BINGHAM PRIVATE WEALTH, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
164
Total value ($000)
$126,003
Net value change ($000)
+10,137 (8.7%)
New positions
27
Sold out positions
14
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 866 60.9%
AZN 782 NEW
TSM 779 105.7%
SPY 730 27.7%
GLD 664 NEW
COST 659 115.2%
IWD 545 NEW
GOOGL 531 158.0%
ALL 482 NEW
ASML 470 32.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,552 -26.7%
ISRG -765 -70.3%
AZN -669 -100.0%
AIG -541 -100.0%
MA -536 -38.3%
BLK -509 -57.7%
CRBG -385 -100.0%
TT -381 -100.0%
TSLA -326 -24.0%
XEL -318 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type