CIK: 0001730817
Total reported value
$997.5M
Reporting period: 2026-06-30 · Number of holdings: 493
180 WEALTH ADVISORS, LLC disclosed 493 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $997.5M and a quarterly turnover rate of 23.9%.
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180 Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.010 — mathematically equivalent to about 102 equally-sized positions, well below its 493 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.94), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 67% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add MNKD
+15.6% $10.6M
Add LRCX
-1.4% $6.1M
Trim SLVP
-0.7% -$2.6M
Trim RING
-3.7% -$2.9M
Sold out TGT
Add CRWD
-1.3% $5.0M
Showing top 200 holdings (of 493 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | — | -0.70% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.82% | -0.06% | -2.49% | |
| 3 | AAPL | Apple INC | Stock-Tech | 2.80% | -0.08% | -3.24% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.40% | +0.02% | -0.24% | |
| 5 | AVGO | Broadcom INC | Stock-Tech | 2.19% | +0.12% | -1.65% | |
| 6 | MNKD | Mannkind CORP | Stock-Other | 2.12% | +0.92% | +15.57% | |
| 7 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 1.62% | -0.51% | -0.67% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.11% | -0.70% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.08% | -2.15% | |
| 10 | TSLA | Tesla INC | Stock-Consumer Disc | 1.31% | +0.02% | +1.24% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.03% | +0.80% | |
| 12 | BCX | Blackrock Resources & Commod | Stock-Other | 1.23% | — | +0.57% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.22% | +0.53% | -1.41% | |
| 14 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.20% | -0.40% | -1.33% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.17% | +0.20% | -2.83% | |
| 16 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.07% | -0.47% | -3.70% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 1.05% | +0.43% | -1.34% | |
| 18 | TWLO | Twilio INC - A | Stock-Tech | 1.04% | +0.27% | -6.96% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | — | -2.30% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | — | +3.23% | |
| 21 | AMAT | Applied Materials INC | Stock-Tech | 0.93% | +0.42% | -1.99% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.92% | — | -5.12% | |
| 23 | INTC | Intel CORP | Stock-Tech | 0.90% | +0.41% | -33.71% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 0.90% | +0.01% | +7.57% | |
| 25 | GRAL | Grail INC | Stock-Healthcare | 0.87% | +0.12% | +0.34% | |
| 26 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.87% | -0.40% | -1.61% | |
| 27 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.86% | -0.30% | +2.45% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.74% | +0.02% | +11.59% | |
| 29 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.72% | +0.37% | -1.29% | |
| 30 | WMT | Walmart INC | Stock-Consumer Staples | 0.71% | — | -1.49% | |
| 31 | AXON | Axon Enterprise INC | Stock-Industrials | 0.71% | +0.22% | +24.30% | |
| 32 | SNOW | Snowflake INC | Stock-Tech | 0.71% | +0.24% | -0.07% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | +0.42% | -2.60% | |
| 34 | IOO | Ishares Global 100 ETF | ETF-Other | 0.68% | — | -3.33% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | — | -1.02% | |
| 36 | ILMN | Illumina INC | Stock-Healthcare | 0.61% | +0.13% | -0.76% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | — | +5.50% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | -1.14% | |
| 39 | QCOM | Qualcomm INC | Stock-Tech | 0.59% | +0.12% | -0.18% | |
| 40 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.58% | — | +0.63% | |
| 41 | PATH | Uipath INC - Class A | Stock-Tech | 0.57% | — | +0.07% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.56% | — | -5.51% | |
| 43 | AMGN | Amgen INC | Stock-Healthcare | 0.55% | — | -8.38% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.21% | -5.27% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | — | -7.37% | |
| 46 | MU | Micron Technology INC | Stock-Tech | 0.51% | +0.32% | -11.17% | |
| 47 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.50% | — | +1.22% | |
| 48 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.49% | — | +8.02% | |
| 49 | P | Everpure Inc-a | Stock-Tech | 0.49% | +0.09% | +3.27% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.21% | -2.50% |
Performance for Q3 2026
+0.4%
Performance Last 4 Quarters
+26.2%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 493 | $997.5M | 24 | |
| 2026-03-31 | 472 | $879.8M | 17 | |
| 2025-12-31 | 471 | $878.3M | 16 | |
| 2025-09-30 | 455 | $820.7M | 31 | |
| 2025-06-30 | 426 | $717.0M | 0 | |
| 2025-03-31 | 413 | $627.9M | 100 | |
| 2024-12-31 | 430 | $638.3M | 0 | |
| 2024-09-30 | 445 | $635.3M | 0 | |
| 2024-06-30 | 434 | $613.1M | 0 | |
| 2024-03-31 | 404 | $556.3M | 0 | |
| 2023-12-31 | 385 | $499.7M | 0 | |
| 2023-09-30 | 373 | $444.3M | 0 | |
| 2023-06-30 | 365 | $455.4M | 0 | |
| 2023-03-31 | 365 | $429.8M | 0 | |
| 2022-12-31 | 366 | $425.2M | 0 | |
| 2022-09-30 | 356 | $363.4M | 0 | |
| 2022-06-30 | 368 | $391.6M | 0 | |
| 2022-03-31 | 375 | $458.2M | 0 | |
| 2021-12-31 | 382 | $445.4M | 0 | |
| 2021-09-30 | 388 | $453.9M | 0 | |
