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Bingham Private Wealth, LLC

SEC CIK
0002063211
Latest filing
Aug 11, 2026

The latest 13F from Bingham Private Wealth, LLC covers Q2 2026 (filed Aug 11, 2026): 178 long positions worth $145.3M. The top 10 holdings make up 28.0% of the portfolio, and the largest is Apple Inc. (AAPL) at 3.8%. Livermore has 6 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
31
Est. +$8.91M
Added
96
Est. +$11.0M
Reduced
43
Est. −$8.07M
Sold out
17
Est. −$6.27M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    3.8%$5.49MHistory
  2. AMZNAmazon Com Inc
    3.6%$5.22MHistory
  3. NVDANVIDIA Corp
    3.4%$4.93MHistory
  4. MSFTMicrosoft Corp
    3.2%$4.67MHistory
  5. AVGOBroadcom Inc.
    2.8%$4.09MHistory

Share of portfolio

Top 5 holdings and the other 173 positions, by share of portfolio value

  1. AAPL3.8%
  2. AMZN3.6%
  3. NVDA3.4%
  4. MSFT3.2%
  5. AVGO2.8%
  6. Other 173 positions83.2%

Biggest buys

New and added positions, by estimated amount bought

  1. AAPLApple Inc.
    +$1.93MAddedHistory
  2. GEGeneral Electric Co
    +$1.14MAddedHistory
  3. RACEFerrari N.V.
    +$909.5KNewHistory
  4. AMDAdvanced Micro Devices Inc
    +$799.9KNewHistory
  5. NFLXNetflix Inc
    +$755.2KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AAPLApple Inc.
    +1.30 pp2.5% → 3.8%History
  2. GEGeneral Electric Co
    +0.81 pp0.2% → 1.0%History
  3. RACEFerrari N.V.
    +0.63 pp0.0% → 0.6%History
  4. AMDAdvanced Micro Devices Inc
    +0.55 pp0.0% → 0.6%History
  5. VRTXVertex Pharmaceuticals Inc
    +0.44 pp0.0% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$2.29MSold outHistory
  2. DELLDell Technologies Inc.
    −$1.57MReducedHistory
  3. GOOGLAlphabet Inc.
    −$1.18MReducedHistory
  4. ASMLASML Holding NV
    −$1.08MReducedHistory
  5. STXSeagate Technology Holdings plc
    −$647.5KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.82 pp1.8% → 0.0%History
  2. GOOGLAlphabet Inc.
    −0.58 pp3.0% → 2.5%History
  3. METAMeta Platforms, Inc.
    −0.52 pp1.2% → 0.7%History
  4. iShares Russell 1000 Value ETF464287598
    −0.43 pp0.4% → 0.0%
  5. FDXFedEx Corp
    −0.35 pp0.9% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$145.3M
+$19.3M (+15.3%) vs. prior quarter
Positions
178
+14 vs. prior quarter
Top 10 concentration
28.0%
Top 10 as share of value
Turnover
10.6%
Q2 2026, one quarter
Average holding period
2.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

6 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $145.3M (Q2 2026)

Q4 2024: $94.0MQ1 2025: $96.7MQ2 2025: $104.9MQ4 2025: $115.9MQ1 2026: $126.0MQ2 2026: $145.3M
Q4 2024Q2 2026
13F filings of Bingham Private Wealth, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 2026178$145.3MAAPLAMZNNVDAvs. Q1 2026SEC
Q1 2026May 7, 2026164$126.0MNVDAAMZNMSFTvs. Q4 2025SEC
Q4 2025Jan 23, 2026151$115.9MMSFTNVDAAMZN–SEC
Q2 2025Jul 23, 2025158$104.9MMSFTAMZNAVGOvs. Q1 2025SEC
Q1 2025May 5, 2025152$96.7MMSFTState Street SPDR Bloomberg 1-3 Month T-Bill ETFAMZNvs. Q4 2024SEC
Q4 2024May 5, 2025142$94.0MMSFTAAPLState Street SPDR Bloomberg 1-3 Month T-Bill ETF–SEC