180 WEALTH ADVISORS, LLC
Filing Date
Global Rank
#552
/ 3,406
▲ 1722
Top Industry
Semiconductors
16.5%
3Y Alpha vs SPY
+0.1%
Period ended 31 days ago
Filed Jul 7, 2026 · 24d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+77.4%
SPY
+67.7%
Annualised alpha
+2.2%
Max drawdown
−20.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
368 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
5.4%
−0.8 pts
Top 5
20.4%
−0.9 pts
Top 10
30.2%
−0.6 pts
HHI
147
Diversified−5
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.1% | $297,924,102 |
| Healthcare | 11.2% | $83,392,561 |
| Financial Services | 10.4% | $77,499,048 |
| Consumer Cyclical | 9.2% | $68,648,956 |
| Industrials | 8.2% | $60,837,688 |
| Communication Services | 4.8% | $35,640,038 |
| Unclassified | 3.7% | $27,180,959 |
| Consumer Defensive | 3.6% | $26,898,576 |
| Energy | 3.6% | $26,871,114 |
| Basic Materials | 3.5% | $25,935,840 |
| Real Estate | 1.4% | $10,409,627 |
| Utilities | 0.3% | $2,512,767 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MNKD | Mannkind Corp | +668,148 | 4,959,851 | $21,128,965 | |
| UWMC | UWM Holdings Corp | +184,694 | 482,521 | $1,104,973 | |
| PSEC | Prospect Capital Corp | +180,465 | 580,986 | $1,342,077 | |
| VRRM | VERRA MOBILITY Corp | +119,150 | 129,275 | $549,418 | |
| HYMC | Hycroft Mining Holding Corp | +61,699 | 94,760 | $2,217,384 | |
| CAG | Conagra Brands Inc. | +40,253 | 97,298 | $1,309,631 | |
| RXRX | Recursion Pharmaceuticals, Inc. | +20,880 | 190,562 | $699,362 | |
| BKR | Baker Hughes Co | +18,949 | 41,086 | $2,280,273 | |
| CMG | Chipotle Mexican Grill Inc | +18,630 | 85,161 | $2,895,474 | |
| TDF | Templeton Dragon Fund Inc | +16,590 | 329,251 | $3,585,543 | |
| IGR | Cbre Global Real Estate Income Fund | +13,451 | 233,826 | $1,077,937 | |
| PSLV | Sprott Physical Silver Trust | +12,172 | 29,555 | $557,702 | |
| PHYS | Sprott Physical Gold Trust | +12,035 | 40,396 | $1,218,747 | |
| AI | C3.ai, Inc. | +11,388 | 89,538 | $813,900 | |
| TNDM | Tandem Diabetes Care Inc | +9,171 | 24,934 | $376,254 | |
| HAS | Hasbro, Inc. | +8,754 | 12,261 | $1,012,635 | |
| DVN | Devon Energy Corp/De | +8,088 | 32,788 | $1,354,800 | |
| GT | Goodyear Tire & Rubber Co /Oh/ | +7,761 | 33,419 | $220,565 | |
| JOBY | Joby Aviation, Inc. | +7,447 | 62,729 | $559,542 | |
| OWL | Blue Owl Capital Inc. | +6,765 | 25,211 | $220,596 | |
| OMC | Omnicom Group Inc. | +6,488 | 14,925 | $1,086,987 | |
| BMBL | Bumble Inc. | +6,455 | 95,699 | $306,236 | |
| FSLY | Fastly, Inc. | +6,402 | 84,718 | $1,555,422 | |
| BCX | BlackRock Resources & Commodities Strategy Trust | +6,115 | 1,086,189 | $12,284,797 | |
| KLAC | Kla Corp | +5,643 | 6,279 | $1,894,437 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RIG | Transocean Ltd. | −48,775 | 238,486 | $1,166,196 | |
| AVXL | Anavex Life Sciences Corp. | −48,445 | 71,030 | $183,967 | |
| CALC | CalciMedica, Inc. | −43,100 | 83,400 | $85,902 | |
| INTC | Intel Corp | −32,850 | 64,588 | $9,018,422 | |
| MDT | Medtronic plc | −29,822 | 9,951 | $778,466 | |
| CMCSA | Comcast Corp | −11,516 | 50,586 | $1,241,886 | |
| BALL | BALL Corp | −7,474 | 24,173 | $1,508,395 | |
| PL | Planet Labs PBC | −6,775 | 140,180 | $4,644,163 | |
| LEO | Bny Mellon Strategic Municipals, Inc. | −5,993 | 57,188 | $369,434 | |
| VOC | VOC Energy Trust | −5,550 | 297,432 | $856,604 | |
| NVDA | Nvidia Corp | −4,868 | 190,662 | $38,149,559 | |
| VAL | Valaris Ltd | −4,670 | 24,441 | $1,774,416 | |
| PNC | Pnc Financial Services Group, Inc. | −4,399 | 18,241 | $4,491,299 | |
| SGOL | abrdn Gold ETF Trust | −4,204 | 312,216 | $11,936,017 | |
| TWLO | Twilio Inc | −3,759 | 50,259 | $10,369,939 | |
