Filed: 4/9/2025ACC: 0001085146-25-001941
📋 What this filing means
180 WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 413 equity positions with a total reported market value of $627.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
413
Positions
$627.86M
Total AUM (reported)
14.55M
Total Shares
Allocation by class
COM$325.22M51.8%
CL A$41.57M6.6%
COM NEW$20.59M3.3%
SHS$17.91M2.9%
SPONSORED ADS$9.02M1.4%
DIV APP ETF$8.86M1.4%
PHYSCL GOLD SHS$8.73M1.4%
Portfolio Concentration
Top 3$86.46M13.8%
4–10$74.40M11.9%
11–25$95.12M15.1%
Rest$371.88M59.2%
Top 3 weight
13.8%
Top 10 weight
25.6%
Voting Authority Distribution
Total shares with voting rights: 14.55M
Sole
Full voting authority
8.99M
shares
% of voting shares61.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.56M
shares
% of voting shares38.2%
Investment Discretion (by position count)
Sole413
Shared0
Other0
Dominant voting typeSole · 61.8% of voting shares
Institutional Holdings413
Rows:
MICROSOFT CORP
SOLEShares111.73K
TypeSH
Market value$41.94M
6.68%
Sole
83.33K
Shared
0.00
None
28.40K
APPLE INC
SOLEShares103.91K
TypeSH
Market value$23.08M
3.68%
Sole
62.65K
Shared
0.00
None
41.26K
NVIDIA CORPORATION
SOLEShares197.82K
TypeSH
Market value$21.44M
3.41%
Sole
143.99K
Shared
0.00
None
53.83K
AMAZON COM INC
SOLEShares93.51K
TypeSH
Market value$17.79M
2.83%
Sole
70.25K
Shared
0.00
None
23.26K
MANNKIND CORP
SOLEShares2.19M
TypeSH
Market value$11.04M
1.76%
Sole
1.69M
Shared
0.00
None
502.68K
BROADCOM INC
SOLEShares64.25K
TypeSH
Market value$10.76M
1.71%
Sole
28.96K
Shared
0.00
None
35.28K
VANGUARD SPECIALIZED FUNDS
SOLEShares45.74K
TypeSH
Market value$8.86M
1.41%
Sole
38.40K
Shared
0.00
None
7.34K
ETFS GOLD TR
SOLEShares292.86K
TypeSH
Market value$8.73M
1.39%
Sole
223.78K
Shared
0.00
None
69.08K
TESLA INC
SOLEShares33.59K
TypeSH
Market value$8.70M
1.39%
Sole
22.39K
Shared
0.00
None
11.20K
META PLATFORMS INC
SOLEShares14.78K
TypeSH
Market value$8.52M
1.36%
Sole
10.31K
Shared
0.00
None
4.47K
VANGUARD WHITEHALL FDS
SOLEShares63.77K
TypeSH
Market value$8.22M
1.31%
Sole
49.02K
Shared
0.00
None
14.76K
VANGUARD INTL EQUITY INDEX F
SOLEShares179.97K
TypeSH
Market value$8.15M
1.30%
Sole
140.06K
Shared
0.00
None
39.92K
ISHARES INC
SOLEShares496.83K
TypeSH
Market value$7.45M
1.19%
Sole
388.96K
Shared
0.00
None
107.87K
COSTCO WHSL CORP NEW
SOLEShares7.78K
TypeSH
Market value$7.36M
1.17%
Sole
6.71K
Shared
0.00
None
1.06K
ISHARES INC
SOLEShares175.65K
TypeSH
Market value$6.74M
1.07%
Sole
143.88K
Shared
0.00
None
31.77K
BLACKROCK RES & COMMODITIES
SOLEShares714.38K
TypeSH
Market value$6.67M
1.06%
Sole
552.37K
Shared
0.00
None
162.01K
TWILIO INC
SOLEShares63.79K
TypeSH
Market value$6.25M
0.99%
Sole
41.29K
Shared
0.00
None
22.50K
WALMART INC
SOLEShares68.66K
TypeSH
Market value$6.03M
0.96%
Sole
21.66K
Shared
0.00
None
47K
ALPHABET INC
SOLEShares37.47K
TypeSH
Market value$5.85M
0.93%
Sole
25.83K
Shared
0.00
None
11.64K
UIPATH INC
