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CIK: 0001730817
Total reported value
$997.5M
$997.5M
472 檔
13.9%
As reported in its official Q1 2026 Form 13F filing, 180 Wealth Advisors, LLC's tracked investment portfolio stood at $997.5M with 472 total positions.
In Q1 2026, 180 Wealth Advisors, LLC displayed an active expansion posture, initiating 27 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 472 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.55% | -0.54% | +0.09% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.88% | -0.06% | +1.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.08% | -0.21% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | +0.02% | +5.02% | |
| 5 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 2.13% | -0.51% | -0.71% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.07% | +0.12% | -0.62% | |
| 7 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.60% | -0.40% | +4.77% | |
| 8 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.54% | -0.47% | -0.57% | |
| 9 | BCX | Blackrock Resources & Commod | Stock-Other | 1.48% | -0.25% | +7.46% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.33% | -0.03% | +6.02% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.29% | +0.02% | -4.51% | |
| 12 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.27% | -0.40% | -5.29% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.11% | +0.25% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.08% | -0.10% | |
| 15 | MNKD | Mannkind CORP | Stock-Other | 1.20% | +0.92% | +45.04% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.16% | -0.30% | +0.35% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.12% | +2.34% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.07% | -0.06% | +1.22% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.03% | -0.11% | -1.31% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.97% | +0.20% | -2.66% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.19% | -1.70% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.89% | +0.01% | +9.02% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.15% | -0.74% | |
| 24 | TWLO | Twilio Inc - A | Stock-Tech | 0.77% | +0.27% | -3.75% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.75% | -0.21% | +7.26% | |
| 26 | GRAL | Grail Inc | Stock-Healthcare | 0.75% | +0.12% | +10.69% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.72% | +0.02% | +27.59% | |
| 28 | IOO | Ishares Global 100 ETF | ETF-Other | 0.71% | -0.03% | +7.44% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.21% | -0.57% | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 0.69% | +0.53% | +0.05% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.11% | -1.93% | |
| 32 | PATH | Uipath Inc - Class A | Stock-Tech | 0.66% | -0.09% | -1.22% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.10% | -1.69% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.02% | +0.95% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.02% | +2.49% | |
| 36 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.62% | -0.06% | -1.81% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.62% | +0.43% | -0.09% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.03% | -0.35% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.54% | -0.09% | +0.27% | |
| 40 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.52% | -0.03% | +9.66% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.42% | -0.51% | |
| 42 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.49% | -0.05% | +2.19% | |
| 43 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.49% | +0.22% | +155.93% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.49% | +0.41% | -12.89% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.49% | +0.01% | +4.93% | |
| 46 | ILMN | Illumina Inc | Stock-Healthcare | 0.48% | +0.13% | +0.39% | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.47% | +0.24% | +6.94% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | +0.12% | +9.53% | |
| 49 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.47% | -0.06% | +0.71% | |
| 50 | PL | Planet Labs Pbc | Stock-Industrials | 0.47% | — | -0.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.2% | +7.26% | Add |
| 2 | AXON | Axon Enterprise Inc | +0.2% | +155.93% | Add |
| 3 | BCX | Blackrock Resources & Commod | +0.2% | +7.46% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -0.57% | Trim |
| 5 | SGOL | Abrdn Physical Gold Shares | +0.2% | +4.77% | Add |
| 6 | CRWV | Coreweave Inc-cl A | +0.2% | +123.44% | Add |
| 7 | FSLY | Fastly Inc - Class A | +0.2% | -1.14% | Trim |
| 8 | CAT | Caterpillar Inc | +0.2% | +53.87% | Add |
| 9 | ILF | Ishares Latin America 40 ETF | +0.2% | +55.92% | Add |
| 10 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +27.59% | Add |
| 11 | PL | Planet Labs Pbc | +0.1% | -0.91% | Trim |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | +29.68% | Add |
| 13 | LRCX | Lam Research CORP | +0.1% | +0.05% | Add |
| 14 | VAL | Valaris Limited | +0.1% | -10.61% | Trim |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +484.10% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | -0.51% | Trim |
| 17 | ARM | Arm Holdings Plc-adr | +0.1% | +5.40% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | -0.74% | Trim |
| 19 | CVX | Chevron CORP | +0.1% | -2.94% | Trim |
| 20 | DOW | Dow Inc | +0.1% | -4.18% | Trim |
| 21 | RING | Ishares Msci Global Gold Min | +0.1% | -0.57% | Trim |
| 22 | GEV | GE Vernova Inc | +0.1% | +2.85% | Add |
| 23 | TGT | Target CORP | +0.1% | +1.33% | Add |
| 24 | DFAI | Dimensional International Co | +0.1% | +9.02% | Add |
| 25 | MRNA | Moderna Inc | +0.1% | +3.30% | Add |
| 26 | GLW | Corning Inc | +0.1% | +2.74% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | +52.85% | Add |
| 28 | NOW | Servicenow Inc | +0.1% | +142.61% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.02% | Add |
| 30 | GDX | Vaneck Gold Miners ETF | +0.1% | +0.35% | Add |
| 31 | WMT | Walmart Inc | +0.1% | -1.70% | Trim |
| 32 | SLVR | Sprott Slvr Miner & Phy Slvr | +0.1% | +141.43% | Add |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.66% | Trim |
| 34 | MRK | Merck & Co. Inc. | +0.1% | -0.35% | Trim |
| 35 | ET | Energy Transfer LP | +0.1% | +1.12% | Add |
| 36 | RIG | Transocean Ltd. | +0.1% | -10.64% | Trim |
| 37 | NUE | Nucor CORP | +0.1% | +192.85% | Add |
| 38 | XME | Ss Spdr S&p Metals Mining | +0.1% | +9.66% | Add |
| 39 | LMT | Lockheed Martin CORP | +0.1% | +1.69% | Add |
| 40 | COPX | Global X Copper Miners ETF | +0.1% | +23.44% | Add |
| 41 | LITE | Lumentum Holdings Inc | +0.1% | +2.92% | Add |
| 42 | PINS | Pinterest Inc- Class A | +0.1% | +122.41% | Add |
| 43 | SLVP | Ishares Msci Global Silver A | +0.1% | -0.71% | Trim |
| 44 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.1% | -1.95% | Trim |
| 45 | PHYS | Sprott Physical Gold Trust | +0.1% | +73.41% | Add |
| 46 | ETN | Eaton Corporation plc | +0.1% | +0.54% | Add |
| 47 | SLB | Slb LTD | +0.1% | -0.39% | Trim |
| 48 | DFAT | Dimensional US Target Value | +0.1% | +41.72% | Add |
| 49 | WDS | Woodside Energy Group-adr | +0.1% | +0.42% | Add |
| 50 | EPD | Enterprise Products Partners | 0% | +7.22% | 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 472 disclosed positions in Q1 2026.
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 13.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
HYMC
市值: $1.2M
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $1.5M
During Q1 2026, 180 Wealth Advisors, LLC's top holdings by market value included MSFT (4.5%)、NVDA (3.9%)、AAPL (2.9%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q1 2026, 180 Wealth Advisors, LLC made 198 total portfolio adjustments, initiating 27 new buys, adding to 94 positions, trimming 53 holdings, and fully liquidating 24 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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