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CIK 0001646639 • 5 13F filings • May 16, 2025 – Aug 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.5M | 0.1% | 11,610 SH | |
| ABBVIE INC | COM | $1.8M | 0.1% | 8,475 SH | |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $263K | 0.0% | 8,090 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $469K | 0.0% | 1,502 SH | |
| AFLAC INC | COM | $310K | 0.0% | 2,786 SH | |
| AGILON HEALTH INC | COM | $58K | 0.0% | 13,420 SH | |
| AIR PRODS & CHEMS INC | COM | $765K | 0.0% | 2,594 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $457K | 0.0% | 3,456 SH | |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.1% | 7,341 SH | |
| ALPHABET INC | CAP STK CL C | $580K | 0.0% | 3,715 SH | |
| AMAZON COM INC | COM | $1.6M | 0.1% | 8,526 SH | |
| AMERICAN EXPRESS CO | COM | $326K | 0.0% | 1,213 SH | |
| AMERIPRISE FINL INC | COM | $253K | 0.0% | 524 SH | |
| AMGEN INC | COM | $322K | 0.0% | 1,032 SH | |
| APPLE INC | COM | $7.7M | 0.5% | 34,615 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $287K | 0.0% | 940 SH | |
| BAKER HUGHES COMPANY | CL A | $293K | 0.0% | 6,659 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.4M | 0.1% | 4,461 SH | |
| BLACKROCK INC | COM | $292K | 0.0% | 309 SH | |
| BROADCOM INC | COM | $1.1M | 0.1% | 6,690 SH | |
| CAMECO CORP | COM | $231K | 0.0% | 5,606 SH | |
| CATERPILLAR INC | COM | $295K | 0.0% | 895 SH | |
| CHEVRON CORP NEW | COM | $3.2M | 0.2% | 18,903 SH | |
| CINTAS CORP | COM | $241K | 0.0% | 1,173 SH | |
| CISCO SYS INC | COM | $230K | 0.0% | 3,728 SH | |
| CITIGROUP INC | COM NEW | $200K | 0.0% | 2,820 SH | |
| COLGATE PALMOLIVE CO | COM | $340K | 0.0% | 3,626 SH | |
| COMCAST CORP NEW | CL A | $248K | 0.0% | 6,727 SH | |
| CONOCOPHILLIPS | COM | $1.0M | 0.1% | 9,713 SH | |
| COSTCO WHSL CORP NEW | COM | $560K | 0.0% | 592 SH | |
| DANAHER CORPORATION | COM | $320K | 0.0% | 1,559 SH | |
| DARDEN RESTAURANTS INC | COM | $208K | 0.0% | 1,002 SH | |
| DEERE & CO | COM | $383K | 0.0% | 817 SH | |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $561K | 0.0% | 13,341 SH | |
| ECOLAB INC | COM | $441K | 0.0% | 1,738 SH | |
| ELI LILLY & CO | COM | $930K | 0.1% | 1,126 SH | |
| EOG RES INC | COM | $540K | 0.0% | 4,209 SH | |
| EQUINOX GOLD CORP | COM | $124K | 0.0% | 18,067 SH | |
| EVERCOMMERCE INC | COM | $813K | 0.0% | 80,642 SH | |
| EVERSOURCE ENERGY | COM | $255K | 0.0% | 4,102 SH | |
| EXXON MOBIL CORP | COM | $5.6M | 0.3% | 47,393 SH | |
| FASTENAL CO | COM | $358K | 0.0% | 4,610 SH | |
| FRANCO NEV CORP | COM | $490K | 0.0% | 3,107 SH | |
| GE AEROSPACE | COM NEW | $208K | 0.0% | 1,039 SH | |
| GENERAL DYNAMICS CORP | COM | $230K | 0.0% | 842 SH | |
| GILEAD SCIENCES INC | COM | $485K | 0.0% | 4,330 SH | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $1.5M | 0.1% | 15,444 SH | |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | $498K | 0.0% | 28,938 SH | |
