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

About 180 Wealth Advisors, LLC

Investment Activity

180 Wealth Advisors, LLC has $879.78 million in total holdings as of March 31, 2026.
180 Wealth Advisors, LLC owns shares of 472 different stocks, but just 143 companies or ETFs make up 80% of its holdings.
Approximately 6.01% of the portfolio was purchased this quarter.
About 2.77% of the portfolio was sold this quarter.
This quarter, 180 Wealth Advisors, LLC has purchased 471 new stocks and bought additional shares in 234 stocks.
180 Wealth Advisors, LLC sold shares of 190 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Microsoft: $40,023,290
NVIDIA: $34,100,360
Apple: $25,300,351
Amazon.com: $20,958,176
iShares MSCI Global Silver and Metals Miners ETF: $18,735,984

Largest New Holdings this Quarter

44862P208 - HYCROFT MINING HOLDING CORP: $1,163,749 Holding
913903100 - Universal Health Services: $854,045 Holding
09254F100 - BlackRock MuniYield Quality Fund: $804,950 Holding
366651107 - Gartner: $686,404 Holding
243537107 - Deckers Outdoor: $569,812 Holding

Largest Purchases this Quarter

MannKind: 1,332,759 shares (about $3.27M)
Axon Enterprise: 6,203 shares (about $2.63M)
COREWEAVE INC: 18,049 shares (about $1.40M)
Vanguard International Dividend Appreciation ETF: 15,395 shares (about $1.36M)
HYCROFT MINING HOLDING CORP: 33,061 shares (about $1.16M)

