ETF Holders

Bingham Private Wealth, LLC ETF holdings

San Francisco, CA

Reported $22.2M in 21 ETFs in its Form 13F for June 30, 2026.

ETF value
$22.2M
ETFs held
21
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
15.3%
of $145.3M

Top 10 of 21 ETF holdings

TickerFundValueSharesChange
SPYState Street SPDR S&P 500 ETF Trust$4.0M5,378+207 shares
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF$3.1M34,328+3,231 shares
EQALInvesco Russell 1000 Equal Weight ETF$2.8M47,694+2,569 shares
IEIiShares 3-7 Year Treasury Bond ETF$2.3M19,789+2,759 shares
MBBiShares MBS ETF$1.8M18,953+3,098 shares
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1.6M30,337+4,067 shares
IEFiShares 7-10 Year Treasury Bond ETF$1.4M14,541+3,341 shares
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$695K13,065+587 shares
SHYiShares 1-3 Year Treasury Bond ETF$690K8,406+2,102 shares
GLDSPDR Gold Shares$575K1,562+20 shares
11 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002063211. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Bingham Private Wealth, LLC own?

Bingham Private Wealth, LLC reported 21 ETF positions worth $22.2M in its Form 13F for June 30, 2026. The largest was SPY, at $4.0M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.