Bingham Private Wealth
SAN FRANCISCO, CAfiles as BINGHAM PRIVATE WEALTH, LLC
$145m in 178 US stocks at the end of 30 June 2026. The top 10 are 28.0% of the money. It changed about 13.0% of the portfolio this quarter.
Value
$145m
Stocks
178
Top 10 share
28.0%
Turnover
13.0%
What changed this quarter
New
Bought for the first time this quarter.
- FerrariRACE0.6% of the fund
- Advanced Micro DevicesAMD0.6% of the fund
- Vertex PharmaceuticalsVRTX0.4% of the fund
- American Electric PowerAEP0.3% of the fund
- Nebius GroupNBIS0.2% of the fund
- Palo Alto NetworksPANW0.2% of the fund
- Micron TechnologyMU0.2% of the fund
- Royal Caribbean CruisesRCL0.2% of the fund
- Price T Rowe GroupTROW0.2% of the fund
- Stanley Black & DeckerSWK0.2% of the fund
- Lam ResearchLRCX0.2% of the fund
- IntelINTC0.2% of the fund
- China Yuchai InternationalCYD0.2% of the fund
- AccentureACN0.2% of the fund
- Monster BeverageMNST0.2% of the fund
- Arista NetworksANET0.2% of the fund
- BarclaysBCS0.2% of the fund
- Vertiv HoldingsVRT0.2% of the fund
- AonAON0.2% of the fund
- Iron MountainIRM0.2% of the fund
- FedEx Freight Holding CompanyFDXF0.2% of the fund
- NokiaNOK0.1% of the fund
- Southern CompanySO0.1% of the fund
- AmcorAMCR0.1% of the fund
- Ryder SystemR0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL3.8% of the fund+54%
- Amazon.comAMZN3.6% of the fund+7%
- MicrosoftMSFT3.2% of the fund+9%
- State STR Spdr S&P 500 ETF TSPY2.8% of the fund+4%
- Spdr Series TrustBIL2.2% of the fund+10%
- Invesco Exch Traded FD TR IIEQAL1.9% of the fund+6%
- Ishares TRIEI1.6% of the fund+16%
- AbbVieABBV1.5% of the fund+35%
- BrookfieldBN1.2% of the fund+14%
- Ishares TRMBB1.2% of the fund+20%
- VisaV1.2% of the fund+4%
- Philip Morris InternationalPM1.1% of the fund+5%
- Ishares TRIGSB1.1% of the fund+15%
- General ElectricGE1.0% of the fund+317%
- Ishares TRIEF0.9% of the fund+30%
- Costco WholesaleCOST0.8% of the fund+3%
- NetflixNFLX0.8% of the fund+183%
- Uber TechnologiesUBER0.7% of the fund+91%
- CaterpillarCAT0.7% of the fund+3%
- Williams CompaniesWMB0.7% of the fund+10%
- MastercardMA0.7% of the fund+13%
- Bank of AmericaBAC0.7% of the fund+3%
- MerckMRK0.6% of the fund+19%
- AirbnbABNB0.6% of the fund+16%
- NextEra EnergyNEE0.6% of the fund+3%
Cut
Sold some of their stake.
