Hamilton Wealth, LLC

CIK

1760263

Location

LOS ANGELES, CA

Portfolio Value

Small $334,760,607

Diversification

Diversified

Filing Date

Global Rank

#3,441 / 8,517 ▼ 1590

Top Industry

Semiconductors 18.5%

3Y Alpha vs SPY

+19.8%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+174.5%

SPY

+75.3%

Annualised alpha

+19.4%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.4%

+0.9 pts

Top 5

48.8%

+2.4 pts

Top 10

72.3%

−2.7 pts

HHI

658

Diversified+7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.5%	$132,238,161	12
Communication Services	17.1%	$57,358,156	5
Unclassified	11.6%	$38,837,557	7
Healthcare	11.5%	$38,358,691	13
Consumer Cyclical	9.5%	$31,681,751	4
Financial Services	4.9%	$16,447,466	8
Real Estate	3.6%	$12,109,303	1
Industrials	2.0%	$6,660,794	3
Consumer Defensive	0.2%	$797,412	2
Utilities	0.1%	$271,316	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
CB	Chubb Ltd	+28,461	38,391	$13,081,349
LLY	ELI LILLY & Co	+4,178	5,390	$6,464,928
UVIX	VS Trust	+3,081	1,019,350	$3,149,791
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−496,548	245,631	$18,547,596
NVDA	Nvidia Corp	−350,743	167,537	$33,522,478
GOOGL	Alphabet Inc.	−264,387	116,349	$41,503,260
AAPL	Apple Inc.	−242,742	121,692	$35,212,797
AMZN	Amazon Com Inc	−241,540	115,976	$27,641,719
MRNA	Moderna, Inc.	−162,874	79,310	$5,554,079
MSFT	Microsoft Corp	−136,108	68,528	$25,562,314
MRK	Merck & Co., Inc.	−131,758	63,344	$8,139,704
NFLX	Netflix Inc	−104,037	51,654	$3,688,095
GLD	Spdr Gold Trust	−92,525	42,160	$15,530,900
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−84,314	40,789	$19,479,602
GILD	Gilead Sciences, Inc.	−83,394	35,724	$4,513,370
PANW	Palo Alto Networks Inc	−79,853	33,754	$11,510,789
META	Meta Platforms, Inc.	−45,317	20,410	$11,496,748
ABBV	AbbVie Inc.	−45,005	21,955	$5,524,756
GH	Guardant Health, Inc.	−39,705	36,995	$5,550,359
TSLA	Tesla, Inc.	−15,208	8,117	$3,414,010
CRWD	CrowdStrike Holdings, Inc.	−13,724	5,692	$4,343,792
BAC	Bank Of America Corp /De/	−12,847	6,578	$374,814
SLV	iShares Silver Trust	−11,783	10,937	$584,801
EMBJ	Embraer S.A.	−10,209	3,773	$240,717
D	Dominion Energy, Inc	−9,885	3,973	$271,316
AVGO	Broadcom Inc.	−9,391	4,088	$1,544,242
MFC	Manulife Financial Corp	−8,016	8,016	$324,728
NKE	NIKE, Inc.	−7,265	9,751	$400,278
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
WELL	Welltower Inc.	53,352	$12,109,303
WM	Waste Management Inc	27,266	$6,077,046
MDT	Medtronic plc	8,540	$668,084
ISRG	Intuitive Surgical Inc	1,069	$425,119
ABT	Abbott Laboratories	4,589	$416,405
RTX	RTX Corp	1,808	$343,031
AMD	Advanced Micro Devices Inc	492	$285,807
NOW	ServiceNow, Inc.	2,405	$238,768
BABA	Alibaba Group Holding Ltd	2,352	$225,744
QQQ	Invesco Qqq Trust, Series 1	302	$222,392
APP	AppLovin Corp	428	$220,518
XYZ	Block, Inc.	2,679	$203,604
SOUN	Soundhound Ai, Inc.	26,661	$172,496
STNE	StoneCo Ltd.	14,896	$161,472
AVAH	Aveanna Healthcare Holdings, Inc.	13,000	$111,410
SLQT	SelectQuote, Inc.	30,000	$25,230
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
USO	United States Oil Fund, LP	432,228	$55,001,013
VEA	Vanguard FTSE Developed Markets ETF	820,233	$52,560,530
BMY	Bristol Myers Squibb Co	262,236	$15,904,613
GSK	GSK plc	195,567	$10,793,342
MELI	Mercadolibre Inc	3,089	$5,340,942
VIG	Vanguard Dividend Appreciation ETF	9,552	$2,054,253
GD	General Dynamics Corp	3,774	$1,295,312
AMGN	Amgen Inc	3,405	$1,198,049
VEU	Vanguard FTSE All-World Ex-US ETF	12,640	$949,264
SPOT	Spotify Technology S.A.	1,568	$760,338
ADBE	Adobe Inc.	2,628	$638,814
IBIT	iShares Bitcoin Trust ETF	16,584	$637,157
NVS	Novartis AG	3,660	$559,065
NRG	Nrg Energy, Inc.	3,422	$500,091
WULF	Terawulf Inc.	17,550	$253,246
CBRL	Cracker Barrel Old Country Store, Inc	8,629	$242,561
PSIX	Power Solutions International, Inc.	1,967	$119,750
ACHR	Archer Aviation Inc.	10,004	$51,720
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $334,760,607 total · filing declares 118 positions · $546,231,052 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	116,349	-264,387	$41,503,260	−62.1%	12.40%
