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180 WEALTH ADVISORS, LLC — 13F Holdings & Portfolio

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

Backtest portfolio

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 and exited 22; 245 existing positions rose in reported value and 111 fell.

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
$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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
MSFT4.0% · -1%NVDA3.8% · -2%AAPL2.8% · -3%AMZN2.4% · -0%AVGO2.2% · -2%MNKD2.1% · +16%SLVP1.6% · -1%GOOGL1.4% · -1%GOOG1.3% · -2%TSLA1.3% · +1%VWO1.3% · +1%BCX1.2% · +1%LRCX1.2% · -1%SGOL1.2% · -1%TSM1.2% · -3%RING1.1% · -4%CRWD1.1% · -1%TWLO1.0% · -7%VIG1.0% · -2%META1.0% · +3%AMAT0.9% · -2%VYM0.9% · -5%INTC0.9% · -34%DFAI0.9% · +8%GRAL0.9% · +0%SIVR0.9% · -2%GDX0.9% · +2%VIGI0.7% · +12%ARM0.7% · -1%WMT0.7% · -2%AXON0.7% · +24%SNOW0.7% · -0%AMD0.7% · -3%IOO0.7% · -3%COST0.7% · -1%ILMN0.6% · -1%BRK.B0.6% · +6%JPM0.6% · -1%QCOM0.6% · -0%MRK0.6% · +1%PATH0.6% · +0%IUSV0.6% · -6%AMGN0.6% · -8%XLE0.5% · -5%EFV0.5% · -7%MU0.5% · -11%DFAS0.5% · +1%XME0.5% · +8%XOM0.5% · -2%NXPI0.5% · -3%DFAU0.5% · +2%P0.5% · -0%ETN0.5% · -3%PL0.5% · -5%CAT0.5% · +3%PNC0.5% · -19%VYMI0.4% · -2%IBM0.4% · +2%EMR0.4% · +0%FCX0.4% · +8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 23%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 25, 2026.

Assets Under Management
$1.36B
Discretionary
$1.33B
Employees
11
Accounts
3,480
Address
32125 32ND AVENUE SOUTH, SUITE 100
FEDERAL WAY, WA 98001
Phone
(253) 394-0720
Website
Name Title / Status Ownership Type
BUCHAN, RICHARD, WAYNE ControlMANAGING MEMBER
since Mar 2017
50–75%Individual
Garver, Brett, Alan ControlCHIEF COMPLIANCE OFFICER
since Jan 2023
Less than 5%Individual
HENKE, DARREN, NORMAN ControlMANAGING MEMBER
since Mar 2017
50–75%Individual
Ownership & leadership changes · 1 filing with changes since Mar 17, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 3, 2023 filing
  • AddedGarver, Brett, Alan · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBUCHAN, RICHARD, WAYNE · title MANAGING MEMBER & CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Mar 17, 2017 filing (earliest on record)
  • ListedBUCHAN, RICHARD, WAYNE · MANAGING MEMBER & CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedHENKE, DARREN, NORMAN · MANAGING MEMBER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 245 →

Top Trims

Show all 111 →

New Positions

Show all 36 →

Exited Positions

Show all 22 →

180 WEALTH ADVISORS, LLC Holdings (2026-06-30)

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
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