Filed: 7/7/2026ACC: 0001730817-26-000004
📋 What this filing means
180 WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 486 equity positions with a total reported market value of $997.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
486
Positions
$997.46M
Total AUM (reported)
20.70M
Total Shares
Allocation by class
COM$472.74M47.4%
CL A$57.76M5.8%
COM NEW$48.52M4.9%
SPONSORED ADS$24.26M2.4%
SHS$20.71M2.1%
COM CL A$18.85M1.9%
MSCI GLB SLV&MTL$16.18M1.6%
Portfolio Concentration
Top 3$106.11M10.6%
4–10$122.92M12.3%
11–25$157.49M15.8%
Rest$610.95M61.2%
Top 3 weight
10.6%
Top 10 weight
23.0%
Voting Authority Distribution
Total shares with voting rights: 20.70M
Sole
Full voting authority
11.48M
shares
% of voting shares55.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.23M
shares
% of voting shares44.6%
Investment Discretion (by position count)
Sole486
Shared0
Other0
Dominant voting typeSole · 55.4% of voting shares
Institutional Holdings486
Rows:
MICROSOFT CORP
SOLEShares107.36K
TypeSH
Market value$40.05M
4.01%
Sole
79.43K
Shared
0.00
None
27.93K
NVIDIA CORPORATION
SOLEShares190.66K
TypeSH
Market value$38.15M
3.82%
Sole
119.91K
Shared
0.00
None
70.75K
APPLE INC
SOLEShares96.46K
TypeSH
Market value$27.91M
2.80%
Sole
54.17K
Shared
0.00
None
42.29K
AMAZON COM INC
SOLEShares100.39K
TypeSH
Market value$23.93M
2.40%
Sole
65.18K
Shared
0.00
None
35.21K
BROADCOM INC
SOLEShares57.81K
TypeSH
Market value$21.84M
2.19%
Sole
25.24K
Shared
0.00
None
32.57K
MANNKIND CORP
SOLEShares4.96M
TypeSH
Market value$21.13M
2.12%
Sole
3.44M
Shared
0.00
None
1.52M
ISHARES INC
SOLEShares524.85K
TypeSH
Market value$16.18M
1.62%
Sole
382.36K
Shared
0.00
None
142.49K
ALPHABET INC
SOLEShares38.50K
TypeSH
Market value$13.76M
1.38%
Sole
22.78K
Shared
0.00
None
15.72K
ALPHABET INC
SOLEShares36.94K
TypeSH
Market value$13.05M
1.31%
Sole
23.28K
Shared
0.00
None
13.66K
TESLA INC
SOLEShares31K
TypeSH
Market value$13.04M
1.31%
Sole
19.12K
Shared
0.00
None
11.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares217.75K
TypeSH
Market value$13.00M
1.30%
Sole
152.44K
Shared
0.00
None
65.32K
BLACKROCK RES & COMMODITIES
SOLEShares1.09M
TypeSH
Market value$12.28M
1.23%
Sole
762.92K
Shared
0.00
None
323.27K
LAM RESEARCH CORP
SOLEShares28.09K
TypeSH
Market value$12.17M
1.22%
Sole
19.25K
Shared
0.00
None
8.83K
ETFS GOLD TR
SOLEShares312.22K
TypeSH
Market value$11.94M
1.20%
Sole
224.83K
Shared
0.00
None
87.39K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares24.46K
TypeSH
Market value$11.68M
1.17%
Sole
2.57K
Shared
0.00
None
21.89K
ISHARES INC
SOLEShares164.82K
TypeSH
Market value$10.65M
1.07%
Sole
128.62K
Shared
0.00
None
36.20K
CROWDSTRIKE HLDGS INC
SOLEShares13.73K
TypeSH
Market value$10.48M
1.05%
Sole
2.16K
Shared
0.00
None
11.57K
TWILIO INC
SOLEShares50.26K
TypeSH
Market value$10.37M
1.04%
Sole
30.61K
Shared
0.00
None
19.65K
VANGUARD SPECIALIZED FUNDS
SOLEShares42.71K
TypeSH
Market value$10.11M
1.01%
Sole
32.64K
Shared
0.00
None
