Institutional Manager · CIK 0001760263
Hamilton Wealth, LLC
Encino, CA · File #028-19102
Latest AUM
$525.7M
Positions
116
Top-10 Concentration
55.4%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025116 pos · $525.7M
- 13F HOLDINGS REPORTQ/E Dec 2025116 pos · $525.7M
- 13F HOLDINGS REPORTQ/E Sep 2025105 pos · $415.3M
- 13F HOLDINGS REPORTQ/E Sep 2025104 pos · $447.2M
- 13F HOLDINGS REPORTQ/E Sep 2025115 pos · $479.4M
- 13F HOLDINGS REPORTQ/E Sep 202597 pos · $412.7M
- 13F HOLDINGS REPORTQ/E Sep 2024107 pos · $409.1M
- 13F HOLDINGS REPORTQ/E Jun 2024100 pos · $372.2M
- 13F HOLDINGS REPORTQ/E Jun 2024101 pos · $320.4M
- 13F HOLDINGS REPORTQ/E Dec 202388 pos · $279.0M
- 13F HOLDINGS REPORTQ/E Sep 202393 pos · $287.5M
- 13F HOLDINGS REPORTQ/E Jun 202391 pos · $283.7M
- 13F HOLDINGS REPORTQ/E Mar 202384 pos · $245.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPS ETF TR | 00162Q346 | 1,337,496 | $34.9M | 7.04% |
| 2 | ALPHABET INC | GOOG | 104,973 | $32.9M | 6.64% |
| 3 | APPLE INC | AAPL | 120,087 | $32.6M | 6.59% |
| 4 | NVIDIA CORPORATION | NVDA | 165,301 | $30.8M | 6.23% |
| 5 | VANGUARD WHITEHALL FDS | 921946794 | 319,956 | $28.8M | 5.82% |
| 6 | MICROSOFT CORP | MSFT | 58,410 | $28.2M | 5.70% |
| 7 | AMAZON COM INC | AMZN | 116,314 | $26.8M | 5.42% |
| 8 | ISHARES GOLD TR | IAU | 274,064 | $22.2M | 4.49% |
| 9 | SPDR GOLD TR | GLD | 49,694 | $19.7M | 3.98% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 273,161 | $17.1M | 3.45% |
| 11 | PACER FDS TR | 69374H709 | 383,077 | $15.8M | 3.19% |
| 12 | META PLATFORMS INC | META | 21,994 | $14.5M | 2.93% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 41,360 | $12.6M | 2.54% |
| 14 | MERCK & CO INC | MRK | 116,546 | $12.3M | 2.48% |
| 15 | ISHARES TR | 464287556 | 63,638 | $10.7M | 2.17% |
| 16 | VANGUARD WORLD FD | 92204A405 | 76,902 | $10.3M | 2.07% |
| 17 | ISHARES INC | 464286400 | 300,068 | $9.5M | 1.93% |
| 18 | ISHARES TR | 464287325 | 95,799 | $9.3M | 1.88% |
| 19 | GLOBAL X FDS | 37954Y491 | 193,156 | $8.8M | 1.78% |
| 20 | ALPHABET INC | GOOG | 28,030 | $8.8M | 1.78% |