BINGHAM PRIVATE WEALTH, LLC 13F Holdings
CIK 0002063211 · SAN FRANCISCO, CA
As of Jun 30, 2025, BINGHAM PRIVATE WEALTH, LLC reported 158 positions worth
CIK 0002063211 · SAN FRANCISCO, CA
As of Jun 30, 2025, BINGHAM PRIVATE WEALTH, LLC reported 158 positions worth
04.9M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 15,541 | $5.2M | 5.00% |
| AMAZON.COM INC | AMZN | Equity | 16,028 | $3.5M | 3.35% |
| BROADCOM INC | AVGO | Technology | 10,959 | $3.0M | 2.88% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 31,465 | $2.9M | 2.75% |
| NVIDIA CORP | NVDA | Technology | 16,871 | $2.7M | 2.54% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,760 | $2.3M | 2.21% |
| APPLE INC | AAPL | Technology | 15,852 | $2.2M | 2.13% |
| INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | EQAL | — | 44,752 | $2.2M | 2.10% |
| ALPHABET INC | GOOGL | Equity | 11,574 | $2.0M | 1.94% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,882 | $2.0M | 1.90% |
| ISHARES MBS ETF | MBB | — | 19,292 | .8M | 1.73% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 5,973 | .8M | 1.68% |
| META PLATFORMS INC | META | Communication Services | 2,220 | .6M | 1.56% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 13,030 | .6M | 1.48% |
| CISCO SYSTEMS INC | CSCO | Technology | 21,959 | .5M | 1.45% |
| VISA INC-CLASS A SHARES | V | Financial Services | 4,230 | .5M | 1.43% |
| WALMART INC | WMT | Consumer Defensive | 15,038 | .5M | 1.40% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 7,213 | .3M | 1.25% |
| GILEAD SCIENCES INC | GILD | Healthcare | 11,688 | .3M | 1.24% |
| EXXON MOBIL CORP | XOM | Energy | 11,959 | .3M | 1.23% |
| BROOKFIELD CORP | BN | Financial Services | 20,766 | .3M | 1.22% |
| MASTERCARD INC | MA | Financial Services | 2,278 | .3M | 1.22% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 23,762 | .3M | 1.19% |
| T-MOBILE US INC | TMUS | Communication Services | 4,553 | .1M | 1.03% |
| ABBVIE INC | ABBV | Equity | 5,840 | .1M | 1.03% |