10.07K
META PLATFORMS INC
SOLEShares17.24K
TypeSH
Market value$9.71M
0.97%
Sole
9.85K
Shared
0.00
None
7.39K
APPLIED MATLS INC
SOLEShares12.81K
TypeSH
Market value$9.26M
0.93%
Sole
10.30K
Shared
0.00
None
2.50K
VANGUARD WHITEHALL FDS
SOLEShares57.81K
TypeSH
Market value$9.14M
0.92%
Sole
41.87K
Shared
0.00
None
15.94K
INTEL CORP
SOLEShares64.59K
TypeSH
Market value$9.02M
0.90%
Sole
41.18K
Shared
0.00
None
23.41K
DIMENSIONAL ETF TRUST
SOLEShares217.33K
TypeSH
Market value$8.96M
0.90%
Sole
120.72K
Shared
0.00
None
96.61K
GRAIL INC
SOLEShares127.77K
TypeSH
Market value$8.72M
0.87%
Sole
62.10K
Shared
0.00
None
65.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 107.36K | SH | $40.05M 4.01% | 79.43K | 0.00 | 27.93K |
NVIDIA CORPORATIONSOLE | COM | 190.66K | SH | $38.15M 3.82% | 119.91K | 0.00 | 70.75K |
APPLE INCSOLE | COM | 96.46K | SH | $27.91M 2.80% | 54.17K | 0.00 | 42.29K |
AMAZON COM INCSOLE | COM | 100.39K | SH | $23.93M 2.40% | 65.18K | 0.00 | 35.21K |
BROADCOM INCSOLE | COM | 57.81K | SH | $21.84M 2.19% | 25.24K | 0.00 | 32.57K |
MANNKIND CORPSOLE | COM NEW | 4.96M | SH | $21.13M 2.12% | 3.44M | 0.00 | 1.52M |
ISHARES INCSOLE | MSCI GLB SLV&MTL | 524.85K | SH | $16.18M 1.62% | 382.36K | 0.00 | 142.49K |
ALPHABET INCSOLE | CAP STK CL A | 38.50K | SH | $13.76M 1.38% | 22.78K | 0.00 | 15.72K |
ALPHABET INCSOLE | CAP STK CL C | 36.94K | SH | $13.05M 1.31% | 23.28K | 0.00 | 13.66K |
TESLA INCSOLE | COM | 31K | SH | $13.04M 1.31% | 19.12K | 0.00 | 11.88K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 217.75K | SH | $13.00M 1.30% | 152.44K | 0.00 | 65.32K |
BLACKROCK RES & COMMODITIESSOLE | SHS | 1.09M | SH | $12.28M 1.23% | 762.92K | 0.00 | 323.27K |
LAM RESEARCH CORPSOLE | COM NEW | 28.09K | SH | $12.17M 1.22% | 19.25K | 0.00 | 8.83K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 312.22K | SH | $11.94M 1.20% | 224.83K | 0.00 | 87.39K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 24.46K | SH | $11.68M 1.17% | 2.57K | 0.00 | 21.89K |
ISHARES INCSOLE | MSCI GBL GOLD MN | 164.82K | SH | $10.65M 1.07% | 128.62K | 0.00 | 36.20K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 13.73K | SH | $10.48M 1.05% | 2.16K | 0.00 | 11.57K |
TWILIO INCSOLE | CL A | 50.26K | SH | $10.37M 1.04% | 30.61K | 0.00 | 19.65K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 42.71K | SH | $10.11M 1.01% | 32.64K | 0.00 | 10.07K |
META PLATFORMS INCSOLE | CL A | 17.24K | SH | $9.71M 0.97% | 9.85K | 0.00 | 7.39K |
APPLIED MATLS INCSOLE | COM | 12.81K | SH | $9.26M 0.93% | 10.30K | 0.00 | 2.50K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 57.81K | SH | $9.14M 0.92% | 41.87K | 0.00 | 15.94K |
INTEL CORPSOLE | COM | 64.59K | SH | $9.02M 0.90% | 41.18K | 0.00 | 23.41K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 217.33K | SH | $8.96M 0.90% | 120.72K | 0.00 | 96.61K |
GRAIL INCSOLE | COM | 127.77K | SH | $8.72M 0.87% | 62.10K | 0.00 | 65.68K |
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