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Hamilton Wealth

Latest statistics and disclosures from Hamilton Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, GOOGL, SMTH, NVDA, VYMI, and represent 30.94% of Hamilton Wealth's stock portfolio.
Added to shares of these 10 stocks: WELL (+$12M), CB (+$12M), CGIC (+$11M), DEM (+$8.1M), IHI (+$7.1M), WM (+$6.1M), LLY (+$6.0M), GH (+$5.6M), GRID, EMXC.
Started 30 new stock positions in TECS, BABA, SOUN, GRID, VOO, NOW, WELL, STNE, GH, RTX.
Reduced shares in these 10 stocks: USO (-$18M), USFR (-$15M), VEA (-$9.9M), MELI (-$5.3M), BMY (-$5.3M), SPXS, GSK, GOOGL, EWZ, GOOG.
Sold out of its positions in ADBE, AMGN, ACHR, BRK.A, BMY, CBRL, AMZD, AVS, GD, GSK. BUG, GPIX, IJH, IWF, IBIT, MELI, NRG, NVS, EFZ, WULF, USO, SVIX, SPOT.
Hamilton Wealth was a net buyer of stock by $4.0M.
Hamilton Wealth has $546M in assets under management (AUM), dropping by 6.38%.
Central Index Key (CIK): 0001760263

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Portfolio Holdings for Hamilton Wealth

