Hamilton Wealth, LLC

CIK

1760263

Location

LOS ANGELES, CA

Portfolio Value

Small $863,606,067

Diversification

Diversified

Filing Date

Global Rank

#1,657 / 8,232 ▲ 1672

Top Industry

Semiconductors 20.1%

3Y Alpha vs SPY

+3.8%

Period ended 2 months ago

Filed May 18, 2026 · 26d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+93.6%

SPY

+76.5%

Annualised alpha

+3.8%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.7%

−0.5 pts

Top 5

48.9%

−2.7 pts

Top 10

78.9%

−0.6 pts

HHI

701

Diversified−23

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.4%	$331,510,775	8
Unclassified	21.2%	$183,057,291	7
Communication Services	16.6%	$143,333,514	5
Healthcare	12.3%	$106,429,727	13
Consumer Cyclical	9.8%	$84,272,271	4
Financial Services	1.1%	$9,485,839	8
Industrials	0.3%	$2,244,753	3
Consumer Defensive	0.2%	$1,915,105	2
Utilities	0.2%	$1,356,792	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+468,115	742,179	$65,430,500
NVDA	Nvidia Corp	+352,979	518,280	$90,388,032
AAPL	Apple Inc.	+244,347	364,434	$92,489,704
AMZN	Amazon Com Inc	+241,202	357,516	$74,459,857
GOOGL	Alphabet Inc.	+206,700	311,673	$89,624,687
BMY	Bristol Myers Squibb Co	+157,753	262,236	$15,904,613
MSFT	Microsoft Corp	+146,226	204,636	$75,750,108
GSK	GSK plc	+138,962	195,567	$10,793,342
MRNA	Moderna, Inc.	+137,118	242,184	$12,302,947
NFLX	Netflix Inc	+104,054	155,691	$14,969,689
PANW	Palo Alto Networks Inc	+89,601	113,607	$18,213,474
GLD	Spdr Gold Trust	+84,991	134,685	$57,953,608
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+83,743	125,103	$42,278,558
GILD	Gilead Sciences, Inc.	+80,751	119,118	$16,601,475
MRK	Merck & Co., Inc.	+78,556	195,102	$23,468,819
ABBV	AbbVie Inc.	+44,736	66,960	$14,563,130
META	Meta Platforms, Inc.	+43,733	65,727	$37,604,388
GH	Guardant Health, Inc.	+38,916	76,700	$7,084,779
TSLA	Tesla, Inc.	+15,532	23,325	$8,671,068
CRWD	CrowdStrike Holdings, Inc.	+13,880	19,416	$7,580,200
AVGO	Broadcom Inc.	+9,322	13,479	$4,171,885
EMBJ	Embraer S.A.	+8,828	13,982	$829,691
MFC	Manulife Financial Corp	+8,016	16,032	$552,142
CB	Chubb Ltd	+6,622	9,930	$3,236,484
KO	Coca Cola Co	+6,385	9,276	$705,439
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−2,802	16,584	$637,157
D	Dominion Energy, Inc	−772	13,858	$856,701
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
USO	United States Oil Fund, LP	432,228	$55,001,013
SVIX	VS Trust	142,125	$2,232,783
AZN	Astrazeneca PLC	6,418	$1,265,757
BAC	Bank Of America Corp /De/	19,425	$946,968
NKE	NIKE, Inc.	17,016	$898,785
ZBH	Zimmer Biomet Holdings, Inc.	7,494	$677,607
ADBE	Adobe Inc.	2,628	$638,814
NVS	Novartis AG	3,660	$559,065
PSIX	Power Solutions International, Inc.	1,967	$119,750
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
MELI	Mercadolibre Inc	1,389	$2,797,807
CNC	Centene Corp	16,246	$668,522
NVO	Novo Nordisk A S	10,720	$545,433
TMO	Thermo Fisher Scientific Inc.	696	$403,297
BSX	Boston Scientific Corp	3,590	$342,306
WRB	Berkley W R Corp	3,890	$272,766
ORCL	Oracle Corp	1,368	$266,636
IQV	Iqvia Holdings Inc.	1,182	$266,434
CRM	Salesforce, Inc.	911	$241,333
KMB	Kimberly Clark Corp	2,195	$221,453
UBER	Uber Technologies, Inc	2,465	$201,415
AMRX	Amneal Pharmaceuticals, Inc.	14,000	$176,400
ACHR	Archer Aviation Inc.	10,004	$75,230
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $863,606,067 total · as of Mar 31, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	364,434	+244,347	$92,489,704	+183.3%	10.71%
NVDA	Nvidia Corp Technology	Added	518,280	+352,979	$90,388,032	+193.2%	10.47%
GOOGL	Alphabet Inc. Communication Services	Added	311,673	+206,700	$89,624,687	+172.8%	10.38%
