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Hamilton Wealth, LLC

Q3 2025 · 13F-HR

Hamilton Wealth, LLCholdings as filed

Filed 2025-11-14 · accession 0001760263-25-000008

$479.4M
Reported value
115
Positions
2025-09-30
Period end
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The Brief · Hamilton Wealth, LLC · Q3 2025

AI · grounded in 13F

Hamilton Wealth, LLC established a new position in SMTH valued at $33.3M. The fund also initiated new stakes in NVDA for $30.5M and AAPL for $29.7M. Additional new positions include MSFT at $28.7M and GOOGL at $27.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
00162Q346SMTHALPS ETF TR$33.3M6.94%1,271,761CommonNONE
67066G104NVDANVIDIA CORPORATION$30.5M6.36%163,378CommonNONE
037833100AAPLAPPLE INC$29.7M6.19%116,601CommonNONE
594918104MSFTMICROSOFT CORP$28.7M5.98%55,371CommonNONE
02079K305GOOGLALPHABET INC$27.1M5.65%111,428CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$25.7M5.37%304,010CommonNONE
023135106AMZNAMAZON COM INC$24.0M5.01%109,282CommonNONE
464285204IAUISHARES GOLD TR$19.7M4.11%270,705CommonNONE
78463V107GLDSPDR GOLD TR$18.0M3.75%50,588CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$16.2M3.38%270,150CommonNONE
30303M102METAMETA PLATFORMS INC$15.5M3.23%21,115CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$11.6M2.41%41,403CommonNONE
58933Y105MRKMERCK & CO INC$9.8M2.04%116,753CommonNONE
92204A405VFHVANGUARD WORLD FD$9.8M2.04%74,456CommonNONE
25461A494TECSDIREXION SHS ETF TR$9.6M1.99%494,407CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$9.0M1.88%199,783CommonNONE
464286400EWZISHARES INC$8.9M1.86%287,183CommonNONE
37954Y491DAXGLOBAL X FDS$8.5M1.76%189,059CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$8.3M1.74%115,645CommonNONE
02079K107GOOGALPHABET INC$7.3M1.51%29,776CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$7.1M1.48%12,581CommonNONE
921937835BNDVANGUARD BD INDEX FDS$6.5M1.35%86,859CommonNONE
46436E338TLTWISHARES TR$5.8M1.21%247,475CommonNONE
64110L106NFLXNETFLIX INC$5.6M1.17%4,668CommonNONE
92204A876VPUVANGUARD WORLD FD$5.2M1.08%27,218CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$5.0M1.05%51,361CommonNONE
00287Y109ABBVABBVIE INC$4.9M1.03%21,229CommonNONE
464287556IBBISHARES TR$4.8M1.01%33,587CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.8M1.00%23,600CommonNONE
464288810IHIISHARES TR$4.7M0.99%78,735CommonNONE
69374H709GCOWPACER FDS TR$4.5M0.94%113,685CommonNONE
464287325IXJISHARES TR$4.4M0.92%49,530CommonNONE
72201R775BONDPIMCO ETF TR$4.1M0.85%43,631CommonNONE
375558103GILDGILEAD SCIENCES INC$4.0M0.84%36,159CommonNONE
88160R101TSLATESLA INC$3.6M0.74%8,029CommonNONE
97717Y527USFRWISDOMTREE TR$3.2M0.66%63,000CommonNONE
46432F842IEFAISHARES TR$3.0M0.63%34,830CommonNONE
58733R102MELIMERCADOLIBRE INC$2.8M0.59%1,215CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.6M0.55%5,382CommonNONE
92189H409HYDVANECK ETF TRUST$2.2M0.46%43,515CommonNONE
922908769VTIVANGUARD INDEX FDS$1.7M0.35%5,160CommonNONE
92189F387SHYDVANECK ETF TRUST$1.6M0.34%70,536CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1.6M0.33%12,305CommonNONE
46428Q109SLVISHARES SILVER TR$1.6M0.33%37,323CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.5M0.31%2CommonNONE
464288414MUBISHARES TR$1.4M0.30%13,427CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.29%4,343CommonNONE
11135F101AVGOBROADCOM INC$1.3M0.27%3,951CommonNONE
89157W301TUSITOUCHSTONE ETF TRUST$1.2M0.25%47,591CommonNONE
74933W452TBILRBB FD INC$1.2M0.25%23,694CommonNONE
72201R833MINTPIMCO ETF TR$1.1M0.23%10,804CommonNONE
92189F676SMHVANECK ETF TRUST$972,5530.20%2,980CommonNONE
74347Y714PROSHARES TR II$951,5420.20%57,184CommonNONE
25746U109DDOMINION ENERGY INC$877,0550.18%14,338CommonNONE
