Hamilton Wealth, Llc
- Regulatory AUM
- $698M
- Discretionary
- $681M
- Clients
- 482
- Avg AUM / client
- $1.4M
- Accounts
- 1,033
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 111 positions, $513,491,103)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alps Etf Tr | SMITH CORE PLUS | $34,167,331 | 1,326,629 | 6.65% | 4.9% |
| 2 | Apple Inc | COM | $30,829,886 | 121,478 | 6.0% | 4.42% |
| 3 | Vanguard Whitehall Fds | INTL HIGH ETF | $30,347,213 | 322,021 | 5.91% | 4.35% |
| 4 | Nvidia Corporation | COM | $30,129,336 | 172,760 | 5.87% | 4.32% |
| 5 | Alphabet Inc | CAP STK CL A | $29,875,025 | 103,891 | 5.82% | 4.28% |
| 6 | Microsoft Corp | COM | $25,250,008 | 68,212 | 4.92% | 3.62% |
| 7 | Amazon Com Inc | COM | $24,819,952 | 119,172 | 4.83% | 3.56% |
| 8 | Ishares Gold Tr | ISHARES NEW | $21,810,167 | 247,393 | 4.25% | 3.13% |
| 9 | Pacer Fds Tr | GLOBL CASH ETF | $19,591,885 | 423,700 | 3.82% | 2.81% |
| 10 | Spdr Gold Tr | GOLD SHS | $19,317,870 | 44,895 | 3.76% | 2.77% |
| 11 | United Sts Oil Fd Lp | UNITS | $18,333,671 | 144,076 | 3.57% | 2.63% |
| 12 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $17,520,176 | 273,411 | 3.41% | 2.51% |
| 13 | Wisdomtree Tr | FLOATNG RAT TREA | $16,199,613 | 321,804 | 3.15% | 2.32% |
| 14 | Taiwan Semiconductor Manufac | SPONSORED ADS | $14,092,853 | 41,701 | 2.74% | 2.02% |
| 15 | Ishares Inc | MSCI BRAZIL ETF | $13,068,916 | 340,425 | 2.55% | 1.87% |
| 16 | Meta Platforms Inc | CL A | $12,534,796 | 21,909 | 2.44% | 1.8% |
| 17 | Invesco Exchange Traded Fd T | WATER RES ETF | $8,258,413 | 123,518 | 1.61% | 1.18% |
| 18 | Ishares Tr | 20+ YEAR TR BD | $8,192,969 | 362,200 | 1.6% | 1.17% |
| 19 | Merck & Co Inc | COM | $7,822,940 | 65,034 | 1.52% | 1.12% |
| 20 | Alphabet Inc | CAP STK CL C | $6,603,914 | 23,021 | 1.29% | 0.95% |
| 21 | Direxion Shares Etf Trust | DAILY S&P 500 BE | $6,369,401 | 157,308 | 1.24% | 0.91% |
| 22 | Vanguard World Fd | UTILITIES ETF | $6,298,276 | 31,787 | 1.23% | 0.9% |
| 23 | Palo Alto Networks Inc | COM | $6,071,158 | 37,869 | 1.18% | 0.87% |
| 24 | Gilead Sciences Inc | COM | $5,533,825 | 39,706 | 1.08% | 0.79% |
| 25 | Vanguard Bd Index Fds | TOTAL BND MRKT | $5,390,062 | 73,195 | 1.05% | 0.77% |
Top 25 of 111 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 268 | $56.4M | 8.08% |
| High net worth individuals | 179 | $632M | 90.6% |
| Pension and profit sharing plans | 15 | $3.6M | 0.51% |
| Charitable organizations | 14 | $2.2M | 0.31% |
| Corporations and other businesses | 6 | $3.8M | 0.54% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Randy Hamilton | Managing Member | Sep 2017 (9y) | 75% or more | |
| Gerald Edwin Newman | Chief Compliance Officer | CFP | Sep 2017 (9y) | Less than 5% |
| Valentino Angelo Fehlmann | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $698M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