☆Hamilton Wealth, LLC
Quality Q
0.303
AUM ($M)
546
Positions
117
Turnover
0.20
Top-10 wt
51%
Herfindahl
0.034
History (qtrs)
7
Excess Return
—
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Holdings · 141 positions · portfolio value $546M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 6.5% | -0.1% | 35.2 | 121,692 | -242,742 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 6.4% | +0.0% | 34.8 | 97,443 | -214,230 | 1 | — |
| ☆SMTH funds › | ALPS ETF TR | TRIM | ETP | 6.3% | +1.5% | 34.4 | 1,336,672 | -1,316,586 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 6.1% | -0.3% | 33.5 | 167,537 | -350,743 | 1 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | TRIM | — | 5.7% | -0.8% | 31.0 | 315,871 | -650,192 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 5.1% | -0.2% | 27.6 | 115,976 | -241,540 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 4.7% | -0.7% | 25.6 | 68,528 | -136,108 | 1 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 3.6% | +0.6% | 19.5 | 40,789 | -84,314 | 1 | — |
| ☆IAU funds › | ISHARES GOLD TR | TRIM | — | 3.4% | -1.2% | 18.5 | 245,631 | -496,548 | 1 | — |
| ☆GCOW funds › | PACER FDS TR | TRIM | — | 3.2% | -1.0% | 17.5 | 403,695 | -867,405 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 2.8% | -1.3% | 15.5 | 42,160 | -92,525 | 1 | — |
| ☆CB funds › | CHUBB LIMITED | ADD | — | 2.4% | +2.2% | 13.1 | 38,391 | +28,461 | 1 | — |
| ☆WELL funds › | WELLTOWER INC | NEW | — | 2.2% | +2.2% | 12.1 | 53,352 | +53,352 | 1 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 2.1% | +0.8% | 11.5 | 33,754 | -79,853 | 1 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 2.1% | -0.6% | 11.5 | 20,410 | -45,317 | 1 | — |
| ☆IHI funds › | ISHARES TR | TRIM | — | 2.1% | +1.1% | 11.4 | 231,147 | -32,613 | 1 | — |
| ☆CGIC funds › | CAPITAL GROUP INTERNATIONAL | NEW | — | 2.0% | +2.0% | 11.1 | 304,485 | +304,485 | 1 | — |
| ☆EWZ funds › | ISHARES INC | TRIM | — | 1.8% | -0.0% | 10.0 | 290,320 | -390,530 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 1.8% | -2.0% | 9.6 | 134,097 | -686,136 | 1 | — |
| ☆DEM funds › | WISDOMTREE TR | ADD | — | 1.6% | +1.5% | 8.6 | 158,988 | +140,924 | 1 | — |
| ☆PHO funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 1.5% | +0.3% | 8.3 | 119,988 | -127,048 | 1 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 1.5% | -0.2% | 8.1 | 63,344 | -131,758 | 1 | — |
| ☆TLTW funds › | ISHARES TR | TRIM | — | 1.3% | +0.1% | 7.0 | 313,977 | -410,423 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.2% | -0.2% | 6.7 | 18,906 | -50,157 | 1 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 1.2% | +1.1% | 6.5 | 5,390 | +4,178 | 1 | — |
| ☆WM funds › | WASTE MGMT INC DEL | NEW | — | 1.1% | +1.1% | 6.1 | 27,266 | +27,266 | 1 | — |
| ☆VPU funds › | VANGUARD WORLD FD | TRIM | — | 1.1% | -0.3% | 5.9 | 29,950 | -65,411 | 1 | — |
| ☆MRNA funds › | MODERNA INC | TRIM | — | 1.0% | +0.1% | 5.6 | 79,310 | -162,874 | 1 | — |
| ☆GH funds › | GUARDANT HEALTH INC | TRIM | — | 1.0% | +0.5% | 5.6 | 36,995 | -39,705 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 1.0% | -0.0% | 5.5 | 21,955 | -45,005 | 1 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 1.0% | +0.1% | 5.4 | 55,823 | -86,080 | 1 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | TRIM | — | 1.0% | -0.2% | 5.4 | 73,365 | -146,220 | 1 | — |
| ☆GRID funds › | FIRST TR EXCHANGE-TRADED FD | NEW | — | 0.9% | +0.9% | 4.8 | 24,843 | +24,843 | 1 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 0.8% | -0.4% | 4.5 | 35,724 | -83,394 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.8% | +0.3% | 4.3 | 5,692 | -13,724 | 1 | — |
