Hamilton Wealth, LLC
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$1.4B
Holdings
114
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +5.3% (28.5k → 30.0k shares)
6.7%
02
$VYMI
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
6.6%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +9.3% (10.8k → 11.8k shares)
6.6%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 1.9% (13.0k → 12.8k shares)
6.5%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +2.0% (9.4k → 9.6k shares)
5.5%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +17.9% (17.7k → 20.9k shares)
5.4%
07
$SMTH
ALPS ETF TR
Held since at least Q1 2024
5.0%
08
$IAU
ISHARES GOLD TR
Q1 2026: Sold 20.5% (14.7k → 11.7k shares)
4.7%
09
$GCOW
PACER FDS TR
Held since at least Q1 2024
4.3%
10
$GQ9
SPDR GOLD TR
Q1 2026: Exited (was 925 shares)
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:59 UTC.