Largest Sales this Quarter

The Goldman Sachs Group: 1,341 shares (about $1.13M)
Intel: 14,414 shares (about $636.09K)
American Express: 2,102 shares (about $635.76K)
abrdn Physical Silver Shares ETF: 8,719 shares (about $624.37K)
Tesla: 1,446 shares (about $537.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$40,023,290	$36,277 â–²	0.1%	108,121	4.5%	Computer and Technology
NVDA NVIDIA	$34,100,360	$517,967 â–²	1.5%	195,530	3.9%	Computer and Technology
AAPL Apple	$25,300,351	$54,057 â–¼	-0.2%	99,690	2.9%	Computer and Technology
AMZN Amazon.com	$20,958,176	$1,001,361 â–²	5.0%	100,630	2.4%	Retail/Wholesale
SLVP iShares MSCI Global Silver and Metals Miners ETF	$18,735,984	$134,854 â–¼	-0.7%	528,370	2.1%	ETF
AVGO Broadcom	$18,193,044	$113,281 â–¼	-0.6%	58,780	2.1%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$14,118,641	$643,107 â–²	4.8%	316,420	1.6%	ETF
RING iShares MSCI Global Gold Miners ETF	$13,518,250	$78,111 â–¼	-0.6%	171,160	1.5%	ETF
BCX Blackrock Resources & Commodities Strategy Trust	$13,014,889	$903,461 â–²	7.5%	1,080,074	1.5%	Financial Services
VWO Vanguard FTSE Emerging Markets ETF	$11,676,283	$662,871 â–²	6.0%	216,027	1.3%	ETF
TSLA Tesla	$11,382,792	$537,559 â–¼	-4.5%	30,619	1.3%	Auto/Tires/Trucks
SIVR abrdn Physical Silver Shares ETF	$11,177,842	$624,369 â–¼	-5.3%	156,093	1.3%	ETF
GOOGL Alphabet	$11,148,230	$27,318 â–²	0.2%	38,768	1.3%	Computer and Technology
GOOG Alphabet	$10,828,763	$11,188 â–¼	-0.1%	37,749	1.2%	Computer and Technology
MNKD MannKind	$10,514,672	$3,265,259 â–²	45.0%	4,291,703	1.2%	Medical
GDX VanEck Gold Miners ETF	$10,194,229	$35,974 â–²	0.4%	111,085	1.2%	ETF
META Meta Platforms	$9,554,175	$218,558 â–²	2.3%	16,699	1.1%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$9,402,060	$113,768 â–²	1.2%	43,718	1.1%	ETF
VYM Vanguard High Dividend Yield ETF	$9,024,316	$119,517 â–¼	-1.3%	60,934	1.0%	Financial Services
TSM Taiwan Semiconductor Manufacturing	$8,507,871	$232,171 â–¼	-2.7%	25,175	1.0%	Computer and Technology
WALMART INC	$7,904,099	$136,335 â–¼	-1.7%	63,599	0.9%	COM
DFAI Dimensional International Core Equity Market ETF	$7,871,618	$650,981 â–²	9.0%	202,044	0.9%	ETF
COST Costco Wholesale	$7,193,959	$53,805 â–¼	-0.7%	7,220	0.8%	Retail/Wholesale
TWLO Twilio	$6,796,542	$264,851 â–¼	-3.8%	54,018	0.8%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$6,584,458	$445,849 â–²	7.3%	107,484	0.7%	ETF
GRAIL INC	$6,581,275	$635,662 â–²	10.7%	127,347	0.7%	COM
VIGI Vanguard International Dividend Appreciation ETF	$6,298,614	$1,361,841 â–²	27.6%	71,203	0.7%	ETF
IOO iShares Global 100 ETF	$6,246,911	$432,469 â–²	7.4%	51,640	0.7%	ETF
XOM ExxonMobil	$6,096,166	$34,950 â–¼	-0.6%	35,932	0.7%	Energy
LAM RESEARCH CORP	$6,087,132	$3,205 â–²	0.1%	28,490	0.7%	COM NEW
AMGN Amgen	$5,821,142	$114,706 â–¼	-1.9%	16,544	0.7%	Medical
PATH UiPath	$5,778,131	$71,129 â–¼	-1.2%	520,552	0.7%	Computer and Technology
EFV iShares MSCI EAFE Value ETF	$5,508,633	$94,944 â–¼	-1.7%	74,091	0.6%	ETF
JPM JPMorgan Chase & Co.	$5,472,364	$51,479 â–²	0.9%	18,603	0.6%	Finance
BRK.B Berkshire Hathaway	$5,470,379	$132,734 â–²	2.5%	11,416	0.6%	Finance
IUSV iShares Core S&P U.S. Value ETF	$5,442,963	$100,512 â–¼	-1.8%	53,232	0.6%	Manufacturing
CRWD CrowdStrike	$5,433,940	$4,685 â–¼	-0.1%	13,919	0.6%	Computer and Technology
MRK Merck & Co., Inc.	$5,359,382	$19,006 â–¼	-0.4%	44,554	0.6%	Medical
PNC The PNC Financial Services Group	$4,711,169	$12,694 â–²	0.3%	22,640	0.5%	Finance
XME SPDR S&P Metals & Mining ETF	$4,604,384	$405,472 â–²	9.7%	42,629	0.5%	ETF
AMAT Applied Materials	$4,466,532	$22,900 â–¼	-0.5%	13,068	0.5%	Computer and Technology
VYMI Vanguard International High Dividend Yield ETF	$4,339,574	$93,015 â–²	2.2%	46,048	0.5%	ETF
AXON Axon Enterprise	$4,323,748	$2,634,339 â–²	155.9%	10,181	0.5%	Aerospace
INTC Intel	$4,299,952	$636,092 â–¼	-12.9%	97,438	0.5%	Computer and Technology
DFAS Dimensional U.S. Small Cap ETF	$4,289,210	$201,440 â–²	4.9%	60,301	0.5%	ETF
ILMN Illumina	$4,266,842	$16,393 â–²	0.4%	34,617	0.5%	Medical
SNOW Snowflake	$4,171,299	$270,726 â–²	6.9%	27,657	0.5%	Computer and Technology
QCOM Qualcomm	$4,142,858	$360,456 â–²	9.5%	32,170	0.5%	Computer and Technology
