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BINGHAM PRIVATE WEALTH, LLC — 13F Holdings & Portfolio

CIK 2063211 · latest 13F-HR filed 2026-08-11

Backtest portfolio

BINGHAM PRIVATE WEALTH, LLC manages $145.3M in 13F-reported U.S. long-equity assets across 178 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (3.78%), AMZN (3.59%), NVDA (3.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions and exited 17; 92 existing positions rose in reported value and 30 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$145.3M

Long-equity book

Holdings
178

Distinct positions

Period
2026-06-30

Filed 2026-08-11

Q/Q Activity
+31 / −17 / ↑92 / ↓30

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL3.8% · +54%AMZN3.6% · +7%NVDA3.4% · -8%MSFT3.2% · +9%AVGO2.8% · -2%SPY2.8% · +4%GOOGL2.5% · -25%BIL2.2% · +10%EQAL1.9% · +6%CSCO1.8% · -14%IEI1.6% · +16%TSM1.5% · +2%ABBV1.5% · +34%JPM1.4% · +1%BN1.2% · +14%ASML1.2% · -38%GEV1.2% · +2%MBB1.2% · +20%IBM1.2% · +1%V1.2% · +4%PM1.1% · +5%IGSB1.1% · +16%GILD1.0% · +0%GE1.0% · +317%IEF0.9% · +30%PWR0.9% · -24%WMT0.9% · +1%CVX0.8% · +1%COST0.8% · +3%NFLX0.8% · +183%TSLA0.8% · -1%LLY0.8% · -2%JNJ0.8% · +1%UBER0.7% · +91%CAT0.7% · +3%CRH0.7% · 0%GOOG0.7% · -1%META0.7% · -32%STX0.7% · -39%WMB0.7% · +10%MA0.7% · +13%BAC0.7% · +3%KLAC0.7% · +832%C0.6% · -11%DELL0.6% · -63%MRK0.6% · +19%RACE0.6% · newABNB0.6% · +16%NEE0.6% · +3%LNG0.6% · +16%AMAT0.6% · -0%VZ0.6% · +7%UNH0.6% · +26%CB0.6% · +32%FDX0.6% · -19%SLB0.6% · +18%AMD0.6% · newRTX0.5% · +3%AZN0.5% · +4%KO0.5% · +6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 28%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 18, 2026.

Assets Under Management
$232.4M
Discretionary
$232.4M
Employees
6
Accounts
570
Address
3 EMBARCADERO CENTER
SUITE 1680
SAN FRANCISCO, CA 94111
Phone
(415) 426-5652
Website
Name Title / Status Ownership Type
BINGHAM, WHEELOCK, RICHARD ControlMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
since May 2024
75% or moreIndividual
Ownership & leadership changes · 2 filings with changes since Mar 25, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

May 10, 2024 filing
  • No longer listedYOUNG, BRIAN, MICHAEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2024
  • ChangedBINGHAM, WHEELOCK, RICHARD · title MANAGING MEMBER → MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Apr 26, 2024 filing
  • No longer listedBINGHAM, WHEELOCK RICHARD · MANAGING MEMBER · Less than 5% · control person · listed since Mar 2024
  • No longer listedPLAIN STREET HOLDING COMPANY, LLC · MANAGING MEMBER (INITIAL / INTERIM OWNER) · 75% or more · control person · listed since Mar 2024
  • AddedBINGHAM, WHEELOCK, RICHARD · MANAGING MEMBER · 75% or more · control person
  • ChangedYOUNG, BRIAN, MICHAEL · title INTERIM CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER
Mar 25, 2024 filing (earliest on record)
  • ListedBINGHAM, WHEELOCK RICHARD · MANAGING MEMBER · Less than 5% · control person
  • ListedPLAIN STREET HOLDING COMPANY, LLC · MANAGING MEMBER (INITIAL / INTERIM OWNER) · 75% or more · control person
  • ListedYOUNG, BRIAN, MICHAEL · INTERIM CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 92 →

