# 180 WEALTH ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1730817. Source: https://holderbook.com/funds/1730817-180-wealth-advisors-llc/

- Reported value: $997.5M
- Positions: 486
- Weight of the ten largest: 23.0%
- Filed: 2026-07-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $40.0M | 107,359 | 4.0% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $38.1M | 190,662 | 3.8% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $27.9M | 96,456 | 2.8% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $23.9M | 100,386 | 2.4% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $21.8M | 57,811 | 2.2% | 31 |
| MANNKIND CORP | [MNKD](https://holderbook.com/stocks/MNKD/) | $21.1M | 4,959,351 | 2.1% | 31 |
| ISHARES INC | [SLVP](https://holderbook.com/stocks/SLVP/) | $16.2M | 524,854 | 1.6% | 21 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $13.8M | 38,497 | 1.4% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $13.1M | 36,937 | 1.3% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $13.0M | 30,999 | 1.3% | 25 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $13.0M | 217,753 | 1.3% | 31 |
| BLACKROCK RES & COMMODITIES | [BCX](https://holderbook.com/stocks/BCX/) | $12.3M | 1,086,189 | 1.2% | 15 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $12.2M | 28,088 | 1.2% | 6 |
| ETFS GOLD TR | [SGOL](https://holderbook.com/stocks/SGOL/) | $11.9M | 312,216 | 1.2% | 22 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $11.7M | 24,463 | 1.2% | 28 |
| ISHARES INC | [RING](https://holderbook.com/stocks/RING/) | $10.6M | 164,821 | 1.1% | 31 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $10.5M | 13,733 | 1.1% | 23 |
| TWILIO INC | [TWLO](https://holderbook.com/stocks/TWLO/) | $10.4M | 50,259 | 1.0% | 23 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $10.1M | 42,713 | 1.0% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $9.7M | 17,239 | 1.0% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $9.3M | 12,808 | 0.9% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $9.1M | 57,815 | 0.9% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $9.0M | 64,588 | 0.9% | 31 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $9.0M | 217,332 | 0.9% | 16 |
| GRAIL INC | [GRAL](https://holderbook.com/stocks/GRAL/) | $8.7M | 127,774 | 0.9% | 8 |
| ABRDN SILVER ETF TRUST | [SIVR](https://holderbook.com/stocks/SIVR/) | $8.6M | 153,580 | 0.9% | 21 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $8.6M | 113,806 | 0.9% | 15 |
| VANGUARD WHITEHALL FDS | [VIGI](https://holderbook.com/stocks/VIGI/) | $7.4M | 79,453 | 0.7% | 31 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $7.2M | 20,260 | 0.7% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $7.1M | 62,654 | 0.7% | 31 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $7.1M | 12,655 | 0.7% | 7 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $7.0M | 27,637 | 0.7% | 22 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $7.0M | 11,977 | 0.7% | 22 |
| ISHARES TR | [IOO](https://holderbook.com/stocks/IOO/) | $6.8M | 49,920 | 0.7% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $6.7M | 7,146 | 0.7% | 31 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $6.0M | 34,354 | 0.6% | 16 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.0M | 12,044 | 0.6% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $6.0M | 18,391 | 0.6% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $5.9M | 32,113 | 0.6% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $5.8M | 44,833 | 0.6% | 31 |
| UIPATH INC | [PATH](https://holderbook.com/stocks/PATH/) | $5.7M | 520,891 | 0.6% | 20 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $5.5M | 50,297 | 0.6% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $5.5M | 15,157 | 0.6% | 31 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $5.4M | 101,817 | 0.5% | 22 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $5.3M | 68,633 | 0.5% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $5.1M | 4,445 | 0.5% | 23 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $5.0M | 61,038 | 0.5% | 10 |