SCHW Charles Schwab	$4,123,192	$29,134 â–²	0.7%	43,873	0.5%	Finance
PL Planet Labs PBC	$4,107,392	$37,844 â–¼	-0.9%	146,955	0.5%	Computer and Technology
ET Energy Transfer	$4,085,884	$45,085 â–²	1.1%	211,704	0.5%	Energy
DFAU Dimensional US Core Equity Market ETF	$4,072,352	$41,781 â–²	1.0%	90,256	0.5%	ETF
ETN Eaton	$4,026,843	$21,459 â–²	0.5%	11,259	0.5%	Industrials
TGT Target	$3,968,607	$52,238 â–²	1.3%	32,744	0.5%	Retail/Wholesale
EMR Emerson Electric	$3,849,021	$77,041 â–²	2.0%	29,377	0.4%	Industrials
CVX Chevron	$3,807,063	$115,453 â–¼	-2.9%	18,400	0.4%	Energy
IBM International Business Machines	$3,665,158	$44,115 â–²	1.2%	15,121	0.4%	Computer and Technology
FCX Freeport-McMoRan	$3,649,770	$835,264 â–²	29.7%	62,092	0.4%	Basic Materials
EVERPURE INC	$3,530,933	$33,121 â–²	0.9%	59,806	0.4%	CL A
REMX VanEck Rare Earth and Strategic Metals ETF	$3,468,411	$68,992 â–¼	-2.0%	39,414	0.4%	ETF
PLD Prologis	$3,464,649	$77,985 â–²	2.3%	26,212	0.4%	Finance
NXPI NXP Semiconductors	$3,457,093	$119,298 â–²	3.6%	17,561	0.4%	Computer and Technology
PEP PepsiCo	$3,454,882	$128,890 â–²	3.9%	22,248	0.4%	Consumer Staples
MDT Medtronic	$3,446,289	$104,932 â–²	3.1%	39,773	0.4%	Medical
V Visa	$3,435,811	$39,895 â–¼	-1.1%	11,368	0.4%	Business Services
MCHI iShares MSCI China ETF	$3,323,968	$277,194 â–²	9.1%	59,166	0.4%	ETF
TDF Templeton Dragon Fund	$3,317,329	$160,041 â–²	5.1%	312,661	0.4%	Finance
BLACKROCK INC	$3,313,057	$23,081 â–¼	-0.7%	3,445	0.4%	COM
SYM Symbotic	$3,170,797	$100,762 â–²	3.3%	59,601	0.4%	Business Services
SBUX Starbucks	$3,155,589	$62,354 â–¼	-1.9%	35,223	0.4%	Retail/Wholesale
ARM HOLDINGS PLC	$3,105,022	$158,995 â–²	5.4%	20,525	0.4%	SPONSORED ADS
BA Boeing	$3,083,504	$3,781 â–²	0.1%	15,493	0.4%	Aerospace
GE VERNOVA INC	$3,060,709	$84,680 â–²	2.8%	3,506	0.3%	COM
GS The Goldman Sachs Group	$3,058,892	$1,134,396 â–¼	-27.1%	3,616	0.3%	Finance
VOO Vanguard S&P 500 ETF	$3,024,520	$388,372 â–²	14.7%	5,062	0.3%	ETF
JNJ Johnson & Johnson	$2,985,462	$182,848 â–¼	-5.8%	12,213	0.3%	Medical
CAT Caterpillar	$2,960,656	$1,036,478 â–²	53.9%	4,179	0.3%	Industrials
IEFA iShares Core MSCI EAFE ETF	$2,922,458	$22,904 â–¼	-0.8%	32,282	0.3%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$2,897,507	$29,594 â–²	1.0%	85,573	0.3%	ETF
ILF iShares Latin America 40 ETF	$2,895,316	$1,038,360 â–²	55.9%	81,512	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$2,876,600	$18,286 â–¼	-0.6%	8,967	0.3%	ETF
VAL Valaris	$2,854,080	$338,929 â–¼	-10.6%	29,111	0.3%	Energy
RTX RTX	$2,784,921	$9,838 â–¼	-0.4%	14,437	0.3%	Aerospace
IDV iShares International Select Dividend ETF	$2,666,413	$50,008 â–²	1.9%	62,651	0.3%	ETF
LMT Lockheed Martin	$2,657,057	$44,123 â–²	1.7%	4,396	0.3%	Aerospace
NEM Newmont	$2,612,484	$81,620 â–²	3.2%	24,134	0.3%	Basic Materials
CRM Salesforce	$2,583,057	$509,593 â–²	24.6%	13,838	0.3%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$2,579,743	$26,905 â–¼	-1.0%	13,999	0.3%	ETF
COREWEAVE INC	$2,531,049	$1,398,271 â–²	123.4%	32,671	0.3%	COM CL A
AMD Advanced Micro Devices	$2,501,519	$864,964 â–²	52.9%	12,297	0.3%	Computer and Technology
HQL abrdn Life Sciences Investors	$2,433,308	$77,559 â–¼	-3.1%	149,558	0.3%	Finance
DGRO iShares Core Dividend Growth ETF	$2,418,026	$273,699 â–¼	-10.2%	34,455	0.3%	ETF
LLY Eli Lilly and Company	$2,361,862	$199,581 â–¼	-7.8%	2,568	0.3%	Medical
ORCL Oracle	$2,354,581	$557,385 â–²	31.0%	16,006	0.3%	Computer and Technology
AMT American Tower	$2,312,804	$50,049 â–²	2.2%	13,401	0.3%	Finance
BSV Vanguard Short-Term Bond ETF	$2,300,363	$62,178 â–¼	-2.6%	29,338	0.3%	ETF
TYG Tortoise Energy Infrastructure	$2,280,814	$31,056 â–¼	-1.3%	45,754	0.3%	Finance
FSLY Fastly	$2,275,863	$26,299 â–¼	-1.1%	78,316	0.3%	Computer and Technology
COPX Global X Copper Miners ETF	$2,267,347	$430,610 â–²	23.4%	29,697	0.3%	ETF
LAD Lithia Motors	$2,194,539	$116,120 â–²	5.6%	8,788	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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

About 180 Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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

About 180 Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of180 Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools