BINGHAM PRIVATE WEALTH, LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
178
Total value ($000)
$145,316
Net value change ($000)
+19,313 (15.3%)
New positions
31
Sold out positions
17
Turnover %
10.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 2,363 75.7%
GE 1,224 448.4%
AMZN 952 22.3%
RACE 910 NEW
AMD 800 NEW
ABBV 775 55.6%
TSM 667 44.0%
AVGO 667 19.5%
SPY 653 19.4%
VRTX 642 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,289 -100.0%
IWD -545 -100.0%
META -516 -33.3%
QCOM -394 -100.0%
BLK -373 -100.0%
JCI -360 -58.7%
FDX -330 -28.8%
PPL -317 -100.0%
SNY -286 -100.0%
CVX -285 -18.9%
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