1y return+16.7%S&P 500 +20.9%
3y return+57.5%S&P 500 +68.5%
5y return+49.7%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $232 against $299 in the S&P 500.2
Hamilton Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $35.2M | 6.5% | |
| GOOGLAlphabet Inc | $34.8M | 6.4% | −6.2% |
| SMTHAlps Etf Tr | $34.4M | 6.3% | |
| NVDANvidia Corporation | $33.5M | 6.1% | −3.0% |
| VYMIVanguard Whitehall Fds | $31.0M | 5.7% | −1.9% |
| AMZNAmazon Com Inc | $27.6M | 5.1% | −2.7% |
| MSFTMicrosoft Corp | $25.6M | 4.7% | |
| TSMTaiwan Semiconductor Manufac | $19.5M | 3.6% | −2.2% |
| IAUIshares Gold Tr | $18.5M | 3.4% | |
| GCOWPacer Fds Tr | $17.5M | 3.2% | −4.7% |
| GLDSpdr Gold Tr | $15.5M | 2.8% | −6.1% |
| Chubb LimitedCUSIP H1467J104 | $13.1M | 2.4% | +1059.8% |
| WELLWelltower Inc | $12.1M | 2.2% | New |
| PANWPalo Alto Networks Inc | $11.5M | 2.1% | −10.9% |
| METAMeta Platforms Inc | $11.5M | 2.1% | −6.8% |
| IHIIshares Tr | $11.4M | 2.1% | +162.9% |
| CGICCapital Group International | $11.1M | 2.0% | New |
| EWZIshares Inc | $10.0M | 1.8% | −14.7% |
| VEAVanguard Tax-managed Fds | $9.6M | 1.8% | −51.0% |
| DEMWisdomtree Tr | $8.6M | 1.6% | +1660.3% |
| PHOInvesco Exchange Traded Fd T | $8.3M | 1.5% | −2.9% |
| MRKMerck & Co Inc | $8.1M | 1.5% | −2.6% |
| TLTWIshares Tr | $7.0M | 1.3% | −13.3% |
| GOOGAlphabet Inc | $6.7M | 1.2% | −17.9% |
| LLYEli Lilly & Co | $6.5M | 1.2% | +1234.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $33.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $34.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $6.7M |
| PANWPalo Alto Networks Inc | September 30, 2022 | +316.4% | $11.5M |
| TSMTaiwan Semiconductor Manufac | March 31, 2024 | +251.0% | $19.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $35.2M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2024 | +172.1% | $4.3M |
| LLYEli Lilly & Co | June 30, 2023 | +155.8% | $6.5M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $11.5M |
| MRNAModerna Inc | December 31, 2025 | +137.5% | $5.6M |
Sold off last quarter
- USOUnited Sts Oil Fd LP was $18.3M
- MELIMercadolibre Inc was $5.3M
- BMYBristol-myers Squibb Co was $5.3M
- GSKGsk PLC was $3.6M
- BRK/ABerkshire Hathaway Inc Del was $1.4M
- SVIXVs Trust was $744K
- GDGeneral Dynamics Corp was $432K
- AMGNAmgen Inc was $399K
- Spotify Technology S ACUSIP L8681T102 was $380K
- BUGGlobal X Fds was $372K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.4% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +4.9% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +10.0% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +3.2% | +5.4% |
| June 30, 2024 | +5.8% | +4.0% |
| March 31, 2024 | +8.3% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +9.2% | +7.0% |
| December 31, 2022 | +2.4% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +5.1% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hamilton Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1760263&type=13F-HR&dateb=&owner=include&count=40CIK 1760263
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1760263/000176026326000005/Filed August 6, 2026 · accession 0001760263-26-000005