Institutional Fund
Bingham Private Wealth, LLC
San Francisco, CACIK 20632115 filings on record
Portfolio Value
$126.00M
Q1 2026
Holdings
164
Reported positions
New Buys
27
Opened this quarter
QoQ Change
+8.7%
from $115.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.7%
- Amazon Com Inc3.4%
- Microsoft Corp3.4%
- Alphabet Inc3.0%
- Broadcom Inc2.7%
- Spdr S&P 500 ETF Tr2.7%
- Other81.1%
Portfolio Holdings
164 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 26.7K | $4.65M | 3.7% | +829 | Added |
| 2 | Amazon Com Inc | 20.5K | $4.27M | 3.4% | +2.9K | Added |
| 3 | Microsoft Corp | 11.5K | $4.26M | 3.4% | −5.5K | Reduced |
| 4 | Alphabet Inc | 13.3K | $3.82M | 3.0% | +1.5K | Added |
| 5 | Broadcom Inc | 11.1K | $3.43M | 2.7% | +311 | Added |
| 6 | Spdr S&P 500 ETF Tr | 5.2K | $3.36M | 2.7% | +1.3K | Added |
| 7 | Apple Inc | 12.3K | $3.12M | 2.5% | −4.6K | Reduced |
| 8 | Spdr Series Trust | 31.1K | $2.85M | 2.3% | +181 | Added |
| 9 | Invesco Exch Traded Fd Tr II | 45.1K | $2.49M | 2.0% | −93 | Reduced |
| 10 | Exxon Mobil Corp | 13.5K | $2.29M | 1.8% | +1.7K | Added |
154 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio