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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 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMUB UBS AG LONDON BRANCH Financial Services 11,713.0 $254K 0.05% $21.65 +9.1%
102 JNJ JOHNSON & JOHNSON Healthcare 974.0 $247K 0.04% -3K -73.4% $253.97 +6.4%
103 EMBJ EMBRAER S.A. Industrials 3,773.0 $241K 0.04% -10K -73.0% $63.80 +19.0%
104 NOW SERVICENOW INC Technology 2,405.0 $239K 0.04% NEW $99.28 +29.4%
105 SSG PROSHARES TR 21,000.0 $239K 0.04% NEW $11.36 +11.1%
106 KO COCA COLA CO Consumer Defensive 2,894.0 $235K 0.04% -6K -68.8% $81.28 +12.1%
107 VFH VANGUARD WORLD FD 1,751.0 $230K 0.04% -2K -52.8% $131.60 +6.9%
108 HEFA ISHARES TR 4,890.0 $229K 0.04% -5K -50.0% $46.92 +0.7%
109 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,352.0 $226K 0.04% NEW $95.98 +24.3%
110 QQQ INVESCO QQQ TR Financial Services 302.0 $222K 0.04% NEW $736.40 -3.1%
111 APP APPLOVIN CORP Technology 428.0 $221K 0.04% NEW $515.23 -40.7%
112 SOUTHSTATE BK CORP 2,178.0 $218K 0.04% $99.90
113 BLOCK INC 2,679.0 $204K 0.04% NEW $76.00
114 SOUN SOUNDHOUND AI INC Technology 26,661.0 $172K 0.03% NEW $6.47 +13.1%
115 STNE STONECO LTD Technology 14,896.0 $161K 0.03% NEW $10.84 -13.7%
116 NVD GRANITESHARES ETF TR 24,595.0 $128K 0.02% NEW $5.21 -17.3%
117 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 13,000.0 $111K 0.02% NEW $8.57 +53.6%
118 SLQT SELECTQUOTE INC Financial Services 30,000.0 $25K 0.01% NEW $0.84 -1.5%
Page 6 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%