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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 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VPU VANGUARD WORLD FD 29,950.0 $5.9M 1.07% -65K -68.6% $195.73 -5.5%
22 MRNA MODERNA INC Healthcare 79,310.0 $5.6M 1.02% -163K -67.2% $70.03 +107.2%
23 GH GUARDANT HEALTH INC Healthcare 36,995.0 $5.6M 1.02% -40K -51.8% $150.03 +13.8%
24 ABBV ABBVIE INC Healthcare 21,955.0 $5.5M 1.01% -45K -67.2% $251.63 +5.3%
25 IEFA ISHARES TR 55,823.0 $5.4M 0.99% -86K -60.7% $96.58 +4.4%
26 BND VANGUARD BD INDEX FDS 73,365.0 $5.4M 0.99% -146K -66.6% $73.41 -1.6%
27 GILD GILEAD SCIENCES INC Healthcare 35,724.0 $4.5M 0.83% -83K -70.0% $126.34 +15.7%
28 CRWD CROWDSTRIKE HLDGS INC Technology 5,692.0 $4.3M 0.80% -14K -70.7% $190.78 +0.6%
29 NFLX NETFLIX INC. Communication Services 51,654.0 $3.7M 0.68% -104K -66.8% $71.40 +11.5%
30 TSLA TESLA INC Consumer Cyclical 8,117.0 $3.4M 0.62% -15K -65.2% $420.60 -13.7%
31 BOND PIMCO ETF TR 35,460.0 $3.3M 0.60% -77K -68.4% $92.21 -1.9%
32 IEMG ISHARES INC 23,743.0 $2.0M 0.36% -47K -66.7% $82.84 -1.5%
33 GSLC GOLDMAN SACHS ETF TR 13,151.0 $1.9M 0.34% -26K -66.7% $141.89 +3.0%
34 GLL PROSHARES TR II Financial Services 66,833.0 $1.8M 0.33% -121K -64.5% $26.98 -25.0%
35 SMH VANECK ETF TRUST 2,639.0 $1.7M 0.32% -5K -66.4% $655.89 -14.6%
36 SHYD VANECK ETF TRUST 71,478.0 $1.6M 0.30% -5K -6.3% $22.90 -0.9%
37 AVGO BROADCOM INC Technology 4,088.0 $1.5M 0.28% -9K -69.7% $377.79 -2.5%
38 VTI VANGUARD INDEX FDS 3,999.0 $1.5M 0.27% -9K -68.3% $370.08 +2.2%
39 GGLS DIREXION SHARES ETF TRUST 246,311.0 $1.4M 0.26% -568K -69.8% $5.72 +921.9%
40 MUB ISHARES TR 11,398.0 $1.2M 0.23% -24K -67.5% $107.62 -2.1%
Page 2 of 4  ·  73 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%