BINGHAM PRIVATE WEALTH, LLC

Q3 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
173
Total value ($000)
$148,363
Net value change ($000)
+3,047 (2.1%)
New positions
10
Sold out positions
15
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 2,308 NEW
MSFT 1,530 32.8%
NVDA 1,253 25.4%
AAPL 951 17.3%
WCCB 642 NEW
AIG 622 NEW
META 408 39.5%
TJX 395 NEW
TLT 378 71.2%
CVX 310 25.4%
Top Reduces (Value $000, Stocks/ETFs)
URI -599 -100.0%
ALL -580 -100.0%
HLT -528 -100.0%
DHR -429 -100.0%
IBM -422 -23.9%
CTVA -373 -100.0%
GEV -355 -19.8%
AVGO -351 -8.6%
AMAT -349 -41.4%
KLAC -314 -33.1%
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