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Gerald Newman

Hamilton Wealth, Llc

Assets Managed
$1.409B
Holdings
114
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
168.07%(2Q avg: 88.87%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Hamilton Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Hamilton Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.409B in assets, with a quarterly growth rate of 168.07% and a 2-quarter average growth rate of 88.87%. The portfolio is managed by Gerald Newman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 203.48%
6.57%
$92.49M
364,434 shares@ $253.79 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 201.94%
6.47%
$91.042M
966,063 shares@ $94.24 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 213.54%
6.42%
$90.388M
518,280 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 196.91%
6.36%
$89.625M
311,673 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 250.35%
5.38%
$75.75M
204,636 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 207.38%
5.29%
$74.46M
357,516 shares@ $208.27 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Increased 98.38%
4.85%
$68.335M
2.653M shares@ $25.76 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 170.81%
4.65%
$65.431M
742,179 shares@ $88.17 avg price
GCOW
Pacer Global Cash Cows Divid
Recent Activity
Increased 231.82%
4.18%
$58.776M
1.271M shares@ $46.24 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 171.03%
4.12%
$57.954M
134,685 shares@ $430.3 avg price

1-10 of 114