Hamilton Wealth, LLC

Q1 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
105
Total value ($000)
$415,339
Net value change ($000)
+2,641 (0.6%)
New positions
38
Sold out positions
30
Turnover %
28.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GCOW 21,437 NEW
VGK 17,210 NEW
IEFA 14,454 813.9%
DG 13,827 NEW
INDA 4,406 NEW
DIG 4,296 NEW
TECS 4,245 NEW
MRK 3,275 119.7%
IAU 2,954 26.1%
GLD 2,630 21.5%
Top Reduces (Value $000, Stocks/ETFs)
XYLD -23,553 -100.0%
NVO -8,246 -97.2%
USFR -7,680 -85.1%
AMZN -7,470 -26.7%
GOOGL -6,175 -26.2%
AAPL -5,861 -17.4%
DIS -4,402 -95.2%
GSLC -4,144 -74.6%
PROSHARES TR II -3,947 -100.0%
PPH -3,546 -91.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type