Go Pro

180 Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About 180 Wealth Advisors, LLC

Investment Activity

  • 180 Wealth Advisors, LLC has $997.46 million in total holdings as of June 30, 2026.
  • 180 Wealth Advisors, LLC owns shares of 486 different stocks, but just 140 companies or ETFs make up 80% of its holdings.
  • Approximately 5.59% of the portfolio was purchased this quarter.
  • About 4.56% of the portfolio was sold this quarter.
  • This quarter, 180 Wealth Advisors, LLC has purchased 472 new stocks and bought additional shares in 201 stocks.
  • 180 Wealth Advisors, LLC sold shares of 232 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

Microsoft
$40,047,119
NVIDIA
$38,149,593
Apple
$27,910,594
Amazon.com
$23,925,901
Broadcom
$21,838,172

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$3,886,741 Holding
H11356104 - BUNGE GLOBAL SA
$2,804,224 Holding
91913Y100 - Valero Energy
$1,377,467 Holding
039483102 - Archer Daniels Midland
$1,253,836 Holding
49338L103 - Keysight Technologies
$1,160,787 Holding

Largest Purchases this Quarter

AstraZeneca
20,498 shares (about $3.89M)
MannKind
668,148 shares (about $2.85M)
BUNGE GLOBAL SA
26,274 shares (about $2.80M)
KLA
5,643 shares (about $1.70M)
HYCROFT MINING HOLDING CORP
61,699 shares (about $1.44M)

Largest Sales this Quarter

Intel
32,850 shares (about $4.59M)
Medtronic
29,822 shares (about $2.33M)
Humana
3,237 shares (about $1.29M)
The Goldman Sachs Group
1,105 shares (about $1.12M)
The PNC Financial Services Group
4,399 shares (about $1.08M)