- NvidiaNVDA3.4% of the fund-8%
- BroadcomAVGO2.8% of the fund-2%
- AlphabetGOOGL2.5% of the fund-25%
- Cisco SystemsCSCO1.8% of the fund-13%
- ASML Holding NVASML1.2% of the fund-38%
- Quanta ServicesPWR0.9% of the fund-24%
- Eli LillyLLY0.8% of the fund-2%
- Meta PlatformsMETA0.7% of the fund-32%
- Seagate Technology HoldingsSTX0.7% of the fund-39%
- KLAKLAC0.7% of the fund-7%
- CitigroupC0.6% of the fund-11%
- Dell TechnologiesDELL0.6% of the fund-63%
- FedExFDX0.6% of the fund-19%
- T-Mobile USTMUS0.5% of the fund-3%
- Wells Fargo & CompanyWFC0.5% of the fund-3%
- Ishares TRTLT0.4% of the fund-5%
- Hilton Worldwide HoldingsHLT0.4% of the fund-21%
- MckessonMCK0.3% of the fund-25%
- Home DepotHD0.3% of the fund-11%
- Cadence Design SystemsCDNS0.3% of the fund-28%
- Air Products & ChemicalsAPD0.2% of the fund-14%
- Morgan StanleyMS0.2% of the fund-13%
- Lowe's CompaniesLOW0.2% of the fund-6%
- SalesforceCRM0.2% of the fund-5%
- Procter & GamblePG0.2% of the fund-4%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Ishares TRIWD-100%
- QualcommQCOM-100%
- BlackRockBLK-100%
- PPLPPL-100%
- Sanofi SASNY-100%
- EmbraerEMBJ-100%
- Agnico Eagle MinesAEM-100%
- Gold FieldsGFI-100%
- Buenaventura MiningBVN-100%
- Ryanair HoldingsRYAAY-100%
- Novo Nordisk A SNVO-100%
- Harmony Gold MiningHMY-100%
- Sibanye StillwaterSBSW-100%
- Vnet GroupVNET-100%
- Banco SantanderSAN-100%
- Controladora Vuela Comp de AVLRS-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.8%
- Value
- $4m
- Shares
- 5,378
+4%
- Spdr Series TrustBIL
- Share
- 2.2%
- Value
- $3m
- Shares
- 34,328
+10%
- Invesco Exch Traded FD TR IIEQAL
- Share
- 1.9%
- Value
- $3m
- Shares
- 47,694
+6%
- Ishares TRIEI
- Share
- 1.6%
- Value
- $2m
- Shares
- 19,789
+16%
- BrookfieldBN
- Share
- 1.2%
- Value
- $2m
- Shares
- 42,554
+14%
- Ishares TRMBB
- Share
- 1.2%
- Value
- $2m
- Shares
- 18,953
+20%
- Ishares TRIGSB
- Share
- 1.1%
- Value
- $2m
- Shares
- 30,337
+15%
- Ishares TRIEF
- Share
- 0.9%
- Value
- $1m
- Shares
- 14,541
+30%
- Ishares TRIGIB
- Share
- 0.5%
- Value
- $694,666
- Shares
- 13,065
+5%
- Ishares TRSHY
- Share
- 0.5%
- Value
- $690,217
- Shares
- 8,406
+33%
- Spdr Gold TRGLD
- Share
- 0.4%
- Value
- $575,410
- Shares
- 1,562
Held
- Ishares TRTLT
- Share
- 0.4%
- Value
- $530,878
- Shares
- 6,143
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 3.8% | $5m | 18,959 | +54% |
| Amazon.comAMZN | 3.6% | $5m | 21,899 | +7% |
| NvidiaNVDA | 3.4% | $5m | 24,643 | -8% |
| MicrosoftMSFT | 3.2% | $5m | 12,508 | +9% |
| BroadcomAVGO | 2.8% | $4m | 10,836 | -2% |
| State STR Spdr S&P 500 ETF TSPY | 2.8% | $4m | 5,378 | +4% |
