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BPW

Bingham Private Wealth Portfolio holdings

AUM $126M
This Fund
S&P 500
This Quarter Est. Return
+4.31%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow %
103.13%
Top 10 Hldgs %
30.39%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$8.53M
2
NVDA icon
NVIDIA
NVDA
+$4.81M
3
AAPL icon
Apple
AAPL
+$4.55M
4
AMZN icon
Amazon
AMZN
+$4.03M
5
AVGO icon
Broadcom
AVGO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.76%
2 Financials 15.13%
3 Healthcare 9.44%
4 Consumer Discretionary 8.16%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CERS icon
151
Cerus
CERS
$615M
$39.7K 0.03%
+19,250
New +$33.4K
3 4 5 6
7

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BFS
Burr Financial Services Pleasant Hill, California $126M AUM 55.55% 1-Year Est. Return
BWA
Blodgett Wealth Advisors Concord, California $126M AUM 27.65% 1-Year Est. Return
STCOSD
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Bingham Private Wealth's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Bingham Private Wealth, which disclosed 151 positions worth $116M. Its ten largest holdings account for 30% of the portfolio.

Its largest position is Microsoft: 17,012 shares worth $5.81M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Financials and Healthcare.

  • Bingham Private Wealth's largest Q4 2025 buy was Microsoft: 17,012 shares worth $5.81M.
  • Bingham Private Wealth's ten largest holdings make up 30% of its $116M portfolio in Q4 2025.
  • Bingham Private Wealth disclosed 151 positions in Q4 2025, its first 13F filing on record.

Based on Bingham Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.