Hamilton Wealth
Latest statistics and disclosures from Hamilton Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SMTH, AAPL, VYMI, NVDA, GOOGL, and represent 30.25% of Hamilton Wealth's stock portfolio.
- Added to shares of these 10 stocks: USO (+$18M), USFR (+$12M), SPXS (+$6.4M), UVIX, MSFT, MELI, TLTW, PANW, GGLS, GCOW.
- Started 22 new stock positions in VGT, BAC, AVS, AZN, BUG, IWD, ZBH, GLL, NVS, SPXS. NKE, UVIX, RSP, SVIX, EFZ, GGLS, IJH, AMZD, USO, IWB, ADBE, IWF.
- Reduced shares in these 10 stocks: IBB (-$11M), IXJ (-$9.3M), VFH (-$9.1M), DAX (-$8.8M), SQQQ (-$8.1M), MRK (-$6.2M), HYD (-$5.0M), GH, IAU, GLD.
- Sold out of its positions in AMRX, AstraZeneca, WRB, BSX, CNC, MSFD, Drxn Dly Gld Mns Inx Br, DAX, GH, IQV.
- Hamilton Wealth was a net seller of stock by $-8.6M.
- Hamilton Wealth has $514M in assets under management (AUM), dropping by -3.02%.
- Central Index Key (CIK): 0001760263
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Portfolio Holdings for Hamilton Wealth
Hamilton Wealth holds 111 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alps Etf Tr Smith Core Plus (SMTH) | 6.7 | $34M | 1.3M | 25.75 |
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| Apple (AAPL) | 6.0 | $31M | 122k | 253.79 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 5.9 | $30M | 322k | 94.24 |
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| NVIDIA Corporation (NVDA) | 5.9 | $30M | +4% | 173k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $30M | 104k | 287.56 |
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| Microsoft Corporation (MSFT) | 4.9 | $25M | +16% | 68k | 370.17 |
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| Amazon (AMZN) | 4.8 | $25M | +2% | 119k | 208.27 |
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| Ishares Gold Tr Ishares New (IAU) | 4.2 | $22M | -9% | 247k | 88.16 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 3.8 | $20M | +10% | 424k | 46.24 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.8 | $19M | -9% | 45k | 430.29 |
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| United Sts Oil Units (USO) | 3.6 | $18M | NEW | 144k | 127.25 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.4 | $18M | 273k | 64.08 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 3.2 | $16M | +258% | 322k | 50.34 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.7 | $14M | 42k | 337.95 |
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| Ishares Msci Brazil Etf (EWZ) | 2.5 | $13M | +13% | 340k | 38.39 |
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| Meta Platforms Cl A (META) | 2.4 | $13M | 22k | 572.13 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 1.6 | $8.3M | +5% | 124k | 66.86 |
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| Ishares Tr 20+ Year Tr Bd (TLTW) | 1.6 | $8.2M | +52% | 362k | 22.62 |
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| Merck & Co (MRK) | 1.5 | $7.8M | -44% | 65k | 120.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $6.6M | -17% | 23k | 286.86 |
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| Direxion Shares Etf Trust Daily S&p 500 Be (SPXS) | 1.2 | $6.4M | NEW | 157k | 40.49 |
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| Vanguard World Utilities Etf (VPU) | 1.2 | $6.3M | +11% | 32k | 198.14 |
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| Palo Alto Networks (PANW) | 1.2 | $6.1M | +57% | 38k | 160.32 |
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| Gilead Sciences (GILD) | 1.1 | $5.5M | +3% | 40k | 139.37 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $5.4M | +4% | 73k | 73.64 |
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| MercadoLibre (MELI) | 1.0 | $5.3M | +122% | 3.1k | 1729.02 |
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| Bristol Myers Squibb (BMY) | 1.0 | $5.3M | -16% | 87k | 60.65 |
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| Netflix (NFLX) | 1.0 | $5.0M | 52k | 96.15 |
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| Abbvie (ABBV) | 0.9 | $4.9M | 22k | 217.49 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.9 | $4.7M | +7% | 88k | 53.35 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $4.3M | +34% | 47k | 90.53 |
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| Moderna (MRNA) | 0.8 | $4.1M | -23% | 81k | 50.80 |
