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CIK: 0001730817
Total reported value
$997.5M
$997.5M
426 檔
14.4%
According to the latest 13F quarterly dataset, 180 Wealth Advisors, LLC managed an equity portfolio of $997.5M at the end of Q2 2025, spanning 426 distinct U.S. exchange-listed positions.
In Q2 2025, 180 Wealth Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 426 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.34% | -0.54% | -5.25% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.34% | -0.06% | -0.36% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.01% | -0.08% | +1.33% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | +0.02% | +1.20% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.38% | +0.12% | -3.54% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.12% | -0.79% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.49% | +0.02% | +0.02% | |
| 8 | MNKD | Mannkind CORP | Stock-Other | 1.35% | +0.92% | +17.65% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.03% | +5.08% | |
| 10 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.29% | -0.40% | +0.02% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.28% | -0.06% | -1.64% | |
| 12 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 1.27% | -0.51% | +3.10% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.18% | -0.11% | -0.66% | |
| 14 | BCX | Blackrock Resources & Commod | Stock-Other | 1.07% | -0.25% | +13.48% | |
| 15 | TWLO | Twilio Inc - A | Stock-Tech | 1.07% | +0.27% | -3.55% | |
| 16 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.06% | -0.47% | -1.22% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | -0.15% | -2.52% | |
| 18 | PATH | Uipath Inc - Class A | Stock-Tech | 0.95% | -0.09% | -3.03% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.08% | +1.84% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.19% | -2.04% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.11% | -0.42% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | +0.20% | -0.18% | |
| 23 | SNOW | Snowflake Inc | Stock-Tech | 0.83% | +0.24% | -2.51% | |
| 24 | GRAL | Grail Inc | Stock-Healthcare | 0.81% | +0.12% | +11.45% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.78% | +0.01% | +14.34% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.78% | -0.30% | +2.10% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.02% | +5.25% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.02% | -1.50% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.75% | -0.06% | -1.09% | |
| 30 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.75% | -0.40% | +2.70% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.72% | -0.08% | +2.11% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.70% | +0.02% | +0.56% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.70% | -0.10% | +0.86% | |
| 34 | IOO | Ishares Global 100 ETF | ETF-Other | 0.65% | -0.03% | -2.16% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | +0.12% | +1.83% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.61% | -0.09% | -10.49% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | +0.02% | -5.14% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.01% | +3.44% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | — | -0.94% | |
| 40 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.56% | -0.06% | +2.00% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.52% | -0.02% | +1.89% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.52% | -0.01% | -5.07% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.52% | -0.05% | -1.31% | |
| 44 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.50% | +0.02% | +4.62% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | -0.10% | -1.29% | |
| 46 | P | Everpure Inc-a | Stock-Tech | 0.50% | +0.09% | -2.41% | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.49% | -0.05% | +2.20% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.21% | -1.03% | |
| 49 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.48% | +0.09% | +2.43% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.48% | -0.06% | -8.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -0.36% | Trim |
| 2 | AVGO | Broadcom Inc | +0.7% | -3.54% | Trim |
| 3 | MSFT | Microsoft CORP | +0.7% | -5.25% | Trim |
| 4 | GRAL | Grail Inc | +0.4% | +11.45% | Add |
| 5 | QLD | Proshares Ultra Qqq | +0.4% | NEW | New buy |
| 6 | ARM | Arm Holdings Plc-adr | +0.3% | +121.68% | Add |
| 7 | SNOW | Snowflake Inc | +0.2% | -2.51% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.2% | -0.79% | Trim |
| 9 | SYM | Symbotic Inc | +0.2% | +9.14% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.18% | Trim |
| 11 | GEV | GE Vernova Inc | +0.1% | +71.76% | Add |
| 12 | DFAS | Dimensional US Small Cap ETF | +0.1% | +45.61% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +0.02% | Add |
| 14 | ETN | Eaton Corporation plc | +0.1% | +3.44% | Add |
| 15 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 16 | NVTS | Navitas Semiconductor CORP | +0.1% | +29.37% | Add |
| 17 | SLVP | Ishares Msci Global Silver A | +0.1% | +3.10% | Add |
| 18 | TWLO | Twilio Inc - A | +0.1% | -3.55% | Trim |
| 19 | DFAI | Dimensional International Co | +0.1% | +14.34% | Add |
| 20 | ZS | Zscaler Inc | +0.1% | -3.90% | Trim |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +11.18% | Add |
| 22 | OUST | Ouster Inc | +0.1% | +2.83% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +1.20% | Add |
| 24 | ORCL | Oracle CORP | +0.1% | -0.11% | Trim |
| 25 | URNM | Sprott Uranium Miners ETF | +0.1% | +18.13% | Add |
| 26 | EA | Electronic Arts Inc | +0.1% | NEW | New buy |
| 27 | ILMN | Illumina Inc | +0.1% | +8.37% | Add |
| 28 | VAL | Valaris Limited | +0.1% | +66.60% | Add |
| 29 | PATH | Uipath Inc - Class A | +0.1% | -3.03% | Trim |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | -1.29% | Trim |
| 31 | P | Everpure Inc-a | +0.1% | -2.41% | Trim |
| 32 | LRCX | Lam Research CORP | +0.1% | -0.95% | Trim |
| 33 | EMR | Emerson Electric Co | 0% | +1.89% | Add |
| 34 | XME | Ss Spdr S&p Metals Mining | 0% | +6.25% | Add |
| 35 | SCHW | Schwab (charles) CORP | 0% | +2.00% | Add |
| 36 | BA | Boeing Co/the | 0% | -0.50% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | 0% | -1.50% | Trim |
| 38 | BCX | Blackrock Resources & Commod | 0% | +13.48% | Add |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +1.84% | Add |
| 40 | GDX | Vaneck Gold Miners ETF | 0% | +2.10% | Add |
| 41 | NXPI | NXP Semiconductors N.V. | 0% | +2.43% | Add |
| 42 | VWO | Vanguard Ftse Emerging Marke | — | +5.08% | Add |
| 43 | GOOGL | Alphabet Inc-cl A | — | -0.42% | Trim |
| 44 | RING | Ishares Msci Global Gold Min | 0% | -1.22% | Trim |
| 45 | WMT | Walmart Inc | 0% | -2.04% | Trim |
| 46 | RKLB | Rocket Lab Corporation | -0.1% | EXIT | Sold out |
| 47 | SGOL | Abrdn Physical Gold Shares | -0.1% | +0.02% | Add |
| 48 | TMUS | T-mobile US Inc | -0.1% | -7.97% | Trim |
| 49 | MNKD | Mannkind CORP | -0.4% | +17.65% | Add |
| 50 | AAPL | Apple Inc | -0.7% | +1.33% | Add |
According to official SEC Form 13F filings, 180 Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $997.5M across 426 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 14.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
QLD
市值: $2.7M
Top Position Liquidated / Trimmed
RKLB
前期市值: $650.9K
During Q2 2025, 180 Wealth Advisors, LLC's top holdings by market value included MSFT (7.3%)、NVDA (4.3%)、AAPL (3.0%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q2 2025, 180 Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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