MSFT	Microsoft Corp Technology	Added	204,636	+146,226	$75,750,108	+168.2%	8.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	357,516	+241,202	$74,459,857	+177.3%	8.62%
IAU	Ishares Gold Trust	Added	742,179	+468,115	$65,430,500	+194.1%	7.58%
GLD	Spdr Gold Trust	Added	134,685	+84,991	$57,953,608	+194.3%	6.71%
USO	United States Oil Fund, LP	NEW	432,228	NEW	$55,001,013	NEW	6.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	125,103	+83,743	$42,278,558	+236.4%	4.90%
META	Meta Platforms, Inc. Communication Services	Added	65,727	+43,733	$37,604,388	+159.0%	4.35%
MRK	Merck & Co., Inc. Healthcare	Added	195,102	+78,556	$23,468,819	+91.3%	2.72%
PANW	Palo Alto Networks Inc Technology	Added	113,607	+89,601	$18,213,474	+311.9%	2.11%
GILD	Gilead Sciences, Inc. Healthcare	Added	119,118	+80,751	$16,601,475	+252.5%	1.92%
BMY	Bristol Myers Squibb Co Healthcare	Added	262,236	+157,753	$15,904,613	+182.2%	1.84%
NFLX	Netflix Inc Communication Services	Added	155,691	+104,054	$14,969,689	+209.2%	1.73%
ABBV	AbbVie Inc. Healthcare	Added	66,960	+44,736	$14,563,130	+186.8%	1.69%
MRNA	Moderna, Inc. Healthcare	Added	242,184	+137,118	$12,302,947	+297.1%	1.42%
GSK	GSK plc Healthcare	Added	195,567	+138,962	$10,793,342	+288.8%	1.25%
TSLA	Tesla, Inc. Consumer Cyclical	Added	23,325	+15,532	$8,671,068	+147.4%	1.00%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	19,416	+13,880	$7,580,200	+192.1%	0.88%
GH	Guardant Health, Inc. Healthcare	Added	76,700	+38,916	$7,084,779	+83.6%	0.82%
AVGO	Broadcom Inc. Technology	Added	13,479	+9,322	$4,171,885	+190.0%	0.48%
CB	Chubb Ltd Financial Services	Added	9,930	+6,622	$3,236,484	+213.5%	0.37%
SVIX	VS Trust	NEW	142,125	NEW	$2,232,783	NEW	0.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,896	+2,148	$2,028,527	+32.6%	0.23%
SLV	iShares Silver Trust	Added	22,720	+6,031	$1,548,140	+44.0%	0.18%
GD	General Dynamics Corp Industrials	Added	3,774	+2,677	$1,295,312	+250.7%	0.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,644	+1,382	$1,267,004	+99.7%	0.15%
AZN	Astrazeneca PLC Healthcare	NEW	6,418	NEW	$1,265,757	NEW	0.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,214	+603	$1,209,666	+129.6%	0.14%
AMGN	Amgen Inc Healthcare	Added	3,405	+2,689	$1,198,049	+411.2%	0.14%
LLY	ELI LILLY & Co Healthcare	Added	1,212	+90	$1,114,761	−7.5%	0.13%
GS	Goldman Sachs Group Inc Financial Services	Added	1,182	+569	$999,960	+85.6%	0.12%
BAC	Bank Of America Corp /De/ Financial Services	NEW	19,425	NEW	$946,968	NEW	0.11%
NKE	NIKE, Inc. Consumer Cyclical	NEW	17,016	NEW	$898,785	NEW	0.10%
JNJ	Johnson & Johnson Healthcare	Added	3,663	+2,542	$895,383	+286.0%	0.10%
D	Dominion Energy, Inc Utilities	Reduced	13,858	-772	$856,701	−0.1%	0.10%
EMBJ	Embraer S.A. Industrials	Added	13,982	+8,828	$829,691	+150.1%	0.10%
SPOT	Spotify Technology S.A. Communication Services	Added	1,568	+784	$760,338	+67.0%	0.09%
KO	Coca Cola Co Consumer Defensive	Added	9,276	+6,385	$705,439	+249.0%	0.08%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	NEW	7,494	NEW	$677,607	NEW	0.08%
ADBE	Adobe Inc. Technology	NEW	2,628	NEW	$638,814	NEW	0.07%
IBIT	iShares Bitcoin Trust ETF	Reduced	16,584	-2,802	$637,157	−33.8%	0.07%
NVS	Novartis AG Healthcare	NEW	3,660	NEW	$559,065	NEW	0.06%
MFC	Manulife Financial Corp Financial Services	Added	16,032	+8,016	$552,142	+89.9%	0.06%
NRG	Nrg Energy, Inc. Utilities	Added	3,422	+1,870	$500,091	+102.4%	0.06%
LYV	Live Nation Entertainment, Inc. Communication Services	Held	2,455	0	$374,412	+7.0%	0.04%
AMUB	Ubs AG	Held	11,713	0	$254,090	+14.8%	0.03%
WULF	Terawulf Inc. Financial Services	Added	17,550	+1,800	$253,246	+39.9%	0.03%
CBRL	Cracker Barrel Old Country Store, Inc Consumer Cyclical	Held	8,629	0	$242,561	+10.7%	0.03%