BINGHAM PRIVATE WEALTH, LLC
Sector Allocation
- Technology30.8%$44.7M
- Other14.9%$21.7M
- Financials11.1%$16.1M
- Industrials8.8%$12.7M
- Healthcare8.3%$12.1M
- Consumer Discretionary7.5%$11.0M
- Consumer Staples6.3%$9.2M
- Energy4.0%$5.9M
- Real Estate2.3%$3.4M
- Materials2.3%$3.4M
AUM History
13fpro.ai/research/fund/bingham-private-wealth-llc-2063211
Conviction and streaks
Stable · top 10 = 28.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$5.5MAMZN
$5.2MNVDA
$4.9MMSFT
$4.7MAVGO
$4.1MSPY
$4.0MGOOGL
$3.6M- SPDR$3.1M
- INVESCO$2.8M
CSCO
$2.7M- ISHARES$2.3M
TSM
$2.2MABBV
$2.2MJPM
$2.0MBN
$1.8MASML
$1.8MGEV
$1.8M- ISHARES$1.8M
IBM
$1.8MV
$1.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bingham-private-wealth-llc-2063211
BINGHAM PRIVATE WEALTH, LLC 13F holdings — Q2 2026
$145.3M portfolio (+15.3% QoQ) · 178 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio
$5.5M
3.8% of stocks
+54%This quarter+12.8%Since filed5+ qtrsHeld$5.2M
3.6% of stocks
+7%This quarter-8.5%Since filed5+ qtrsHeld$4.9M
3.4% of stocks
-8%This quarter-0.7%Since filed5+ qtrsHeld$4.7M
3.2% of stocks
+9%This quarter+5.7%Since filed5+ qtrsHeld$4.1M
2.8% of stocks
-2%This quarter-20.9%Since filed5+ qtrsHeld$4.0M
2.8% of stocks
+4%This quarter-0.7%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$3.6M
2.5% of stocks
-25%This quarter-8.4%Since filed5+ qtrsHeld- 8
SPDR SERIES TRUST - ST STR BLO 1 ETF
$3.1M
2.2% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
INVESCO EXCH TRADED FD TR II - RUSEL 1000 EQL
$2.8M
1.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $2.7M
1.8% of stocks
-13%This quarter-8.5%Since filed5+ qtrsHeld
All holdings — BINGHAM PRIVATE WEALTH, LLC (Q2 2026)
178 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $2.3M | 1.6% | 20K | +16% | — | — | 13F |
| 12 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $2.2M | 1.5% | 4,571 | +2% | 5+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AbbVie Inc. | Healthcare | $2.2M | 1.5% | 8,615 | +35% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $2.0M | 1.4% | 6,230 | +1.0% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BROOKFIELD Corp /ON/ | Real Estate | $1.8M | 1.3% | 43K | +14% | 5+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ASML HOLDING NV | Technology | $1.8M | 1.2% | 905 | -38% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | GE Vernova Inc. | Industrials | $1.8M | 1.2% | 1,528 | +2% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - MBS ETFetf/fund | — | $1.8M | 1.2% | 19K | +20% | — | — | 13F |
| 19 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.8M | 1.2% | 6,273 | +0.6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | VISA INC. | Financials | $1.7M | 1.2% | 4,970 | +4% | 5+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Philip Morris International Inc. | Consumer Staples | $1.6M | 1.1% | 8,956 | +5% | 5+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $1.6M | 1.1% | 30K | +15% | — | — | 13F |
| 23 | GILEAD SCIENCES, INC. | Healthcare | $1.5M | 1.0% | 12K | +0.2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GENERAL ELECTRIC CO | Industrials | $1.5M | 1.0% | 4,006 | +317% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - 7-10 YR TRSY BDetf/fund | — | $1.4M | 0.9% | 15K | +30% | — | — | 13F |
