AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Bingham Private Wealth, LLC
Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $115.87M
1. Portfolio Overview
Bingham Private Wealth, LLC manages a diversified portfolio of approximately $115.87 million spread across 151 holdings. The firm has adopted a balanced investment strategy that blends active stock selection with passive exposure via ETFs. Over the reported period (comparing the current report to the p...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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