Hamilton Wealth, LLC holds a focused book of 111 stocks worth $513.5M as of Q1 2026 (disclosed Jun 25, 2026, a ~86-day 13F lag). This quarter they opened United States Oil Fund LP and trimmed ALPS SMTH Cor BD Plus ETF. Their largest long position is ALPS SMTH Cor BD Plus ETF at 7% of the equity book. Cloning the disclosed picks since 2019 would be +148% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1760263/holdings"
Use Arkolith to show Hamilton Wealth, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +191.3%, a 43.1-point gap that is the cost of the ~86-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Hamilton Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~86 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
60% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hamilton Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 80 | $511.3B |
| JPMORGAN CHASE & CO | 78 / 80 | $444.9B |
| UBS Group AG | 77 / 80 | $137.8B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $14.8B |
| WELLS FARGO & COMPANY/MN | 74 / 80 | $145.8B |
| LPL Financial LLC | 74 / 80 | $70.3B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 74 / 80 | $13.2B |
| IFP Advisors, Inc | 74 / 80 | $1.2B |
Ranked by how many of Hamilton Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ETF TR SMITH CORE PLUS | $34.2M | 1.33M | 6.7% | ▼−0.8% Reduced · −11K sh | |
| 2 | Apple Inc COM | $30.8M | 121.5K | 6.0% | ▲+1.1% Added · +1K sh | |
| 3 | Vanguard Whitehall FDS INTL HIGH ETF | $30.3M | 322.0K | 5.9% | ▲+0.6% Added · +2K sh | |
| 4 | Nvidia Corporation COM | $30.1M | 172.8K | 5.9% | ▲+4.5% Added · +7K sh | |
| 5 | Alphabet Inc CAP STK CL A | $29.9M | 103.9K | 5.8% | ▼−1.0% Reduced · −1K sh | |
| 6 | Microsoft Corp COM | $25.3M | 68.2K | 4.9% | ▲+17% Added · +10K sh | |
| 7 | Amazon Com Inc COM | $24.8M | 119.2K | 4.8% | ▲+2.5% Added · +3K sh | |
| 8 | Ishares Gold TR ISHARES NEW | $21.8M | 247.4K | 4.2% | ▼−9.7% Reduced · −27K sh | |
| 9 | Pacer FDS TR GLOBL CASH ETF | $19.6M | 423.7K | 3.8% | ▲+11% Added · +41K sh | |
| 10 | SPDR Gold TR GOLD SHS | $19.3M | 44.9K | 3.8% | ▼−9.7% Reduced · −5K sh | |
| 11 | United STS Oil FD LP UNITS | $18.3M | 144.1K | 3.6% | ▲New New position | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $17.5M | 273.4K | 3.4% | ▲+0.1% Added · +250 sh | |
| 13 | Wisdomtree TR FLOATNG RAT TREA | $16.2M | 321.8K | 3.2% | ▲+259% Added · +232K sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $14.1M | 41.7K | 2.7% | ▲+0.8% Added · +341 sh | |
| 15 | Ishares Inc MSCI BRAZIL ETF | $13.1M | 340.4K | 2.5% | ▲+13% Added · +40K sh | |
| 16 | Meta Platforms Inc CL A | $12.5M | 21.9K | 2.4% | ▼−0.4% Reduced · −85 sh | |
| 17 | Invesco Exchange Traded FD T WATER RES ETF | $8.3M | 123.5K | 1.6% | ▲+5.0% Added · +6K sh | |
| 18 | Ishares TR 20+ YEAR TR BD | $8.2M | 362.2K | 1.6% | ▲+53% Added · +125K sh | |
| 19 | Merck & Co Inc COM | $7.8M | 65.0K | 1.5% | ▼−44% Reduced · −52K sh | |
| 20 | Alphabet Inc CAP STK CL C | $6.6M | 23.0K | 1.3% | ▼−18% Reduced · −5K sh | |
| 21 | Direxion Shares ETF Trust DAILY S&P 500 BE | $6.4M | 157.3K | 1.2% | ▲New New position | |
| 22 | Vanguard World FD UTILITIES ETF | $6.3M | 31.8K | 1.2% | ▲+11% Added · +3K sh | |
| 23 | Palo Alto Networks Inc COM | $6.1M | 37.9K | 1.2% | ▲+58% Added · +14K sh | |
| 24 | Gilead Sciences Inc COM | $5.5M | 39.7K | 1.1% | ▲+3.5% Added · +1K sh | |
| 25 | Vanguard BD Index FDS TOTAL BND MRKT | $5.4M | 73.2K | 1.0% | ▲+4.5% Added · +3K sh | |
| 26 | Mercadolibre Inc COM | $5.3M | 3.1K | 1.0% | ▲+122% Added · +2K sh | |
