BINGHAM PRIVATE WEALTH, LLC

CIK 0002063211 • 6 13F filings • May 5, 2025 – Aug 11, 2026

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Filer information

Filed by: BINGHAM PRIVATE WEALTH, LLC, Chief Compliance Officer
Address: 3 EMBARCADERO CENTER, SUITE 1680, SAN FRANCISCO, CA, 94111
Phone: 415-426-5652
AUM: $115.9M

AUM over time

$145.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $115.9M10 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$439K	0.4%Prev: 0.4%	3,507 SH	Increased+515 SH
ABBVIE INC	COM	$1.1M	1.0%Prev: 1.3%	5,019 SH	Decreased-1,974 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$296K	0.3%Prev: 0.8%	1,104 SH	Decreased-1,116 SH
AEGON LTD	AMER REG 1 CERT	$87K	0.1%	11,241 SH	New
AIRBNB INC	COM CL A	$545K	0.5%Prev: 0.7%	4,014 SH	Decreased-1,169 SH
ALPHABET INC	CAP STK CL A	$3.7M	3.2%Prev: 2.2%	11,789 SH	Increased+778 SH
ALPHABET INC	CAP STK CL C	$336K	0.3%	1,070 SH	New
ALTRIA GROUP INC	COM	$397K	0.3%Prev: 0.5%	6,893 SH	Decreased-1,621 SH
AMAZON COM INC	COM	$4.1M	3.5%Prev: 3.0%	17,607 SH	Increased+4,778 SH
AMERICAN INTL GROUP INC	COM NEW	$541K	0.5%Prev: 0.3%	6,325 SH	Increased+3,013 SH
AMGEN INC	COM	$495K	0.4%Prev: 0.3%	1,511 SH	Increased+408 SH
AMPHENOL CORP NEW	CL A	$344K	0.3%	2,545 SH	New
APOLLO GLOBAL MGMT INC	COM	$294K	0.3%Prev: 0.4%	2,034 SH	Decreased-404 SH
APPLE INC	COM	$3.3M	2.8%Prev: 3.5%	16,946 SH	Decreased+3,725 SH
APPLIED MATLS INC	COM	$300K	0.3%	1,169 SH	New
ASML HOLDING N V	N Y REGISTRY SHS	$1.4M	1.2%Prev: 0.8%	1,350 SH	Increased+246 SH
ASTRAZENECA PLC	SPONSORED ADR	$669K	0.6%Prev: 0.3%	7,281 SH	Increased+3,462 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$233K	0.2%	10,003 SH	New
BANCO SANTANDER SA	ADR	$128K	0.1%	10,890 SH	New
BANK AMERICA CORP	COM	$732K	0.6%Prev: 0.7%	13,315 SH	Increased-638 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$434K	0.4%Prev: 0.8%	863 SH	Decreased-760 SH
BEST BUY INC	COM	$236K	0.2%Prev: 0.4%	3,524 SH	Decreased-320 SH
BLACKROCK INC	COM	$882K	0.8%Prev: 0.6%	824 SH	Increased+274 SH
BLACKSTONE INC	COM	$351K	0.3%Prev: 0.4%	2,275 SH	Decreased+41 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$399K	0.3%	7,045 SH	New
BROADCOM INC	COM	$3.7M	3.2%Prev: 2.7%	10,757 SH	Increased-150 SH
BROOKFIELD CORP	CL A LTD VT SH	$1.7M	1.4%Prev: 1.2%	36,317 SH	Increased+16,380 SH
CADENCE DESIGN SYSTEM INC	COM	$459K	0.4%Prev: 0.3%	1,469 SH	Increased+566 SH
CAPITAL ONE FINL CORP	COM	$610K	0.5%Prev: 0.4%	2,515 SH	Increased+196 SH
CATERPILLAR INC	COM	$552K	0.5%Prev: 0.4%	964 SH	Increased+26 SH
CEMEX SAB DE CV	SPON ADR NEW	$126K	0.1%	10,936 SH	New
CERUS CORP	COM	$40K	0.0%Prev: 0.0%	19,250 SH	Increased
CHENIERE ENERGY INC	COM NEW	$551K	0.5%Prev: 0.7%	2,832 SH	Decreased-88 SH
CHEVRON CORP NEW	COM	$1.1M	0.9%Prev: 1.0%	6,926 SH	Increased+529 SH
CHUBB LIMITED	COM	$552K	0.5%	1,768 SH	New
