180 WEALTH ADVISORS, LLC
Sector Allocation
- Technology34.3%$342.3M
- Other25.5%$254.4M
- Healthcare8.3%$82.5M
- Financials8.0%$79.3M
- Industrials6.6%$66.2M
- Consumer Discretionary6.0%$60.3M
- Materials3.2%$31.9M
- Energy3.1%$31.4M
- Consumer Staples2.7%$26.9M
- Real Estate1.1%$10.5M
AUM History
13fpro.ai/research/fund/180-wealth-advisors-llc-1730817
Conviction and streaks
Stable · top 10 = 23.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MSFT
$40.0MNVDA
$38.1MAAPL
$27.9MAMZN
$23.9MAVGO
$21.8MMNKD
$21.1M- ISHARES$16.2M
GOOGL
$13.8MGOOG
$13.1MTSLA
$13.0M- VANGUARD$13.0M
BCX
$12.3MLRCX
$12.2MSGOL
$11.9MTSM
$11.7M- ISHARES$10.6M
CRWD
$10.5MTWLO
$10.4M- VANGUARD$10.1M
META
$9.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/180-wealth-advisors-llc-1730817
180 WEALTH ADVISORS, LLC 13F holdings — Q2 2026
$997.5M portfolio (+13.4% QoQ) · 493 holdings · Q2 2026 13F · top 10 are 23% of the stock portfolio
Includes $279K of put/call options ($0 puts, $279K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $997.2M. Weights use the stock portfolio.
$40.0M
4.0% of stocks
-0.7%This quarter+37.0%Since filed10+ qtrsHeld$38.1M
3.8% of stocks
-2%This quarter+9.7%Since filed10+ qtrsHeld$27.9M
2.8% of stocks
-3%This quarter+10.7%Since filed10+ qtrsHeld$23.9M
2.4% of stocks
-0.2%This quarter+1.3%Since filed10+ qtrsHeld$21.8M
2.2% of stocks
-2%This quarter-11.2%Since filed10+ qtrsHeld$21.1M
2.1% of stocks
+16%This quarter-23.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 9 qtrs in a row- 7
ISHARES INC - MSCI GLB SLV&MTL
$16.2M
1.6% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $13.8M
1.4% of stocks
-0.7%This quarter-13.6%Since filed10+ qtrsHeld$13.1M
1.3% of stocks
-2%This quarter-13.6%Since filed10+ qtrsHeld$13.0M
1.3% of stocks
+1%This quarter-2.8%Since filed10+ qtrsHeld
All holdings — 180 WEALTH ADVISORS, LLC (Q2 2026)
493 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $13.0M | 1.3% | 218K | +0.8% | — | — | 13F |
| 12 | BlackRock Resources & Commodities Strategy Trust | — | $12.3M | 1.2% | 1.09M | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | LAM RESEARCH CORP | Technology | $12.2M | 1.2% | 28K | -1% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | abrdn Gold ETF Trust | Financials | $11.9M | 1.2% | 312K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $11.7M | 1.2% | 24K | -3% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES INC - MSCI GBL GOLD MNetf/fund | — | $10.6M | 1.1% | 165K | -4% | — | — | 13F |
| 17 | CrowdStrike Holdings, Inc. | Technology | $10.5M | 1.1% | 14K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TWILIO INC | Technology | $10.4M | 1.0% | 50K | -7% | 10+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $10.1M | 1.0% | 43K | -2% | — | — | 13F |
| 20 | Meta Platforms, Inc. | Technology | $9.7M | 1.0% | 17K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | APPLIED MATERIALS INC /DE | Technology | $9.3M | 0.9% | 13K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $9.1M | 0.9% | 58K | -5% | — | — | 13F |
| 23 | INTEL CORP | Technology | $9.0M | 0.9% | 65K | -34% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MKetf/fund | — | $9.0M | 0.9% | 217K | +8% | — | — | 13F |