| AlphabetGOOGL | 2.5% | $4m | 9,978 | -25% |
| Spdr Series TrustBIL | 2.2% | $3m | 34,328 | +10% |
| Invesco Exch Traded FD TR IIEQAL | 1.9% | $3m | 47,694 | +6% |
| Cisco SystemsCSCO | 1.8% | $3m | 22,794 | -13% |
| Ishares TRIEI | 1.6% | $2m | 19,789 | +16% |
| Taiwan Semiconductor ManufacturingTSM | 1.5% | $2m | 4,571 | Held |
| AbbVieABBV | 1.5% | $2m | 8,615 | +35% |
| JPMorgan ChaseJPM | 1.4% | $2m | 6,230 | Held |
| BrookfieldBN | 1.2% | $2m | 42,554 | +14% |
| ASML Holding NVASML | 1.2% | $2m | 905 | -38% |
| GE VernovaGEV | 1.2% | $2m | 1,528 | Held |
| Ishares TRMBB | 1.2% | $2m | 18,953 | +20% |
| International Business MachinesIBM | 1.2% | $2m | 6,273 | Held |
| VisaV | 1.2% | $2m | 4,970 | +4% |
| Philip Morris InternationalPM | 1.1% | $2m | 8,956 | +5% |
| Ishares TRIGSB | 1.1% | $2m | 30,337 | +15% |
| Gilead SciencesGILD | 1.0% | $2m | 11,946 | Held |
| General ElectricGE | 1.0% | $1m | 4,006 | +317% |
| Ishares TRIEF | 0.9% | $1m | 14,541 | +30% |
| Quanta ServicesPWR | 0.9% | $1m | 1,892 | -24% |
| WalmartWMT | 0.9% | $1m | 11,332 | Held |
| ChevronCVX | 0.8% | $1m | 7,353 | Held |
| Costco WholesaleCOST | 0.8% | $1m | 1,272 | +3% |
| NetflixNFLX | 0.8% | $1m | 16,369 | +183% |
| TeslaTSLA | 0.8% | $1m | 2,744 | Held |
| Eli LillyLLY | 0.8% | $1m | 941 | -2% |
| Johnson & JohnsonJNJ | 0.8% | $1m | 4,346 | Held |
| Uber TechnologiesUBER | 0.7% | $1m | 14,972 | +91% |
| CaterpillarCAT | 0.7% | $1m | 1,012 | +3% |
| CRH PublicCRH | 0.7% | $1m | 9,960 | Held |
| AlphabetGOOG | 0.7% | $1m | 2,989 | Held |
| Meta PlatformsMETA | 0.7% | $1m | 1,835 | -32% |
| Seagate Technology HoldingsSTX | 0.7% | $1m | 1,048 | -39% |
| Williams CompaniesWMB | 0.7% | $999,353 | 13,443 | +10% |
| MastercardMA | 0.7% | $999,318 | 1,946 | +13% |
| Bank of AmericaBAC | 0.7% | $951,167 | 16,693 | +3% |
| KLAKLAC | 0.7% | $950,386 | 3,150 | -7% |
| CitigroupC | 0.6% | $928,915 | 6,637 | -11% |
| Dell TechnologiesDELL | 0.6% | $928,070 | 2,151 | -63% |
| MerckMRK | 0.6% | $913,196 | 7,105 | +19% |
| FerrariRACE | 0.6% | $909,504 | 2,443 | New |
| AirbnbABNB | 0.6% | $883,499 | 6,174 | +16% |
| NextEra EnergyNEE | 0.6% | $857,358 | 9,768 | +3% |
| Cheniere EnergyLNG | 0.6% | $844,661 | 3,534 | +16% |
| Applied MaterialsAMAT | 0.6% | $843,741 | 1,167 | Held |
| Verizon CommunicationsVZ | 0.6% | $838,254 | 19,781 | +7% |
| UnitedHealth GroupUNH | 0.6% | $825,900 | 1,987 | +26% |
| ChubbCB | 0.6% | $814,709 | 2,391 | +32% |
| FedExFDX | 0.6% | $814,138 | 2,600 | -19% |
| SLB LimitedSLB | 0.6% | $812,087 | 17,468 | +18% |
| Advanced Micro DevicesAMD | 0.6% | $799,913 | 1,377 | New |
| RTXRTX | 0.5% | $792,123 | 4,175 | +3% |