| ☆TUSI funds › | TOUCHSTONE ETF TRUST | ADD | — | 0.8% | +0.6% | 4.2 | 167,664 | +65,374 | 1 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.7% | -0.4% | 3.7 | 51,654 | -104,037 | 1 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.6% | +0.0% | 3.4 | 8,117 | -15,208 | 1 | — |
| ☆BOND funds › | PIMCO ETF TR | TRIM | — | 0.6% | -0.1% | 3.3 | 35,460 | -76,878 | 1 | — |
| ☆EMXC funds › | ISHARES INC | NEW | — | 0.6% | +0.6% | 3.2 | 30,803 | +30,803 | 1 | — |
| ☆CUSIP:92891H606 funds › | VS TRUST | ADD | — | 0.6% | +0.0% | 3.1 | 1,019,350 | +145,206 | 1 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.4% | +0.0% | 2.0 | 23,743 | -47,492 | 1 | — |
| ☆GSLC funds › | GOLDMAN SACHS ETF TR | TRIM | — | 0.3% | -0.0% | 1.9 | 13,151 | -26,290 | 1 | — |
| ☆GLL funds › | PROSHARES TR II | TRIM | — | 0.3% | +0.1% | 1.8 | 66,833 | -121,240 | 1 | — |
| ☆SMH funds › | VANECK ETF TRUST | TRIM | — | 0.3% | +0.1% | 1.7 | 2,639 | -5,224 | 1 | — |
| ☆SHYD funds › | VANECK ETF TRUST | TRIM | — | 0.3% | +0.2% | 1.6 | 71,478 | -4,791 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.3% | -0.0% | 1.5 | 4,088 | -9,391 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.0% | 1.5 | 3,999 | -8,625 | 1 | — |
| ☆CUSIP:25461A601 funds › | DIREXION SHARES ETF TRUST | TRIM | — | 0.3% | -0.2% | 1.4 | 246,311 | -567,967 | 1 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 1.2 | 11,398 | -23,711 | 1 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | +0.1% | 1.2 | 42,246 | +0 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.2% | +0.1% | 1.2 | 3,551 | -3,345 | 1 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 0.2% | +0.1% | 1.1 | 4,780 | -4,772 | 1 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.2% | +0.1% | 1.1 | 2,745 | +0 | 1 | — |
| ☆USFR funds › | WISDOMTREE TR | TRIM | — | 0.1% | -2.2% | 0.8 | 15,561 | -628,047 | 1 | — |
| ☆NYF funds › | ISHARES TR | ADD | — | 0.1% | +0.1% | 0.8 | 14,305 | +285 | 1 | — |
| ☆AMLP funds › | ALPS ETF TR | ADD | ETP | 0.1% | +0.1% | 0.7 | 14,183 | +173 | 1 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.7 | 6,037 | +3,897 | 1 | — |
| ☆MDT funds › | MEDTRONIC PLC | NEW | — | 0.1% | +0.1% | 0.7 | 8,540 | +8,540 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.1% | +0.0% | 0.6 | 1,292 | -1,352 | 1 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.1% | +0.0% | 0.6 | 608 | -574 | 1 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.6 | 5,723 | -5,723 | 1 | — |
| ☆SLV funds › | ISHARES SILVER TR | TRIM | — | 0.1% | -0.0% | 0.6 | 10,937 | -11,783 | 1 | — |
| ☆TBIL funds › | RBB FD INC | TRIM | — | 0.1% | -0.0% | 0.6 | 11,622 | -20,979 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.1% | +0.0% | 0.6 | 601 | -613 | 1 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.6 | 6,516 | +4,170 | 1 | — |
| ☆UGL funds › | PROSHARES TR II | HOLD | — | 0.1% | +0.0% | 0.5 | 12,504 | +0 | 1 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | +0.0% | 0.5 | 6,029 | -6,611 | 1 | — |
| ☆ITA funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.5 | 1,994 | +1,994 | 1 | — |
| ☆IGLD funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.1% | -0.0% | 0.5 | 21,376 | -45,686 | 1 | — |
| ☆LYV funds › | LIVE NATION ENTERTAINMENT IN | HOLD | — | 0.1% | +0.1% | 0.4 | 2,455 | +0 | 1 | — |
| ☆TSMG funds › | THEMES ETF TR | NEW | — | 0.1% | +0.1% | 0.4 | 8,766 | +8,766 | 1 | — |
