltd | 847 | $268,947 | |
| TROW | Price T Rowe Group Inc | 2,352 | $267,398 | |
| SWK | Stanley Black & Decker, Inc. | 2,841 | $267,394 | |
| LRCX | Lam Research Corp | 592 | $256,531 | |
| INTC | Intel Corp | 1,825 | $254,824 | |
| CYD | China Yuchai International Ltd | 5,288 | $250,704 | |
| ACN | Accenture plc | 1,967 | $244,773 | |
| MNST | Monster Beverage Corp | 2,543 | $244,433 | |
| ANET | Arista Networks, Inc. | 1,372 | $233,075 | |
| BCS | Barclays PLC | 8,674 | $232,983 | |
| VRT | Vertiv Holdings Co | 686 | $229,686 | |
| AON | Aon plc | 687 | $227,871 | |
| IRM | Iron Mountain Inc | 1,803 | $227,736 | |
| FDXF | FedEx Freight Holding Company, Inc. | 1,502 | $226,802 | |
| NOK | Nokia Corp | 16,407 | $217,884 | |
| SO | Southern Co | 2,257 | $216,017 | |
| AMCR | Amcor plc | 4,965 | $215,232 | |
| R | Ryder System Inc | 800 | $211,016 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 13,489 | $2,288,543 | |
| QCOM | Qualcomm Inc/De | 3,057 | $393,680 | |
| BLK | BlackRock, Inc. | 388 | $373,143 | |
| PPL | PPL Corp | 8,307 | $317,327 | |
| SNY | Sanofi | 5,941 | $286,237 | |
| EMBJ | Embraer S.A. | 4,441 | $263,528 | |
| AEM | Agnico Eagle Mines Ltd | 1,165 | $236,471 | |
| GFI | Gold Fields Ltd | 5,149 | $233,764 | |
| BVN | Buenaventura Mining Co Inc | 6,336 | $228,349 | |
| RYAAY | Ryanair Holdings PLC | 3,644 | $210,623 | |
| NVO | Novo Nordisk A S | 5,621 | $206,571 | |
| HMY | Harmony Gold Mining Co Ltd | 10,881 | $167,240 | |
| SBSW | Sibanye Stillwater Ltd | 13,323 | $164,139 | |
| VNET | VNET Group, Inc. | 16,762 | $140,633 | |
| SAN | Banco Santander, S.A. | 10,562 | $119,139 | |
| VLRS | Controladora Vuela Compania de Aviacion, S.A.B. de C.V. | 13,764 | $99,651 | |
| No positions match the current search. | ||||
166 tracked positions ·
$145,827,479 total
· filing declares
178 positions · $145,316,472
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 166 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 116,824 | $9,996,656 | 6.86% | |
| AAPL |
Apple Inc.
Technology
|
Added | 18,959 | $5,485,976 | 3.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 21,899 | $5,219,407 | 3.58% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 24,643 | $4,930,817 | 3.38% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,508 | $4,665,734 | 3.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 12,967 | $4,621,940 | 3.17% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,836 | $4,093,299 | 2.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 5,378 | $4,016,129 | 2.75% | |
|
|
Added | 34,328 | $3,145,817 | 2.16% | ||
| BAB |
Invesco Taxable Municipal Bond ETF
|
Added | 47,694 | $2,826,060 | 1.94% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 22,794 | $2,677,383 | 1.84% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,571 | $2,182,972 | 1.50% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 8,615 | $2,167,878 | 1.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,230 | $2,039,265 | 1.40% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Added | 42,554 | $1,812,374 | 1.24% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 905 | $1,800,443 | 1.23% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,528 | $1,795,186 | 1.23% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 6,273 | $1,764,030 | 1.21% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,970 | $1,705,157 | 1.17% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 8,956 | $1,620,229 | 1.11% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 11,946 | $1,509,257 | 1.03% | |
| GE |
General Electric Co
Industrials
|
Added | 4,006 | $1,497,162 | 1.03% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 1,892 | $1,362,315 | 0.93% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 11,332 | $1,283,462 | 0.88% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,353 | $1,218,833 | 0.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,272 | $1,189,917 | 0.82% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 16,369 | $1,168,746 | 0.80% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,744 | $1,154,126 | 0.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 941 | $1,128,663 | 0.77% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,346 | $1,103,753 | 0.76% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 14,972 | $1,080,379 | 0.74% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,012 | $1,077,678 | 0.74% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 9,960 | $1,065,720 | 0.73% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,835 | $1,033,637 | 0.71% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 2,908 | $1,025,477 | 0.70% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 1,048 | $1,011,320 | 0.69% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,946 | $999,465 | 0.69% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 13,443 | $999,352 | 0.69% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 16,693 | $951,167 | 0.65% | |
| KLAC |
Kla Corp
Technology
|
Added | 3,150 | $950,386 | 0.65% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 6,637 | $928,914 | 0.64% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 2,151 | $928,070 | 0.64% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 7,105 | $912,992 | 0.63% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
NEW | 2,443 | $909,504 | 0.62% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 6,174 | $883,499 | 0.61% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 9,768 | $857,337 | 0.59% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Added | 3,534 | $844,661 | 0.58% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,167 | $843,741 | 0.58% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 19,781 | $837,527 | 0.57% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,987 | $825,856 | 0.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.