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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 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PHO INVESCO EXCHANGE TRADED FD T 119,988.0 $8.3M 1.52% -127K -51.4% $69.08 +4.5%
22 MRK MERCK & CO INC Healthcare 63,344.0 $8.1M 1.49% -132K -67.5% $128.50 +18.7%
23 TLTW ISHARES TR 313,977.0 $7.0M 1.28% -410K -56.7% $22.34 -5.1%
24 GOOG ALPHABET INC 18,906.0 $6.7M 1.22% -50K -72.6% $353.33
25 LLY ELI LILLY & CO Healthcare 5,390.0 $6.5M 1.18% +4K +344.7% $1199.43 +4.6%
26 WM WASTE MGMT INC DEL Industrials 27,266.0 $6.1M 1.11% NEW $222.88 +0.5%
27 VPU VANGUARD WORLD FD 29,950.0 $5.9M 1.07% -65K -68.6% $195.73 -5.5%
28 MRNA MODERNA INC Healthcare 79,310.0 $5.6M 1.02% -163K -67.2% $70.03 +107.2%
29 GH GUARDANT HEALTH INC Healthcare 36,995.0 $5.6M 1.02% -40K -51.8% $150.03 +13.8%
30 ABBV ABBVIE INC Healthcare 21,955.0 $5.5M 1.01% -45K -67.2% $251.63 +5.3%
31 IEFA ISHARES TR 55,823.0 $5.4M 0.99% -86K -60.7% $96.58 +4.4%
32 BND VANGUARD BD INDEX FDS 73,365.0 $5.4M 0.99% -146K -66.6% $73.41 -1.6%
33 GRID FIRST TR EXCHANGE-TRADED FD 24,843.0 $4.8M 0.87% NEW $191.75 -5.6%
34 GILD GILEAD SCIENCES INC Healthcare 35,724.0 $4.5M 0.83% -83K -70.0% $126.34 +15.7%
35 CRWD CROWDSTRIKE HLDGS INC Technology 5,692.0 $4.3M 0.80% -14K -70.7% $190.78 +0.6%
36 TUSI TOUCHSTONE ETF TRUST 167,664.0 $4.2M 0.78% +65K +63.9% $25.26 +0.4%
37 NFLX NETFLIX INC. Communication Services 51,654.0 $3.7M 0.68% -104K -66.8% $71.40 +11.5%
38 TSLA TESLA INC Consumer Cyclical 8,117.0 $3.4M 0.62% -15K -65.2% $420.60 -13.7%
39 BOND PIMCO ETF TR 35,460.0 $3.3M 0.60% -77K -68.4% $92.21 -1.9%
40 EMXC ISHARES INC 30,803.0 $3.2M 0.58% NEW $102.30 -4.4%
Page 2 of 6  ·  118 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%