Hamilton Wealth holds 118 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.4	$35M		122k	289.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	6.4	$35M	-6%	97k	357.37	View chart
Alps Etf Tr Smith Core Plus (SMTH)	6.3	$34M		1.3M	25.74	View chart
NVIDIA Corporation (NVDA)	6.1	$34M	-3%	168k	200.09	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	5.7	$31M		316k	98.20	View chart
Amazon (AMZN)	5.1	$28M	-2%	116k	238.34	View chart
Microsoft Corporation (MSFT)	4.7	$26M		69k	373.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	3.6	$20M	-2%	41k	477.57	View chart
Ishares Gold Tr Ishares New (IAU)	3.4	$19M		246k	75.51	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	3.2	$18M	-4%	404k	43.30	View chart
Spdr Gold Tr Gold Shs (GLD)	2.8	$16M	-6%	42k	368.38	View chart
Chubb (CB)	2.4	$13M	+1059%	38k	340.74	View chart
Welltower Inc Com reit (WELL)	2.2	$12M	NEW	53k	226.97	View chart
Palo Alto Networks (PANW)	2.1	$12M	-10%	34k	341.02	View chart
Meta Platforms Cl A (META)	2.1	$12M	-6%	20k	563.29	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	2.1	$11M	+162%	231k	49.41	View chart
Capital Group International SHS (CGIC)	2.0	$11M	NEW	305k	36.39	View chart
Ishares Msci Brazil Etf (EWZ)	1.8	$10M	-14%	290k	34.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$9.6M	-50%	134k	71.25	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.6	$8.6M	+1660%	159k	53.79	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	1.5	$8.3M	-2%	120k	69.08	View chart
Merck & Co (MRK)	1.5	$8.1M	-2%	63k	128.50	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	1.3	$7.0M	-13%	314k	22.34	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$6.7M	-17%	19k	353.33	View chart
Eli Lilly & Co. (LLY)	1.2	$6.5M	+1234%	5.4k	1199.43	View chart
Waste Management (WM)	1.1	$6.1M	NEW	27k	222.88	View chart
Vanguard World Utilities Etf (VPU)	1.1	$5.9M	-5%	30k	195.73	View chart
Moderna (MRNA)	1.0	$5.6M		79k	70.03	View chart
Guardant Health (GH)	1.0	$5.6M	NEW	37k	150.03	View chart
Abbvie (ABBV)	1.0	$5.5M		22k	251.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$5.4M	+18%	56k	96.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$5.4M		73k	73.41	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.9	$4.8M	NEW	25k	191.75	View chart
Gilead Sciences (GILD)	0.8	$4.5M	-10%	36k	126.34	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$4.3M	-12%	5.7k	763.14	View chart
Touchstone Etf Trust Ultra Short Incm (TUSI)	0.8	$4.2M	+63%	168k	25.26	View chart
Netflix (NFLX)	0.7	$3.7M		52k	71.40	View chart
Tesla Motors (TSLA)	0.6	$3.4M	+4%	8.1k	420.60	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.6	$3.3M	-5%	36k	92.21	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$3.2M	NEW	31k	102.30	View chart
Vs Trust 2x Lo Vi Fu Et (UVIX)	0.6	$3.1M	+133%	1.0M	3.09	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.0M		24k	82.84	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.9M		13k	141.89	View chart
Proshares Tr Ii Ultrashort Gold (GLL)	0.3	$1.8M	+6%	67k	26.98	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.7M	NEW	2.6k	655.89	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.3	$1.6M	-6%	72k	22.90	View chart
Broadcom (AVGO)	0.3	$1.5M	-9%	4.1k	377.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.5M	-4%	4.0k	370.08	View chart
Direxion Shares Etf Trust Dly Googl Br 1x (GGLS)	0.3	$1.4M	-9%	246k	5.72	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.2M	-2%	11k	107.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.2M		42k	28.96	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	+2%	3.6k	327.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.1M		4.8k	236.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.1M		2.7k	409.50	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$784k	-95%	16k	50.35	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$771k	+2%	14k	53.91	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$735k		14k	51.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$722k	+464%	6.0k	119.52	View chart
Medtronic SHS (MDT)	0.1	$668k	NEW	8.5k	78.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$647k	-2%	1.3k	500.39	View chart
Goldman Sachs (GS)	0.1	$615k	+2%	608.00	1011.37	View chart
Tema Etf Trust Space Innov Etf Call Option (NASA)	0.1	$608k	NEW	20k	30.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$595k		5.7k	103.88	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$585k	-3%	11k	53.47	View chart
RBB F/m Us Treasury (TBIL)	0.1	$580k	+6%	12k	49.86	View chart
Costco Wholesale Corporation (COST)	0.1	$563k		601.00	935.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$561k	+455%	6.5k	86.14	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.1	$549k		13k	43.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$505k	-4%	6.0k	83.75	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$483k	NEW	2.0k	242.42	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$450k	-36%	21k	21.06	View chart
Live Nation Entertainment (LYV)	0.1	$450k		2.5k	183.11	View chart
Themes Etf Tr Leverage Shares (TSMG)	0.1	$447k	NEW	8.8k	50.94	View chart
Astrazeneca Ord (AZN)	0.1	$442k	-27%	2.3k	189.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$437k		7.3k	59.69	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$431k		2.7k	156.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$426k	-35%	2.0k	212.77	View chart
Intuitive Surgical Com New (ISRG)	0.1	$425k	NEW	1.1k	397.68	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$424k	+21%	10k	40.79	View chart
Abbott Laboratories (ABT)	0.1	$416k	NEW	4.6k	90.74	View chart
Nike CL B (NKE)	0.1	$400k	+71%	9.8k	41.05	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$396k	-41%	8.0k	49.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$382k		1.6k	242.43	View chart
Bank of America Corporation (BAC)	0.1	$375k		6.6k	56.98	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$373k		2.4k	154.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$354k	NEW	515.00	686.81	View chart
Direxion Shares Etf Trust Da 500 Be 3x Etf (SPXS)	0.1	$344k	-91%	13k	26.49	View chart
Raytheon Technologies Corp (RTX)	0.1	$343k	NEW	1.8k	189.69	View chart
Manulife Finl Corp (MFC)	0.1	$325k		8.0k	40.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$310k		1.4k	217.93	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$305k	+18%	5.3k	57.64	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$305k	NEW	7.4k	41.43	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$302k	-43%	3.0k	100.81	View chart
Zimmer Holdings (ZBH)	0.1	$302k	+40%	3.5k	86.09	View chart
Direxion Shares Etf Trust Dai Sem 3x Etf (SOXS)	0.1	$291k	NEW	90k	3.24	View chart
Advanced Micro Devices (AMD)	0.1	$286k	NEW	492.00	580.91	View chart
Direxion Shares Etf Trust Da Te Be 3x Etf (TECS)	0.1	$285k	NEW	46k	6.16	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$278k		3.1k	88.55	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$272k		4.7k	57.67	View chart
Dominion Resources (D)	0.0	$271k	-42%	4.0k	68.29	View chart
Ubs Ag London Branch Etra Al Ml In 18 (AMUB)	0.0	$254k		12k	21.65	View chart
Johnson & Johnson (JNJ)	0.0	$247k	-20%	974.00	253.97	View chart
Embraer Sponsored Ads (EMBJ)	0.0	$241k	-46%	3.8k	63.80	View chart
Servicenow (NOW)	0.0	$239k	NEW	2.4k	99.28	View chart
Proshares Tr Ultra Semic New (SSG)	0.0	$239k	NEW	21k	11.36	View chart
Coca-Cola Company (KO)	0.0	$235k	-6%	2.9k	81.28	View chart
Vanguard World Financials Etf (VFH)	0.0	$230k	-5%	1.8k	131.60	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$230k		4.9k	46.92	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$226k	NEW	2.4k	95.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$222k	NEW	302.00	736.40	View chart
Applovin Corp Com Cl A (APP)	0.0	$221k	NEW	428.00	515.23	View chart
Southstate Bk Corp (SSB)	0.0	$218k		2.2k	99.90	View chart
Block Cl A (XYZ)	0.0	$204k	NEW	2.7k	76.00	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$173k	NEW	27k	6.47	View chart
Stoneco Com Cl A (STNE)	0.0	$162k	NEW	15k	10.84	View chart
Graniteshares Etf Tr 2x Shor Nvda New (NVD)	0.0	$128k	NEW	25k	5.21	View chart
Aveanna Healthcare Hldgs (AVAH)	0.0	$111k	NEW	13k	8.57	View chart
Selectquote Ord (SLQT)	0.0	$25k	NEW	30k	0.84	View chart

Past Filings by Hamilton Wealth

SEC 13F filings are viewable for Hamilton Wealth going back to 2018

Hamilton Wealth 2026 Q2 filed Aug. 6, 2026
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

View all past filings

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