| TTWO | Take Two Interactive Software Inc | −3,714 | 1,827 | $456,713 | |
| NVTS | Navitas Semiconductor Corp | −3,316 | 123,332 | $2,210,109 | |
| HUM | Humana Inc | −3,237 | 656 | $260,576 | |
| AAPL | Apple Inc. | −3,234 | 96,456 | $27,910,508 | |
| ABEV | Ambev S.A. | −2,830 | 21,725 | $68,216 | |
| SIVR | abrdn Silver ETF Trust | −2,513 | 153,580 | $8,634,267 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −2,462 | 29,198 | $1,490,557 | |
| TYG | Tortoise Energy Infrastructure Corp | −2,425 | 43,329 | $1,857,514 | |
| MQY | Blackrock Muniyield Quality Fund, Inc. | −2,402 | 70,909 | $822,544 | |
| PINS | Pinterest, Inc. | −2,249 | 68,317 | $1,436,706 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 20,498 | $3,886,830 | |
| BG | Bunge Global SA | 26,274 | $2,804,224 | |
| VLO | Valero Energy Corp/Tx | 5,289 | $1,377,467 | |
| ADM | Archer-Daniels-Midland Co | 16,411 | $1,253,800 | |
| KEYS | Keysight Technologies, Inc. | 3,316 | $1,160,832 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 17,981 | $466,606 | |
| STX | Seagate Technology Holdings plc | 387 | $373,455 | |
| VKTX | Viking Therapeutics, Inc. | 8,753 | $341,454 | |
| FLEX | Flex Ltd. | 2,045 | $331,433 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 11,925 | $298,840 | |
| TSEM | Tower Semiconductor Ltd | 1,124 | $292,959 | |
| TMDX | TransMedics Group, Inc. | 4,157 | $276,107 | |
| RH | Rh | 1,655 | $272,628 | |
| USB | US Bancorp De | 4,504 | $272,041 | |
| ALK | Alaska Air Group, Inc. | 5,195 | $271,179 | |
| APP | AppLovin Corp | 461 | $237,521 | |
| CVS | CVS HEALTH Corp | 2,282 | $236,072 | |
| EXEL | Exelixis, Inc. | 4,266 | $232,113 | |
| FTNT | Fortinet, Inc. | 1,479 | $227,203 | |
| CMI | Cummins Inc | 318 | $226,800 | |
| CRS | Carpenter Technology Corp | 361 | $222,679 | |
| HQH | abrdn Healthcare Investors | 9,979 | $219,338 | |
| ARCC | Ares Capital Corp | 11,470 | $212,539 | |
| BIDU | Baidu, Inc. | 1,793 | $204,921 | |
| VST | Vistra Corp. | 1,287 | $204,156 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 35,932 | $6,096,223 | |
| TGT | Target Corp | 32,744 | $3,968,572 | |
| ATO | Atmos Energy Corp | 5,195 | $959,620 | |
| UHS | Universal Health Services Inc | 4,772 | $854,044 | |
| FOXA | Fox Corp | 12,887 | $752,600 | |
| HON | Honeywell International Inc | 2,428 | $548,800 | |
| MASI | Masimo Corp | 2,728 | $485,229 | |
| CTRA | Coterra Energy Inc. | 12,679 | $445,540 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | 6,490 | $316,257 | |
| VIV | Telefonica Brasil S.A. | 19,148 | $304,644 | |
| WFRD | Weatherford International plc | 2,888 | $273,147 | |
| PNW | Pinnacle West Capital Corp | 2,693 | $271,319 | |
| CCL | Carnival Corp Ltd. | 9,589 | $248,163 | |
| OLN | OLIN Corp | 8,317 | $247,264 | |
| GOLD | Gold.com, Inc. | 6,120 | $245,289 | |
| APA | APA Corp | 5,466 | $231,977 | |
| SNY | Sanofi | 4,460 | $214,882 | |
| ADSK | Autodesk, Inc. | 861 | $206,123 | |
| EXE | EXPAND ENERGY Corp | 1,829 | $200,787 | |
| PSX | Phillips 66 | 1,100 | $200,398 | |
| No positions match the current search. | ||||
368 tracked positions ·
$743,751,276 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 368 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 107,359 | $40,047,054 | 5.38% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 190,662 | $38,149,559 | 5.13% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 96,456 | $27,910,508 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 100,386 | $23,925,999 | 3.22% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 57,811 | $21,838,105 | 2.94% | |
| MNKD |
Mannkind Corp
CALL
+ SHARES
Healthcare
|