33733E856IGLDFIRST TR EXCHANGE-TRADED FD$862,5990.18%36,032CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$854,6570.18%17,165CommonNONE
H1467J104CBCHUBB LIMITED$778,8390.16%2,759CommonNONE
74347W601UGLPROSHARES TR II$739,7240.15%16,060CommonNONE
25460E190SPXSDIREXION SHS ETF TR$655,0240.14%17,242CommonNONE
00162Q452AMLPALPS ETF TR$640,4640.13%13,647CommonNONE
500767306KWEBKRANESHARES TRUST$589,4420.12%14,031CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$580,7360.12%832CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$569,1020.12%1,132CommonNONE
532457108LLYELI LILLY & CO$544,0190.11%713CommonNONE
25460G112V32SDIREXION SHS ETF TR$535,7410.11%103,625CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$534,2790.11%577CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$513,8940.11%6,440CommonNONE
464288356CMFISHARES TR$494,6080.10%8,671CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$469,0500.10%589CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$451,7010.09%6,329CommonNONE
37954Y475XYLDGLOBAL X FDS$437,3660.09%11,140CommonNONE
046353108AZNNASTRAZENECA PLC$426,5630.09%5,560CommonNONE
97717W315DEMWISDOMTREE TR$402,2290.08%8,746CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$401,1470.08%2,455CommonNONE
46434V803HEFAISHARES TR$399,6650.08%10,090CommonNONE
464288257ACWIISHARES TR$391,1960.08%2,830CommonNONE
803054204SAPSAP SE$371,4220.08%1,390CommonNONE
922908736VUGVANGUARD INDEX FDS$360,1870.08%751CommonNONE
29082A107EMBJEMBRAER S.A.$354,4180.07%5,863CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$351,8450.07%5,413CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$339,6530.07%1,574CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$329,3290.07%679CommonNONE
629377508NRGNRG ENERGY INC$275,4770.06%1,701CommonNONE
74347Y755PROSHARES TR II$269,9260.06%25,855CommonNONE
68389X105ORCLORACLE CORP$269,4280.06%958CommonNONE
464288323NYFISHARES TR$268,6170.06%5,035CommonNONE
56501R106MFCMANULIFE FINL CORP$265,2730.06%8,516CommonNONE
15135B101CNCCENTENE CORP DEL$253,6850.05%7,110CommonNONE
084423102WRBBERKLEY W R CORP$252,0800.05%3,290CommonNONE
46434G822EWJISHARES INC$236,4580.05%2,948CommonNONE
92189F601NLRVANECK ETF TRUST$234,4030.05%1,728CommonNONE
717081103PFEPFIZER INC$230,4670.05%9,045CommonNONE
464287457SHYISHARES TR$228,5550.05%2,755CommonNONE
464287200IVVISHARES TR$228,2310.05%341CommonNONE
92840M102VSTVISTRA CORP$225,3290.05%1,150CommonNONE
46266C105IQVIQVIA HLDGS INC$221,8500.05%1,168CommonNONE
254687106DISDISNEY WALT CO$220,1840.05%1,923CommonNONE
369550108GDGENERAL DYNAMICS CORP$217,5580.05%638CommonNONE
90274D374AMUBUBS AG LONDON BRANCH$216,8800.05%11,713CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$216,4930.05%4,145CommonNONE
743315103PGRPROGRESSIVE CORP$216,3280.05%876CommonNONE
718172109PMPHILIP MORRIS INTL INC$215,8880.05%1,331CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$215,7620.05%2,210CommonNONE
84472E102SSBSOUTHSTATE BK CORP$215,3390.04%2,178CommonNONE
46434G103IEMGISHARES INC$214,7480.04%3,258CommonNONE
056752108BIDUBAIDU INC$208,9870.04%1,586CommonNONE
92891H606UVIXVS TRUST$206,4450.04%20,790CommonNONE
38747R629NVDGRANITESHARES ETF TR$164,4300.03%18,900CommonNONE
88080T104WULFTERAWULF INC$157,5960.03%13,800CommonNONE
85207K107PSLVSPROTT ASSET MANAGEMENT LP$157,0000.03%10,000CommonNONE
74347G192PROSHARES TR$152,3000.03%10,000CommonNONE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$140,1400.03%14,000CommonNONE
03945R102ACHRARCHER AVIATION INC$95,8380.02%10,004CommonNONE
550241103LUMNLUMEN TECHNOLOGIES INC$73,4400.02%12,000CommonNONE
G1144A105BTBTBIT DIGITAL INC$30,0000.01%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.