SOLEShares550.20K
TypeSH
Market value$5.67M
0.90%
Sole
311.97K
Shared
0.00
None
238.22K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.63K
TypeSH
Market value$5.66M
0.90%
Sole
6.93K
Shared
0.00
None
3.69K
ALPHABET INC
SOLEShares36.29K
TypeSH
Market value$5.61M
0.89%
Sole
24.87K
Shared
0.00
None
11.42K
ISHARES TR
SOLEShares57.45K
TypeSH
Market value$5.30M
0.84%
Sole
49.67K
Shared
0.00
None
7.77K
COMCAST CORP NEW
SOLEShares142.19K
TypeSH
Market value$5.25M
0.84%
Sole
10.93K
Shared
0.00
None
131.26K
ABRDN SILVER ETF TRUST
SOLEShares151.56K
TypeSH
Market value$4.93M
0.78%
Sole
110.29K
Shared
0.00
None
41.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 111.73K | SH | $41.94M 6.68% | 83.33K | 0.00 | 28.40K |
APPLE INCSOLE | COM | 103.91K | SH | $23.08M 3.68% | 62.65K | 0.00 | 41.26K |
NVIDIA CORPORATIONSOLE | COM | 197.82K | SH | $21.44M 3.41% | 143.99K | 0.00 | 53.83K |
AMAZON COM INCSOLE | COM | 93.51K | SH | $17.79M 2.83% | 70.25K | 0.00 | 23.26K |
MANNKIND CORPSOLE | COM NEW | 2.19M | SH | $11.04M 1.76% | 1.69M | 0.00 | 502.68K |
BROADCOM INCSOLE | COM | 64.25K | SH | $10.76M 1.71% | 28.96K | 0.00 | 35.28K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 45.74K | SH | $8.86M 1.41% | 38.40K | 0.00 | 7.34K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 292.86K | SH | $8.73M 1.39% | 223.78K | 0.00 | 69.08K |
TESLA INCSOLE | COM | 33.59K | SH | $8.70M 1.39% | 22.39K | 0.00 | 11.20K |
META PLATFORMS INCSOLE | CL A | 14.78K | SH | $8.52M 1.36% | 10.31K | 0.00 | 4.47K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 63.77K | SH | $8.22M 1.31% | 49.02K | 0.00 | 14.76K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 179.97K | SH | $8.15M 1.30% | 140.06K | 0.00 | 39.92K |
ISHARES INCSOLE | MSCI GLB SLV&MTL | 496.83K | SH | $7.45M 1.19% | 388.96K | 0.00 | 107.87K |
COSTCO WHSL CORP NEWSOLE | COM | 7.78K | SH | $7.36M 1.17% | 6.71K | 0.00 | 1.06K |
ISHARES INCSOLE | MSCI GBL GOLD MN | 175.65K | SH | $6.74M 1.07% | 143.88K | 0.00 | 31.77K |
BLACKROCK RES & COMMODITIESSOLE | SHS | 714.38K | SH | $6.67M 1.06% | 552.37K | 0.00 | 162.01K |
TWILIO INCSOLE | CL A | 63.79K | SH | $6.25M 0.99% | 41.29K | 0.00 | 22.50K |
WALMART INCSOLE | COM | 68.66K | SH | $6.03M 0.96% | 21.66K | 0.00 | 47K |
ALPHABET INCSOLE | CAP STK CL C | 37.47K | SH | $5.85M 0.93% | 25.83K | 0.00 | 11.64K |
UIPATH INCSOLE | CL A | 550.20K | SH | $5.67M 0.90% | 311.97K | 0.00 | 238.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.63K | SH | $5.66M 0.90% | 6.93K | 0.00 | 3.69K |
ALPHABET INCSOLE | CAP STK CL A | 36.29K | SH | $5.61M 0.89% | 24.87K | 0.00 | 11.42K |
ISHARES TRSOLE | CORE S&P US VLU | 57.45K | SH | $5.30M 0.84% | 49.67K | 0.00 | 7.77K |
COMCAST CORP NEWSOLE | CL A | 142.19K | SH | $5.25M 0.84% | 10.93K | 0.00 | 131.26K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 151.56K | SH | $4.93M 0.78% | 110.29K | 0.00 | 41.27K |
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