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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 302.0 $222K 0.04% NEW $736.40 -4.1%
22 APP APPLOVIN CORP Technology 428.0 $221K 0.04% NEW $515.23 -42.0%
23 BLOCK INC 2,679.0 $204K 0.04% NEW $76.00
24 SOUN SOUNDHOUND AI INC Technology 26,661.0 $172K 0.03% NEW $6.47 +8.2%
25 STNE STONECO LTD Technology 14,896.0 $161K 0.03% NEW $10.84 -11.9%
26 NVD GRANITESHARES ETF TR 24,595.0 $128K 0.02% NEW $5.21 -12.3%
27 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 13,000.0 $111K 0.02% NEW $8.57 +59.9%
28 SLQT SELECTQUOTE INC Financial Services 30,000.0 $25K 0.01% NEW $0.84 -7.7%
Page 2 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%