| 27 | Bristol-Myers Squibb Co COM | $5.3M | 87.4K | 1.0% | ▼−16% Reduced · −17K sh | |
| 28 | Netflix Inc. COM | $5.0M | 51.9K | 1.0% | ▲+0.5% Added · +260 sh | |
| 29 | Abbvie Inc COM | $4.9M | 22.3K | 0.9% | ▲+0.4% Added · +96 sh | |
| 30 | Ishares TR U.S. MED DVC ETF | $4.7M | 87.9K | 0.9% | ▲+7.6% Added · +6K sh | |
| 31 | Ishares TR CORE MSCI EAFE | $4.3M | 47.3K | 0.8% | ▲+34% Added · +12K sh | |
| 32 | Moderna Inc COM | $4.1M | 80.7K | 0.8% | ▼−23% Reduced · −24K sh | |
| 33 | VS Trust 2X LONG VIX FUTU | $3.8M | 437.1K | 0.7% | ▲New New position | |
| 34 | GSK PLC SPONSORED ADR | $3.6M | 65.2K | 0.7% | ▲+15% Added · +9K sh | |
| 35 | Pimco ETF TR ACTIVE BD ETF | $3.5M | 37.4K | 0.7% | ▼−10% Reduced · −4K sh | |
| 36 | Tesla Inc COM | $2.9M | 7.8K | 0.6% | ▼−0.2% Reduced · −18 sh | |
| 37 | Touchstone ETF Trust ULTRA SHORT INCM | $2.6M | 102.3K | 0.5% | ▲+38% Added · +28K sh | |
| 38 | Crowdstrike Hldgs Inc CL A | $2.5M | 6.5K | 0.5% | ▲+17% Added · +936 sh | |
| 39 | Direxion Shares ETF Trust DLY GOOGL BR 1X | $2.0M | 271.4K | 0.4% | ▲New New position | |
| 40 | Vaneck ETF Trust SHRT HGH YLD MUN | $1.7M | 76.3K | 0.3% | ▼−25% Reduced · −26K sh | |
| 41 | Ishares Inc CORE MSCI EMKT | $1.7M | 23.7K | 0.3% | ▲+650% Added · +21K sh | |
| 42 | Goldman Sachs ETF TR ACTIVEBETA US LG | $1.6M | 13.1K | 0.3% | ▲+2.4% Added · +310 sh | |
| 43 | Berkshire Hathaway Inc Del CL A | $1.4M | 2 | 0.3% | —Held | |
| 44 | Broadcom Inc COM | $1.4M | 4.5K | 0.3% | ▲+8.1% Added · +336 sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $1.4M | 4.2K | 0.3% | ▼−17% Reduced · −839 sh | |
| 46 | Proshares TR II ULTRASHORT GOLD | $1.3M | 62.7K | 0.2% | ▲New New position | |
| 47 | Ishares TR NATIONAL MUN ETF | $1.2M | 11.7K | 0.2% | ▼−28% Reduced · −4K sh | |
| 48 | Chubb Ltd Switz COM | $1.1M | 3.3K | 0.2% | ▲+0.1% Added · +2 sh | |
| 49 | Schwab Strategic TR US BRD MKT ETF | $1.1M | 42.2K | 0.2% | —Held | |
| 50 | Vanguard Specialized Funds DIV APP ETF | $1.0M | 4.8K | 0.2% | ▼−1.8% Reduced · −89 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Jun 25, 2026 | 111 | $513.5M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 19, 2026 | 116 | $525.7M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 115 | $479.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 14, 2025 | 104 | $447.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Nov 14, 2025 | 105 | $415.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Nov 14, 2025 | 97 | $412.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 107 | $409.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 100 | $372.2M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Jun 10, 2024 | 101 | $320.4M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 92 | $317.9M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 88 | $279.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 93 | $287.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 91 | $283.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 84 | $245.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 3, 2022 | 87 | $236.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 13, 2022 | 71 | $255.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 4, 2022 | 76 | $230.1M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 71 | $223.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 44 | $217.5M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 47 | $214.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 23, 2021 | 54 | $206.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 10, 2021 | 52 | $195.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.