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180 Wealth Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
3.93
Portfolio Stability
23.88
Momentum/Contrarian
100
Sector conviction
72.01
Diversification
100
Sizing Uniformity
80.56

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 486 holdings (of 493 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MSFTMicrosoft CORPStock-Tech4.01%—-0.70%
2NVDANvidia CORPStock-Tech3.82%-0.06%-2.49%
3AAPLApple INCStock-Tech2.80%-0.08%-3.24%
4AMZNAmazon.com INCStock-Consumer Disc2.40%+0.02%-0.24%
5AVGOBroadcom INCStock-Tech2.19%+0.12%-1.65%
6MNKDMannkind CORPStock-Other2.12%+0.92%+15.57%
7SLVPIshares Msci Global Silver AETF-Commodities1.62%-0.51%-0.67%
8GOOGLAlphabet Inc-cl AStock-Comm Services1.38%+0.11%-0.70%
9GOOGAlphabet Inc-cl CStock-Comm Services1.31%+0.08%-2.15%
10TSLATesla INCStock-Consumer Disc1.31%+0.02%+1.24%
11VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.30%-0.03%+0.80%
12BCXBlackrock Resources & CommodStock-Other1.23%—+0.57%
13LRCXLam Research CORPStock-Tech1.22%+0.53%-1.41%
14SGOLAbrdn Physical Gold SharesETF-Commodities1.20%-0.40%-1.33%
15TSMTaiwan Semiconductor-sp AdrStock-Tech1.17%+0.20%-2.83%
16RINGIshares Msci Global Gold MinETF-Commodities1.07%-0.47%-3.70%
17CRWDCrowdstrike Holdings INC - AStock-Tech1.05%+0.43%-1.34%
18TWLOTwilio INC - AStock-Tech1.04%+0.27%-6.96%
19VIGVanguard Dividend Apprec ETFETF-Other1.01%—-2.30%
20METAMeta Platforms Inc-class AStock-Comm Services0.97%—+3.23%
21AMATApplied Materials INCStock-Tech0.93%+0.42%-1.99%
22VYMVanguard High Dvd Yield ETFETF-Other0.92%—-5.12%
23INTCIntel CORPStock-Tech0.90%+0.41%-33.71%
24DFAIDimensional International CoETF-Other0.90%+0.01%+7.57%
25GRALGrail INCStock-Healthcare0.87%+0.12%+0.34%
26SIVRAbrdn Physical Silver SharesETF-Commodities0.87%-0.40%-1.61%
27GDXVaneck Gold Miners ETFETF-Commodities0.86%-0.30%+2.45%
28VIGIVanguard Int Div App Indx FdETF-Other0.74%+0.02%+11.59%
29ARMArm Holdings Plc-adrStock-Tech0.72%+0.37%-1.29%
30WMTWalmart INCStock-Consumer Staples0.71%—-1.49%
31AXONAxon Enterprise INCStock-Industrials0.71%+0.22%+24.30%
32SNOWSnowflake INCStock-Tech0.71%+0.24%-0.07%
33AMDAdvanced Micro DevicesStock-Tech0.70%+0.42%-2.60%
34IOOIshares Global 100 ETFETF-Other0.68%—-3.33%
35COSTCostco Wholesale CORPStock-Consumer Staples0.67%—-1.02%
36ILMNIllumina INCStock-Healthcare0.61%+0.13%-0.76%
37BRK-BBerkshire Hathaway Inc-cl BStock-Other0.60%—+5.50%
38JPMJpmorgan Chase & CoStock-Financials0.60%—-1.14%
39QCOMQualcomm INCStock-Tech0.59%+0.12%-0.18%
40MRKMerck & Co. INC.Stock-Healthcare0.58%—+0.63%
41PATHUipath INC - Class AStock-Tech0.57%—+0.07%
42IUSVIshares Core S&p U.s. ValueETF-Other0.56%—-5.51%
43AMGNAmgen INCStock-Healthcare0.55%—-8.38%
44XLESs Energy Select SectorETF-Other0.54%-0.21%-5.27%
45EFVIshares Msci Eafe Value ETFETF-Other0.53%—-7.37%
46MUMicron Technology INCStock-Tech0.51%+0.32%-11.17%
47DFASDimensional US Small Cap ETFETF-Small Cap0.50%—+1.22%
48XMESs Spdr S&p Metals MiningETF-Other0.49%—+8.02%
49PEverpure Inc-aStock-Tech0.49%+0.09%+3.27%
50XOMExxon Mobil CORPStock-Energy0.48%-0.21%-2.50%
1–50 of 486

Holding changes this quarter

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).