AAPL	Apple Inc. Technology	Reduced	121,692	-242,742	$35,212,797	−61.9%	10.52%
NVDA	Nvidia Corp Technology	Reduced	167,537	-350,743	$33,522,478	−62.9%	10.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	115,976	-241,540	$27,641,719	−62.9%	8.26%
MSFT	Microsoft Corp Technology	Reduced	68,528	-136,108	$25,562,314	−66.3%	7.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	40,789	-84,314	$19,479,602	−53.9%	5.82%
IAU	Ishares Gold Trust	Reduced	245,631	-496,548	$18,547,596	−71.7%	5.54%
GLD	Spdr Gold Trust	Reduced	42,160	-92,525	$15,530,900	−73.2%	4.64%
CB	Chubb Ltd Financial Services	Added	38,391	+28,461	$13,081,349	+304.2%	3.91%
WELL	Welltower Inc. Real Estate	NEW	53,352	NEW	$12,109,303	NEW	3.62%
PANW	Palo Alto Networks Inc Technology	Reduced	33,754	-79,853	$11,510,789	−36.8%	3.44%
META	Meta Platforms, Inc. Communication Services	Reduced	20,410	-45,317	$11,496,748	−69.4%	3.43%
MRK	Merck & Co., Inc. Healthcare	Reduced	63,344	-131,758	$8,139,704	−65.3%	2.43%
LLY	ELI LILLY & Co Healthcare	Added	5,390	+4,178	$6,464,928	+479.9%	1.93%
WM	Waste Management Inc Industrials	NEW	27,266	NEW	$6,077,046	NEW	1.82%
MRNA	Moderna, Inc. Healthcare	Reduced	79,310	-162,874	$5,554,079	−54.9%	1.66%
GH	Guardant Health, Inc. Healthcare	Reduced	36,995	-39,705	$5,550,359	−21.7%	1.66%
ABBV	AbbVie Inc. Healthcare	Reduced	21,955	-45,005	$5,524,756	−62.1%	1.65%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	35,724	-83,394	$4,513,370	−72.8%	1.35%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	5,692	-13,724	$4,343,792	−42.7%	1.30%
NFLX	Netflix Inc Communication Services	Reduced	51,654	-104,037	$3,688,095	−75.4%	1.10%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,117	-15,208	$3,414,010	−60.6%	1.02%
UVIX	VS Trust	Added	1,019,350	+3,081	$3,149,791	−64.2%	0.94%
AVGO	Broadcom Inc. Technology	Reduced	4,088	-9,391	$1,544,242	−63.0%	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,551	-3,345	$1,162,348	−42.7%	0.35%
MDT	Medtronic plc Healthcare	NEW	8,540	NEW	$668,084	NEW	0.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,292	-1,354	$646,503	−76.1%	0.19%
GS	Goldman Sachs Group Inc Financial Services	Reduced	608	-574	$614,912	−38.5%	0.18%
SLV	iShares Silver Trust	Reduced	10,937	-11,783	$584,801	−62.2%	0.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	601	-613	$562,217	−53.5%	0.17%
AGQ	ProShares Trust II	Held	12,504	0	$548,550	−28.6%	0.16%
LYV	Live Nation Entertainment, Inc. Communication Services	Held	2,455	0	$449,535	+20.1%	0.13%
AZN	Astrazeneca PLC Healthcare	Reduced	2,329	-4,089	$441,624	−65.1%	0.13%
ISRG	Intuitive Surgical Inc Healthcare	NEW	1,069	NEW	$425,119	NEW	0.13%
ABT	Abbott Laboratories Healthcare	NEW	4,589	NEW	$416,405	NEW	0.12%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	9,751	-7,265	$400,278	−55.5%	0.12%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,578	-12,847	$374,814	−60.4%	0.11%
RTX	RTX Corp Industrials	NEW	1,808	NEW	$343,031	NEW	0.10%
MFC	Manulife Financial Corp Financial Services	Reduced	8,016	-8,016	$324,728	−41.2%	0.10%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Reduced	3,502	-3,992	$301,487	−55.5%	0.09%
AMD	Advanced Micro Devices Inc Technology	NEW	492	NEW	$285,807	NEW	0.09%
D	Dominion Energy, Inc Utilities	Reduced	3,973	-9,885	$271,316	−68.3%	0.08%
AMUB	Ubs AG	Held	11,713	0	$253,527	−0.2%	0.08%
JNJ	Johnson & Johnson Healthcare	Reduced	974	-2,689	$247,366	−72.4%	0.07%
EMBJ	Embraer S.A. Industrials	Reduced	3,773	-10,209	$240,717	−71.0%	0.07%
NOW	ServiceNow, Inc. Technology	NEW	2,405	NEW	$238,768	NEW	0.07%
KO	Coca Cola Co Consumer Defensive	Reduced	2,894	-6,382	$235,195	−66.7%	0.07%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	NEW	2,352	NEW	$225,744	NEW	0.07%
QQQ	Invesco Qqq Trust, Series 1	NEW	302	NEW	$222,392	NEW	0.07%
APP	AppLovin Corp Communication Services	NEW	428	NEW	$220,518	NEW	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.