180 WEALTH ADVISORS, LLC

Registered adviser

CIK

1730817

Location

FEDERAL WAY, WA

Portfolio Value

Small $925,201,934

Diversification

Diversified

Filing Date

Global Rank

#2,533 / 8,811 ▼ 75

Top Industry

Semiconductors 16.0%

Period ended 4 months ago

Filed Jul 7, 2026 · 4mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 284921

Roster of Oct 1, 2026

Regulatory AUM

$1,359,025,816

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$1,359,025,816	Individuals and high net worth (94%)
Apr 2025 to Feb 2026	$1,056,000,000	Individuals and high net worth (94%)
Feb 2024 to Mar 2025	$853,000,000	Individuals and high net worth (95%)
May 2023 to Jan 2024	$700,000,000	Individuals and high net worth (94%)
Apr 2023	$700,000,000	Individuals and high net worth (94%)
Mar 2022 to Mar 2023	$800,000,000	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 28.4%, 78.0 effective positions, active share 50.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

13.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.0 quarters (12+), a floor since 50.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 50.6%; sector active share 14.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

484 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.3%

−0.8 pts

Top 5

17.2%

−1.0 pts

Top 10

28.4%

−1.0 pts

HHI

128

Diversified−8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$306,257,143	77
Unclassified	20.1%	$186,369,042	122
Healthcare	9.0%	$83,392,561	46
Financial Services	8.4%	$77,623,190	59
Consumer Cyclical	7.4%	$68,648,956	39
Industrials	6.6%	$60,837,688	40
Communication Services	5.3%	$48,690,988	18
Energy	3.0%	$27,625,556	27
Consumer Defensive	2.9%	$26,898,576	15
Basic Materials	2.8%	$25,935,840	20
Real Estate	1.1%	$10,409,627	12
Utilities	0.3%	$2,512,767	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MNKD	Mannkind Corp	+667,648	4,959,351	$21,126,835
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
—		+43,383	54,616	$1,497,024
CAG	Conagra Brands Inc.	+40,253	97,298	$1,309,631
ILF	iShares Latin America 40 ETF	+29,507	111,019	$0
—		+20,947	65,615	$1,605,599
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
DFAI	Dimensional International Core Equity Market ETF	+15,288	217,332	$8,964,945
SILJ		+14,912	57,162	$1,481,639
VUG	VANGUARD GROWTH INDEX FUND	+14,422	17,390	$1,497,974
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
NVDL	GraniteShares 2x Long NVDA Daily ETF	+9,930	14,923	$444,854
TNDM	Tandem Diabetes Care Inc	+9,171	24,934	$376,254
HAS	Hasbro, Inc.	+8,754	12,261	$1,012,635
COPX	Global X Copper Miners ETF	+8,354	38,051	$2,928,785
VIGI	Vanguard Whitehall Funds	+8,250	79,453	$7,419,321
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
IDV	iShares International Select Dividend ETF	−8,477	54,174	$0
BALL	BALL Corp	−7,474	24,173	$1,508,395
DGRO	iShares Core Dividend Growth ETF	−7,113	27,342	$0
PL	Planet Labs PBC	−6,775	140,180	$4,644,163
RING	iShares MSCI Global Gold Miners ETF	−6,339	164,821	$10,647,436
LEO	Bny Mellon Strategic Municipals, Inc.	−5,993	57,188	$369,434
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−5,667	101,817	$5,407,500
VOC	VOC Energy Trust	−5,550	297,432	$856,604
EFV	iShares MSCI EAFE Value ETF	−5,458	68,633	$0
DES	WisdomTree U.S. SmallCap Dividend Fund	−5,236	51,844	$0
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
SLVP	iShares Trust	−3,516	524,854	$0
NVTS	Navitas Semiconductor Corp	−3,316	123,332	$2,210,109
EEM	iShares MSCI Emerging Markets ETF	−3,240	5,409	$370,029
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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
DFLV	Dimensional US Large Cap Value ETF	14,566	$575,939
BTC	Grayscale Bitcoin Mini Trust ETF	17,981	$466,606
EWZ	iShares MSCI Brazil ETF	11,306	$390,057
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
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	1,810	$231,336
FTNT	Fortinet, Inc.	1,479	$227,203
CMI	Cummins Inc	318	$226,800
CRS	Carpenter Technology Corp	361	$222,679
DFAW	Dimensional World Equity ETF	2,684	$222,208
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
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
MAGX	Roundhill Daily 2X Long Magnificent Seven ETF	16,266	$695,046
HON	Honeywell International Inc	2,428	$548,800
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
GOAU	U.S. Global GO GOLD and Precious Metal Miners ETF	5,470	$242,649
APA	APA Corp	5,466	$231,977
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	4,400	$219,516
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
—		12,679	$0
—		2,728	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