CISCO SYS INC	COM	$1.8M	1.6%Prev: 1.0%	23,643 SH	Increased+8,152 SH
CITIGROUP INC	COM NEW	$847K	0.7%Prev: 0.5%	7,260 SH	Increased+664 SH
COCA COLA CO	COM	$618K	0.5%Prev: 0.4%	13,769 SH	Increased+7,997 SH
CONOCOPHILLIPS	COM	$287K	0.2%	3,062 SH	New
COPART INC	COM	$202K	0.2%Prev: 0.3%	5,171 SH	Decreased+443 SH
COREBRIDGE FINL INC	COM	$385K	0.3%Prev: 0.5%	12,763 SH	Decreased-1,699 SH
CORTEVA INC	COM	$280K	0.2%	4,180 SH	New
COSTCO WHSL CORP NEW	COM	$572K	0.5%Prev: 0.6%	663 SH	Increased+74 SH
CRH PLC	ORD	$1.2M	1.1%Prev: 1.0%	10,016 SH	Increased-368 SH
DANAHER CORPORATION	COM	$471K	0.4%Prev: 0.4%	2,059 SH	Increased+552 SH
DEERE & CO	COM	$260K	0.2%Prev: 0.2%	558 SH	Increased+14 SH
DELL TECHNOLOGIES INC	CL C	$710K	0.6%	5,641 SH	New
DOORDASH INC	CL A	$742K	0.6%	3,277 SH	New
ELI LILLY & CO	COM	$1.1M	0.9%Prev: 0.9%	1,002 SH	Increased-67 SH
EMBRAER S.A.	SPONSORED ADS	$256K	0.2%	3,974 SH	New
ENBRIDGE INC	COM	$504K	0.4%Prev: 0.5%	10,528 SH	Increased-405 SH
EXXON MOBIL CORP	COM	$1.4M	1.2%Prev: 1.1%	11,826 SH	Increased+2,228 SH
FEDEX CORP	COM	$905K	0.8%Prev: 1.0%	3,134 SH	Decreased-157 SH
FREEPORT-MCMORAN INC	CL B	$466K	0.4%	9,167 SH	New
GE VERNOVA INC	COM	$872K	0.8%Prev: 0.6%	1,334 SH	Increased-341 SH
GENERAL DYNAMICS CORP	COM	$341K	0.3%Prev: 0.3%	1,013 SH	Increased-143 SH
GENERAL MTRS CO	COM	$459K	0.4%Prev: 0.2%	5,650 SH	Increased+1,485 SH
GENUINE PARTS CO	COM	$303K	0.3%Prev: 0.2%	2,462 SH	Increased+602 SH
GILEAD SCIENCES INC	COM	$1.4M	1.2%Prev: 1.2%	11,530 SH	Increased-472 SH
GOLD FIELDS LTD	SPONSORED ADR	$200K	0.2%	4,581 SH	New
GOLDMAN SACHS GROUP INC	COM	$444K	0.4%Prev: 0.3%	505 SH	Increased-69 SH
HERSHEY CO	COM	$263K	0.2%	1,445 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$657K	0.6%Prev: 0.6%	2,286 SH	Increased-72 SH
HOME DEPOT INC	COM	$465K	0.4%Prev: 0.7%	1,351 SH	Decreased-270 SH
INSMED INC	COM PAR $.01	$472K	0.4%Prev: 0.2%	2,710 SH	Increased-560 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.8M	1.6%Prev: 1.4%	6,082 SH	Increased+44 SH
INTUIT	COM	$216K	0.2%Prev: 0.6%	326 SH	Decreased-630 SH
INTUITIVE SURGICAL INC	COM NEW	$1.1M	0.9%Prev: 1.1%	1,921 SH	Increased-7 SH
INVESCO EXCH TRADED FD TR II	RUSEL 1000 EQL	$2.4M	2.1%Prev: 1.9%	45,218 SH	Increased+8,516 SH
ISHARES TR	1 3 YR TREAS BD	$529K	0.5%Prev: 0.6%	6,386 SH	Increased+52 SH
ISHARES TR	20 YR TR BD ETF	$401K	0.3%Prev: 0.5%	4,604 SH	Decreased-334 SH
ISHARES TR	3 7 YR TREAS BD	$1.8M	1.6%Prev: 1.5%	15,484 SH	Increased+3,063 SH
ISHARES TR	7-10 YR TRSY BD	$982K	0.8%Prev: 0.7%	10,212 SH	Increased+2,775 SH
ISHARES TR	ISHS 1-5YR INVS	$1.3M	1.1%Prev: 1.3%	24,018 SH	Increased+996 SH
ISHARES TR	ISHS 5-10YR INVT	$562K	0.5%Prev: 0.6%	10,438 SH	Increased+37 SH
ISHARES TR	MBS ETF	$1.5M	1.3%Prev: 1.7%	15,903 SH	Decreased-1,644 SH
ISHARES TR	MSCI EAFE ETF	$206K	0.2%	2,144 SH	New
ISHARES TR	RUS 1000 ETF	$226K	0.2%Prev: 0.2%	605 SH	Decreased-114 SH
