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Portfolio (Quarterly) Guide ↗

BINGHAM PRIVATE WEALTH, LLC

· CIK 0002063211
13F Portfolio $145M AUM 178 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 178 New
Page 4 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHW SCHWAB CHARLES CORP Financial Services 8,015.0 $740K 0.51% NEW $92.27 +19.4%
62 PLD PROLOGIS INC. Real Estate 5,406.0 $732K 0.50% NEW $135.47 +3.9%
63 PEP PEPSICO INC Consumer Defensive 5,165.0 $700K 0.48% NEW $135.49 +4.1%
64 TMUS T-MOBILE US INC Communication Services 4,149.0 $696K 0.48% NEW $167.71 +8.1%
65 IGIB ISHARES TR 13,065.0 $695K 0.48% NEW $53.17 -1.8%
66 SHY ISHARES TR 8,406.0 $690K 0.47% NEW $82.11 -0.3%
67 WFC WELLS FARGO & CO Financial Services 8,296.0 $686K 0.47% NEW $82.64 +4.9%
68 DASH DOORDASH INC Communication Services 3,684.0 $680K 0.47% NEW $184.53 +28.3%
69 TDG TRANSDIGM GROUP INC Industrials 494.0 $658K 0.45% NEW $1332.04 -11.0%
70 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,292.0 $642K 0.44% NEW $496.73 +9.1%
71 BERKSHIRE HATHAWAY INC DEL 1,269.0 $635K 0.44% NEW $500.39
72 LUV SOUTHWEST AIRLS CO Industrials 12,017.0 $618K 0.42% NEW $51.42 -22.9%
73 URI UNITED RENTALS INC Industrials 529.0 $599K 0.41% NEW $1132.89 -9.1%
74 FCX FREEPORT MCMORAN INC Basic Materials 9,493.0 $597K 0.41% NEW $62.89 +21.6%
75 COP CONOCOPHILLIPS Energy 5,692.0 $592K 0.41% NEW $103.96 +25.4%
76 ALL ALLSTATE CORP Financial Services 2,437.0 $580K 0.40% NEW $237.94 +9.5%
77 GLD SPDR GOLD TR Financial Services 1,562.0 $575K 0.40% NEW $368.38 +11.0%
78 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,096.0 $549K 0.38% NEW $501.36 +24.1%
79 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,877.0 $548K 0.38% NEW $61.76 -9.1%
80 AMGN AMGEN INC Healthcare 1,486.0 $538K 0.37% NEW $361.99 +19.5%
Page 4 of 9  ·  178 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 16.8%
Healthcare 10.2%
Consumer Cyclical 9.3%
Industrials 8.9%
Consumer Defensive 6.8%
Communication Services 6.6%
Energy 4.5%
Utilities 3.3%
Basic Materials 2.3%