| 26 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.4M | 0.9% | 1,892 | -24% | |||
| 27 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.9% | 11K | +1% | |||
| 28 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.8% | 7,353 | +1% | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.2M | 0.8% | 1,272 | +3% | |||
| 30 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.8% | 16K | +183% | |||
| 31 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.8% | 2,744 | -1% | |||
| 32 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.8% | 941 | -2% | |||
| 33 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.1M | 0.8% | 4,346 | +0.6% | |||
| 34 | $UBER | Uber Technologies, Inc | Technology | $1.1M | 0.7% | 15K | +91% | |||
| 35 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.7% | 1,012 | +3% | |||
| 36 | $CRH | CRH PUBLIC LTD CO | Materials | $1.1M | 0.7% | 9,960 | — | |||
| 37 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.7% | 2,989 | -1% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $1.0M | 0.7% | 1,835 | -32% | |||
| 39 | $STX | Seagate Technology Holdings plc | Technology | $1.0M | 0.7% | 1,048 | -39% | |||
| 40 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $999K | 0.7% | 13K | +10% | |||
| 41 | $MA | Mastercard Inc | Financials | $999K | 0.7% | 1,946 | +13% | |||
| 42 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $951K | 0.7% | 17K | +3% | |||
| 43 | $KLAC | KLA CORP | Technology | $950K | 0.7% | 3,150 | +832% | |||
| 44 | $C | CITIGROUP INC | Financials | $929K | 0.6% | 6,637 | -11% | |||
| 45 | $DELL | Dell Technologies Inc. | Technology | $928K | 0.6% | 2,151 | -63% | |||
| 46 | $MRK | Merck & Co., Inc. | Healthcare | $913K | 0.6% | 7,105 | +19% | |||
| 47 | $RACE | Ferrari N.V. | Consumer Discretionary | $910K | 0.6% | 2,443 | New | |||
| 48 | $ABNB | Airbnb, Inc. | Technology | $883K | 0.6% | 6,174 | +16% | |||
| 49 | $NEE | NEXTERA ENERGY INC | Utilities | $857K | 0.6% | 9,768 | +3% | |||
| 50 | $LNG | Cheniere Energy, Inc. | Energy | $845K | 0.6% | 3,534 | +16% | |||
| 51 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $844K | 0.6% | 1,167 | -0.4% | |||
| 52 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $838K | 0.6% | 20K | +7% | |||
| 53 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $826K | 0.6% | 1,987 | +26% | |||
| 54 | $CB | Chubb Ltd | Financials | $815K | 0.6% | 2,391 | +32% | |||
| 55 | $FDX | FEDEX CORP | Industrials | $814K | 0.6% | 2,600 | -19% | |||
| 56 | $SLB | SLB LIMITED/NV | Energy | $812K | 0.6% | 17K | +18% | |||
| 57 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $800K | 0.6% | 1,377 | New | |||
| 58 | $RTX | RTX Corp | Industrials | $792K | 0.6% | 4,175 | +3% | |||
| 59 | $AZN | ASTRAZENECA PLC | Healthcare | $778K | 0.5% | 4,104 | +3% | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $772K | 0.5% | 9,501 | +6% | |||
| 61 | $SCHW | SCHWAB CHARLES CORP | Financials | $740K | 0.5% | 8,015 | +42% | |||
| 62 | $PLD | Prologis, Inc. | Real Estate | $732K | 0.5% | 5,406 | +4% | |||
| 63 | $PEP | PEPSICO INC | Consumer Staples | $700K | 0.5% | 5,165 | +5% | |||
| 64 | $TMUS | T-Mobile US, Inc. | Communication Services | $696K | 0.5% | 4,149 | -3% | |||
