Q2 2026 13F · SEC CIK 1730817

180 Wealth Advisors, LLC

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $997.1M
Reported positions: 485
Top holdings a year, 3 yrs: +25.5%
Assets under management: $1.4B

180 Wealth Advisors, LLC is a wealth manager that reported 485 positions worth $997.1M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Microsoft Corp (MSFT, 4.0%), Nvidia Corporation Com (NVDA, 3.8%), Apple Inc (AAPL, 2.8%). A portfolio copying its top holdings returned 25.5% a year over the last 3 years, against 20.4% for the S&P 500.

180 Wealth Advisors, LLC holdings largest 50 of 485 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

180 Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	4.0%	4.5%	107,359	-0.7%	$40.0M
NVDANvidia Corporation Com	3.8%	3.9%	190,662	-2.5%	$38.1M
AAPLApple Inc	2.8%	2.9%	96,456	-3.2%	$27.9M
AMZNAmazon Com Inc Com	2.4%	2.4%	100,386	-0.2%	$23.9M
AVGOBroadcom Inc	2.2%	2.1%	57,811	-1.6%	$21.8M
MNKDMannkind Corp	2.1%	1.2%	4,959,351	+15.6%	$21.1M
SLVPIshares Tr	1.6%	2.1%	524,854	-0.7%	$16.2M
GOOGLAlphabet Inc	1.4%	1.3%	38,497	-0.7%	$13.8M
GOOGAlphabet Inc	1.3%	1.2%	36,937	-2.2%	$13.1M
TSLATesla Inc Com	1.3%	1.3%	30,999	+1.2%	$13.0M
VWOVanguard Intl Equity Index F	1.3%	1.3%	217,753	+0.8%	$13.0M
BCXBlackrock Res & Commodities	1.2%	1.5%	1,086,189	+0.6%	$12.3M
LRCXLam Research Corp	1.2%	0.7%	28,088	-1.4%	$12.2M
SGOLEtfs Gold Tr	1.2%	1.6%	312,216	-1.3%	$11.9M
TSMTaiwan Semiconductor Manufac	1.2%	1.0%	24,463	-2.8%	$11.7M
RINGIshares Msci Global Gold Miners ETF	1.1%	1.5%	164,821	-3.7%	$10.6M
CRWDCrowdstrike Hldgs Inc Class A	1.1%	0.6%	13,733	-1.3%	$10.5M
TWLOTwilio Inc Cl A	1.0%	0.8%	50,259	-7.0%	$10.4M
VIGVanguard Dividend Appreciation ETF	1.0%	1.1%	42,713	-2.3%	$10.1M
METAMeta Platforms Inc Class A	1.0%	1.1%	17,239	+3.2%	$9.7M
AMATApplied Matls Inc	0.9%	0.5%	12,808	-2.0%	$9.3M
VYMVym	0.9%	1.0%	57,815	-5.1%	$9.1M
INTCIntel Corp	0.9%	0.5%	64,588	-33.7%	$9.0M
DFAIDimensional International Core Equity Ma	0.9%	0.9%	217,332	+7.6%	$9.0M
GRALGrail Inc	0.9%	0.7%	127,774	+0.3%	$8.7M
SIVRAbrdn Silver ETF Trust	0.9%	1.3%	153,580	-1.6%	$8.6M
GDXVaneck Gold Miners ETF	0.9%	1.2%	113,806	+2.4%	$8.6M
VIGIVanguard Whitehall Fds	0.7%	0.7%	79,453	+11.6%	$7.4M
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.7%	—	20,260	—	$7.2M
WMTWalmart Inc	0.7%	0.9%	62,654	-1.5%	$7.1M
AXONAxon Enterprise Inc	0.7%	0.5%	12,655	+24.3%	$7.1M
SNOWSnowflake Inc	0.7%	0.5%	27,637	-0.1%	$7.0M
AMDAdvanced Micro Devices Inc	0.7%	—	11,977	—	$7.0M
IOOIshares Tr	0.7%	0.7%	49,920	-3.3%	$6.8M
COSTCostco Whsl Corp New	0.7%	0.8%	7,146	-1.0%	$6.7M
ILMNIllumina Inc	0.6%	0.5%	34,354	-0.8%	$6.0M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	12,044	+5.5%	$6.0M
JPMJpmorgan Chase & Co	0.6%	0.6%	18,391	-1.1%	$6.0M
QCOMQualcomm Inc	0.6%	0.5%	32,113	-0.2%	$5.9M
MRKMerck & Co. Inc	0.6%	0.6%	44,833	+0.6%	$5.8M
PATHUipath Inc - Class A	0.6%	0.7%	520,891	+0.1%	$5.7M
IUSVIshares Tr	0.6%	0.6%	50,297	-5.5%	$5.5M
AMGNAmgen Inc Com	0.6%	0.7%	15,157	-8.4%	$5.5M
XLEState Street Energy Select Sector Spdr E	0.5%	0.7%	101,817	-5.3%	$5.4M
EFVIshares Tr	0.5%	0.6%	68,633	-7.4%	$5.3M
MUMicron Technology Inc	0.5%	—	4,445	—	$5.1M
DFASDimensional ETF Trust	0.5%	0.5%	61,038	+1.2%	$5.0M
XMEState Street Spdr S&p Metals & Mining Et	0.5%	0.5%	46,048	+8.0%	$4.9M
XOMExxon Mobil Corp	0.5%	0.7%	35,035	-2.5%	$4.8M
NXPINxp Semiconductors N V	0.5%	—	17,026	—	$4.8M

