Hamilton Wealth
Latest statistics and disclosures from Hamilton Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VYMI, NVDA, GOOGL, MSFT, and represent 31.17% of Hamilton Wealth's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$62M), NVDA (+$62M), VYMI (+$61M), GOOGL (+$59M), USO (+$55M), MSFT (+$54M), AMZN (+$50M), IAU (+$41M), GCOW (+$41M), GLD (+$37M).
- Started 25 new stock positions in SVIX, ADBE, USO, EFZ, NKE, AZN, UVIX, IWD, GGLS, IWB.
- Reduced shares in these 10 stocks: IBB (-$11M), IXJ (-$9.3M), VFH (-$8.8M), DAX (-$8.8M), SQQQ (-$8.1M), HYD (-$5.0M), MELI, QID, , AstraZeneca.
- Sold out of its positions in AMRX, ACHR, AstraZeneca, WRB, BSX, CNC, MSFD, DUST, DAX, IQV.
- Hamilton Wealth was a net buyer of stock by $887M.
- Hamilton Wealth has $1.4B in assets under management (AUM), dropping by 166.15%.
- Central Index Key (CIK): 0001760263
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Portfolio Holdings for Hamilton Wealth
Hamilton Wealth holds 114 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 | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $93M | +203% | 364k | 253.79 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 6.5 | $91M | +201% | 966k | 94.24 |
|
| NVIDIA Corporation (NVDA) | 6.4 | $90M | +213% | 518k | 174.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $90M | +196% | 312k | 287.56 |
|
| Microsoft Corporation (MSFT) | 5.4 | $76M | +250% | 205k | 370.17 |
|
| Amazon (AMZN) | 5.3 | $75M | +207% | 358k | 208.27 |
|
| Alps Etf Tr Smith Core Plus (SMTH) | 4.8 | $68M | +98% | 2.7M | 25.75 |
|
| Ishares Gold Tr Ishares New (IAU) | 4.6 | $65M | +170% | 742k | 88.16 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 4.2 | $59M | +231% | 1.3M | 46.24 |
|
| Spdr Gold Tr Gold Shs (GLD) | 4.1 | $58M | +171% | 135k | 430.29 |
|
| United Sts Oil Units (USO) | 3.9 | $55M | NEW | 432k | 127.25 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.7 | $53M | +200% | 820k | 64.08 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.0 | $42M | +202% | 125k | 337.95 |
|
| Meta Platforms Cl A (META) | 2.7 | $38M | +198% | 66k | 572.13 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 2.3 | $32M | +617% | 644k | 50.34 |
|
| Ishares Msci Brazil Etf (EWZ) | 1.9 | $26M | +126% | 681k | 38.39 |
|
| Merck & Co (MRK) | 1.7 | $24M | +67% | 195k | 120.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $20M | +146% | 69k | 286.86 |
|
| Direxion Shares Etf Trust Daily S&p 500 Be (SPXS) | 1.4 | $19M | NEW | 472k | 40.49 |
|
| Vanguard World Utilities Etf (VPU) | 1.3 | $19M | +233% | 95k | 198.14 |
|
| Palo Alto Networks (PANW) | 1.3 | $18M | +373% | 114k | 160.32 |
|
| Gilead Sciences (GILD) | 1.2 | $17M | +210% | 119k | 139.37 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 1.2 | $17M | +110% | 247k | 66.86 |
|
| Ishares Tr 20+ Year Tr Bd (TLTW) | 1.2 | $16M | +205% | 724k | 22.62 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $16M | +213% | 220k | 73.64 |
|
| Bristol Myers Squibb (BMY) | 1.1 | $16M | +150% | 262k | 60.65 |
|
| Netflix (NFLX) | 1.1 | $15M | +201% | 156k | 96.15 |
|
| Abbvie (ABBV) | 1.0 | $15M | +201% | 67k | 217.49 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 1.0 | $14M | +222% | 264k | 53.35 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $13M | +302% | 142k | 90.53 |
|
| Moderna (MRNA) | 0.9 | $12M | +130% | 242k | 50.80 |
|
| GSK Sponsored Adr (GSK) | 0.8 | $11M | +245% | 196k | 55.19 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.7 | $10M | +169% | 112k | 92.28 |
|
| Tesla Motors (TSLA) | 0.6 | $8.7M | +199% | 23k | 371.75 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $7.6M | +250% | 19k | 390.41 |
|
| Vs Trust 2x Long Vix Futu (UVIX) | 0.5 | $7.6M | NEW | 874k | 8.66 |
|
| Guardant Health (GH) | 0.5 | $7.1M | +102% | 77k | 92.37 |
|
| Direxion Shares Etf Trust Dly Googl Br 1x (GGLS) | 0.4 | $5.9M | NEW | 814k | 7.29 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $5.0M | +2148% | 71k | 69.75 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.4 | $4.9M | +207% | 39k | 125.13 |
|
| Broadcom (AVGO) | 0.3 | $4.2M | +224% | 14k | 309.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.1M | +150% | 13k | 320.84 |
|
| Proshares Tr Ii Ultrashort Gold (GLL) | 0.3 | $3.8M | NEW | 188k | 20.18 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $3.7M | +117% | 35k | 106.15 |
|
| Chubb (CB) | 0.2 | $3.2M | +200% | 9.9k | 325.90 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $3.0M | +161% | 7.9k | 383.40 |
|
| Touchstone Etf Trust Ultra Short Incm (TUSI) | 0.2 | $2.6M | +37% | 102k | 25.32 |
|
| Vs Trust -1x Shrt Vix Fut (SVIX) | 0.2 | $2.2M | NEW | 142k | 15.71 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.1M | +96% | 9.6k | 215.06 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.0M | +45% | 6.9k | 294.19 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $1.7M | -25% | 76k | 22.66 |