| ☆AZN funds › | ASTRAZENECA PLC | TRIM | — | 0.1% | -0.0% | 0.4 | 2,329 | -4,089 | 1 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.4 | 7,321 | -14,561 | 1 | — |
| ☆ACWI funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.4 | 2,747 | -2,723 | 1 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.1% | -0.0% | 0.4 | 2,000 | -4,210 | 1 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | NEW | — | 0.1% | +0.1% | 0.4 | 1,069 | +1,069 | 1 | — |
| ☆XYLD funds › | GLOBAL X FDS | TRIM | — | 0.1% | +0.1% | 0.4 | 10,399 | -15,290 | 1 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | NEW | — | 0.1% | +0.1% | 0.4 | 4,589 | +4,589 | 1 | — |
| ☆NKE funds › | NIKE INC | TRIM | — | 0.1% | +0.0% | 0.4 | 9,751 | -7,265 | 1 | — |
| ☆LMBS funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.1% | +0.0% | 0.4 | 7,956 | -5,745 | 1 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 1,576 | +0 | 1 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.1% | +0.0% | 0.4 | 6,578 | -12,847 | 1 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | +0.0% | 0.4 | 2,419 | -2,419 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.4 | 515 | +515 | 1 | — |
| ☆SPXS funds › | DIREXION SHARES ETF TRUST | TRIM | — | 0.1% | -1.3% | 0.3 | 13,000 | -458,924 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | NEW | — | 0.1% | +0.1% | 0.3 | 1,808 | +1,808 | 1 | — |
| ☆MFC funds › | MANULIFE FINL CORP | TRIM | — | 0.1% | +0.0% | 0.3 | 8,016 | -8,016 | 1 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | +0.0% | 0.3 | 1,423 | -1,423 | 1 | — |
| ☆CMF funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.3 | 5,292 | -8,154 | 1 | — |
| ☆IDV funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 7,352 | +7,352 | 1 | — |
| ☆MINT funds › | PIMCO ETF TR | TRIM | — | 0.1% | -0.0% | 0.3 | 3,000 | -7,660 | 1 | — |
| ☆ZBH funds › | ZIMMER BIOMET HOLDINGS INC | TRIM | — | 0.1% | +0.0% | 0.3 | 3,502 | -3,992 | 1 | — |
| ☆SOXS funds › | DIREXION SHARES ETF TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 89,820 | +89,820 | 1 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.3 | 492 | +492 | 1 | — |
| ☆CUSIP:25461A494 funds › | DIREXION SHARES ETF TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 46,300 | +46,300 | 1 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.3 | 3,144 | -6,267 | 1 | — |
| ☆SPSM funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | +0.0% | 0.3 | 4,721 | +0 | 1 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.0% | -0.0% | 0.3 | 3,973 | -9,885 | 1 | — |
| ☆AMUB funds › | UBS AG LONDON BRANCH | HOLD | — | 0.0% | +0.0% | 0.3 | 11,713 | +0 | 1 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.0% | -0.0% | 0.2 | 974 | -2,689 | 1 | — |
| ☆EMBJ funds › | EMBRAER S.A. | TRIM | — | 0.0% | -0.0% | 0.2 | 3,773 | -10,209 | 1 | — |
| ☆NOW funds › | SERVICENOW INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,405 | +2,405 | 1 | — |
| ☆SSG funds › | PROSHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 21,000 | +21,000 | 1 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.0% | -0.0% | 0.2 | 2,894 | -6,382 | 1 | — |
| ☆VFH funds › | VANGUARD WORLD FD | TRIM | — | 0.0% | +0.0% | 0.2 | 1,751 | -1,955 | 1 | — |
| ☆HEFA funds › | ISHARES TR | TRIM | — | 0.0% | +0.0% | 0.2 | 4,890 | -4,890 | 1 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | NEW | — | 0.0% | +0.0% | 0.2 | 2,352 | +2,352 | 1 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 0.0% | +0.0% | 0.2 | 302 | +302 | 1 | — |