Added | 4,959,851 | $21,128,965 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 38,497 | $13,757,672 | 1.85% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 30,999 | $13,038,179 | 1.75% | |
| BCX |
BlackRock Resources & Commodities Strategy Trust
Financial Services
|
Added | 1,086,189 | $12,284,797 | 1.65% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 28,088 | $12,171,373 | 1.64% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 312,216 | $11,936,017 | 1.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 24,463 | $11,682,794 | 1.57% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 50,259 | $10,369,939 | 1.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 17,239 | $9,710,556 | 1.31% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 12,808 | $9,260,184 | 1.25% | |
| INTC |
Intel Corp
Technology
|
Reduced | 64,588 | $9,018,422 | 1.21% | |
| GRAL |
GRAIL, Inc.
Healthcare
|
Added | 127,774 | $8,723,130 | 1.17% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 153,580 | $8,634,267 | 1.16% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Reduced | 20,260 | $7,183,588 | 0.97% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 62,654 | $7,096,192 | 0.95% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Added | 12,655 | $7,094,519 | 0.95% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 27,637 | $7,033,616 | 0.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 11,977 | $6,957,559 | 0.94% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 7,146 | $6,684,868 | 0.90% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Reduced | 34,354 | $6,040,463 | 0.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 12,044 | $6,026,697 | 0.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 18,391 | $6,019,926 | 0.81% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 32,113 | $5,934,161 | 0.80% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 44,833 | $5,761,040 | 0.77% | |
| PATH |
UiPath, Inc.
Technology
|
Added | 520,891 | $5,662,085 | 0.76% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 15,157 | $5,488,652 | 0.74% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 4,445 | $5,130,819 | 0.69% | |
| P |
Everpure, Inc.
CALL
+ SHARES
Technology
|
Added | 61,759 | $4,865,991 | 0.65% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Reduced | 17,026 | $4,784,816 | 0.64% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 10,953 | $4,667,292 | 0.63% | |
| PL |
Planet Labs PBC
Industrials
|
Reduced | 140,180 | $4,644,163 | 0.62% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 4,293 | $4,571,615 | 0.61% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 18,241 | $4,491,299 | 0.60% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 15,459 | $4,347,225 | 0.58% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 29,483 | $4,220,491 | 0.57% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 66,823 | $4,202,498 | 0.57% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 3,555 | $4,176,627 | 0.56% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 44,698 | $4,124,284 | 0.55% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 211,064 | $4,035,543 | 0.54% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 20,498 | $3,886,830 | 0.52% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 11,257 | $3,862,164 | 0.52% | |
| OUST |
Ouster, Inc.
Technology
|
Reduced | 58,546 | $3,660,295 | 0.49% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 14,113 | $3,604,883 | 0.48% | |
| TDF |
Templeton Dragon Fund Inc
Financial Services
|
Added | 329,251 | $3,585,543 | 0.48% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 26,272 | $3,559,067 | 0.48% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.