Hamilton Wealth, LLC
SEC Form 13F institutional filer · CIK 0001760263
13F-HR · 42 reported holdings · 2026-03-31
Wealth management firm.
Reported long-US-equity value
$0.70B
Top-10 concentration
77.1%
Hamilton Wealth, LLC — $701M AUM allocation strategy
Hamilton Wealth, LLC files SEC Form 13F and reports $701M of long US equity value across 42 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 40.6%, followed by Communication Services 23.1% and Consumer Discretionary 11.8%.
The top 10 holdings account for 77% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hamilton Wealth, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$701M
total across 42 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
77% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +353K sh · +$57.8M+$AAPL +244K sh · +$31M+$AMZN +241K sh · +$36.9M
Exited to nil (held last quarter, gone now)
$QTOP ($19.6M last qtr)$UBER ($17.3M last qtr)$CNC ($5.96M last qtr)$BSX ($5.39M last qtr)$KMB ($4.93M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services21.0%—
- Systems Software14.5%—
- Technology Hardware, Storage & Peripherals13.2%—
- Semiconductors12.9%—
- Broadline Retail10.6%—
- Biotechnology6.2%—
- Pharmaceuticals5.6%—
- Asset Management & Custody Banks2.5%—
- Other holdings13.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 364K | $92.5M | +244K | 13.2% |
| $NVDA | NVIDIA Corporation | 518K | $90.4M | +353K | 12.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 312K | $89.6M | +207K | 12.8% |
| $MSFT | Microsoft Corporation | 205K | $75.8M | +146K | 10.8% |
| $AMZN | Amazon.com Inc | 358K | $74.5M | +241K | 10.6% |
| $META | Meta Platforms Inc | 65.7K | $37.6M | +43.7K | 5.4% |
| $MRK | Merck & Company Inc | 195K | $23.5M | +78.6K | 3.3% |
| $GOOGL | Alphabet Inc | 69.1K | $19.8M | +41K | 2.8% |
| $PANW | Palo Alto Networks Inc | 114K | $18.2M | +89.6K | 2.6% |
…and 33 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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