| 25 | GRAIL, Inc. | Healthcare | $8.7M | 0.9% | 128K | +0.3% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SIVR | abrdn Silver ETF Trust | Financials | $8.6M | 0.9% | 154K | -2% | |||
| 27 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $8.6M | 0.9% | 114K | +2% | |||
| 28 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $7.4M | 0.7% | 79K | +12% | |||
| 29 | $ARM | ARM HOLDINGS PLC /UK | Technology | $7.2M | 0.7% | 20K | -1% | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $7.1M | 0.7% | 63K | -1% | |||
| 31 | $AXON | AXON ENTERPRISE, INC. | Industrials | $7.1M | 0.7% | 13K | +24% | |||
| 32 | $SNOW | Snowflake Inc. | Technology | $7.0M | 0.7% | 28K | -0.1% | |||
| 33 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $7.0M | 0.7% | 12K | -3% | |||
| 34 | — | ISHARES TR - GLOBAL 100 ETF | — | $6.8M | 0.7% | 50K | -3% | |||
| 35 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.7M | 0.7% | 7,146 | -1% | |||
| 36 | $ILMN | ILLUMINA, INC. | Healthcare | $6.0M | 0.6% | 34K | -0.8% | |||
| 37 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.0M | 0.6% | 12K | +6% | |||
| 38 | $JPM | JPMORGAN CHASE & CO | Financials | $6.0M | 0.6% | 18K | -1% | |||
| 39 | $QCOM | QUALCOMM INC/DE | Technology | $5.9M | 0.6% | 32K | -0.2% | |||
| 40 | $MRK | Merck & Co., Inc. | Healthcare | $5.8M | 0.6% | 45K | +0.6% | |||
| 41 | $PATH | UiPath, Inc. | Technology | $5.7M | 0.6% | 521K | +0.1% | |||
| 42 | — | ISHARES TR - CORE S&P US VLU | — | $5.5M | 0.6% | 50K | -6% | |||
| 43 | $AMGN | AMGEN INC | Healthcare | $5.5M | 0.6% | 15K | -8% | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $5.4M | 0.5% | 102K | -5% | |||
| 45 | — | ISHARES TR - EAFE VALUE ETF | — | $5.3M | 0.5% | 69K | -7% | |||
| 46 | $MU | MICRON TECHNOLOGY INC | Technology | $5.1M | 0.5% | 4,445 | -11% | |||
| 47 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $5.0M | 0.5% | 61K | +1% | |||
| 48 | — | SPDR SERIES TRUST - ST STR SP METAL | — | $4.9M | 0.5% | 46K | +8% | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.8M | 0.5% | 35K | -2% | |||
| 50 | $NXPI | NXP Semiconductors N.V. | Technology | $4.8M | 0.5% | 17K | -3% | |||
| 51 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $4.8M | 0.5% | 92K | +2% | |||
| 52 | — | EVERPURE INC - CL A | — | $4.7M | 0.5% | 60K | -0.1% | |||
| 53 | $ETN | Eaton Corp plc | Industrials | $4.7M | 0.5% | 11K | -3% | |||
| 54 | $PL | Planet Labs PBC | Technology | $4.6M | 0.5% | 140K | -5% | |||
| 55 | $CAT | CATERPILLAR INC | Industrials | $4.6M | 0.5% | 4,293 | +3% | |||
| 56 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $4.5M | 0.5% | 18K | -19% | |||
| 57 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $4.4M | 0.4% | 45K | -2% | |||
| 58 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.3M | 0.4% | 15K | +2% | |||
| 59 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.2M | 0.4% | 29K | +0.4% | |||
| 60 | $FCX | FREEPORT-MCMORAN INC | Materials | $4.2M | 0.4% | 67K | +8% | |||
| 61 | $GEV | GE Vernova Inc. | Industrials | $4.2M | 0.4% | 3,555 | +1% | |||
| 62 | $SCHW | SCHWAB CHARLES CORP | Financials | $4.1M | 0.4% | 45K | +2% | |||
| 63 | $ET | Energy Transfer LP | Energy | $4.0M | 0.4% | 211K | -0.3% | |||