ISHARES TR	RUSSELL 3000 ETF	$267K	0.2%Prev: 0.3%	691 SH	Decreased-128 SH
ISHARES TR	TIPS BD ETF	$221K	0.2%Prev: 0.2%	2,010 SH	Increased+39 SH
JOHNSON & JOHNSON	COM	$755K	0.7%Prev: 0.6%	8,626 SH	Increased+4,988 SH
JOHNSON CTLS INTL PLC	SHS	$556K	0.5%Prev: 0.3%	4,639 SH	Increased+542 SH
JPMORGAN CHASE & CO.	COM	$2.0M	1.7%Prev: 1.9%	6,251 SH	Increased-1,317 SH
KKR & CO INC	COM	$427K	0.4%Prev: 0.6%	3,348 SH	Decreased-305 SH
KLA CORP	COM NEW	$275K	0.2%	226 SH	New
LINDE PLC	SHS	$328K	0.3%Prev: 0.4%	769 SH	Decreased-30 SH
LOWES COS INC	COM	$333K	0.3%Prev: 0.4%	1,381 SH	Decreased-279 SH
MASTERCARD INCORPORATED	CL A	$1.4M	1.2%Prev: 1.2%	2,449 SH	Increased+250 SH
MCKESSON CORP	COM	$576K	0.5%Prev: 0.3%	702 SH	Increased+185 SH
MEDTRONIC PLC	SHS	$203K	0.2%	2,115 SH	New
MERCK & CO INC	COM	$560K	0.5%Prev: 0.7%	5,316 SH	Decreased-838 SH
META PLATFORMS INC	CL A	$1.5M	1.3%Prev: 1.2%	2,327 SH	Increased+470 SH
METLIFE INC	COM	$402K	0.3%Prev: 0.5%	5,088 SH	Decreased-588 SH
MICROSOFT CORP	COM	$5.8M	5.0%Prev: 4.6%	17,012 SH	Increased+6,700 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$209K	0.2%	13,152 SH	New
MONSTER BEVERAGE CORP NEW	COM	$202K	0.2%	2,638 SH	New
MORGAN STANLEY	COM NEW	$310K	0.3%Prev: 0.2%	1,744 SH	Increased-17 SH
NETFLIX INC	COM	$506K	0.4%Prev: 0.6%	5,399 SH	Decreased+4,730 SH
NEXTERA ENERGY INC	COM	$581K	0.5%Prev: 0.3%	7,232 SH	Increased+3,155 SH
NORTHROP GRUMMAN CORP	COM	$476K	0.4%Prev: 0.2%	835 SH	Increased+399 SH
NRG ENERGY INC	COM NEW	$366K	0.3%Prev: 0.3%	2,299 SH	Increased-509 SH
NVIDIA CORPORATION	COM	$4.8M	4.2%Prev: 2.3%	25,829 SH	Increased+10,062 SH
ORACLE CORP	COM	$210K	0.2%Prev: 0.5%	1,078 SH	Decreased-1,998 SH
PARKER-HANNIFIN CORP	COM	$352K	0.3%Prev: 0.3%	400 SH	Increased-2 SH
PEPSICO INC	COM	$568K	0.5%Prev: 0.5%	3,957 SH	Increased+587 SH
PFIZER INC	COM	$341K	0.3%Prev: 0.3%	13,680 SH	Increased+3,573 SH
PHILIP MORRIS INTL INC	COM	$1.2M	1.1%Prev: 1.0%	7,588 SH	Increased-342 SH
PPL CORP	COM	$283K	0.2%Prev: 0.2%	8,079 SH	Increased+1,587 SH
PRICE T ROWE GROUP INC	COM	$228K	0.2%Prev: 0.3%	2,230 SH	Decreased-235 SH
PROCTER AND GAMBLE CO	COM	$281K	0.2%Prev: 0.4%	1,961 SH	Decreased-338 SH
PROLOGIS INC.	COM	$648K	0.6%Prev: 0.3%	5,074 SH	Increased+2,837 SH
PRUDENTIAL FINL INC	COM	$453K	0.4%Prev: 0.6%	4,011 SH	Decreased-463 SH
PULTE GROUP INC	COM	$295K	0.3%	2,512 SH	New
QUALCOMM INC	COM	$510K	0.4%Prev: 0.7%	2,983 SH	Decreased-1,136 SH
QUANTA SVCS INC	COM	$1.1M	0.9%Prev: 0.9%	2,500 SH	Increased-248 SH
REGENERON PHARMACEUTICALS	COM	$322K	0.3%	417 SH	New
RTX CORPORATION	COM	$750K	0.6%Prev: 0.5%	4,091 SH	Increased+309 SH
RYANAIR HOLDINGS PLC	SPONSORED ADR	$227K	0.2%	3,147 SH	New
SALESFORCE INC	COM	$559K	0.5%Prev: 0.8%	2,111 SH	Decreased-104 SH
SCHWAB CHARLES CORP	COM	$526K	0.5%Prev: 0.5%	5,269 SH	Increased-999 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$654K	0.6%	2,374 SH	New