| 65 | — | ISHARES TR - ISHS 5-10YR INVT | — | $695K | 0.5% | 13K | +5% | |||
| 66 | — | ISHARES TR - 1 3 YR TREAS BD | — | $690K | 0.5% | 8,406 | +33% | |||
| 67 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $686K | 0.5% | 8,296 | -3% | |||
| 68 | $DASH | DoorDash, Inc. | Consumer Discretionary | $680K | 0.5% | 3,684 | +12% | |||
| 69 | $TDG | TransDigm Group INC | Industrials | $658K | 0.5% | 494 | +6% | |||
| 70 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $642K | 0.4% | 1,292 | New | |||
| 71 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $635K | 0.4% | 1,269 | +1% | |||
| 72 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $618K | 0.4% | 12K | +2% | |||
| 73 | $URI | UNITED RENTALS, INC. | Industrials | $599K | 0.4% | 529 | +19% | |||
| 74 | $FCX | FREEPORT-MCMORAN INC | Materials | $597K | 0.4% | 9,493 | +3% | |||
| 75 | $COP | CONOCOPHILLIPS | Energy | $592K | 0.4% | 5,692 | +2% | |||
| 76 | $ALL | ALLSTATE CORP | Financials | $580K | 0.4% | 2,437 | +5% | |||
| 77 | $GLD | SPDR GOLD TRUST | Financials | $575K | 0.4% | 1,562 | +1% | |||
| 78 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $549K | 0.4% | 1,096 | +7% | |||
| 79 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $548K | 0.4% | 8,877 | +6% | |||
| 80 | $AMGN | AMGEN INC | Healthcare | $538K | 0.4% | 1,486 | -0.4% | |||
| 81 | $GS | GOLDMAN SACHS GROUP INC | Financials | $532K | 0.4% | 526 | +3% | |||
| 82 | — | ISHARES TR - 20 YR TR BD ETF | — | $531K | 0.4% | 6,143 | -5% | |||
| 83 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $528K | 0.4% | 1,599 | -21% | |||
| 84 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $523K | 0.4% | 7,271 | -1% | |||
| 85 | $GM | General Motors Co | Consumer Discretionary | $518K | 0.4% | 6,717 | +5% | |||
| 86 | $APH | AMPHENOL CORP /DE/ | Technology | $513K | 0.3% | 2,908 | +12% | |||
| 87 | $LIN | LINDE PLC | Materials | $510K | 0.3% | 983 | +3% | |||
| 88 | $ENB | ENBRIDGE INC | Energy | $507K | 0.3% | 9,356 | +4% | |||
| 89 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $492K | 0.3% | 2,454 | -0.0% | |||
| 90 | $NRG | NRG ENERGY, INC. | Utilities | $475K | 0.3% | 3,250 | +58% | |||
| 91 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $474K | 0.3% | 931 | +1% | |||
| 92 | $TFC | TRUIST FINANCIAL CORP | Financials | $474K | 0.3% | 9,516 | +0.0% | |||
| 93 | $PFE | PFIZER INC | Healthcare | $453K | 0.3% | 19K | +2% | |||
| 94 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $442K | 0.3% | 4,093 | +3% | |||
| 95 | $VLO | VALERO ENERGY CORP/TX | Energy | $436K | 0.3% | 1,673 | +4% | |||
| 96 | $MET | METLIFE INC | Financials | $431K | 0.3% | 5,094 | — | |||
| 97 | $DHR | DANAHER CORP /DE/ | Healthcare | $429K | 0.3% | 2,253 | +3% | |||
| 98 | $DE | DEERE & CO | Industrials | $422K | 0.3% | 665 | +22% | |||
| 99 | $MCK | MCKESSON CORP | Consumer Staples | $419K | 0.3% | 554 | -25% | |||
| 100 | $KKR | KKR & Co. Inc. | Financials | $418K | 0.3% | 4,550 | +20% | |||
| 101 | $SHW | SHERWIN WILLIAMS CO | Materials | $394K | 0.3% | 1,144 | +4% | |||
| 102 | $PH | Parker-Hannifin Corp | Industrials | $393K | 0.3% | 402 | -1.0% | |||
| 103 | $PHM | PULTEGROUP INC/MI/ | Industrials | $392K | 0.3% | 2,860 | +5% | |||
