Filed: 10/16/2025ACC: 0001730817-25-000002
๐ What this filing means
180 WEALTH ADVISORS, LLC filed this quarterly 13FโHR report disclosing 455 equity positions with a total reported market value of $820.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
455
Positions
$820.71M
Total AUM (reported)
16.05M
Total Shares
Allocation by class
COM$409.74M49.9%
CL A$52.77M6.4%
COM NEW$28.77M3.5%
SHS$21.11M2.6%
SPONSORED ADS$14.60M1.8%
MSCI GLB SLV&MTL$14.56M1.8%
COM CL A$11.72M1.4%
Portfolio Concentration
Top 3$118.65M14.5%
4โ10$106.80M13.0%
11โ25$123.62M15.1%
Rest$471.64M57.5%
Top 3 weight
14.5%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 16.05M
Sole
Full voting authority
9.41M
shares
% of voting shares58.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.63M
shares
% of voting shares41.3%
Investment Discretion (by position count)
Sole455
Shared0
Other0
Dominant voting typeSole ยท 58.7% of voting shares
Institutional Holdings455
Rows:
MICROSOFT CORP
SOLEShares108.53K
TypeSH
Market value$56.22M
6.85%
Sole
81.19K
Shared
0.00
None
27.34K
NVIDIA CORPORATION
SOLEShares193.71K
TypeSH
Market value$36.14M
4.40%
Sole
136.14K
Shared
0.00
None
57.57K
APPLE INC
SOLEShares103.28K
TypeSH
Market value$26.30M
3.20%
Sole
56.84K
Shared
0.00
None
46.43K
AMAZON COM INC
SOLEShares94.83K
TypeSH
Market value$20.82M
2.54%
Sole
68.64K
Shared
0.00
None
26.19K
BROADCOM INC
SOLEShares60.13K
TypeSH
Market value$19.84M
2.42%
Sole
25.67K
Shared
0.00
None
34.47K
MANNKIND CORP
SOLEShares2.87M
TypeSH
Market value$15.42M
1.88%
Sole
2.13M
Shared
0.00
None
743.20K
ISHARES INC
SOLEShares531.97K
TypeSH
Market value$14.56M
1.77%
Sole
395.93K
Shared
0.00
None
136.04K
TESLA INC
SOLEShares31.58K
TypeSH
Market value$14.04M
1.71%
Sole
19.73K
Shared
0.00
None
11.85K
ISHARES INC
SOLEShares172.32K
TypeSH
Market value$11.15M
1.36%
Sole
135.56K
Shared
0.00
None
36.76K
ETFS GOLD TR
SOLEShares297.74K
TypeSH
Market value$10.96M
1.34%
Sole
217.90K
Shared
0.00
None
79.84K
META PLATFORMS INC
SOLEShares14.39K
TypeSH
Market value$10.57M
1.29%
Sole
9.73K
Shared
0.00
None
4.66K
VANGUARD INTL EQUITY INDEX F
SOLEShares192.83K
TypeSH
Market value$10.45M
1.27%
Sole
140.97K
Shared
0.00
None
51.86K
VANGUARD SPECIALIZED FUNDS
SOLEShares44.45K
TypeSH
Market value$9.59M
1.17%
Sole
34.40K
Shared
0.00
None
10.05K
ALPHABET INC
SOLEShares37.83K
TypeSH
Market value$9.21M
1.12%
Sole
24.80K
Shared
0.00
None
13.03K
BLACKROCK RES & COMMODITIES
SOLEShares875K
TypeSH
Market value$8.90M
1.08%
Sole
645.28K
Shared
0.00
None
229.72K
VANGUARD WHITEHALL FDS
SOLEShares62.73K
TypeSH
Market value$8.84M
1.08%
Sole
46.19K
Shared
0.00
None
16.54K
ALPHABET INC
SOLEShares35.35K
TypeSH
Market value$8.59M
1.05%
Sole
24.11K
Shared
0.00
None
11.24K
VANECK ETF TRUST
SOLEShares111.86K
TypeSH
Market value$8.55M
1.04%
Sole
68.50K
Shared
0.00
None
43.36K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares26.33K
TypeSH
Market value$7.35M
0.90%
Sole
1.84K
Shared
0.00
None
24.49K
ABRDN SILVER ETF TRUST
