Hamilton Wealth, LLC

CIK: 0001760263SEC EDGAR →

Portfolio Value

$525.7M

Holdings

114

As of

Q4 2025

New Positions

21

Closed Positions

22

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPS ETF TR

1,337,496$34.9M
6.63%
2

ALPHABET INC

104,973$32.9M
6.25%
3

APPLE INC

120,087$32.6M
6.21%
4

NVIDIA CORPORATION

165,301$30.8M
5.86%
5

VANGUARD WHITEHALL FDS

319,956$28.8M
5.48%
6

MICROSOFT CORP

58,410$28.2M
5.37%
7

AMAZON COM INC

116,314$26.8M
5.11%
8

ISHARES GOLD TR

274,064$22.2M
4.23%
9

SPDR GOLD TR

49,694$19.7M
3.75%
10

VANGUARD TAX-MANAGED FDS

273,161$17.1M
3.25%

Quarterly Changes

Top Buys

GDNEW
$34.9M
GS↑ Increased
$32.4M
VTVNEW
$30.8M
DNEW
$26.8M
PANW↑ Increased
$23.7M

Top Sells

NVDA↓ Decreased
$24.0M
VEA↓ Decreased
$21.4M
SMTH↓ Decreased
$21.2M
GOOGL↓ Decreased
$19.5M
META↓ Decreased
$16.6M

New Positions (40)

$34.9M · 1.3M shares
$30.8M · 165K shares
$26.8M · 116K shares
$19.7M · 50K shares
$17.1M · 273K shares
$9.5M · 300K shares
$8.8M · 193K shares
$8.3M · 118K shares
$5.3M · 29K shares
$5.2M · 70K shares
$5.1M · 82K shares
$4.7M · 38K shares
$4.5M · 90K shares
$4.4M · 24K shares
$2.8M · 1K shares
$1.9M · 74K shares
$1.5M · 5K shares
$1.1M · 42K shares
$1.1M · 5K shares
$962K · 19K shares
$956K · 38K shares
$857K · 15K shares
$749K · 15K shares
$694K · 13K shares
$549K · 6K shares
$545K · 11K shares
$538K · 613 shares
$497K · 9K shares
$477K · 6K shares
$424K · 4K shares
$417K · 10K shares
$392K · 7K shares
$342K · 4K shares
$279K · 5K shares
$266K · 1K shares
$221K · 2K shares
$221K · 12K shares
$219K · 9K shares
$204K · 2K shares
$19K · 20K shares

Closed Positions (29)

$11.7M · 132K shares
$9.0M · 78K shares
$8.7M · 184K shares
$6.9M · 62K shares
$4.8M · 74K shares
$3.2M · 4K shares
$1.8M · 83K shares
$521K · 15K shares
$513K · 27K shares
$505K · 19K shares
$494K · 42K shares
$454K · 9K shares
$423K · 90K shares
$415K · 669 shares
$365K · 33K shares
$352K · 1K shares
$350K · 20K shares
$278K · 5K shares
$247K · 4K shares
$234K · 876 shares
$228K · 3K shares
$210K · 9K shares
$202K · 1K shares
$200K · 2K shares
$124K · 10K shares
$112K · 10K shares
$105K · 24K shares
$87K · 53K shares
$63K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services63$213.8M40.7%
Technology11$116.6M22.2%
Healthcare19$64.3M12.2%
Industrials3$36.4M6.9%
Utilities1$26.8M5.1%
Communication Services6$25.1M4.8%
Consumer Cyclical3$16.3M3.1%
Unknown7$15.9M3.0%
Consumer Defensive3$10.3M2.0%