Filed: 5/1/2026ACC: 0001730817-26-000002
๐ What this filing means
180 WEALTH ADVISORS, LLC filed this quarterly 13FโHR report disclosing 472 equity positions with a total reported market value of $879.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
472
Positions
$879.78M
Total AUM (reported)
19.26M
Total Shares
Allocation by class
COM$418.88M47.6%
CL A$48.34M5.5%
COM NEW$27.19M3.1%
SHS$23.79M2.7%
MSCI GLB SLV&MTL$18.74M2.1%
SPONSORED ADS$16.84M1.9%
COM CL A$15.57M1.8%
Portfolio Concentration
Top 3$99.42M11.3%
4โ10$110.22M12.5%
11โ25$138.09M15.7%
Rest$532.05M60.5%
Top 3 weight
11.3%
Top 10 weight
23.8%
Voting Authority Distribution
Total shares with voting rights: 19.26M
Sole
Full voting authority
10.92M
shares
% of voting shares56.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.34M
shares
% of voting shares43.3%
Investment Discretion (by position count)
Sole472
Shared0
Other0
Dominant voting typeSole ยท 56.7% of voting shares
Institutional Holdings472
Rows:
MICROSOFT CORP
SOLEShares108.12K
TypeSH
Market value$40.02M
4.55%
Sole
80.22K
Shared
0.00
None
27.90K
NVIDIA CORPORATION
SOLEShares195.53K
TypeSH
Market value$34.10M
3.88%
Sole
122.30K
Shared
0.00
None
73.23K
APPLE INC
SOLEShares99.69K
TypeSH
Market value$25.30M
2.88%
Sole
54.47K
Shared
0.00
None
45.23K
AMAZON COM INC
SOLEShares100.63K
TypeSH
Market value$20.96M
2.38%
Sole
67.77K
Shared
0.00
None
32.86K
ISHARES INC
SOLEShares528.37K
TypeSH
Market value$18.74M
2.13%
Sole
389.53K
Shared
0.00
None
138.84K
BROADCOM INC
SOLEShares58.78K
TypeSH
Market value$18.19M
2.07%
Sole
26.05K
Shared
0.00
None
32.73K
ETFS GOLD TR
SOLEShares316.42K
TypeSH
Market value$14.12M
1.60%
Sole
226.52K
Shared
0.00
None
89.90K
ISHARES INC
SOLEShares171.16K
TypeSH
Market value$13.52M
1.54%
Sole
131.83K
Shared
0.00
None
39.33K
BLACKROCK RES & COMMODITIES
SOLEShares1.08M
TypeSH
Market value$13.01M
1.48%
Sole
770.78K
Shared
0.00
None
309.29K
VANGUARD INTL EQUITY INDEX F
SOLEShares216.03K
TypeSH
Market value$11.68M
1.33%
Sole
151.94K
Shared
0.00
None
64.08K
TESLA INC
SOLEShares30.62K
TypeSH
Market value$11.38M
1.29%
Sole
19.09K
Shared
0.00
None
11.52K
ABRDN SILVER ETF TRUST
SOLEShares156.09K
TypeSH
Market value$11.18M
1.27%
Sole
109.77K
Shared
0.00
None
46.33K
ALPHABET INC
SOLEShares38.77K
TypeSH
Market value$11.15M
1.27%
Sole
24.08K
Shared
0.00
None
14.68K
ALPHABET INC
SOLEShares37.75K
TypeSH
Market value$10.83M
1.23%
Sole
23.67K
Shared
0.00
None
14.08K
MANNKIND CORP
SOLEShares4.29M
TypeSH
Market value$10.51M
1.20%
Sole
3.02M
Shared
0.00
None
1.27M
VANECK ETF TRUST
SOLEShares111.08K
TypeSH
Market value$10.19M
1.16%
Sole
68.46K
Shared
0.00
None
42.62K
META PLATFORMS INC
SOLEShares16.70K
TypeSH
Market value$9.55M
1.09%
Sole
9.65K
Shared
0.00
None
7.05K
VANGUARD SPECIALIZED FUNDS
SOLEShares43.72K
TypeSH
Market value$9.40M
1.07%
Sole
32.59K
Shared
0.00
None
11.13K
VANGUARD WHITEHALL FDS
SOLEShares60.93K
TypeSH
Market value$9.02M
1.03%
Sole
44.09K
Shared
0.00
None
16.84K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares25.18K