| HDFC BANK LTD | SPONSORED ADS | $207K | 0.0% | 3,113 SH | |
| HOME DEPOT INC | COM | $955K | 0.1% | 2,605 SH | |
| HONEYWELL INTL INC | COM | $362K | 0.0% | 1,708 SH | |
| ILLINOIS TOOL WKS INC | COM | $492K | 0.0% | 1,983 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $304K | 0.0% | 1,221 SH | |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | $342K | 0.0% | 6,408 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $445K | 0.0% | 949 SH | |
| ISHARES GOLD TR | ISHARES NEW | $1.1M | 0.1% | 17,943 SH | |
| ISHARES INC | CORE MSCI EMKT | $7.4M | 0.4% | 136,195 SH | |
| ISHARES TR | CORE S&P MCP ETF | $101.1M | 6.1% | 1,732,602 SH | |
| ISHARES TR | CORE S&P TTL STK | $2.1M | 0.1% | 16,835 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.1% | 1,846 SH | |
| ISHARES TR | EAFE VALUE ETF | $197.5M | 12.0% | 3,351,626 SH | |
| ISHARES TR | JPMORGAN USD EMG | $124.0M | 7.5% | 1,368,970 SH | |
| ISHARES TR | RUS 1000 ETF | $9.9M | 0.6% | 32,263 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $711K | 0.0% | 3,779 SH | |
| ISHARES TR | S&P MC 400VL ETF | $214K | 0.0% | 1,787 SH | |
| ITAU UNIBANCO HLDG S A | SPON ADR REP PFD | $88K | 0.0% | 16,081 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $69.6M | 4.2% | 1,232,230 SH | |
| JANUS DETROIT STR TR | HENDERSON MTG | $157.8M | 9.6% | 3,491,401 SH | |
| JOHNSON & JOHNSON | COM | $245K | 0.0% | 1,475 SH | |
| JPMORGAN CHASE & CO. | COM | $619K | 0.0% | 2,524 SH | |
| KIMBERLY-CLARK CORP | COM | $221K | 0.0% | 1,553 SH | |
| KINDER MORGAN INC DEL | COM | $468K | 0.0% | 16,388 SH | |
| KLA CORP | COM NEW | $248K | 0.0% | 364 SH | |
| LANCASTER COLONY CORP | COM | $2.1M | 0.1% | 11,768 SH | |
| LEGG MASON ETF INVT | FRANKLIN CLEARBR | $1.1M | 0.1% | 22,187 SH | |
| LOCKHEED MARTIN CORP | COM | $460K | 0.0% | 1,030 SH | |
| LOWES COS INC | COM | $302K | 0.0% | 1,295 SH | |
| M/I HOMES INC | COM | $229K | 0.0% | 2,007 SH | |
| MARATHON PETE CORP | COM | $323K | 0.0% | 2,215 SH | |
| MARKEL GROUP INC | COM | $327K | 0.0% | 175 SH | |
| MARSH & MCLENNAN COS INC | COM | $244K | 0.0% | 999 SH | |
| MASTERCARD INCORPORATED | CL A | $1.8M | 0.1% | 3,194 SH | |
| MCDONALDS CORP | COM | $982K | 0.1% | 3,145 SH | |
| MCKESSON CORP | COM | $473K | 0.0% | 703 SH | |
| MERCK & CO INC | COM | $577K | 0.0% | 6,431 SH | |
| META PLATFORMS INC | CL A | $807K | 0.0% | 1,400 SH | |
| MICROSOFT CORP | COM | $5.0M | 0.3% | 13,321 SH | |
| MONSTER BEVERAGE CORP NEW | COM | $218K | 0.0% | 3,717 SH | |
| MOODYS CORP | COM | $305K | 0.0% | 654 SH | |
| MORGAN STANLEY | COM NEW | $745K | 0.0% | 6,387 SH | |
| NVIDIA CORPORATION | COM | $1.6M | 0.1% | 14,634 SH | |
| ONEOK INC NEW | COM | $355K | 0.0% | 3,581 SH | |
| ORACLE CORP | COM | $665K | 0.0% | 4,753 SH | |
| PACCAR INC | COM | $382K | 0.0% | 3,920 SH | |
| PARK NATL CORP | COM | $757K | 0.0% | 4,997 SH | |
| PEPSICO INC | COM | $1.1M | 0.1% | 7,123 SH | |