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| Vs Trust 2x Long Vix Futu (UVIX) | 0.7 | $3.8M | NEW | 437k | 8.66 |
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| GSK Sponsored Adr (GSK) | 0.7 | $3.6M | +15% | 65k | 55.19 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.7 | $3.5M | -10% | 37k | 92.28 |
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| Tesla Motors (TSLA) | 0.6 | $2.9M | 7.8k | 371.75 |
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| Touchstone Etf Trust Ultra Short Incm (TUSI) | 0.5 | $2.6M | +37% | 102k | 25.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $2.5M | +16% | 6.5k | 390.41 |
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| Direxion Shares Etf Trust Dly Googl Br 1x (GGLS) | 0.4 | $2.0M | NEW | 271k | 7.29 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.3 | $1.7M | -25% | 76k | 22.66 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.7M | +649% | 24k | 69.75 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $1.6M | +2% | 13k | 125.13 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.4M | 2.00 | 718140.00 |
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| Broadcom (AVGO) | 0.3 | $1.4M | +8% | 4.5k | 309.54 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.4M | -16% | 4.2k | 320.84 |
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| Proshares Tr Ii Ultrashort Gold (GLL) | 0.2 | $1.3M | NEW | 63k | 20.18 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $1.2M | -27% | 12k | 106.15 |
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| Chubb (CB) | 0.2 | $1.1M | 3.3k | 325.90 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.1M | 42k | 25.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.0M | 4.8k | 215.06 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.0M | -27% | 3.4k | 294.19 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $979k | NEW | 2.7k | 356.56 |
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| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.2 | $856k | -12% | 34k | 25.53 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $774k | -31% | 11k | 68.14 |
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| Proshares Tr Ii Ultra Gold (UGL) | 0.1 | $769k | 13k | 61.46 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $747k | NEW | 1.1k | 697.72 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $745k | +168% | 14k | 53.12 |
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| Vs Trust -1x Shrt Vix Fut (SVIX) | 0.1 | $744k | NEW | 47k | 15.71 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $738k | 14k | 52.64 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $683k | -8% | 14k | 49.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $634k | +4% | 1.3k | 479.20 |
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| Astrazeneca Ord (AZN) | 0.1 | $633k | NEW | 3.2k | 197.22 |
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| Costco Wholesale Corporation (COST) | 0.1 | $605k | 607.00 | 996.30 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $596k | NEW | 3.1k | 191.92 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $556k | 5.7k | 97.13 |
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| RBB F/m Us Treasury (TBIL) | 0.1 | $542k | -43% | 11k | 49.86 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $536k | +26% | 5.3k | 100.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $512k | -6% | 1.2k | 436.79 |
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| Goldman Sachs (GS) | 0.1 | $500k | -3% | 591.00 | 845.99 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $475k | -2% | 6.3k | 75.10 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $449k | -2% | 9.0k | 49.69 |
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| General Dynamics Corporation (GD) | 0.1 | $432k | +14% | 1.3k | 343.22 |
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| Dominion Resources (D) | 0.1 | $428k | -52% | 6.9k | 61.82 |
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| Embraer Sponsored Ads (EMBJ) | 0.1 | $415k | +35% | 7.0k | 59.34 |
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| Amgen (AMGN) | 0.1 | $399k | +58% | 1.1k | 351.85 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $394k | 7.3k | 54.05 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $380k | 784.00 | 484.91 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $378k | +5% | 2.7k | 138.35 |