| 2021-06-30 | 371 | $437.3M | 100 | |
| 2021-03-31 | 344 | $403.3M | 23 | |
| 2020-12-31 | 311 | $346.6M | 31 | |
| 2020-09-30 | 265 | $266.7M | 15 | |
| 2020-06-30 | 261 | $251.7M | 39 | |
| 2020-03-31 | 220 | $192.7M | 32 | |
| 2019-12-31 | 263 | $250.8M | 24 | |
| 2019-09-30 | 253 | $226.2M | 19 | |
| 2019-06-30 | 247 | $222.2M | 16 | |
| 2019-03-31 | 250 | $220.4M | 34 | |
| 2018-12-31 | 253 | $214.2M | 1 | |
| 2018-09-30 | 254 | $216.3M | 25 | |
| 2018-06-30 | 242 | $201.8M | 33 | |
| 2018-03-31 | 229 | $192.6M | 28 | |
| 2017-12-31 | 239 | $196.4M | — |
180 Wealth Advisors, LLC's most significant position changes for 2026-06-30: Sold out: Target CORP (TGT); New buy: AstraZeneca PLC (AZN); New buy: Bunge Global SA (BG); New buy: Valero Energy CORP (VLO); New buy: Archer-daniels-midland Co (ADM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MNKD | Mannkind CORP | +0.9% | +15.57% | Add |
| 2 | LRCX | Lam Research CORP | +0.5% | -1.41% | Trim |
| 3 | CRWD | Crowdstrike Holdings INC - A | +0.4% | -1.34% | Trim |
| 4 | AMAT | Applied Materials INC | +0.4% | -1.99% | Trim |
| 5 | AMD | Advanced Micro Devices | +0.4% | -2.60% | Trim |
| 6 | INTC | Intel CORP | +0.4% | -33.71% | Trim |
| 7 | AZN | AstraZeneca PLC | +0.4% | NEW | New buy |
| 8 | ARM | Arm Holdings Plc-adr | +0.4% | -1.29% | Trim |
| 9 | MU | Micron Technology INC | +0.3% | -11.17% | Trim |
| 10 | BG | Bunge Global SA | +0.3% | NEW | New buy |
| 11 | TWLO | Twilio INC - A | +0.3% | -6.96% | Trim |
| 12 | OUST | Ouster INC | +0.3% | -0.89% | Trim |
| 13 | SNOW | Snowflake INC | +0.2% | -0.07% | Trim |
| 14 | AXON | Axon Enterprise INC | +0.2% | +24.30% | Add |
| 15 | MRVL | Marvell Technology INC | +0.2% | +0.82% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.83% | Trim |
| 17 | OGN | Organon & Co | +0.2% | -0.70% | Trim |
| 18 | VLO | Valero Energy CORP | +0.1% | NEW | New buy |
| 19 | ILMN | Illumina INC | +0.1% | -0.76% | Trim |
| 20 | GLW | Corning INC | +0.1% | -4.65% | Trim |
| 21 | PANW | Palo Alto Networks INC | +0.1% | -3.50% | Trim |
| 22 | ADM | Archer-daniels-midland Co | +0.1% | NEW | New buy |
| 23 | AVGO | Broadcom INC | +0.1% | -1.65% | Trim |
| 24 | GRAL | Grail INC | +0.1% | +0.34% | Add |
| 25 | QCOM | Qualcomm INC | +0.1% | -0.18% | Trim |
| 26 | CAT | Caterpillar INC | +0.1% | +2.73% | Add |
| 27 | KEYS | Keysight Technologies In | +0.1% | NEW | New buy |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.70% | Trim |
| 29 | QLD | Proshares Ultra Qqq | +0.1% | +29.40% | Add |
| 30 | P | Everpure Inc-a | +0.1% | +3.27% | Add |
| 31 | NXPI | NXP Semiconductors N.V. | +0.1% | -3.05% | Trim |
| 32 | NVTS | Navitas Semiconductor CORP | +0.1% | -2.62% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | -2.15% | Trim |
| 34 | GEV | GE Vernova INC | +0.1% | +1.40% | Add |
| 35 | AMZN | Amazon.com INC | 0% | -0.24% | Trim |
| 36 | TSLA | Tesla INC | 0% | +1.24% | Add |
| 37 | VIGI | Vanguard Int Div App Indx Fd | 0% | +11.59% | Add |
| 38 | DFAI | Dimensional International Co | 0% | +7.57% | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.80% | Add |
| 40 | NVDA | Nvidia CORP | -0.1% | -2.49% | Trim |
| 41 | AAPL | Apple INC | -0.1% | -3.24% | Trim |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -2.50% | Trim |
| 43 | XLE | Ss Energy Select Sector | -0.2% | -5.27% | Trim |
| 44 | GDX | Vaneck Gold Miners ETF | -0.3% | +2.45% | Add |
| 45 | MDT | Medtronic plc | -0.3% | -74.98% | Trim |
| 46 | SIVR | Abrdn Physical Silver Shares | -0.4% | -1.61% | Trim |
| 47 | SGOL | Abrdn Physical Gold Shares | -0.4% | -1.33% | Trim |
| 48 | TGT | Target CORP | -0.5% | EXIT | Sold out |
| 49 | RING | Ishares Msci Global Gold Min | -0.5% | -3.70% | Trim |
| 50 | SLVP | Ishares Msci Global Silver A | -0.5% | -0.67% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-07 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-05-01 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-16 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-01 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-16 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-16 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-25 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-01 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-12 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-07 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-02 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-12 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-22 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-26 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-28 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-25 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-27 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-23 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-21 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-09 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-17 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-22 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-05 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-15 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-06-01 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
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