BINGHAM PRIVATE WEALTH, LLC
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 145,316
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 178 | 145,316 | 13F-HR | BINGHAM PRIVATE WEALTH, LLC |
| Q1 2026 | 5/7/2026 | 164 | 126,003 | 13F-HR | BINGHAM PRIVATE WEALTH, LLC |
| Q4 2025 | 1/23/2026 | 151 | 115,866 | 13F-HR | BINGHAM PRIVATE WEALTH, LLC |
| Q2 2025 | 7/23/2025 | 158 | 104,914 | 13F-HR | BINGHAM PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 123.1 K | 84.7% | 17.2 K | 0 | 17.2 K |
| ETFs | 22.24 K | 15.3% | 2.114 K | 0 | 2.114 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
145,316
Holdings
178
QoQ value change ($000)
19,313
(15.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.