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| Happy Holidays!! thanks for using AUM13F!! |
| Hamilton Wealth LLC
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| CRD # | 289462 |
| SEC # | 801-111079 |
| CIK # | 0001760263 |
| AUM | $553.7 M (2025-05-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 747-208-4300 |
| Address | 10960 Wilshire Blvd Los Angeles, CA 90024 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001760263 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.7 | ||
| Amazon Com Inc | 24.5 | ||
| Microsoft Corp | 23.6 | ||
| Alphabet Inc | 21.3 | ||
| Nvidia Corp | 14.9 | ||
| Facebook Inc | 13.7 | ||
| SPDR Gold Trust | 12.2 | ||
| iShares Comex Gold Trust | 11.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 10.9 | ||
| Bristol Myers Squibb Co | 10.1 | ||
| Palo Alto Networks Inc | 7.1 | ||
| Gilead Sciences Inc | 5.9 | ||
| Alphabet Inc | 5.1 | ||
| Lilly Eli & Co | 4.4 | ||
| Spotify Technology Sa | 4.1 | ||
| Walt Disney Co | 4.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 380 | 104.8 |
| (b) Individuals (high net worth individuals) | 160 | 445.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 860 | 553.7 |
| By Discretionary | ||
| Discretionary | 857 | 535.8 |
| Non-Discretionary | 3 | 17.9 |
| Total | 860 | 553.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 553.4 | |
| Total | 860 | 553.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001760263] |
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TX | 0.6 |
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CO | 0.6 |
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WJ Interests LLC
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Autumn Glory Partners LLC
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TX | 0.6 |
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Waterway Wealth Management LLC
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TX | 0.6 |
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FL | 0.6 |
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Phoenix Wealth Advisors Inc
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NC | 0.6 |