Hamilton Wealth, LLC

Q2 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
104
Total value ($000)
$447,230
Net value change ($000)
+31,891 (7.7%)
New positions
23
Sold out positions
24
Turnover %
15.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
VYMI 23,755 NEW
VEA 21,665 6120.1%
PPH 11,316 3377.9%
EWZ 8,696 2879.5%
DAX 8,548 NEW
EPI 8,261 1795.9%
NVDA 8,241 47.0%
FXF 6,907 NEW
MSFT 6,186 29.9%
FXY 4,755 NEW
Top Reduces (Value $000, Stocks/ETFs)
GCOW -17,480 -81.5%
VGK -16,728 -97.2%
SMTH -12,612 -30.1%
IEFA -12,571 -77.5%
VFH -9,266 -50.3%
DG -4,868 -35.2%
LLY -4,402 -94.3%
AAPL -4,300 -15.5%
DIG -4,296 -100.0%
INDA -4,128 -93.7%
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