| 64 | $AZN | ASTRAZENECA PLC | Healthcare | $3.9M | 0.4% | 20K | New | |||
| 65 | $V | VISA INC. | Financials | $3.9M | 0.4% | 11K | -1.0% | |||
| 66 | — | ISHARES TR - LATN AMER 40 ETF | — | $3.7M | 0.4% | 111K | +36% | |||
| 67 | $OUST | Ouster, Inc. | Industrials | $3.7M | 0.4% | 59K | -0.9% | |||
| 68 | $GLW | CORNING INC /NY | Materials | $3.6M | 0.4% | 14K | -5% | |||
| 69 | $TDF | TEMPLETON DRAGON FUND INC | Other | $3.6M | 0.4% | 329K | +5% | |||
| 70 | $PLD | Prologis, Inc. | Real Estate | $3.6M | 0.4% | 26K | +0.2% | |||
| 71 | $MRVL | Marvell Technology, Inc. | Technology | $3.5M | 0.3% | 12K | +0.8% | |||
| 72 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $3.5M | 0.3% | 34K | -4% | |||
| 73 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $3.4M | 0.3% | 85K | -0.6% | |||
| 74 | — | ISHARES TR - MSCI CHINA ETF | — | $3.4M | 0.3% | 66K | +12% | |||
| 75 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.4M | 0.3% | 4,937 | -2% | |||
| 76 | $BA | BOEING CO | Industrials | $3.3M | 0.3% | 15K | -1% | |||
| 77 | — | VANECK ETF TRUST - RARE EAR STR ETF | — | $3.3M | 0.3% | 37K | -5% | |||
| 78 | $CRWV | CoreWeave, Inc. | Technology | $3.3M | 0.3% | 33K | +1% | |||
| 79 | $BLK | BlackRock, Inc. | Financials | $3.3M | 0.3% | 3,427 | -0.5% | |||
| 80 | $RKLB | Rocket Lab Corp | Industrials | $3.2M | 0.3% | 32K | -6% | |||
| 81 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.2M | 0.3% | 13K | +4% | |||
| 82 | $PEP | PEPSICO INC | Consumer Staples | $3.1M | 0.3% | 23K | +2% | |||
| 83 | $OGN | Organon & Co. | Healthcare | $3.1M | 0.3% | 226K | -0.7% | |||
| 84 | $HQL | abrdn Life Sciences Investors | Other | $3.1M | 0.3% | 153K | +2% | |||
| 85 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $3.0M | 0.3% | 8,187 | -9% | |||
| 86 | $LLY | ELI LILLY & Co | Healthcare | $3.0M | 0.3% | 2,524 | -2% | |||
| 87 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $2.9M | 0.3% | 38K | +28% | |||
| 88 | $CVX | CHEVRON CORP | Energy | $2.9M | 0.3% | 18K | -4% | |||
| 89 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $2.9M | 0.3% | 85K | +28% | |||
| 90 | $PANW | Palo Alto Networks Inc | Technology | $2.9M | 0.3% | 8,365 | -3% | |||
| 91 | $ANET | Arista Networks, Inc. | Technology | $2.8M | 0.3% | 17K | +5% | |||
| 92 | — | ISHARES TR - CORE MSCI EAFE | — | $2.8M | 0.3% | 29K | -9% | |||
| 93 | $BG | Bunge Global SA | Consumer Staples | $2.8M | 0.3% | 26K | New | |||
| 94 | $SYM | Symbotic Inc. | Industrials | $2.8M | 0.3% | 62K | +4% | |||
| 95 | $RTX | RTX Corp | Industrials | $2.7M | 0.3% | 14K | -0.2% | |||
| 96 | $LAD | LITHIA MOTORS INC | Consumer Discretionary | $2.6M | 0.3% | 9,116 | +4% | |||
| 97 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $2.6M | 0.3% | 13K | -4% | |||
| 98 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $2.6M | 0.3% | 22K | -0.6% | |||
| 99 | $ORCL | ORACLE CORP | Technology | $2.6M | 0.3% | 17K | +9% | |||
| 100 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.5M | 0.3% | 2,511 | -31% | |||
| 101 | $GE | GENERAL ELECTRIC CO | Industrials | $2.5M | 0.3% | 6,724 | +0.1% | |||
| 102 | $MRNA | Moderna, Inc. | Healthcare | $2.5M | 0.3% | 36K | +2% | |||