| ☆APP funds › | APPLOVIN CORP | NEW | — | 0.0% | +0.0% | 0.2 | 428 | +428 | 1 | — |
| ☆SSB funds › | SOUTHSTATE BK CORP | HOLD | — | 0.0% | +0.0% | 0.2 | 2,178 | +0 | 1 | — |
| ☆XYZ funds › | BLOCK INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,679 | +2,679 | 1 | — |
| ☆SOUN funds › | SOUNDHOUND AI INC | NEW | — | 0.0% | +0.0% | 0.2 | 26,661 | +26,661 | 1 | — |
| ☆STNE funds › | STONECO LTD | NEW | — | 0.0% | +0.0% | 0.2 | 14,896 | +14,896 | 1 | — |
| ☆NVD funds › | GRANITESHARES ETF TR | NEW | — | 0.0% | +0.0% | 0.1 | 24,595 | +24,595 | 1 | — |
| ☆AVAH funds › | AVEANNA HEALTHCARE HLDGS INC | NEW | — | 0.0% | +0.0% | 0.1 | 13,000 | +13,000 | 1 | — |
| ☆SLQT funds › | SELECTQUOTE INC | NEW | — | 0.0% | +0.0% | 0.0 | 30,000 | +30,000 | 1 | — |
| ☆AMGN funds › | AMGEN INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,405 | 0 | — |
| ☆AVS funds › | DIREXION SHARES ETF TRUST | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -20,000 | 0 | — |
| ☆NVS funds › | NOVARTIS AG | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,660 | 0 | — |
| ☆GSK funds › | GSK PLC | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -195,567 | 0 | — |
| ☆GPIX funds › | GOLDMAN SACHS ETF TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,000 | 0 | — |
| ☆SPOT funds › | SPOTIFY TECHNOLOGY S A | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,568 | 0 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -262,236 | 0 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -16,584 | 0 | — |
| ☆IJH funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -6,370 | 0 | — |
| ☆AMZD funds › | DIREXION SHARES ETF TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -90,000 | 0 | — |
| ☆ADBE funds › | ADOBE INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,628 | 0 | — |
| ☆CBRL funds › | CRACKER BARREL OLD CTRY STOR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -8,629 | 0 | — |
| ☆SVIX funds › | VS TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -142,125 | 0 | — |
| ☆PSIX funds › | POWER SOLUTIONS INTL INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,967 | 0 | — |
| ☆IWF funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -627 | 0 | — |
| ☆USO funds › | UNITED STS OIL FD LP | EXIT | — | 0.0% | -3.9% | 0.0 | 0 | -432,228 | 0 | — |
| ☆BUG funds › | GLOBAL X FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -29,636 | 0 | — |
| ☆NRG funds › | NRG ENERGY INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,422 | 0 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2 | 0 | — |
| ☆CUSIP:74347R370 funds › | PROSHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -25,000 | 0 | — |
| ☆WULF funds › | TERAWULF INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -17,550 | 0 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,774 | 0 | — |
| ☆SHY funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,955 | 0 | — |
| ☆VO funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -35 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 546 | 117 | 0.20 | 51% | 0.034 | 0.295 | — | entered |
| 2026Q1 | 1,409 | 114 | 0.67 | 54% | 0.038 | 0.000 | — | out |
| 2025Q4 | 526 | 114 | 0.64 | 52% | 0.035 | 0.000 | — | left |
| 2025Q3 | 479 | 115 | 0.18 | 53% | 0.035 | 0.304 | — | in |
| 2025Q2 | 447 | 104 | 0.31 | 51% | 0.034 | 0.143 | — | in |
| 2025Q1 | 415 | 105 | 0.27 | 53% | 0.039 | 0.170 | — | entered |
| 2024Q4 | 413 | 97 | 0.00 | 57% | 0.042 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status