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Portfolio (Quarterly) Guide ↗

Hamilton Wealth, LLC

· CIK 0001760263
13F Portfolio $546M AUM 118 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 28 New 9 Added 73 Reduced
Page 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WELL WELLTOWER INC Real Estate 53,352.0 $12.1M 2.22% NEW $226.97 +5.6%
2 CGIC CAPITAL GROUP INTERNATIONAL 304,485.0 $11.1M 2.03% NEW $36.39 +1.5%
3 WM WASTE MGMT INC DEL Industrials 27,266.0 $6.1M 1.11% NEW $222.88 +1.9%
4 GRID FIRST TR EXCHANGE-TRADED FD 24,843.0 $4.8M 0.87% NEW $191.75 -6.9%
5 EMXC ISHARES INC 30,803.0 $3.2M 0.58% NEW $102.30 -5.8%
6 MDT MEDTRONIC PLC Healthcare 8,540.0 $668K 0.12% NEW $78.23 +19.3%
7 CALL TEMA ETF TRUST 20,000.0 $608K 0.11% NEW $30.38
8 ITA ISHARES TR 1,994.0 $483K 0.09% NEW $242.42 -3.6%
9 TSMG THEMES ETF TR 8,766.0 $447K 0.08% NEW $50.94 -30.0%
10 ISRG INTUITIVE SURGICAL INC Healthcare 1,069.0 $425K 0.08% NEW $397.68 -5.3%
11 ABT ABBOTT LABORATORIES Healthcare 4,589.0 $416K 0.08% NEW $90.74 +28.6%
12 VOO VANGUARD INDEX FDS 515.0 $354K 0.07% NEW $686.81 +2.3%
13 RTX RTX CORPORATION Industrials 1,808.0 $343K 0.06% NEW $189.69 +10.4%
14 IDV ISHARES TR 7,352.0 $305K 0.06% NEW $41.43 +8.6%
15 SOXS DIREXION SHARES ETF TRUST 89,820.0 $291K 0.05% NEW $3.24 +1466.7%
16 AMD ADVANCED MICRO DEVICES INC Technology 492.0 $286K 0.05% NEW $580.91 -20.6%
17 TECS DIREXION SHARES ETF TRUST 46,300.0 $285K 0.05% NEW $6.16 +997.4%
18 NOW SERVICENOW INC Technology 2,405.0 $239K 0.04% NEW $99.28 +29.4%
19 SSG PROSHARES TR 21,000.0 $239K 0.04% NEW $11.36 +16.4%
20 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,352.0 $226K 0.04% NEW $95.98 +24.9%
Page 1 of 2  ·  28 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.2%
Financial Services 17.1%
Communication Services 15.3%
Healthcare 11.7%
Consumer Cyclical 9.6%
Real Estate 3.7%
Industrials 2.0%
Consumer Defensive 0.2%
Utilities 0.1%