BINGHAM PRIVATE WEALTH, LLC
CIK: 0002063211SEC EDGAR →
Portfolio Value
$115.9M
Holdings
151
As of
Q4 2025
New Positions
18
Closed Positions
25
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 17,012 | $5.8M | 5.02% |
| 2 | NVIDIA CORPORATION | 25,829 | $4.8M | 4.16% |
| 3 | AMAZON COM INC | 17,607 | $4.1M | 3.51% |
| 4 | BROADCOM INC | 10,757 | $3.7M | 3.21% |
| 5 | ALPHABET INC | 11,789 | $3.7M | 3.18% |
| 6 | APPLE INC | 16,946 | $3.3M | 2.81% |
| 7 | SPDR SERIES TRUST | 30,916 | $2.8M | 2.44% |
| 8 | SPDR S&P 500 ETF TR | 3,861 | $2.6M | 2.27% |
| 9 | INVESCO EXCH TRADED FD TR II | 45,218 | $2.4M | 2.05% |
| 10 | JPMORGAN CHASE & CO. | 6,251 | $2.0M | 1.74% |
Quarterly Changes
Top Buys
New Positions (18)
$742K · 3K shares
$343K · 3K shares
$335K · 1K shares
$300K · 1K shares
$274K · 226 shares
$233K · 10K shares
$231K · 1K shares
$227K · 3K shares
$219K · 1K shares
$210K · 1K shares
$208K · 13K shares
$205K · 2K shares
$202K · 3K shares
$200K · 5K shares
$168K · 12K shares
$127K · 11K shares
$125K · 11K shares
$86K · 11K shares
Closed Positions (25)
$338.4M · 1K shares
$326.7M · 5K shares
$308.5M · 6K shares
$278.9M · 917 shares
$275.9M · 3K shares
$270.8M · 3K shares
$267.7M · 949 shares
$253.0M · 4K shares
$250.7M · 2K shares
$239.9M · 3K shares
$236.9M · 2K shares
$235.9M · 737 shares
$235.3M · 9K shares
$226.9M · 3K shares
$220.1M · 4K shares
$219.9M · 388 shares
$212.6M · 3K shares
$212.2M · 1K shares
$211.4M · 2K shares
$211.3M · 685 shares
$208.2M · 2K shares
$205.5M · 3K shares
$191.8M · 14K shares
$85.0M · 10K shares
$82.1M · 16K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $30.3M | 26.1% |
| Technology | 21 | $28.7M | 24.8% |
| Healthcare | 17 | $10.5M | 9.0% |
| Consumer Cyclical | 11 | $10.0M | 8.6% |
| Communication Services | 6 | $7.6M | 6.5% |
| Unknown | 10 | $7.2M | 6.2% |
| Industrials | 15 | $7.1M | 6.1% |
| Energy | 8 | $5.1M | 4.4% |
| Consumer Defensive | 8 | $4.6M | 3.9% |
| Utilities | 5 | $2.4M | 2.0% |
| Basic Materials | 6 | $1.7M | 1.5% |
| Real Estate | 2 | $866K | 0.7% |