| 103 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $2.5M | 0.3% | 26K | +29% | |||
| 104 | $ASML | ASML HOLDING NV | Technology | $2.5M | 0.3% | 1,256 | -0.5% | |||
| 105 | $CRM | Salesforce, Inc. | Technology | $2.5M | 0.3% | 16K | +13% | |||
| 106 | $NEM | NEWMONT Corp /DE/ | Materials | $2.3M | 0.2% | 25K | +3% | |||
| 107 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $2.3M | 0.2% | 9,509 | -3% | |||
| 108 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.3M | 0.2% | 4,477 | +2% | |||
| 109 | $BKR | Baker Hughes Co | Energy | $2.3M | 0.2% | 41K | +86% | |||
| 110 | $META | Meta Platforms, Inc. | Technology | $2.3M | 0.2% | 29K | -1% | |||
| 111 | — | ISHARES TR - INTL SEL DIV ETF | — | $2.2M | 0.2% | 54K | -14% | |||
| 112 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $2.2M | 0.2% | 14K | +2% | |||
| 113 | $GNTX | GENTEX CORP | Industrials | $2.2M | 0.2% | 88K | +4% | |||
| 114 | $HYMC | HYCROFT MINING HOLDING CORP | Materials | $2.2M | 0.2% | 95K | +187% | |||
| 115 | $NVTS | Navitas Semiconductor Corp | Technology | $2.2M | 0.2% | 123K | -3% | |||
| 116 | $NOW | ServiceNow, Inc. | Technology | $2.2M | 0.2% | 22K | +25% | |||
| 117 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.2M | 0.2% | 5,434 | +21% | |||
| 118 | $HPE | Hewlett Packard Enterprise Co | Technology | $2.1M | 0.2% | 47K | +6% | |||
| 119 | $WT | WisdomTree, Inc. | Financials | $2.1M | 0.2% | 52K | -9% | |||
| 120 | $BHP | BHP Group Ltd | Materials | $2.1M | 0.2% | 25K | -4% | |||
| 121 | $DOV | DOVER Corp | Industrials | $2.1M | 0.2% | 13K | -14% | |||
| 122 | — | ISHARES TR - CORE DIV GRWTH | — | $2.1M | 0.2% | 27K | -21% | |||
| 123 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.0M | 0.2% | 53K | +3% | |||
| 124 | $GGZ | Gabelli Global Small & Mid Cap Value Trust | — | $1.9M | 0.2% | 119K | -0.7% | |||
| 125 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.9M | 0.2% | 5,460 | -0.3% | |||
| 126 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.9M | 0.2% | 20K | -10% | |||
| 127 | $KLAC | KLA CORP | Technology | $1.9M | 0.2% | 6,279 | +887% | |||
| 128 | $KALU | KAISER ALUMINUM CORP | Materials | $1.9M | 0.2% | 9,657 | -5% | |||
| 129 | $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Other | $1.9M | 0.2% | 43K | -5% | |||
| 130 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.8M | 0.2% | 2,569 | +5% | |||
| 131 | $ALL | ALLSTATE CORP | Financials | $1.8M | 0.2% | 7,625 | +1.0% | |||
| 132 | $SII | SPROTT INC. | Financials | $1.8M | 0.2% | 34K | +15% | |||
| 133 | $VAL | Valaris Ltd | Energy | $1.8M | 0.2% | 24K | -16% | |||
| 134 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $1.7M | 0.2% | 18K | +32% | |||
| 135 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.7M | 0.2% | 5,549 | -0.4% | |||
| 136 | — | ISHARES INC - EM MKTS DIV ETF | — | $1.7M | 0.2% | 52K | +4% | |||
| 137 | $NFLX | NETFLIX INC | Communication Services | $1.6M | 0.2% | 23K | +2% | |||
| 138 | $ABBV | AbbVie Inc. | Healthcare | $1.6M | 0.2% | 6,433 | +36% | |||
| 139 | — | KRANESHARES TRUST - CSI CHI INTERNET | — | $1.6M | 0.2% | 66K | +47% | |||
| 140 | $QS | QuantumScape Corp | Technology | $1.6M | 0.2% | 209K | +2% | |||