TypeSH
Market value$8.51M
0.97%
Sole
2.51K
Shared
0.00
None
22.66K
WALMART INC
SOLEShares63.60K
TypeSH
Market value$7.90M
0.90%
Sole
21.07K
Shared
0.00
None
42.53K
DIMENSIONAL ETF TRUST
SOLEShares202.04K
TypeSH
Market value$7.87M
0.89%
Sole
118.35K
Shared
0.00
None
83.69K
COSTCO WHOLESALE CORPORATION
SOLEShares7.22K
TypeSH
Market value$7.19M
0.82%
Sole
5.98K
Shared
0.00
None
1.24K
TWILIO INC
SOLEShares54.02K
TypeSH
Market value$6.80M
0.77%
Sole
33.35K
Shared
0.00
None
20.66K
SELECT SECTOR SPDR TR
SOLEShares107.48K
TypeSH
Market value$6.58M
0.75%
Sole
66.23K
Shared
0.00
None
41.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 108.12K | SH | $40.02M 4.55% | 80.22K | 0.00 | 27.90K |
NVIDIA CORPORATIONSOLE | COM | 195.53K | SH | $34.10M 3.88% | 122.30K | 0.00 | 73.23K |
APPLE INCSOLE | COM | 99.69K | SH | $25.30M 2.88% | 54.47K | 0.00 | 45.23K |
AMAZON COM INCSOLE | COM | 100.63K | SH | $20.96M 2.38% | 67.77K | 0.00 | 32.86K |
ISHARES INCSOLE | MSCI GLB SLV&MTL | 528.37K | SH | $18.74M 2.13% | 389.53K | 0.00 | 138.84K |
BROADCOM INCSOLE | COM | 58.78K | SH | $18.19M 2.07% | 26.05K | 0.00 | 32.73K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 316.42K | SH | $14.12M 1.60% | 226.52K | 0.00 | 89.90K |
ISHARES INCSOLE | MSCI GBL GOLD MN | 171.16K | SH | $13.52M 1.54% | 131.83K | 0.00 | 39.33K |
BLACKROCK RES & COMMODITIESSOLE | SHS | 1.08M | SH | $13.01M 1.48% | 770.78K | 0.00 | 309.29K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 216.03K | SH | $11.68M 1.33% | 151.94K | 0.00 | 64.08K |
TESLA INCSOLE | COM | 30.62K | SH | $11.38M 1.29% | 19.09K | 0.00 | 11.52K |
ABRDN SILVER ETF TRUSTSOLE | PHYSCL SILVR SHS | 156.09K | SH | $11.18M 1.27% | 109.77K | 0.00 | 46.33K |
ALPHABET INCSOLE | CAP STK CL A | 38.77K | SH | $11.15M 1.27% | 24.08K | 0.00 | 14.68K |
ALPHABET INCSOLE | CAP STK CL C | 37.75K | SH | $10.83M 1.23% | 23.67K | 0.00 | 14.08K |
MANNKIND CORPSOLE | COM NEW | 4.29M | SH | $10.51M 1.20% | 3.02M | 0.00 | 1.27M |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 111.08K | SH | $10.19M 1.16% | 68.46K | 0.00 | 42.62K |
META PLATFORMS INCSOLE | CL A | 16.70K | SH | $9.55M 1.09% | 9.65K | 0.00 | 7.05K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 43.72K | SH | $9.40M 1.07% | 32.59K | 0.00 | 11.13K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 60.93K | SH | $9.02M 1.03% | 44.09K | 0.00 | 16.84K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 25.18K | SH | $8.51M 0.97% | 2.51K | 0.00 | 22.66K |
WALMART INCSOLE | COM | 63.60K | SH | $7.90M 0.90% | 21.07K | 0.00 | 42.53K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 202.04K | SH | $7.87M 0.89% | 118.35K | 0.00 | 83.69K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 7.22K | SH | $7.19M 0.82% | 5.98K | 0.00 | 1.24K |
TWILIO INCSOLE | CL A | 54.02K | SH | $6.80M 0.77% | 33.35K | 0.00 | 20.66K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 107.48K | SH | $6.58M 0.75% | 66.23K | 0.00 | 41.25K |
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