Hamilton Wealth, LLC
•CIK: 1760263•Filing: Q4 2025
**Hamilton Wealth, LLC** manages $526M across a diversified portfolio of 114 positions. The fund exhibits significant concentration in technology and growth names, with top holdings including GD ($34.9M), GS ($32.9M), and MSFT ($32.6M). Notable allocations also include VTV ($30.8M), AAPL ($28.8M), and PANW ($28.2M). This structure suggests a conviction-driven, large-cap technology tilt within its investment mandate.
Total AUM
$525.7M
QoQ Performance
-5.7%
Positions
81
Top 10 Concentration
52.1%
Latest Filing
Q4 2025
Top Holdings Allocation
GD
GS
MSFT
VTV
AAPL
PANW
D
GD6.6%
GS6.3%
MSFT6.2%
VTV5.9%
AAPL5.5%
PANW5.4%
D5.1%
NFLX4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.8%
Technology12.5%
Healthcare7.2%
Financial6.5%
Consumer6.4%
Utilities5.1%
Communication4.4%
Consumer Staples0.0%
🚪 Exited Positionssold since Q3 2025
+76 more exited positions
Changes from Q3 2025
NEW15 new positions
↑50 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q3 2024Q2 2024Q1 2024Q4 2023