180 WEALTH ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1730817 · latest 13F-HR filed 2026-05-01
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.
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AUM
$879.8M
Long-equity book
Holdings
472
Distinct positions
Period
2026-03-31
Filed 2026-05-01
Q/Q Activity
+30 / −29 / ↑192 / ↓146
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SELECT SECTOR SPDR TR$2.1M +47.0%
- AXON ENTERPRISE INC$2.1M +91.4%
- BLACKROCK RES & COMMODITIES$2.0M +17.9%
- EXXON MOBIL CORP$1.7M +40.2%
- ETFS GOLD TR$1.7M +13.8%
Top Trims
- MICROSOFT CORP-$12.2M -23.4%
- MANNKIND CORP-$6.3M -37.3%
- GRAIL INC-$3.3M -33.2%
- TESLA INC-$3.0M -21.1%
- UIPATH INC-$2.9M -33.1%
New Positions
- HYCROFT MINING HOLDING CORP$1.2M
- UNIVERSAL HLTH SVCS INC$854.0K
- BLACKROCK MUNIYILD QULT FD I$805.0K
- GARTNER INC$686.4K
- DECKERS OUTDOOR CORP$569.8K
Exited Positions
- CYBERARK SOFTWARE LTD$1.5M
- KROGER CO$1.2M
- XYLEM INC$1.1M
- SYNOPSYS INC$838.9K
- GRAYSCALE BITCOIN TRUST ETF$743.7K
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 | 4.55% | 108,121 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $34.1M | 3.88% | 195,530 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $25.3M | 2.88% | 99,690 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $21.0M | 2.38% | 100,630 | SH |
| 5 | ISHARES INC | SLVP | 464286327 | $18.7M | 2.13% | 528,370 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $18.2M | 2.07% | 58,780 | SH |
| 7 | ETFS GOLD TR | SGOL | 00326A104 | $14.1M | 1.60% | 316,420 | SH |
| 8 | ISHARES INC | RING | 46434G855 | $13.5M | 1.54% | 171,160 | SH |
| 9 | BLACKROCK RES & COMMODITIES | BCX | 09257A108 | $13.0M | 1.48% | 1,080,074 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $11.7M | 1.33% | 216,027 | SH |
| 11 | TESLA INC | TSLA | 88160R101 | $11.4M | 1.29% | 30,619 | SH |
| 12 | ABRDN SILVER ETF TRUST | SIVR | 003264108 | $11.2M | 1.27% | 156,093 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $11.1M | 1.27% | 38,768 | SH |
| 14 | ALPHABET INC | GOOG | 02079K107 | $10.8M | 1.23% | 37,749 | SH |
| 15 | MANNKIND CORP | MNKD | 56400P706 | $10.5M | 1.20% | 4,291,703 | SH |
| 16 | VANECK ETF TRUST | GDX | 92189F106 | $10.2M | 1.16% | 111,085 | SH |
| 17 | META PLATFORMS INC | META | 30303M102 | $9.6M | 1.09% | 16,699 | SH |
| 18 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $9.4M | 1.07% | 43,718 | SH |
| 19 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $9.0M | 1.03% | 60,934 | SH |
| 20 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $8.5M | 0.97% | 25,175 | SH |
| 21 | WALMART INC | WMT | 931142103 | $7.9M | 0.90% | 63,599 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $7.9M | 0.89% | 202,044 | SH |
| 23 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $7.2M | 0.82% | 7,220 | SH |
| 24 | TWILIO INC | TWLO | 90138F102 | $6.8M | 0.77% | 54,018 | SH |
| 25 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $6.6M | 0.75% | 107,484 | SH |
| 26 | GRAIL INC | GRAL | 384747101 | $6.6M | 0.75% | 127,347 | SH |
| 27 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $6.3M | 0.72% | 71,203 | SH |
| 28 | ISHARES TR | IOO | 464287572 | $6.2M | 0.71% | 51,640 | SH |
| 29 | EXXON MOBIL CORP | XOM | 30231G102 | $6.1M | 0.69% | 35,932 | SH |
| 30 | LAM RESEARCH CORP | LRCX | 512807306 | $6.1M | 0.69% | 28,490 | SH |
| 31 | AMGEN INC | AMGN | 031162100 | $5.8M | 0.66% | 16,544 | SH |
| 32 | UIPATH INC | PATH | 90364P105 | $5.8M | 0.66% | 520,552 | SH |
| 33 | ISHARES TR | EFV | 464288877 | $5.5M | 0.63% | 74,091 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.5M | 0.62% | 18,603 | SH |
| 35 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.5M | 0.62% | 11,416 | SH |
| 36 | ISHARES TR | IUSV | 464287663 | $5.4M | 0.62% | 53,232 | SH |
| 37 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $5.4M | 0.62% | 13,919 | SH |
| 38 | MERCK & CO INC | MRK | 58933Y105 | $5.4M | 0.61% | 44,554 | SH |
| 39 | PNC FINL SVCS GROUP INC | PNC | 693475105 | $4.7M | 0.54% | 22,640 | SH |
| 40 | SPDR SERIES TRUST | XME | 78464A755 | $4.6M | 0.52% | 42,629 | SH |
| 41 | APPLIED MATLS INC | AMAT | 038222105 | $4.5M | 0.51% | 13,068 | SH |
| 42 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $4.3M | 0.49% | 46,048 | SH |
| 43 | AXON ENTERPRISE INC | AXON | 05464C101 | $4.3M | 0.49% | 10,181 | SH |
| 44 | INTEL CORP | INTC | 458140100 | $4.3M | 0.49% | 97,438 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $4.3M | 0.49% | 60,301 | SH |
| 46 | ILLUMINA INC | ILMN | 452327109 | $4.3M | 0.48% | 34,617 | SH |
| 47 | SNOWFLAKE INC | SNOW | 833445109 | $4.2M | 0.47% | 27,657 | SH |
| 48 | QUALCOMM INC | QCOM | 747525103 | $4.1M | 0.47% | 32,170 | SH |
| 49 | SCHWAB CHARLES CORP | SCHW | 808513105 | $4.1M | 0.47% | 43,873 | SH |
| 50 | PLANET LABS PBC | PL | 72703X106 | $4.1M | 0.47% | 146,955 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $879.8M | 472 | 0001730817-26-000002 |
| 2025-12-31 | 2026-01-09 | $878.3M | 471 | 0001730817-26-000001 |