SOLEShares163.32K
TypeSH
Market value$7.26M
0.89%
Sole
115K
Shared
0.00
None
48.31K
UIPATH INC
SOLEShares537.17K
TypeSH
Market value$7.19M
0.88%
Sole
294.67K
Shared
0.00
None
242.50K
GRAIL INC
SOLEShares118.86K
TypeSH
Market value$7.03M
0.86%
Sole
62.18K
Shared
0.00
None
56.68K
CROWDSTRIKE HLDGS INC
SOLEShares14.02K
TypeSH
Market value$6.88M
0.84%
Sole
2.34K
Shared
0.00
None
11.68K
COSTCO WHSL CORP NEW
SOLEShares7.33K
TypeSH
Market value$6.78M
0.83%
Sole
6.43K
Shared
0.00
None
891.00
DIMENSIONAL ETF TRUST
SOLEShares176.69K
TypeSH
Market value$6.42M
0.78%
Sole
107.47K
Shared
0.00
None
69.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 108.53K | SH | $56.22M 6.85% | 81.19K | 0.00 | 27.34K |
NVIDIA CORPORATIONSOLE | COM | 193.71K | SH | $36.14M 4.40% | 136.14K | 0.00 | 57.57K |
APPLE INCSOLE | COM | 103.28K | SH | $26.30M 3.20% | 56.84K | 0.00 | 46.43K |
AMAZON COM INCSOLE | COM | 94.83K | SH | $20.82M 2.54% | 68.64K | 0.00 | 26.19K |
BROADCOM INCSOLE | COM | 60.13K | SH | $19.84M 2.42% | 25.67K | 0.00 | 34.47K |
MANNKIND CORPSOLE | COM NEW | 2.87M | SH | $15.42M 1.88% | 2.13M | 0.00 | 743.20K |
ISHARES INCSOLE | MSCI GLB SLV&MTL | 531.97K | SH | $14.56M 1.77% | 395.93K | 0.00 | 136.04K |
TESLA INCSOLE | COM | 31.58K | SH | $14.04M 1.71% | 19.73K | 0.00 | 11.85K |
ISHARES INCSOLE | MSCI GBL GOLD MN | 172.32K | SH | $11.15M 1.36% | 135.56K | 0.00 | 36.76K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 297.74K | SH | $10.96M 1.34% | 217.90K | 0.00 | 79.84K |
META PLATFORMS INCSOLE | CL A | 14.39K | SH | $10.57M 1.29% | 9.73K | 0.00 | 4.66K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 192.83K | SH | $10.45M 1.27% | 140.97K | 0.00 | 51.86K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 44.45K | SH | $9.59M 1.17% | 34.40K | 0.00 | 10.05K |
ALPHABET INCSOLE | CAP STK CL C | 37.83K | SH | $9.21M 1.12% | 24.80K | 0.00 | 13.03K |
BLACKROCK RES & COMMODITIESSOLE | SHS | 875K | SH | $8.90M 1.08% | 645.28K | 0.00 | 229.72K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 62.73K | SH | $8.84M 1.08% | 46.19K | 0.00 | 16.54K |
ALPHABET INCSOLE | CAP STK CL A | 35.35K | SH | $8.59M 1.05% | 24.11K | 0.00 | 11.24K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 111.86K | SH | $8.55M 1.04% | 68.50K | 0.00 | 43.36K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 26.33K | SH | $7.35M 0.90% | 1.84K | 0.00 | 24.49K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 163.32K | SH | $7.26M 0.89% | 115K | 0.00 | 48.31K |
UIPATH INCSOLE | CL A | 537.17K | SH | $7.19M 0.88% | 294.67K | 0.00 | 242.50K |
GRAIL INCSOLE | COM | 118.86K | SH | $7.03M 0.86% | 62.18K | 0.00 | 56.68K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 14.02K | SH | $6.88M 0.84% | 2.34K | 0.00 | 11.68K |
COSTCO WHSL CORP NEWSOLE | COM | 7.33K | SH | $6.78M 0.83% | 6.43K | 0.00 | 891.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 176.69K | SH | $6.42M 0.78% | 107.47K | 0.00 | 69.22K |
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