| AstrazenecaAZN | 0.5% | $778,200 | 4,104 | +3% |
| Coca-ColaKO | 0.5% | $772,146 | 9,501 | +6% |
| Charles SchwabSCHW | 0.5% | $739,551 | 8,015 | +42% |
| PrologisPLD | 0.5% | $732,351 | 5,406 | +4% |
| PepsiCoPEP | 0.5% | $699,810 | 5,165 | +5% |
| T-Mobile USTMUS | 0.5% | $695,843 | 4,149 | -3% |
| Ishares TRIGIB | 0.5% | $694,666 | 13,065 | +5% |
| Ishares TRSHY | 0.5% | $690,217 | 8,406 | +33% |
| Wells Fargo & CompanyWFC | 0.5% | $685,601 | 8,296 | -3% |
| DoorDashDASH | 0.5% | $679,809 | 3,684 | +12% |
| TransDigm GroupTDG | 0.5% | $658,028 | 494 | +6% |
| Vertex PharmaceuticalsVRTX | 0.4% | $641,775 | 1,292 | New |
| Berkshire HathawayBRK-B | 0.4% | $634,995 | 1,269 | Held |
| Southwest AirlinesLUV | 0.4% | $617,914 | 12,017 | Held |
| United RentalsURI | 0.4% | $599,299 | 529 | +19% |
| Freeport-McMoRanFCX | 0.4% | $597,015 | 9,493 | +3% |
| ConocoPhillipsCOP | 0.4% | $591,740 | 5,692 | Held |
| AllstateALL | 0.4% | $579,860 | 2,437 | +5% |
| Spdr Gold TRGLD | 0.4% | $575,410 | 1,562 | Held |
| Thermo Fisher ScientificTMO | 0.4% | $549,491 | 1,096 | +7% |
| British American Tobacco p.l.c.BTI | 0.4% | $548,244 | 8,877 | +6% |
| AmgenAMGN | 0.4% | $537,911 | 1,486 | Held |
| Goldman Sachs GroupGS | 0.4% | $531,981 | 526 | +3% |
| Ishares TRTLT | 0.4% | $530,878 | 6,143 | -5% |
| Hilton Worldwide HoldingsHLT | 0.4% | $528,406 | 1,599 | -21% |
| Altria GroupMO | 0.4% | $523,148 | 7,271 | Held |
| General MotorsGM | 0.4% | $517,746 | 6,717 | +5% |
| AmphenolAPH | 0.4% | $512,739 | 2,908 | +12% |
| LindeLIN | 0.4% | $510,118 | 983 | +3% |
| EnbridgeENB | 0.3% | $507,189 | 9,356 | +4% |
| Capital One FinancialCOF | 0.3% | $492,321 | 2,454 | Held |
| NRG EnergyNRG | 0.3% | $474,695 | 3,250 | +58% |
| Northrop GrummanNOC | 0.3% | $474,168 | 931 | Held |
| Truist FinancialTFC | 0.3% | $474,087 | 9,516 | Held |
| PfizerPFE | 0.3% | $452,752 | 18,802 | Held |
| Prudential FinancialPRU | 0.3% | $441,757 | 4,093 | +3% |
| Valero EnergyVLO | 0.3% | $435,716 | 1,673 | +4% |
| MetLifeMET | 0.3% | $431,003 | 5,094 | Held |
| DanaherDHR | 0.3% | $429,151 | 2,253 | +3% |
| DeereDE | 0.3% | $421,829 | 665 | +22% |
| MckessonMCK | 0.3% | $418,602 | 554 | -25% |
| KKRKKR | 0.3% | $417,599 | 4,550 | +20% |
Showing the largest 100 of 178.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 38.5% since 30 June 2025.
Where the money is
Technology23.4%
Industrials11.1%
Financial services10.7%
Health care8.6%
Retail & consumer8.3%
Everyday goods5.8%
Media & telecom5.8%
Energy3.9%
Materials2.7%
Real estate2.3%
Utilities1.6%
Other15.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.