Top Institutional Investors

Hamilton Wealth, LLC — 13F Holdings & Portfolio

CIK 1760263 · latest 13F-HR filed 2026-06-25

Backtest portfolio

Hamilton Wealth, LLC manages $513.5M in 13F-reported U.S. long-equity assets across 111 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SMTH (6.65%), AAPL (6.00%), VYMI (5.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 5, added to 0, and trimmed 89.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
10960 WILSHIRE BLVD., SUITE 820
LOS ANGELES, CA 90024
Phone
(747) 208-4300
Filing Manager
Hamilton Wealth, LLC
LOS ANGELES, CA
Signatory
Gerald Newman
Chief Compliance Officer
Loading holdings…
AUM

$513.5M

Long-equity book

Holdings

111

Distinct positions

Period

2026-03-31

Filed 2026-06-25

Q/Q Activity

+2 / −5 / ↑0 / ↓89

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • APPLE INC-$61.7M -66.7%
  • VANGUARD WHITEHALL FDS-$60.7M -66.7%
  • NVIDIA CORPORATION-$60.3M -66.7%
  • ALPHABET INC-$59.8M -66.7%
  • MICROSOFT CORP-$50.5M -66.7%
Show all 89 →

New Positions

  • MERCADOLIBRE INC$5.3M
  • ARCHER AVIATION INC$51.7K
Show all 2 →

Exited Positions

  • GUARDANT HEALTH INC$7.1M
  • VANECK ETF TRUST$3.0M
  • ISHARES TR$161.4K
  • POWER SOLUTIONS INTL INC$119.8K
  • VANGUARD INDEX FDS$10.1K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPS ETF TR SMTH 00162Q346 $34.2M 6.65% 1,326,629 SH
2 APPLE INC AAPL 037833100 $30.8M 6.00% 121,478 SH
3 VANGUARD WHITEHALL FDS VYMI 921946794 $30.3M 5.91% 322,021 SH
4 NVIDIA CORPORATION NVDA 67066G104 $30.1M 5.87% 172,760 SH
5 ALPHABET INC GOOGL 02079K305 $29.9M 5.82% 103,891 SH
6 MICROSOFT CORP MSFT 594918104 $25.3M 4.92% 68,212 SH
7 AMAZON COM INC AMZN 023135106 $24.8M 4.83% 119,172 SH
8 ISHARES GOLD TR IAU 464285204 $21.8M 4.25% 247,393 SH
9 PACER FDS TR GCOW 69374H709 $19.6M 3.82% 423,700 SH
10 SPDR GOLD TR GLD 78463V107 $19.3M 3.76% 44,895 SH
11 UNITED STS OIL FD LP USO 91232N207 $18.3M 3.57% 144,076 SH
12 VANGUARD TAX-MANAGED FDS VEA 921943858 $17.5M 3.41% 273,411 SH
13 WISDOMTREE TR USFR 97717Y527 $16.2M 3.15% 321,804 SH
14 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $14.1M 2.74% 41,701 SH
15 ISHARES INC EWZ 464286400 $13.1M 2.55% 340,425 SH
16 META PLATFORMS INC META 30303M102 $12.5M 2.44% 21,909 SH
17 INVESCO EXCHANGE TRADED FD T PHO 46137V142 $8.3M 1.61% 123,518 SH
18 ISHARES TR TLTW 46436E338 $8.2M 1.60% 362,200 SH
19 MERCK & CO INC MRK 58933Y105 $7.8M 1.52% 65,034 SH
20 ALPHABET INC GOOG 02079K107 $6.6M 1.29% 23,021 SH
21 DIREXION SHARES ETF TRUST SPXS 25460E190 $6.4M 1.24% 157,308 SH
22 VANGUARD WORLD FD VPU 92204A876 $6.3M 1.23% 31,787 SH
23 PALO ALTO NETWORKS INC PANW 697435105 $6.1M 1.18% 37,869 SH
24 GILEAD SCIENCES INC GILD 375558103 $5.5M 1.08% 39,706 SH
25 VANGUARD BD INDEX FDS BND 921937835 $5.4M 1.05% 73,195 SH
26 MERCADOLIBRE INC MELI 58733R102 $5.3M 1.04% 3,089 SH
27 BRISTOL-MYERS SQUIBB CO BMY 110122108 $5.3M 1.03% 87,412 SH
28 NETFLIX INC. NFLX 64110L106 $5.0M 0.97% 51,897 SH
29 ABBVIE INC ABBV 00287Y109 $4.9M 0.95% 22,320 SH
30 ISHARES TR IHI 464288810 $4.7M 0.91% 87,920 SH
31 ISHARES TR IEFA 46432F842 $4.3M 0.83% 47,301 SH
32 MODERNA INC MRNA 60770K107 $4.1M 0.80% 80,728 SH
33 VS TRUST UVIX 92891H606 $3.8M 0.74% 437,072 SH
34 GSK PLC GSK 37733W204 $3.6M 0.70% 65,189 SH
35 PIMCO ETF TR BOND 72201R775 $3.5M 0.67% 37,446 SH
36 TESLA INC TSLA 88160R101 $2.9M 0.56% 7,775 SH
37 TOUCHSTONE ETF TRUST TUSI 89157W301 $2.6M 0.50% 102,290 SH
38 CROWDSTRIKE HLDGS INC CRWD 22788C105 $2.5M 0.49% 6,472 SH
39 DIREXION SHARES ETF TRUST GGLS 25461A601 $2.0M 0.39% 271,426 SH
40 VANECK ETF TRUST SHYD 92189F387 $1.7M 0.34% 76,269 SH
41 ISHARES INC IEMG 46434G103 $1.7M 0.32% 23,745 SH
42 GOLDMAN SACHS ETF TR GSLC 381430503 $1.6M 0.32% 13,147 SH
43 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.4M 0.28% 2 SH
44 BROADCOM INC AVGO 11135F101 $1.4M 0.27% 4,493 SH
45 VANGUARD INDEX FDS VTI 922908769 $1.4M 0.26% 4,208 SH
46 PROSHARES TR II GLL 74347Y698 $1.3M 0.25% 62,691 SH
47 ISHARES TR MUB 464288414 $1.2M 0.24% 11,703 SH
48 CHUBB LTD SWITZ CB H1467J104 $1.1M 0.21% 3,310 SH
49 SCHWAB STRATEGIC TR SCHB 808524102 $1.1M 0.21% 42,246 SH
50 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.0M 0.20% 4,776 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-18 $1.41B 130 0001760263-26-000003
2026-03-31 2026-06-25 $513.5M 111 0001760263-26-000004
2025-12-31 2026-02-19 $525.7M 116 0002073679-26-000041
2025-12-31 2026-02-18 $525.7M 116 0002073679-26-000039