Filed: 7/31/2025ACC: 0001085146-25-004341
📋 What this filing means
180 WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 426 equity positions with a total reported market value of $716.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
426
Positions
$716.99M
Total AUM (reported)
15.58M
Total Shares
Allocation by class
COM$370.65M51.7%
CL A$50.71M7.1%
COM NEW$21.74M3.0%
SHS$20.19M2.8%
SPONSORED ADS$12.68M1.8%
FTSE EMR MKT ETF$9.35M1.3%
PHYSCL GOLD SHS$9.24M1.3%
Portfolio Concentration
Top 3$105.40M14.7%
4–10$87.59M12.2%
11–25$107.21M15.0%
Rest$416.80M58.1%
Top 3 weight
14.7%
Top 10 weight
26.9%
Voting Authority Distribution
Total shares with voting rights: 15.58M
Sole
Full voting authority
9.37M
shares
% of voting shares60.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.21M
shares
% of voting shares39.8%
Investment Discretion (by position count)
Sole426
Shared0
Other0
Dominant voting typeSole · 60.2% of voting shares
Institutional Holdings426
Rows:
MICROSOFT CORP
SOLEShares105.86K
TypeSH
Market value$52.66M
7.34%
Sole
81.88K
Shared
0.00
None
23.98K
NVIDIA CORPORATION
SOLEShares197.10K
TypeSH
Market value$31.14M
4.34%
Sole
140.38K
Shared
0.00
None
56.72K
APPLE INC
SOLEShares105.29K
TypeSH
Market value$21.60M
3.01%
Sole
59.29K
Shared
0.00
None
46K
AMAZON COM INC
SOLEShares94.64K
TypeSH
Market value$20.76M
2.90%
Sole
69.18K
Shared
0.00
None
25.46K
BROADCOM INC
SOLEShares61.97K
TypeSH
Market value$17.08M
2.38%
Sole
26.66K
Shared
0.00
None
35.31K
META PLATFORMS INC
SOLEShares14.67K
TypeSH
Market value$10.82M
1.51%
Sole
9.99K
Shared
0.00
None
4.68K
TESLA INC
SOLEShares33.59K
TypeSH
Market value$10.67M
1.49%
Sole
21.59K
Shared
0.00
None
12.01K
MANNKIND CORP
SOLEShares2.58M
TypeSH
Market value$9.66M
1.35%
Sole
1.96M
Shared
0.00
None
625.34K
VANGUARD INTL EQUITY INDEX F
SOLEShares189.12K
TypeSH
Market value$9.35M
1.30%
Sole
141.34K
Shared
0.00
None
47.78K
ETFS GOLD TR
SOLEShares292.91K
TypeSH
Market value$9.24M
1.29%
Sole
219.82K
Shared
0.00
None
73.09K
VANGUARD SPECIALIZED FUNDS
SOLEShares44.99K
TypeSH
Market value$9.21M
1.28%
Sole
35.53K
Shared
0.00
None
9.46K
ISHARES INC
SOLEShares512.23K
TypeSH
Market value$9.12M
1.27%
Sole
392.32K
Shared
0.00
None
119.90K
VANGUARD WHITEHALL FDS
SOLEShares63.35K
TypeSH
Market value$8.45M
1.18%
Sole
47.35K
Shared
0.00
None
16.01K
BLACKROCK RES & COMMODITIES
SOLEShares810.67K
TypeSH
Market value$7.66M
1.07%
Sole
619.49K
Shared
0.00
None
191.18K
TWILIO INC
SOLEShares61.53K
TypeSH
Market value$7.65M
1.07%
Sole
39.05K
Shared
0.00
None
22.48K
ISHARES INC
SOLEShares173.50K
TypeSH
Market value$7.60M
1.06%
Sole
138.18K
Shared
0.00
None
35.32K
COSTCO WHSL CORP NEW
SOLEShares7.58K
TypeSH
Market value$7.51M
1.05%
Sole
6.58K
Shared
0.00
None
1K
UIPATH INC
SOLEShares533.52K
TypeSH
Market value$6.83M
0.95%
Sole
295.03K
Shared
0.00
None
238.50K
ALPHABET INC
SOLEShares38.16K
TypeSH
Market value$6.77M
0.94%
Sole
25.13K
Shared
0.00
None
13.03K
