180 WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1730817 · latest 13F-HR filed 2026-07-07

180 WEALTH ADVISORS, LLC manages $997.5M in 13F-reported U.S. long-equity assets across 493 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MSFT (4.01%), NVDA (3.82%), AAPL (2.80%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 36 new positions, exited 22, added to 245, and trimmed 111.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
32125 32ND AVENUE SOUTH, SUITE 100
FEDERAL WAY, WA 98001
Phone
(253) 394-0720
Filing Manager
180 WEALTH ADVISORS, LLC
FEDERAL WAY, WA
Signatory
Richard Buchan
Chief Compliance Officer
Loading holdings…
AUM

$997.5M

Long-equity book

Holdings

493

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+36 / −22 / ↑245 / ↓111

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MANNKIND CORP$10.6M +100.9%
  • LAM RESEARCH CORP$6.1M +100.0%
  • CROWDSTRIKE HLDGS INC$5.0M +92.9%
  • APPLIED MATLS INC$4.8M +107.3%
  • INTEL CORP$4.7M +109.7%
Show all 245

Top Trims

  • ISHARES INC-$2.9M -21.2%
  • MEDTRONIC PLC-$2.7M -77.4%
  • ISHARES INC-$2.6M -13.6%
  • ABRDN SILVER ETF TRUST-$2.5M -22.8%
  • ETFS GOLD TR-$2.2M -15.5%
Show all 111

New Positions

  • ASTRAZENECA PLC$3.9M
  • BUNGE GLOBAL SA$2.8M
  • VALERO ENERGY CORP$1.4M
  • ARCHER DANIELS MIDLAND CO$1.3M
  • KEYSIGHT TECHNOLOGIES INC$1.2M
Show all 36

Exited Positions

  • TARGET CORP$4.0M
  • ATMOS ENERGY CORP$959.6K
  • UNIVERSAL HLTH SVCS INC$854.0K
  • FOX CORP$752.6K
  • ROUNDHILL ETF TRUST$695.1K
Show all 22
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $40.0M 4.01% 107,359 SH
2 NVIDIA CORPORATION NVDA 67066G104 $38.1M 3.82% 190,662 SH
3 APPLE INC AAPL 037833100 $27.9M 2.80% 96,456 SH
4 AMAZON COM INC AMZN 023135106 $23.9M 2.40% 100,386 SH
5 BROADCOM INC AVGO 11135F101 $21.8M 2.19% 57,811 SH
6 MANNKIND CORP MNKD 56400P706 $21.1M 2.12% 4,959,351 SH
7 ISHARES INC SLVP 464286327 $16.2M 1.62% 524,854 SH
8 ALPHABET INC GOOGL 02079K305 $13.8M 1.38% 38,497 SH
9 ALPHABET INC GOOG 02079K107 $13.1M 1.31% 36,937 SH
10 TESLA INC TSLA 88160R101 $13.0M 1.31% 30,999 SH
11 VANGUARD INTL EQUITY INDEX F VWO 922042858 $13.0M 1.30% 217,753 SH
12 BLACKROCK RES & COMMODITIES BCX 09257A108 $12.3M 1.23% 1,086,189 SH
13 LAM RESEARCH CORP LRCX 512807306 $12.2M 1.22% 28,088 SH
14 ETFS GOLD TR SGOL 00326A104 $11.9M 1.20% 312,216 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $11.7M 1.17% 24,463 SH
16 ISHARES INC RING 46434G855 $10.6M 1.07% 164,821 SH
17 CROWDSTRIKE HLDGS INC CRWD 22788C105 $10.5M 1.05% 13,733 SH
18 TWILIO INC TWLO 90138F102 $10.4M 1.04% 50,259 SH
19 VANGUARD SPECIALIZED FUNDS VIG 921908844 $10.1M 1.01% 42,713 SH
20 META PLATFORMS INC META 30303M102 $9.7M 0.97% 17,239 SH
21 APPLIED MATLS INC AMAT 038222105 $9.3M 0.93% 12,808 SH
22 VANGUARD WHITEHALL FDS VYM 921946406 $9.1M 0.92% 57,815 SH
23 INTEL CORP INTC 458140100 $9.0M 0.90% 64,588 SH
24 DIMENSIONAL ETF TRUST DFAI 25434V203 $9.0M 0.90% 217,332 SH
25 GRAIL INC GRAL 384747101 $8.7M 0.87% 127,774 SH
26 ABRDN SILVER ETF TRUST SIVR 003264108 $8.6M 0.87% 153,580 SH
27 VANECK ETF TRUST GDX 92189F106 $8.6M 0.86% 113,806 SH
28 VANGUARD WHITEHALL FDS VIGI 921946810 $7.4M 0.74% 79,453 SH
29 ARM HOLDINGS PLC ARM 042068205 $7.2M 0.72% 20,260 SH
30 WALMART INC WMT 931142103 $7.1M 0.71% 62,654 SH
31 AXON ENTERPRISE INC AXON 05464C101 $7.1M 0.71% 12,655 SH
32 SNOWFLAKE INC SNOW 833445109 $7.0M 0.71% 27,637 SH
33 ADVANCED MICRO DEVICES INC AMD 007903107 $7.0M 0.70% 11,977 SH
34 ISHARES TR IOO 464287572 $6.8M 0.68% 49,920 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $6.7M 0.67% 7,146 SH
36 ILLUMINA INC ILMN 452327109 $6.0M 0.61% 34,354 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.0M 0.60% 12,044 SH
38 JPMORGAN CHASE & CO JPM 46625H100 $6.0M 0.60% 18,391 SH
39 QUALCOMM INC QCOM 747525103 $5.9M 0.59% 32,113 SH
40 MERCK & CO INC MRK 58933Y105 $5.8M 0.58% 44,833 SH
41 UIPATH INC PATH 90364P105 $5.7M 0.57% 520,891 SH
42 ISHARES TR IUSV 464287663 $5.5M 0.56% 50,297 SH
43 AMGEN INC AMGN 031162100 $5.5M 0.55% 15,157 SH
44 SELECT SECTOR SPDR TR XLE 81369Y506 $5.4M 0.54% 101,817 SH
45 ISHARES TR EFV 464288877 $5.3M 0.53% 68,633 SH
46 MICRON TECHNOLOGY INC MU 595112103 $5.1M 0.51% 4,445 SH
47 DIMENSIONAL ETF TRUST DFAS 25434V500 $5.0M 0.50% 61,038 SH
48 SPDR SERIES TRUST XME 78464A755 $4.9M 0.49% 46,048 SH
49 EXXON MOBIL CORP XOM 30231G102 $4.8M 0.48% 35,035 SH
50 NXP SEMICONDUCTORS N V NXPI N6596X109 $4.8M 0.48% 17,026 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $997.5M 493 0001730817-26-000004
2026-03-31 2026-05-01 $879.8M 472 0001730817-26-000002
2025-12-31 2026-01-09 $878.3M 471 0001730817-26-000001