| 104 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $392K | 0.3% | 12K | -0.4% | |||
| 105 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $386K | 0.3% | 3,308 | +10% | |||
| 106 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $384K | 0.3% | 1,090 | -11% | |||
| 107 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $378K | 0.3% | 2,760 | New | |||
| 108 | $CTVA | Corteva, Inc. | Consumer Staples | $373K | 0.3% | 4,407 | +4% | |||
| 109 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $369K | 0.3% | 984 | -28% | |||
| 110 | $USB | US BANCORP DE | Financials | $369K | 0.3% | 6,108 | +8% | |||
| 111 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $365K | 0.3% | 3,393 | +14% | |||
| 112 | $GD | GENERAL DYNAMICS CORP | Industrials | $358K | 0.3% | 1,011 | -0.9% | |||
| 113 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $352K | 0.2% | 3,313 | — | |||
| 114 | $NBIS | Nebius Group N.V. | Technology | $346K | 0.2% | 1,252 | New | |||
| 115 | $APD | Air Products & Chemicals, Inc. | Materials | $334K | 0.2% | 1,138 | -14% | |||
| 116 | $MS | MORGAN STANLEY | Financials | $332K | 0.2% | 1,587 | -13% | |||
| 117 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $331K | 0.2% | 1,500 | -6% | |||
| 118 | $APO | Apollo Global Management, Inc. | Financials | $328K | 0.2% | 2,775 | +3% | |||
| 119 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $326K | 0.2% | 16K | +8% | |||
| 120 | $WELL | WELLTOWER INC. | Real Estate | $326K | 0.2% | 1,436 | +16% | |||
| 121 | $EMN | EASTMAN CHEMICAL CO | Materials | $318K | 0.2% | 4,745 | +7% | |||
| 122 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $315K | 0.2% | 2,671 | +5% | |||
| 123 | $CRM | Salesforce, Inc. | Technology | $311K | 0.2% | 1,987 | -5% | |||
| 124 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $311K | 0.2% | 2,120 | -4% | |||
| 125 | $IR | Ingersoll Rand Inc. | Industrials | $309K | 0.2% | 3,773 | +8% | |||
| 126 | $PANW | Palo Alto Networks Inc | Technology | $309K | 0.2% | 905 | New | |||
| 127 | $BX | Blackstone Inc. | Financials | $308K | 0.2% | 2,622 | +8% | |||
| 128 | $MU | MICRON TECHNOLOGY INC | Technology | $301K | 0.2% | 261 | New | |||
| 129 | $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Financials | $300K | 0.2% | 12K | +8% | |||
| 130 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $295K | 0.2% | 4,343 | +6% | |||
| 131 | — | ISHARES TR - RUSSELL 3000 ETF | — | $295K | 0.2% | 691 | — | |||
| 132 | $PAYX | PAYCHEX INC | Technology | $293K | 0.2% | 2,976 | -2% | |||
| 133 | $TGT | TARGET CORP | Consumer Staples | $288K | 0.2% | 2,206 | +6% | |||
| 134 | $ORCL | ORACLE CORP | Technology | $286K | 0.2% | 1,951 | -3% | |||
| 135 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $284K | 0.2% | 456 | +0.4% | |||
| 136 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $283K | 0.2% | 9,628 | +0.3% | |||
| 137 | $BBY | BEST BUY CO INC | Consumer Discretionary | $278K | 0.2% | 3,664 | +8% | |||
| 138 | $HSY | HERSHEY CO | Consumer Staples | $277K | 0.2% | 1,580 | +6% | |||
| 139 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $273K | 0.2% | 686 | -2% | |||
| 140 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $269K | 0.2% | 847 | New | |||
| 141 | $ABT | ABBOTT LABORATORIES | Healthcare | $268K | 0.2% | 2,956 | -15% | |||
| 142 | $TROW | PRICE T ROWE GROUP INC | Financials | $267K | 0.2% | 2,352 | New | |||
| 143 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $267K | 0.2% | 2,841 | New | |||
| 144 | $LRCX | LAM RESEARCH CORP | Technology | $257K | 0.2% | 592 | New | |||
| 145 | $INTC | INTEL CORP | Technology | $255K | 0.2% | 1,825 | New | |||
| 146 | $JCI | Johnson Controls International plc | Industrials | $253K | 0.2% | 1,733 | -63% | |||
| 147 | $CYD | CHINA YUCHAI INTERNATIONAL LTD | Industrials | $251K | 0.2% | 5,288 | New | |||
| 148 | — | ISHARES TR - RUS 1000 ETF | — | $248K | 0.2% | 605 | — | |||
| 149 | $ACN | Accenture plc | Technology | $245K | 0.2% | 1,967 | New | |||
| 150 | $MNST | Monster Beverage Corp | Consumer Staples | $244K | 0.2% | 2,543 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 31 new, 98 added to, 42 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (31)
$RACEFerrari N.V.$910K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$800K
first bought this quarter
$VRTXVERTEX PHARMACEUTICALS INC / MA$642K
first bought this quarter
$AEPAMERICAN ELECTRIC POWER CO INC$378K
first bought this quarter
$NBISNebius Group N.V.$346K
first bought this quarter
$PANWPalo Alto Networks Inc$309K
first bought this quarter
+25 more in the Excel export
Added to (98)
now $5.5M · held 5+ qtrs
$GEGENERAL ELECTRIC CO+317%
now $1.5M · held 2 qtrs, 2 adds in a row
$KLACKLA CORP+832%
now $950K · held 3 qtrs
$NFLXNETFLIX INC+183%
now $1.2M · held 5+ qtrs, 3 adds in a row
now $2.2M · held 5+ qtrs, 2 adds in a row
$UBERUber Technologies, Inc+91%
now $1.1M · held 5+ qtrs, 2 adds in a row
+92 more in the Excel export
Trimmed (42)
$DELLDell Technologies Inc.-63%
now $928K · held 5+ qtrs
now $3.6M · held 5+ qtrs
now $1.8M · held 5+ qtrs
$STXSeagate Technology Holdings plc-39%
now $1.0M · held 5+ qtrs, 3 trims in a row
$METAMeta Platforms, Inc.-32%
now $1.0M · held 5+ qtrs
$PWRQUANTA SERVICES, INC.-24%
now $1.4M · held 5+ qtrs
+36 more in the Excel export
Sold out (17)
$XOM.R34088EXXON MOBIL CORPwas $2.3M
held 4+ qtrs
- ISHARES TRwas $545K
$QCOMQUALCOMM INC/DEwas $394K
held 4+ qtrs
$BLKBlackRock, Inc.was $373K
held 4+ qtrs
$PPLPPL Corpwas $317K
held 4+ qtrs
$SNYSanofiwas $286K
+11 more in the Excel export
Holdings by quarter
Every 13F BINGHAM PRIVATE WEALTH, LLC has filed, 5 earlier quarters. Pick one to see what it held then.
Is it too late to follow BINGHAM PRIVATE WEALTH?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BINGHAM PRIVATE WEALTH's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 34% over the last 4
Top 10 weight
28%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
84%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BINGHAM PRIVATE WEALTH, LLC disclosed 178 positions worth $145.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.8% of the equity portfolio, followed by $AMZN and $NVDA. During the quarter the fund opened 31 new positions and exited 17 — including a new stake in $RACE and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (30.8% of disclosed assets). All figures are sourced directly from BINGHAM PRIVATE WEALTH, LLC’s Form 13F-HR filing with the SEC under CIK 2063211.
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