| SPDR SERIES TRUST | [XME](https://holderbook.com/stocks/XME/) | $4.9M | 46,048 | 0.5% | 19 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $4.9M | 59,759 | 0.5% | 23 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.8M | 35,035 | 0.5% | 31 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $4.8M | 17,026 | 0.5% | 23 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $4.8M | 92,471 | 0.5% | 17 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $4.7M | 10,953 | 0.5% | 23 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $4.6M | 140,180 | 0.5% | 19 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $4.6M | 4,293 | 0.5% | 31 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $4.5M | 18,241 | 0.5% | 12 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $4.4M | 44,915 | 0.4% | 23 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $4.3M | 15,459 | 0.4% | 31 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $4.2M | 29,483 | 0.4% | 31 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $4.2M | 66,823 | 0.4% | 23 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $4.2M | 3,555 | 0.4% | 9 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $4.1M | 44,698 | 0.4% | 29 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $4.0M | 211,064 | 0.4% | 24 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $3.9M | 20,498 | 0.4% | 1 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $3.9M | 11,257 | 0.4% | 31 |
| ISHARES TR | [ILF](https://holderbook.com/stocks/ILF/) | $3.7M | 111,019 | 0.4% | 4 |
| OUSTER INC | [OUST](https://holderbook.com/stocks/OUST/) | $3.7M | 58,546 | 0.4% | 13 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $3.6M | 14,113 | 0.4% | 9 |
| TEMPLETON DRAGON FD INC | [TDF](https://holderbook.com/stocks/TDF/) | $3.6M | 329,251 | 0.4% | 9 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $3.6M | 26,272 | 0.4% | 30 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $3.5M | 11,739 | 0.4% | 21 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $3.5M | 33,761 | 0.3% | 31 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $3.4M | 85,051 | 0.3% | 15 |
| ISHARES TR | [MCHI](https://holderbook.com/stocks/MCHI/) | $3.4M | 66,489 | 0.3% | 10 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.4M | 4,937 | 0.3% | 31 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $3.3M | 15,325 | 0.3% | 31 |
| VANECK ETF TRUST | [REMX](https://holderbook.com/stocks/REMX/) | $3.3M | 37,272 | 0.3% | 19 |
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $3.3M | 33,137 | 0.3% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $3.3M | 3,427 | 0.3% | 6 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $3.2M | 31,904 | 0.3% | 4 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.2M | 12,751 | 0.3% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $3.1M | 22,792 | 0.3% | 31 |
| ORGANON & CO | [OGN](https://holderbook.com/stocks/OGN/) | $3.1M | 226,383 | 0.3% | 12 |
| ABRDN LIFE SCIENCES INVESTOR | [HQL](https://holderbook.com/stocks/HQL/) | $3.1M | 152,829 | 0.3% | 30 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.0M | 8,187 | 0.3% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.0M | 2,524 | 0.3% | 26 |
| GLOBAL X FDS | [COPX](https://holderbook.com/stocks/COPX/) | $2.9M | 38,051 | 0.3% | 15 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.9M | 17,584 | 0.3% | 31 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $2.9M | 85,161 | 0.3% | 11 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.9M | 8,365 | 0.3% | 15 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $2.8M | 16,733 | 0.3% | 6 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $2.8M | 29,220 | 0.3% | 31 |
| BUNGE GLOBAL SA | [BG](https://holderbook.com/stocks/BG/) | $2.8M | 26,274 | 0.3% | 1 |
| SYMBOTIC INC | [SYM](https://holderbook.com/stocks/SYM/) | $2.8M | 61,717 | 0.3% | 8 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.7M | 14,406 | 0.3% | 11 |
| LITHIA MTRS INC | [LAD](https://holderbook.com/stocks/LAD/) | $2.6M | 9,116 | 0.3% | 6 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $2.6M | 13,392 | 0.3% | 28 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $2.6M | 21,623 | 0.3% | 26 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.6M | 17,416 | 0.3% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $2.5M | 2,511 | 0.3% | 24 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.9% | +14.8% | -2.0% | 100% |
| Q1 2026 | -3.2% | -4.6% | +1.5% | 100% |
| Q4 2025 | +4.4% | +2.4% | +2.0% | 100% |
| Q3 2025 | +11.5% | +7.8% | +3.6% | 100% |
| Q2 2025 | +12.5% | +10.5% | +2.0% | 100% |
| Q1 2025 | -4.5% | -4.6% | +0.0% | 100% |
| Q4 2024 | +1.4% | +2.1% | -0.7% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $997.5M | 486 |
| Q1 2026 | $879.8M | 472 |
| Q4 2025 | $878.3M | 471 |
| Q3 2025 | $820.7M | 455 |
| Q2 2025 | $717.0M | 426 |
| Q1 2025 | $627.9M | 413 |
| Q4 2024 | $638.3M | 430 |
| Q3 2024 | $635.3M | 445 |
| Q2 2024 | $613.1M | 434 |
| Q1 2024 | $556.3M | 404 |
| Q4 2023 | $499.7M | 385 |
| Q3 2023 | $444.3M | 373 |