484 tracked positions · $925,201,934 total · filing declares 493 positions · $997,464,204 · 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 484 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	107,359	-762	$40,047,054	+0.1%	26+	before history	4.33%
NVDA	Nvidia Corp Technology	Reduced	190,662	-4,868	$38,149,559	+11.9%	26+	before history	4.12%
AAPL	Apple Inc. Technology	Reduced	96,456	-3,234	$27,910,508	+10.3%	26+	before history	3.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	100,386	-244	$23,925,999	+14.2%	26+	before history	2.59%
AVGO	Broadcom Inc. Technology	Reduced	57,811	-969	$21,838,105	+20.0%	26+	before history	2.36%
MNKD	Mannkind Corp CALL + SHARES Healthcare	Added	4,959,851	+668,148	$21,128,965	+100.9%	26+	before history	2.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	38,497	-271	$13,757,672	+23.4%	26+	before history	1.49%
GOOG	Alphabet Inc. Communication Services	Reduced	36,937	-812	$13,050,950	+20.5%	26+	before history	1.41%
TSLA	Tesla, Inc. Consumer Cyclical	Added	30,999	+380	$13,038,179	+14.5%	25	unpriced	1.41%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	217,753	+1,726	$12,997,676	+11.3%	26+	before history	1.40%
BCX	BlackRock Resources & Commodities Strategy Trust Financial Services	Added	1,086,189	+6,115	$12,284,797	−5.6%	15	$9.57	1.33%
LRCX	Lam Research Corp Technology	Reduced	28,088	-402	$12,171,373	+100.0%	6	$90.08	1.32%
SGOL	abrdn Gold ETF Trust	Reduced	312,216	-4,204	$11,936,017	−15.5%	22	$19.55	1.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	24,463	-712	$11,682,794	+37.3%	26+	before history	1.26%
RING	iShares MSCI Global Gold Miners ETF	Reduced	164,821	-6,339	$10,647,436	−21.2%	26+	before history	1.15%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	13,733	-186	$10,480,201	+92.9%	23	$377.08	1.13%
TWLO	Twilio Inc Technology	Reduced	50,259	-3,759	$10,369,939	+52.6%	23	$109.71	1.12%
VIG	Vanguard Specialized Funds	Reduced	42,713	-1,005	$10,106,750	+7.5%	26+	before history	1.09%
META	Meta Platforms, Inc. Communication Services	Added	17,239	+540	$9,710,556	+1.6%	26+	before history	1.05%
AMAT	Applied Materials Inc /De Technology	Reduced	12,808	-260	$9,260,184	+107.3%	26+	before history	1.00%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	57,815	-3,119	$9,136,504	+1.2%	26+	before history	0.99%
INTC	Intel Corp Technology	Reduced	64,588	-32,850	$9,018,422	+109.7%	26+	before history	0.97%
DFAI	Dimensional International Core Equity Market ETF	Added	217,332	+15,288	$8,964,945	+13.9%	16	$30.47	0.97%
GRAL	GRAIL, Inc. Healthcare	Added	127,774	+427	$8,723,130	+32.5%	8	$25.22	0.94%
SIVR	abrdn Silver ETF Trust	Reduced	153,580	-2,513	$8,634,267	−22.8%	21	$24.05	0.93%
GDX	VanEck Gold Miners ETF	Added	113,806	+2,721	$8,586,662	−15.8%	15	unpriced	0.93%
VIGI	Vanguard Whitehall Funds	Added	79,453	+8,250	$7,419,321	+17.8%	26+	before history	0.80%
ARM	Arm Holdings PLC /Uk Technology	Reduced	20,260	-265	$7,183,588	+131.4%	6	$131.47	0.78%
WMT	Walmart Inc. Consumer Defensive	Reduced	62,654	-945	$7,096,192	−10.2%	26+	before history	0.77%
AXON	Axon Enterprise, Inc. Industrials	Added	12,655	+2,474	$7,094,519	+64.1%	7	$530.93	0.77%
SNOW	Snowflake Inc. Technology	Reduced	27,637	-20	$7,033,616	+68.6%	22	$173.57	0.76%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,977	-320	$6,957,559	+178.1%	22	$170.43	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,146	-74	$6,684,868	−7.1%	26+	before history	0.72%
ILMN	Illumina, Inc. Healthcare	Reduced	34,354	-263	$6,040,463	+41.6%	16	unpriced	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,044	+628	$6,026,697	+10.2%	26+	before history	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	18,391	-212	$6,019,926	+10.0%	26+	before history	0.65%
QCOM	Qualcomm Inc/De Technology	Reduced	32,113	-57	$5,934,161	+43.2%	26+	before history	0.64%
MRK	Merck & Co., Inc. Healthcare	Added	44,833	+279	$5,761,040	+7.5%	26+	before history	0.62%
PATH	UiPath, Inc. Technology	Added	520,891	+339	$5,662,085	−2.0%	20	$20.97	0.61%
AMGN	Amgen Inc Healthcare	Reduced	15,157	-1,387	$5,488,652	−5.7%	26+	before history	0.59%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	101,817	-5,667	$5,407,500	−17.9%	22	unpriced	0.58%
MU	Micron Technology Inc Technology	Reduced	4,445	-559	$5,130,819	+203.5%	23	$73.04	0.55%
DFAS	Dimensional U.S. Small Cap ETF	Added	61,038	+737	$5,025,868	+17.2%	10	$63.86	0.54%
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	Added	46,048	+3,419	$4,923,912	+6.9%	19	unpriced	0.53%
P	Everpure, Inc. CALL + SHARES Technology	Added	61,759	+1,953	$4,865,991	+37.8%	23	$21.68	0.53%
XOM	ExxonMobil Holdings Corp Energy	Reduced	35,035	-897	$4,789,985	−21.4%	26+	before history	0.52%
NXPI	NXP Semiconductors N.V. Technology	Reduced	17,026	-535	$4,784,816	+38.4%	23	$198.97	0.52%
DFAU	Dimensional US Core Equity Market ETF	Added	92,471	+2,215	$4,779,825	+17.4%	17	$31.56	0.52%
ETN	Eaton Corp plc Industrials	Reduced	10,953	-306	$4,667,292	+15.9%	23	$195.85	0.50%
PL	Planet Labs PBC Industrials	Reduced	140,180	-6,775	$4,644,163	+13.1%	19	$3.92	0.50%

Showing the top 50 of 484 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.