SHERWIN WILLIAMS CO	COM	$348K	0.3%Prev: 0.5%	1,074 SH	Decreased-231 SH
SIBANYE STILLWATER LTD	SPONSORED ADR	$169K	0.1%	11,841 SH	New
SLB LIMITED	COM STK	$384K	0.3%	9,996 SH	New
SOUTHWEST AIRLS CO	COM	$469K	0.4%Prev: 0.3%	11,355 SH	Increased+2,355 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.6M	2.3%Prev: 2.4%	3,861 SH	Increased-29 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.8M	2.4%	30,916 SH	New
STATE STR CORP	COM	$268K	0.2%	2,077 SH	New
T-MOBILE US INC	COM	$743K	0.6%Prev: 0.9%	3,660 SH	Decreased-355 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$737K	0.6%Prev: 0.4%	2,425 SH	Increased+431 SH
TESLA INC	COM	$1.4M	1.2%Prev: 1.6%	3,020 SH	Decreased-708 SH
THERMO FISHER SCIENTIFIC INC	COM	$581K	0.5%Prev: 0.5%	1,002 SH	Increased+136 SH
TRANE TECHNOLOGIES PLC	SHS	$381K	0.3%Prev: 0.4%	979 SH	Increased+64 SH
TRANSDIGM GROUP INC	COM	$578K	0.5%Prev: 0.4%	435 SH	Increased+109 SH
TRUIST FINL CORP	COM	$495K	0.4%Prev: 0.3%	10,062 SH	Increased+2,795 SH
UBER TECHNOLOGIES INC	COM	$627K	0.5%Prev: 0.6%	7,670 SH	Increased-1,346 SH
UNITED RENTALS INC	COM	$280K	0.2%Prev: 0.2%	346 SH	Increased+20 SH
UNITEDHEALTH GROUP INC	COM	$293K	0.3%Prev: 1.0%	887 SH	Decreased-892 SH
UP FINTECH HLDG LTD	SPONSORED ADS	$121K	0.1%	12,659 SH	New
US BANCORP DEL	COM NEW	$298K	0.3%Prev: 0.2%	5,589 SH	Increased+688 SH
VALERO ENERGY CORP	COM	$231K	0.2%	1,422 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$306K	0.3%Prev: 0.3%	3,313 SH	Decreased-557 SH
VERIZON COMMUNICATIONS INC	COM	$557K	0.5%Prev: 0.6%	13,678 SH	Increased+392 SH
VISA INC	COM CL A	$1.5M	1.3%Prev: 1.5%	4,354 SH	Increased-148 SH
VNET GROUP INC	SPONSORED ADS A	$114K	0.1%	13,519 SH	New
WALMART INC	COM	$1.7M	1.4%Prev: 1.5%	14,979 SH	Increased-196 SH
WEC ENERGY GROUP INC	COM	$313K	0.3%Prev: 0.3%	2,969 SH	Increased-106 SH
WELLS FARGO CO NEW	COM	$664K	0.6%Prev: 0.5%	7,121 SH	Increased+654 SH
WELLTOWER INC	COM	$220K	0.2%	1,185 SH	New
WILLIAMS COS INC	COM	$688K	0.6%Prev: 0.7%	11,448 SH	Increased-402 SH
XCEL ENERGY INC	COM	$318K	0.3%Prev: 0.3%	4,302 SH	Increased+120 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $230K
AUTOMATIC DATA PROCESSING IN — $294K
BELLRING BRANDS INC — $340K
BJS WHSL CLUB HLDGS INC — $206K
CAVA GROUP INC — $288K
COMCAST CORP NEW — $352K
GAMING & LEISURE PPTYS INC — $225K
INGERSOLL RAND INC — $228K
IRON MTN INC DEL — $236K
ISHARES TR — $241K
KIMBELL RTY PARTNERS LP — $233K
KIMBERLY-CLARK CORP — $262K
MARSH & MCLENNAN COS INC — $205K
MONDELEZ INTL INC — $250K
OREILLY AUTOMOTIVE INC — $209K
PALO ALTO NETWORKS INC — $233K
PROGRESSIVE CORP — $334K
SAP SE — $241K
SCHLUMBERGER LTD — $554K
SPDR SER TR — $3.3M
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001951757-26-000290	$115.9M	View
May 5, 2025	Q4 2024	13F-HR	0001951757-25-000507	$94.0M	View
Aug 11, 2026	Q2 2026