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| Live Nation Entertainment (LYV) | 0.1 | $374k | 2.5k | 152.51 |
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| Global X Fds Cybrscurty Etf (BUG) | 0.1 | $372k | NEW | 15k | 25.11 |
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| Eli Lilly & Co. (LLY) | 0.1 | $372k | -63% | 404.00 | 919.77 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $353k | 2.4k | 145.79 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $350k | -46% | 7.0k | 50.04 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $337k | NEW | 1.6k | 213.67 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $335k | -33% | 8.6k | 39.13 |
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| Direxion Shares Etf Trust Dly Amzn Bear 1x (AMZD) | 0.1 | $330k | NEW | 30k | 11.00 |
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| Bank of America Corporation (BAC) | 0.1 | $316k | NEW | 6.5k | 48.75 |
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| Proshares Tr Pshs Sh Msci Eaf (EFZ) | 0.1 | $314k | NEW | 25k | 12.57 |
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| Nike CL B (NKE) | 0.1 | $300k | NEW | 5.7k | 52.82 |
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| Johnson & Johnson (JNJ) | 0.1 | $299k | +8% | 1.2k | 244.44 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $280k | NEW | 1.8k | 152.75 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $279k | -2% | 1.4k | 196.20 |
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| Manulife Finl Corp (MFC) | 0.1 | $276k | 8.0k | 34.44 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $267k | NEW | 627.00 | 426.40 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $259k | -52% | 3.1k | 82.43 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $255k | -48% | 4.5k | 56.86 |
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| Ubs Ag London Branch Etracs Alerian M (AMUB) | 0.0 | $254k | 12k | 21.69 |
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| Terawulf (WULF) | 0.0 | $253k | +11% | 18k | 14.43 |
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| Nrg Energy Com New (NRG) | 0.0 | $250k | +10% | 1.7k | 146.14 |
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| Cracker Barrel Old Country Store (CBRL) | 0.0 | $243k | 8.6k | 28.11 |
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| Coca-Cola Company (KO) | 0.0 | $235k | +6% | 3.1k | 76.05 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $228k | 4.7k | 48.32 |
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| Zimmer Holdings (ZBH) | 0.0 | $226k | NEW | 2.5k | 90.42 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $224k | -97% | 1.9k | 120.81 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $215k | NEW | 3.2k | 67.53 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $213k | NEW | 876.00 | 243.08 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $212k | -71% | 5.5k | 38.42 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $208k | -51% | 4.9k | 42.50 |
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| Direxion Shares Etf Trust Dly Avgo Bear 1x (AVS) | 0.0 | $205k | NEW | 20k | 10.25 |
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| Southstate Bk Corp (SSB) | 0.0 | $202k | 2.2k | 92.52 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $52k | 10k | 5.17 |
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Past Filings by Hamilton Wealth
SEC 13F filings are viewable for Hamilton Wealth going back to 2018
- Hamilton Wealth 2026 Q1 restated filed June 25, 2026
- Hamilton Wealth 2026 Q1 filed May 18, 2026
- Hamilton Wealth 2025 Q4 restated filed Feb. 19, 2026
- Hamilton Wealth 2024 Q4 filed Nov. 14, 2025
- Hamilton Wealth 2025 Q1 filed Nov. 14, 2025
- Hamilton Wealth 2025 Q2 filed Nov. 14, 2025
- Hamilton Wealth 2025 Q3 filed Nov. 14, 2025
- Hamilton Wealth 2024 Q3 filed Nov. 14, 2024
- Hamilton Wealth 2024 Q2 filed Aug. 13, 2024
- Hamilton Wealth 2024 Q1 filed June 10, 2024
- Hamilton Wealth 2023 Q4 filed Feb. 12, 2024
- Hamilton Wealth 2023 Q3 filed Nov. 15, 2023
- Hamilton Wealth 2023 Q2 filed Aug. 14, 2023
- Hamilton Wealth 2023 Q1 filed May 8, 2023
- Hamilton Wealth 2022 Q4 filed Feb. 10, 2023
- Hamilton Wealth 2022 Q3 filed Nov. 3, 2022