Position changes disclosed by 180 Wealth Advisors, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1MNKDMannkind CORP+0.9%+15.57%Add
2LRCXLam Research CORP+0.5%-1.41%Trim
3CRWDCrowdstrike Holdings INC - A+0.4%-1.34%Trim
4AMATApplied Materials INC+0.4%-1.99%Trim
5AMDAdvanced Micro Devices+0.4%-2.60%Trim
6INTCIntel CORP+0.4%-33.71%Trim
7AZNAstraZeneca PLC+0.4%NEWNew buy
8ARMArm Holdings Plc-adr+0.4%-1.29%Trim
9MUMicron Technology INC+0.3%-11.17%Trim
10BGBunge Global SA+0.3%NEWNew buy
11TWLOTwilio INC - A+0.3%-6.96%Trim
12OUSTOuster INC+0.3%-0.89%Trim
13SNOWSnowflake INC+0.2%-0.07%Trim
14AXONAxon Enterprise INC+0.2%+24.30%Add
15MRVLMarvell Technology INC+0.2%+0.82%Add
16TSMTaiwan Semiconductor-sp Adr+0.2%-2.83%Trim
17OGNOrganon & Co+0.2%-0.70%Trim
18VLOValero Energy CORP+0.1%NEWNew buy
19ILMNIllumina INC+0.1%-0.76%Trim
20GLWCorning INC+0.1%-4.65%Trim
21PANWPalo Alto Networks INC+0.1%-3.50%Trim
22ADMArcher-daniels-midland Co+0.1%NEWNew buy
23AVGOBroadcom INC+0.1%-1.65%Trim
24GRALGrail INC+0.1%+0.34%Add
25QCOMQualcomm INC+0.1%-0.18%Trim
26CATCaterpillar INC+0.1%+2.73%Add
27KEYSKeysight Technologies In+0.1%NEWNew buy
28GOOGLAlphabet Inc-cl A+0.1%-0.70%Trim
29QLDProshares Ultra Qqq+0.1%+29.40%Add
30PEverpure Inc-a+0.1%+3.27%Add
31NXPINXP Semiconductors N.V.+0.1%-3.05%Trim
32NVTSNavitas Semiconductor CORP+0.1%-2.62%Trim
33GOOGAlphabet Inc-cl C+0.1%-2.15%Trim
34GEVGE Vernova INC+0.1%+1.40%Add
35AMZNAmazon.com INC0%-0.24%Trim
36TSLATesla INC0%+1.24%Add
37VIGIVanguard Int Div App Indx Fd0%+11.59%Add
38DFAIDimensional International Co0%+7.57%Add
39VWOVanguard Ftse Emerging Marke0%+0.80%Add
40NVDANvidia CORP-0.1%-2.49%Trim
41AAPLApple INC-0.1%-3.24%Trim
42XOMExxon Mobil CORP-0.2%-2.50%Trim
43XLESs Energy Select Sector-0.2%-5.27%Trim
44GDXVaneck Gold Miners ETF-0.3%+2.45%Add
45MDTMedtronic plc-0.3%-74.98%Trim
46SIVRAbrdn Physical Silver Shares-0.4%-1.61%Trim
47SGOLAbrdn Physical Gold Shares-0.4%-1.33%Trim
48TGTTarget CORP-0.5%EXITSold out
49RINGIshares Msci Global Gold Min-0.5%-3.70%Trim
50SLVPIshares Msci Global Silver A-0.5%-0.67%Trim

FAQ

What is 180 Wealth Advisors, LLC and what type of investor is it?
180 Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $997.5M, spread across 493 disclosed positions.
What are 180 Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, 180 Wealth Advisors, LLC's top holdings by market value are: 1. Microsoft CORP (MSFT) — $40.0M (4.0%) 2. Nvidia CORP (NVDA) — $38.1M (3.8%) 3. Apple INC (AAPL) — $27.9M (2.8%) 4. Amazon.com INC (AMZN) — $23.9M (2.4%) 5. Broadcom INC (AVGO) — $21.8M (2.2%)
What changes did 180 Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, 180 Wealth Advisors, LLC made 50 notable position adjustments: 5 new positions were initiated, 13 existing holdings were added to, 31 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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)
What sectors does 180 Wealth Advisors, LLC focus on?
180 Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 44.6% • Consumer Discretionary: 10.2% • Health Care: 9.2% • Industrials: 9.2% • Communication Services: 7.2% • Financials: 6.1%