What 180 Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.6% /yr; S&P 500 +20.1%
3 years: +25.5% /yr; S&P 500 +20.4%
5 years: +16.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$997.1M	485
Q1 2026	$879.7M	471
Q4 2025	$878.2M	469
Q3 2025	$820.6M	453
Q2 2025	$716.9M	423
Q1 2025	$627.7M	409
Q4 2024	$638.2M	423
Q3 2024	$635.3M	443
Q2 2024	$613.1M	432
Q1 2024	$556.3M	402
Q4 2023	$499.7M	383
Q3 2023	$444.3M	371

Questions about 180 Wealth Advisors, LLC's portfolio

What stocks does 180 Wealth Advisors, LLC own?

180 Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 485 positions worth $997.1M. The largest are Microsoft Corp (MSFT) at 4.0%, Nvidia Corporation Com (NVDA) at 3.8%, Apple Inc (AAPL) at 2.8%, Amazon Com Inc Com (AMZN) at 2.4% and Broadcom Inc (AVGO) at 2.2%.

What did 180 Wealth Advisors, LLC buy last quarter?

In Q2 2026, 180 Wealth Advisors, LLC added Axon Enterprise Inc (AXON) (+24.3% shares), Mannkind Corp (MNKD) (+15.6% shares) and Vanguard Whitehall Fds (VIGI) (+11.6% shares), compared with its Q1 2026 filing.

What did 180 Wealth Advisors, LLC sell last quarter?

In Q2 2026, 180 Wealth Advisors, LLC cut from its top 50 Pnc Finl Svcs Group Inc (PNC), cut from its top 50 Vanguard International High Dividend Yie (VYMI), cut from its top 50 Schwab Charles Corp (SCHW), cut from its top 50 Planet Labs Pbc (PL), Intel Corp (INTC) (-33.7% shares), Amgen Inc Com (AMGN) (-8.4% shares) and Ishares Tr (EFV) (-7.4% shares), compared with its Q1 2026 filing.

How has 180 Wealth Advisors, LLC's portfolio performed?

A portfolio copying 180 Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.6% against +20.1%. Over 5 years: +16.6% a year against +11.6%.

When is 180 Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. 180 Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does 180 Wealth Advisors, LLC manage?

180 Wealth Advisors, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $997.1M.