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.1 | $1.7M | +75% | 67k | 25.53 |
|
| RBB F/m Us Treasury (TBIL) | 0.1 | $1.6M | +69% | 33k | 49.86 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.5M | +36% | 23k | 68.14 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.5M | NEW | 2.1k | 697.72 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $1.3M | +244% | 3.8k | 343.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | +109% | 2.6k | 479.20 |
|
| Astrazeneca Ord (AZN) | 0.1 | $1.3M | NEW | 6.4k | 197.22 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | +98% | 1.2k | 996.30 |
|
| Amgen (AMGN) | 0.1 | $1.2M | +375% | 3.4k | 351.85 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.2M | NEW | 6.2k | 191.92 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | +200% | 22k | 54.05 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | +8% | 1.2k | 919.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.1M | +100% | 11k | 97.13 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.1M | +152% | 11k | 100.57 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | 42k | 25.10 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | +86% | 2.3k | 436.79 |
|
| Goldman Sachs (GS) | 0.1 | $1000k | +92% | 1.2k | 845.99 |
|
| Direxion Shares Etf Trust Dly Amzn Bear 1x (AMZD) | 0.1 | $990k | NEW | 90k | 11.00 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $979k | NEW | 2.7k | 356.56 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $949k | +94% | 13k | 75.10 |
|
| Bank of America Corporation (BAC) | 0.1 | $947k | NEW | 19k | 48.75 |
|
| Nike CL B (NKE) | 0.1 | $899k | NEW | 17k | 52.82 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.1 | $898k | +94% | 18k | 49.69 |
|
| Johnson & Johnson (JNJ) | 0.1 | $895k | +226% | 3.7k | 244.44 |
|
| Dominion Resources (D) | 0.1 | $857k | -5% | 14k | 61.82 |
|
| Embraer Sponsored Ads (EMBJ) | 0.1 | $830k | +171% | 14k | 59.34 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $776k | +42% | 9.4k | 82.43 |
|
| Proshares Tr Ii Ultra Gold (UGL) | 0.1 | $769k | 13k | 61.46 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $765k | +55% | 13k | 56.86 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $760k | +100% | 1.6k | 484.91 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $757k | +111% | 5.5k | 138.35 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $745k | +168% | 14k | 53.12 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.1 | $744k | NEW | 30k | 25.11 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $738k | 14k | 52.64 |
|
|
| Coca-Cola Company (KO) | 0.1 | $705k | +220% | 9.3k | 76.05 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $705k | +100% | 4.8k | 145.79 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.0 | $701k | +7% | 14k | 50.04 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $683k | -8% | 14k | 49.81 |
|
| Zimmer Holdings (ZBH) | 0.0 | $678k | NEW | 7.5k | 90.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $639k | NEW | 2.6k | 243.08 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $637k | -14% | 17k | 38.42 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $559k | NEW | 3.7k | 152.75 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $558k | +95% | 2.8k | 196.20 |
|
| Manulife Finl Corp (MFC) | 0.0 | $552k | +100% | 16k | 34.44 |
|
| Nrg Energy Com New (NRG) | 0.0 | $500k | +120% | 3.4k | 146.14 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $448k | -95% | 3.7k | 120.81 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $430k | NEW | 6.4k | 67.53 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $416k | -3% | 9.8k | 42.50 |
|
| Live Nation Entertainment (LYV) | 0.0 | $374k | 2.5k | 152.51 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $337k | NEW | 1.6k | 213.67 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $335k | +99% | 26k | 13.04 |
|
| Proshares Tr Pshs Sh Msci Eaf (EFZ) | 0.0 | $314k | NEW | 25k | 12.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $267k | NEW | 627.00 | 426.40 |
|
| Ubs Ag London Branch Etracs Alerian M (AMUB) | 0.0 | $254k | 12k | 21.69 |
|
|
| Terawulf (WULF) | 0.0 | $253k | +11% | 18k | 14.43 |
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $243k | 8.6k | 28.11 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $228k | 4.7k | 48.32 |
|
|
| Direxion Shares Etf Trust Dly Avgo Bear 1x (AVS) | 0.0 | $205k | NEW | 20k | 10.25 |
|
| Southstate Bk Corp (SSB) | 0.0 | $202k | 2.2k | 92.52 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $161k | NEW | 2.0k | 82.57 |
|
| Power Solutions Intl Com New (PSIX) | 0.0 | $120k | NEW | 2.0k | 60.88 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $10k | NEW | 35.00 | 287.17 |
|
Past Filings by Hamilton Wealth
SEC 13F filings are viewable for Hamilton Wealth going back to 2018
- 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
- Hamilton Wealth 2022 Q2 filed July 13, 2022