| PHILIP MORRIS INTL INC | COM | $470K | 0.0% | 2,964 SH | |
| PHILLIPS 66 | COM | $317K | 0.0% | 2,570 SH | |
| PROCTER AND GAMBLE CO | COM | $1.0M | 0.1% | 6,159 SH | |
| QUALCOMM INC | COM | $247K | 0.0% | 1,606 SH | |
| RTX CORPORATION | COM | $281K | 0.0% | 2,122 SH | |
| S&P GLOBAL INC | COM | $203K | 0.0% | 400 SH | |
| SCHLUMBERGER LTD | COM STK | $301K | 0.0% | 7,195 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $1.9M | 0.1% | 68,136 SH | |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $4.7M | 0.3% | 193,949 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $377K | 0.0% | 15,060 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $1.5M | 0.1% | 68,460 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $383K | 0.0% | 14,610 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $313.1M | 18.9% | 3,350,019 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $519K | 0.0% | 5,661 SH | |
| SPDR SER TR | PRTFLO S&P500 VL | $20.3M | 1.2% | 397,814 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $2.6M | 0.2% | 33,126 SH | |
| STRYKER CORPORATION | COM | $337K | 0.0% | 905 SH | |
| T-MOBILE US INC | COM | $552K | 0.0% | 2,070 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.6M | 0.1% | 9,786 SH | |
| TARGA RES CORP | COM | $250K | 0.0% | 1,247 SH | |
| TELEFONICA S A | SPONSORED ADR | $58K | 0.0% | 12,420 SH | |
| TESLA INC | COM | $420K | 0.0% | 1,622 SH | |
| THERATECHNOLOGIES INC | COM NEW | $62K | 0.0% | 44,072 SH | |
| TJX COS INC NEW | COM | $286K | 0.0% | 2,351 SH | |
| UNION PAC CORP | COM | $492K | 0.0% | 2,083 SH | |
| UNITEDHEALTH GROUP INC | COM | $384K | 0.0% | 733 SH | |
| VALERO ENERGY CORP | COM | $275K | 0.0% | 2,080 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.1% | 2,090 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $393K | 0.0% | 1,430 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $231K | 0.0% | 2,823 SH | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $12.3M | 0.7% | 264,874 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $300K | 0.0% | 1,544 SH | |
| VERISK ANALYTICS INC | COM | $204K | 0.0% | 686 SH | |
| VISA INC | COM CL A | $797K | 0.0% | 2,273 SH | |
| WALMART INC | COM | $672K | 0.0% | 7,653 SH | |
| WASTE MGMT INC DEL | COM | $286K | 0.0% | 1,235 SH | |
| WILLIAMS COS INC | COM | $463K | 0.0% | 7,753 SH | |
| WIPRO LTD | SPON ADR 1 SH | $32K | 0.0% | 10,388 SH | |
| WISDOMTREE TR | JAPN HEDGE EQT | $6.7M | 0.4% | 60,388 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $535.0M | 32.4% | 6,699,241 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $472K | 0.0% | 7,631 SH |
| 13F-HR |
| 0001646639-26-000005 |
| $2.02B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001646639-25-000003 | $1.82B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001646639-26-000004 | $1.93B | View |
| May 16, 2025 | Q1 2025 | 13F-HR | 0001646639-25-000002 | $1.65B | View |