Hamilton Wealth, LLC

RIA/Wealth

Hamilton Wealth, LLC is a RIA/Wealth based in Los Angeles, CA led by George Randy Hamilton, reporting $553.7M in AUM as of Q3 2025 with 39% ETF concentration and 53% concentrated in top 10 holdings.

Managing PartnerGeorge Randy Hamilton

Portfolio Value: $474.1M
Positions: 112
Top Holding: SMTH at 7.02%
Last Reported: Q3 2025

Address10960 Wilshire Blvd, Suite 820, Los Angeles, CA, 90024, United States

Top Holdings

Largest long holdings in Hamilton Wealth, LLC's portfolio (53.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SMTH ALPS Smith Core Plus Bond SMTH	ETF ETF	$33.3M	7.02%	+$3.6M Bought	— 1.3M shares	Q2 2024 Held for 1y 5m
2 Nvidia NVDA	Semiconductors Technology	$30.5M	6.43%	+$61.2K Bought	0.00% 163.4K shares	Q2 2021 Held for 4y 5m
3 Apple AAPL	Consumer Electronics Technology	$29.7M	6.26%	+$593.5K Bought	0.00% 116.6K shares	Q4 2018 Held for 6y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$28.7M	6.05%	+$662.5K Bought	0.00% 55.4K shares	Q4 2019 Held for 5y 11m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$27.1M	5.71%	-$144.4K Sold	0.00% 111.4K shares	Q4 2018 Held for 6y 11m
6 Vanguard International High Dividend Yield VYMI	ETF ETF	$25.7M	5.43%	+$633.2K Bought	— 304.0K shares	Q3 2021 Held for 4y 2m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$24.0M	5.06%	+$538.2K Bought	0.00% 109.3K shares	Q4 2018 Held for 6y 11m
8 IAU iShares Gold Trust IAU	Unknown Unknown	$19.7M	4.15%	+$1.1M Bought	— 270.7K shares	Q4 2022 Held for 2y 11m
9 GLD SPDR Gold Trust GLD	Unknown Unknown	$18.0M	3.79%	-$116.6K Sold	— 50.6K shares	Q4 2022 Held for 2y 11m
10 Vanguard FTSE Developed Markets VEA	ETF ETF	$16.2M	3.41%	-$7.0M Sold	— 270.2K shares	Q1 2025 Held for 8 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hamilton Wealth, LLC's latest filing

See all changes

GthenC

Market Value

$474.1M

Prior: $446.7M

Q/Q Change

+6.14%

+$27.4M

Net Flows % of MV

-6.85%

Turnover Ratio

15.65%

New Purchases

15 stocks

$4.8M

Added To

45 stocks

+$40.2M

Sold Out Of

20 stocks

$51.1M

Reduced Holdings

26 stocks

-$26.4M

Increased Positions

Position	Shares Δ	Change
1 Touchstone Ultra Short Income TUSI	New	0 → 47.6K +$1.2M
2 Dominion Energy D	New	0 → 14.3K +$877.1K
3 Direxion Daily Semiconductor Bear 3X Shares SOXS	New	0 → 103.6K +$535.7K
4 iShares New York Muni Bond NYF	New	0 → 5.0K +$268.6K
5 Centene CNC	New	0 → 7.1K +$253.7K

Decreased Positions

Position	Shares Δ	Change
1 VanEck Pharmaceutical PPH	Sold	132.5K → 0 −$11.7M
2 Dollar General DG	Sold	78.3K → 0 −$9.0M
3 EPI WisdomTree India Earnings Fund EPI	Sold	183.7K → 0 −$8.7M
4 FXF Invesco CurrencyShares Swiss Franc Trust FXF	Sold	61.8K → 0 −$6.9M
5 FXY Invesco CurrencyShares Japanese Yen Trust FXY	Sold	74.4K → 0 −$4.8M

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Hamilton Wealth, LLC

View analytics

GthenA

Sector Allocation

ETF

38.70%

Technology

24.10%

Communication Services

12.00%

Healthcare

7.80%

Consumer Cyclical

6.40%

Financial Services

1.20%

Utilities

0.30%

Consumer Defensive

0.20%

Industrials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

41.89%

Large Cap ($10B - $200B)

7.58%

Mid Cap ($2B - $10B)

0.10%

Small Cap ($300M - $2B)

0.01%

N/A (ETF or Unknown)

50.43%

Portfolio Concentration

Top 10 Holdings %

53.32%

Top 20 Holdings %

74.03%

Top 50 Holdings %

95.03%

Top 100 Holdings %

99.6%