BINGHAM PRIVATE WEALTH, LLC
SEC Form 13F institutional filer · CIK 0002063211
13F-HR · 118 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
33.3%
BINGHAM PRIVATE WEALTH, LLC — $99.4M AUM allocation strategy
BINGHAM PRIVATE WEALTH, LLC files SEC Form 13F and reports $99.4M of long US equity value across 118 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.1%, followed by Communication Services 5.4% and Consumer Discretionary 4.3%.
The top 10 holdings account for 33% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BINGHAM PRIVATE WEALTH, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$99.4M
total across 118 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +22.4K sh · +$633K+$SLB +4.85K sh · +$379K+$PFE +4.8K sh · +$178K
Biggest trims (shares)
−$MSFT −5.5K sh · −$1.55M−$KO −4.82K sh · +$62.3K−$AAPL −4.64K sh · −$130K
Exited to nil (held last quarter, gone now)
$AIG ($926K last qtr)$TT ($381K last qtr)$XEL ($318K last qtr)$ACN ($296K last qtr)$TROW ($228K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.1%—
- Interactive Media & Services5.4%—
- Broadline Retail4.3%—
- Systems Software4.3%—
- Integrated Oil & Gas3.8%—
- Technology Hardware, Storage & Peripherals3.2%—
- Biotechnology3.1%—
- Communications Equipment2.1%—
- Other holdings65.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 26.7K | $4.65M | +829 | 4.7% |
| $AMZN | Amazon.com Inc | 20.5K | $4.27M | +2.88K | 4.3% |
| $MSFT | Microsoft Corporation | 11.5K | $4.26M | -5.5K | 4.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.3K | $3.82M | +1.49K | 3.8% |
| $AVGO | Broadcom Inc | 11.1K | $3.43M | +311 | 3.4% |
| $AAPL | Apple Inc | 12.3K | $3.12M | -4.64K | 3.1% |
| $XOM | ExxonMobil Holdings Corporation | 13.5K | $2.29M | +1.66K | 2.3% |
| $CSCO | Cisco Systems Inc | 26.3K | $2.04M | +2.7K | 2.1% |
| $JPM | JP Morgan Chase & Co | 6.17K | $1.81M | -80 | 1.8% |
…and 109 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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