WALMART INC
SOLEShares67.26K
TypeSH
Market value$6.58M
0.92%
Sole
20.35K
Shared
0.00
None
46.91K
ALPHABET INC
SOLEShares36.14K
TypeSH
Market value$6.37M
0.89%
Sole
24.58K
Shared
0.00
None
11.56K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares26.98K
TypeSH
Market value$6.11M
0.85%
Sole
1.89K
Shared
0.00
None
25.09K
SNOWFLAKE INC
SOLEShares26.48K
TypeSH
Market value$5.92M
0.83%
Sole
14.58K
Shared
0.00
None
11.90K
GRAIL INC
SOLEShares113.55K
TypeSH
Market value$5.84M
0.81%
Sole
60.05K
Shared
0.00
None
53.50K
DIMENSIONAL ETF TRUST
SOLEShares161.98K
TypeSH
Market value$5.60M
0.78%
Sole
103.86K
Shared
0.00
None
58.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 105.86K | SH | $52.66M 7.34% | 81.88K | 0.00 | 23.98K |
NVIDIA CORPORATIONSOLE | COM | 197.10K | SH | $31.14M 4.34% | 140.38K | 0.00 | 56.72K |
APPLE INCSOLE | COM | 105.29K | SH | $21.60M 3.01% | 59.29K | 0.00 | 46K |
AMAZON COM INCSOLE | COM | 94.64K | SH | $20.76M 2.90% | 69.18K | 0.00 | 25.46K |
BROADCOM INCSOLE | COM | 61.97K | SH | $17.08M 2.38% | 26.66K | 0.00 | 35.31K |
META PLATFORMS INCSOLE | CL A | 14.67K | SH | $10.82M 1.51% | 9.99K | 0.00 | 4.68K |
TESLA INCSOLE | COM | 33.59K | SH | $10.67M 1.49% | 21.59K | 0.00 | 12.01K |
MANNKIND CORPSOLE | COM NEW | 2.58M | SH | $9.66M 1.35% | 1.96M | 0.00 | 625.34K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 189.12K | SH | $9.35M 1.30% | 141.34K | 0.00 | 47.78K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 292.91K | SH | $9.24M 1.29% | 219.82K | 0.00 | 73.09K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 44.99K | SH | $9.21M 1.28% | 35.53K | 0.00 | 9.46K |
ISHARES INCSOLE | MSCI GLB SLV&MTL | 512.23K | SH | $9.12M 1.27% | 392.32K | 0.00 | 119.90K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 63.35K | SH | $8.45M 1.18% | 47.35K | 0.00 | 16.01K |
BLACKROCK RES & COMMODITIESSOLE | SHS | 810.67K | SH | $7.66M 1.07% | 619.49K | 0.00 | 191.18K |
TWILIO INCSOLE | CL A | 61.53K | SH | $7.65M 1.07% | 39.05K | 0.00 | 22.48K |
ISHARES INCSOLE | MSCI GBL GOLD MN | 173.50K | SH | $7.60M 1.06% | 138.18K | 0.00 | 35.32K |
COSTCO WHSL CORP NEWSOLE | COM | 7.58K | SH | $7.51M 1.05% | 6.58K | 0.00 | 1K |
UIPATH INCSOLE | CL A | 533.52K | SH | $6.83M 0.95% | 295.03K | 0.00 | 238.50K |
ALPHABET INCSOLE | CAP STK CL C | 38.16K | SH | $6.77M 0.94% | 25.13K | 0.00 | 13.03K |
WALMART INCSOLE | COM | 67.26K | SH | $6.58M 0.92% | 20.35K | 0.00 | 46.91K |
ALPHABET INCSOLE | CAP STK CL A | 36.14K | SH | $6.37M 0.89% | 24.58K | 0.00 | 11.56K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 26.98K | SH | $6.11M 0.85% | 1.89K | 0.00 | 25.09K |
SNOWFLAKE INCSOLE | CL A | 26.48K | SH | $5.92M 0.83% | 14.58K | 0.00 | 11.90K |
GRAIL INCSOLE | COM | 113.55K | SH | $5.84M 0.81% | 60.05K | 0.00 | 53.50K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 161.98K | SH | $5.60M 0.78% | 103.86K | 0.00 | 58.12K |
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