Sector Allocation Over Time

Map of 500 Largest Holdings of180 Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$40,047,119$284,242 â–¼-0.7%107,3594.0%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$38,149,593$974,039 â–¼-2.5%190,6623.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$27,910,594$935,793 â–¼-3.2%96,4562.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$23,925,901$58,155 â–¼-0.2%100,3862.4%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$21,838,172$366,041 â–¼-1.6%57,8112.2%Computer and Technology
MannKind Corporation stock logo
MNKD
MannKind
$21,128,965$2,846,310 â–²15.6%4,959,8512.1%Medical
iShares MSCI Global Silver and Metals Miners ETF stock logo
SLVP
iShares MSCI Global Silver and Metals Miners ETF
$16,181,239$108,398 â–¼-0.7%524,8541.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,757,677$96,847 â–¼-0.7%38,4971.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$13,050,944$286,904 â–¼-2.2%36,9371.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$13,038,055$159,826 â–²1.2%30,9991.3%Auto/Tires/Trucks
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$12,997,676$103,025 â–²0.8%217,7531.3%ETF
Blackrock Resources & Commodities Strategy Trust stock logo
BCX
Blackrock Resources & Commodities Strategy Trust
$12,284,796$69,161 â–²0.6%1,086,1891.2%Financial Services
LAM RESEARCH CORP
$12,171,288$174,197 â–¼-1.4%28,0881.2%COM NEW
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$11,936,001$160,719 â–¼-1.3%312,2161.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$11,682,766$340,029 â–¼-2.8%24,4631.2%Computer and Technology
iShares MSCI Global Gold Miners ETF stock logo
RING
iShares MSCI Global Gold Miners ETF
$10,647,460$409,500 â–¼-3.7%164,8211.1%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$10,480,046$141,942 â–¼-1.3%13,7331.1%Computer and Technology
Twilio Inc. stock logo
TWLO
Twilio
$10,369,935$775,594 â–¼-7.0%50,2591.0%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$10,106,859$237,806 â–¼-2.3%42,7131.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,710,557$304,177 â–²3.2%17,2391.0%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$9,260,347$187,983 â–¼-2.0%12,8080.9%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$9,136,430$492,892 â–¼-5.1%57,8150.9%Financial Services
Intel Corporation stock logo
INTC
Intel
$9,018,482$4,586,876 â–¼-33.7%64,5880.9%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$8,964,960$630,631 â–²7.6%217,3320.9%ETF
GRAIL INC
$8,723,113$29,151 â–²0.3%127,7740.9%COM
abrdn Physical Silver Shares ETF stock logo
SIVR
abrdn Physical Silver Shares ETF
$8,634,285$141,281 â–¼-1.6%153,5800.9%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$8,586,634$205,299 â–²2.4%113,8060.9%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$7,419,308$770,384 â–²11.6%79,4530.7%ETF
ARM HOLDINGS PLC
$7,183,588$93,961 â–¼-1.3%20,2600.7%SPONSORED ADS
WALMART INC
$7,096,220$107,031 â–¼-1.5%62,6540.7%COM
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$7,094,638$1,386,972 â–²24.3%12,6550.7%Aerospace
Snowflake Inc. stock logo
SNOW
Snowflake
$7,033,654$5,090 â–¼-0.1%27,6370.7%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,957,338$185,885 â–¼-2.6%11,9770.7%Computer and Technology
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$6,819,049$234,951 â–¼-3.3%49,9200.7%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$6,684,799$69,224 â–¼-1.0%7,1460.7%Retail/Wholesale
Illumina, Inc. stock logo
ILMN
Illumina
$6,040,394$46,243 â–¼-0.8%34,3540.6%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,026,562$314,238 â–²5.5%12,0440.6%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,020,001$69,395 â–¼-1.1%18,3910.6%Finance
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$5,934,179$10,533 â–¼-0.2%32,1130.6%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,761,078$35,852 â–²0.6%44,8330.6%Medical
UiPath, Inc. stock logo
PATH
UiPath
$5,662,090$3,685 â–²0.1%520,8910.6%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$5,540,235$323,291 â–¼-5.5%50,2970.6%Manufacturing
Amgen Inc. stock logo
AMGN
Amgen
$5,488,792$502,273 â–¼-8.4%15,1570.6%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,407,487$300,974 â–¼-5.3%101,8170.5%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$5,253,873$417,811 â–¼-7.4%68,6330.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$5,130,357$645,190 â–¼-11.2%4,4450.5%Computer and Technology
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$5,025,845$60,684 â–²1.2%61,0380.5%ETF
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$4,923,877$365,591 â–²8.0%46,0480.5%ETF
EVERPURE INC
$4,865,974$153,876 â–²3.3%61,7590.5%CL A
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$4,789,937$122,637 â–¼-2.5%35,0350.5%Energy
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$4,784,700$150,347 â–¼-3.0%17,0260.5%Computer and Technology
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$4,779,806$114,493 â–²2.5%92,4710.5%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$4,667,459$130,397 â–¼-2.7%10,9530.5%Industrials
Planet Labs PBC stock logo
PL
Planet Labs PBC
$4,644,163$224,456 â–¼-4.6%140,1800.5%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,571,619$121,399 â–²2.7%4,2930.5%Industrials
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$4,491,313$1,083,125 â–¼-19.4%18,2410.5%Finance
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$4,410,617$111,260 â–¼-2.5%44,9150.4%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$4,347,104$95,046 â–²2.2%15,4590.4%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,220,542$15,174 â–²0.4%29,4830.4%Industrials
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$4,202,470$297,531 â–²7.6%66,8230.4%Basic Materials
GE VERNOVA INC
$4,177,068$57,574 â–²1.4%3,5550.4%COM
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$4,124,331$76,124 â–²1.9%44,6980.4%Finance
Energy Transfer LP stock logo
ET
Energy Transfer
$4,035,541$12,237 â–¼-0.3%211,0640.4%Energy
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$3,886,741$3,886,741 â–²New Holding20,4980.4%Medical
Visa Inc. stock logo
V
Visa
$3,862,275$38,084 â–¼-1.0%11,2570.4%Business Services
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$3,746,891$995,861 â–²36.2%111,0190.4%ETF
OUSTER INC
$3,660,265$33,010 â–¼-0.9%58,5460.4%COM NEW
Corning Incorporated stock logo
GLW
Corning
$3,604,984$175,741 â–¼-4.6%14,1130.4%Computer and Technology
Templeton Dragon Fund, Inc. stock logo
TDF
Templeton Dragon Fund
$3,585,543$180,665 â–²5.3%329,2510.4%Finance
Prologis, Inc. stock logo
PLD
Prologis
$3,559,014$8,128 â–²0.2%26,2720.4%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$3,496,865$28,299 â–²0.8%11,7390.4%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$3,450,056$149,403 â–¼-4.2%33,7610.3%Retail/Wholesale
DFAE
Dimensional Emerging Core Equity Market ETF
$3,419,906$20,990 â–¼-0.6%85,0510.3%ETF
iShares MSCI China ETF stock logo
MCHI
iShares MSCI China ETF
$3,392,578$373,654 â–²12.4%66,4890.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,390,709$85,849 â–¼-2.5%4,9370.3%ETF
The Boeing Company stock logo
BA
Boeing
$3,317,329$36,366 â–¼-1.1%15,3250.3%Aerospace
VanEck Rare Earth and Strategic Metals ETF stock logo
REMX
VanEck Rare Earth and Strategic Metals ETF
$3,298,576$189,567 â–¼-5.4%37,2720.3%ETF
COREWEAVE INC
$3,298,448$46,386 â–²1.4%33,1370.3%COM CL A
BLACKROCK INC
$3,294,883$17,306 â–¼-0.5%3,4270.3%COM
ROCKET LAB CORP
$3,243,042$190,492 â–¼-5.5%31,9040.3%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,238,405$136,637 â–²4.4%12,7510.3%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,086,028$73,657 â–²2.4%22,7920.3%Consumer Staples
Organon & Co. stock logo
OGN
Organon & Co.
$3,065,226$21,502 â–¼-0.7%226,3830.3%Medical
abrdn Life Sciences Investors stock logo
HQL
abrdn Life Sciences Investors
$3,058,108$65,453 â–²2.2%152,8290.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,029,635$288,642 â–¼-8.7%8,1870.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,027,064$52,770 â–¼-1.7%2,5240.3%Medical
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$2,928,761$643,002 â–²28.1%38,0510.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$2,914,777$135,263 â–¼-4.4%17,5840.3%Energy
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,895,466$633,418 â–²28.0%85,1610.3%Retail/Wholesale
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,852,758$103,334 â–¼-3.5%8,3650.3%Computer and Technology
ARISTA NETWORKS INC
$2,842,620$143,040 â–²5.3%16,7330.3%COM SHS
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,822,109$295,732 â–¼-9.5%29,2200.3%ETF
BUNGE GLOBAL SA
$2,804,224$2,804,224 â–²New Holding26,2740.3%COM SHS
Symbotic Inc. stock logo
SYM
Symbotic
$2,774,175$95,114 â–²3.6%61,7170.3%Business Services
RTX Corporation stock logo
RTX
RTX
$2,733,274$5,882 â–¼-0.2%14,4060.3%Aerospace
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$2,648,107$95,281 â–²3.7%9,1160.3%Retail/Wholesale
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$2,646,279$119,944 â–¼-4.3%13,3920.3%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$2,625,488$16,149 â–¼-0.6%21,6230.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$2,581,565$235,940 â–²10.1%17,6160.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,539,478$1,117,532 â–¼-30.6%2,5110.3%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data