BINGHAM PRIVATE WEALTH, LLC
•CIK: 2063211•Filing: Q4 2025
**BINGHAM PRIVATE WEALTH, LLC** manages $116M across a diversified portfolio of 151 positions. The strategy exhibits significant concentration in mega-cap technology names, notably holding MSFT ($5.8M) and NVDA ($4.8M). Further top allocations include AMZN ($4.1M), AVGO ($3.7M), and GOOGL ($3.7M), indicating a focus on established growth leaders. The portfolio maintains tactical exposure across sectors, evidenced by holdings in financial services (JPM, $2.0M) and fixed income (BIL, $2.8M).
Total AUM
$115.9M
QoQ Performance
N/A
Positions
140
Top 10 Concentration
30.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
MSFT5.0%
NVDA4.2%
AMZN3.5%
AVGO3.2%
GOOGL3.2%
AAPL2.8%
BIL2.4%
SPY2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.5%
Technology24.7%
Financial10.8%
Consumer8.9%
Healthcare6.7%
Industrial2.6%
ETF2.3%
Materials2.1%
🚪 Exited Positionssold since Q2 2025
+20 more exited positions
Changes from Q2 2025
NEW18 new positions
↑70 increased
↓61 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025