| 141 | $EW | Edwards Lifesciences Corp | Healthcare | $1.6M | 0.2% | 17K | -2% | |||
| 142 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.6M | 0.2% | 2,113 | +0.3% | |||
| 143 | $MP | MP Materials Corp. / DE | Materials | $1.6M | 0.2% | 28K | -0.1% | |||
| 144 | $FSLY | Fastly, Inc. | Technology | $1.6M | 0.2% | 85K | +8% | |||
| 145 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | — | $1.6M | 0.2% | 35K | +6% | |||
| 146 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $1.5M | 0.1% | 22K | +15% | |||
| 147 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.1% | 13K | -0.8% | |||
| 148 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $1.5M | 0.1% | 9,608 | +9% | |||
| 149 | $BALL | BALL Corp | Industrials | $1.5M | 0.1% | 24K | -24% | |||
| 150 | $NUE | NUCOR CORP | Materials | $1.5M | 0.1% | 6,743 | +33% |
What changed in Q2 2026
Against the previous quarter's 13F: 43 new, 200 added to, 233 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
$AZNASTRAZENECA PLC$3.9M
first bought this quarter
$BGBunge Global SA$2.8M
first bought this quarter
$VLOVALERO ENERGY CORP/TX$1.4M
first bought this quarter
$ADMArcher-Daniels-Midland Co$1.3M
first bought this quarter
$KEYSKeysight Technologies, Inc.$1.2M
first bought this quarter
- DIMENSIONAL ETF TRUST - US LARG VALU ETF$576K
first bought this quarter
+37 more in the Excel export
Added to (200)
now $21.1M · held 10+ qtrs, 9 adds in a row
$KLACKLA CORP+887%
now $1.9M · held 10+ qtrs
$HYMCHYCROFT MINING HOLDING CORP+187%
now $2.2M · held 2 qtrs, 2 adds in a row
$AXONAXON ENTERPRISE, INC.+24%
now $7.1M · held 7 qtrs, 7 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+486%
now $1.5M
- ISHARES TR - CORE HIGH DV ETF+386%
now $1.5M
+194 more in the Excel export
Trimmed (233)
$INTCINTEL CORP-34%
now $9.0M · held 10+ qtrs, 3 trims in a row
$MDTMedtronic plc-75%
now $778K
$HUMHUMANA INC-83%
now $260K
$GSGOLDMAN SACHS GROUP INC-31%
now $2.5M · held 10+ qtrs, 2 trims in a row
$PNCPNC FINANCIAL SERVICES GROUP, INC.-19%
now $4.5M · held 10+ qtrs
now $38.1M · held 10+ qtrs
+227 more in the Excel export
Holdings by quarter
Every 13F 180 WEALTH ADVISORS, LLC has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow 180 WEALTH ADVISORS?
Q2 2026 13F filed with the SEC on Jul 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of 180 WEALTH ADVISORS's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+4.7%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 17% over the last 4
Top 10 weight
23%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
180 WEALTH ADVISORS, LLC disclosed 493 positions worth $997.5M in its Form 13F-HR for Q2 2026 — $997.2M in common stock plus $279,396 of put/call option positions (reported at underlying notional value, not premium at risk), led by $MSFT (MICROSOFT CORP) at 4.0% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 43 new positions and exited 22 — including a new stake in $AZN and a full exit from $TGT. The portfolio is most concentrated in Technology (34.3% of disclosed assets). All figures are sourced directly from 180 WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1730817.
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