Top Trims

Show all 30 →

New Positions

Show all 31 →

Exited Positions

Show all 17 →

BINGHAM PRIVATE WEALTH, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $5.5M 3.78% 18,959 SH
2 AMAZON COM INC AMZN 023135106 $5.2M 3.59% 21,899 SH
3 NVIDIA CORPORATION NVDA 67066G104 $4.9M 3.39% 24,643 SH
4 MICROSOFT CORP MSFT 594918104 $4.7M 3.21% 12,508 SH
5 BROADCOM INC AVGO 11135F101 $4.1M 2.82% 10,836 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.0M 2.76% 5,378 SH
7 ALPHABET INC GOOGL 02079K305 $3.6M 2.45% 9,978 SH
8 SPDR SERIES TRUST BIL 78468R663 $3.1M 2.16% 34,328 SH
9 INVESCO EXCH TRADED FD TR II EQAL 46138E420 $2.8M 1.94% 47,694 SH
10 CISCO SYS INC CSCO 17275R102 $2.7M 1.84% 22,794 SH
11 ISHARES TR IEI 464288661 $2.3M 1.60% 19,789 SH
12 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.2M 1.50% 4,571 SH
13 ABBVIE INC ABBV 00287Y109 $2.2M 1.49% 8,615 SH
14 JPMORGAN CHASE & CO JPM 46625H100 $2.0M 1.40% 6,230 SH
15 BROOKFIELD CORP BN 11271J107 $1.8M 1.25% 42,554 SH
16 ASML HLDG NV ASML N07059210 $1.8M 1.24% 905 SH
17 GE VERNOVA INC GEV 36828A101 $1.8M 1.24% 1,528 SH
18 ISHARES TR MBB 464288588 $1.8M 1.23% 18,953 SH
19 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.8M 1.21% 6,273 SH
20 VISA INC V 92826C839 $1.7M 1.17% 4,970 SH
21 PHILIP MORRIS INTL INC PM 718172109 $1.6M 1.11% 8,956 SH
22 ISHARES TR IGSB 464288646 $1.6M 1.09% 30,337 SH
23 GILEAD SCIENCES INC GILD 375558103 $1.5M 1.04% 11,946 SH
24 GE AEROSPACE GE 369604301 $1.5M 1.03% 4,006 SH
25 ISHARES TR IEF 464287440 $1.4M 0.95% 14,541 SH
26 QUANTA SVCS INC PWR 74762E102 $1.4M 0.94% 1,892 SH
27 WALMART INC WMT 931142103 $1.3M 0.88% 11,332 SH
28 CHEVRON CORPORATION CVX 166764100 $1.2M 0.84% 7,353 SH
29 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.2M 0.82% 1,272 SH
30 NETFLIX INC. NFLX 64110L106 $1.2M 0.80% 16,369 SH
31 TESLA INC TSLA 88160R101 $1.2M 0.79% 2,744 SH
32 ELI LILLY & CO LLY 532457108 $1.1M 0.78% 941 SH
33 JOHNSON & JOHNSON JNJ 478160104 $1.1M 0.76% 4,346 SH
34 UBER TECHNOLOGIES INC UBER 90353T100 $1.1M 0.74% 14,972 SH
35 CATERPILLAR INC CAT 149123101 $1.1M 0.74% 1,012 SH
36 CRH PLC CRH G25508105 $1.1M 0.73% 9,960 SH
37 ALPHABET INC GOOG 02079K107 $1.1M 0.73% 2,989 SH
38 META PLATFORMS INC META 30303M102 $1.0M 0.71% 1,835 SH
39 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $1.0M 0.70% 1,048 SH
40 WILLIAMS COS INC WMB 969457100 $999.4K 0.69% 13,443 SH
41 MASTERCARD INCORPORATED MA 57636Q104 $999.3K 0.69% 1,946 SH
42 BANK OF AMER CORP BAC 060505104 $951.2K 0.65% 16,693 SH
43 KLA CORP KLAC 482480100 $950.4K 0.65% 3,150 SH
44 CITIGROUP INC C 172967424 $928.9K 0.64% 6,637 SH
45 DELL TECHNOLOGIES INC DELL 24703L202 $928.1K 0.64% 2,151 SH
46 MERCK & CO INC MRK 58933Y105 $913.2K 0.63% 7,105 SH
47 FERRARI N V RACE N3167Y103 $909.5K 0.63% 2,443 SH
48 AIRBNB INC ABNB 009066101 $883.5K 0.61% 6,174 SH
49 NEXTERA ENERGY INC NEE 65339F101 $857.4K 0.59% 9,768 SH
50 CHENIERE ENERGY INC LNG 16411R208 $844.7K 0.58% 3,534 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $145.3M 178 0001951757-26-001216
2026-03-31 2026-05-07 $126.0M 164 0001951757-26-000793
2025-12-31 2026-01-23 $115.9M 151 0001951757-26-000290
Filer Information
Address
3 EMBARCADERO CENTER
SUITE 1680
SAN FRANCISCO, CA 94111
Phone
(415) 426-5652
Filing Manager
BINGHAM PRIVATE WEALTH, LLC
SAN FRANCISCO, CA
Signatory
Wheelock Bingham
Chief Compliance Officer