180 WEALTH ADVISORS, LLC

CIK

1730817

Location

FEDERAL WAY, WA

Portfolio Value

Small $743,751,276

Diversification

Diversified

Filing Date

Global Rank

#38 / 295 ▲ 2240

Top Industry

Semiconductors 16.5%

3Y Alpha vs SPY

+0.4%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.0%

SPY

+76.5%

Annualised alpha

+0.3%

Max drawdown

−20.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.4%

−0.9 pts

Top 5

20.4%

−1.3 pts

Top 10

30.2%

−1.1 pts

HHI

147

Diversified−9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.1%	$297,924,102	77
Healthcare	11.2%	$83,392,561	46
Financial Services	10.4%	$77,499,048	58
Consumer Cyclical	9.2%	$68,648,956	39
Industrials	8.2%	$60,837,688	40
Communication Services	4.8%	$35,640,038	17
Unclassified	3.7%	$27,180,959	9
Consumer Defensive	3.6%	$26,898,576	15
Energy	3.6%	$26,871,114	26
Basic Materials	3.5%	$25,935,840	20
Real Estate	1.4%	$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	+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
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
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

19 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
HON	Honeywell International Inc	2,428	$575,564
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.

Portfolio Positions

Compact Export CSV View 13F filing

368 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	107,359	-762	$40,047,054	+0.1%	5.38%
NVDA	Nvidia Corp Technology	Reduced	190,662	-4,868	$38,149,559	+11.9%	5.13%
AAPL	Apple Inc. Technology	Reduced	96,456	-3,234	$27,910,508	+10.3%	3.75%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	100,386	-244	$23,925,999	+14.2%	3.22%
AVGO	Broadcom Inc. Technology	Reduced	57,811	-969	$21,838,105	+20.0%	2.94%
MNKD	Mannkind Corp Healthcare	Added	4,959,851	+668,148	$21,128,965	+100.9%	2.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	38,497	-271	$13,757,672	+23.4%	1.85%
TSLA	Tesla, Inc. Consumer Cyclical	Added	30,999	+380	$13,038,179	+14.5%	1.75%
BCX	BlackRock Resources & Commodities Strategy Trust Financial Services	Added	1,086,189	+6,115	$12,284,797	−5.6%	1.65%
LRCX	Lam Research Corp Technology	Reduced	28,088	-402	$12,171,373	+100.0%	1.64%
SGOL	abrdn Gold ETF Trust	Reduced	312,216	-4,204	$11,936,017	−15.5%	1.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	24,463	-712	$11,682,794	+37.3%	1.57%
TWLO	Twilio Inc Technology	Reduced	50,259	-3,759	$10,369,939	+52.6%	1.39%
META	Meta Platforms, Inc. Communication Services	Added	17,239	+540	$9,710,556	+1.6%	1.31%
AMAT	Applied Materials Inc /De Technology	Reduced	12,808	-260	$9,260,184	+107.3%	1.25%
INTC	Intel Corp Technology	Reduced	64,588	-32,850	$9,018,422	+109.7%	1.21%
GRAL	GRAIL, Inc. Healthcare	Added	127,774	+427	$8,723,130	+32.5%	1.17%
SIVR	abrdn Silver ETF Trust	Reduced	153,580	-2,513	$8,634,267	−22.8%	1.16%
ARM	Arm Holdings PLC /Uk Technology	Reduced	20,260	-265	$7,183,588	+131.4%	0.97%
WMT	Walmart Inc. Consumer Defensive	Reduced	62,654	-945	$7,096,192	−10.2%	0.95%
AXON	Axon Enterprise, Inc. Industrials	Added	12,655	+2,474	$7,094,519	+64.1%	0.95%
SNOW	Snowflake Inc. Technology	Reduced	27,637	-20	$7,033,616	+68.6%	0.95%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,977	-320	$6,957,559	+178.1%	0.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	7,146	-74	$6,684,868	−7.1%	0.90%
ILMN	Illumina, Inc. Healthcare	Reduced	34,354	-263	$6,040,463	+41.6%	0.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,044	+628	$6,026,697	+10.2%	0.81%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	18,391	-212	$6,019,926	+10.0%	0.81%
QCOM	Qualcomm Inc/De Technology	Reduced	32,113	-57	$5,934,161	+43.2%	0.80%
MRK	Merck & Co., Inc. Healthcare	Added	44,833	+279	$5,761,040	+7.5%	0.77%
PATH	UiPath, Inc. Technology	Added	520,891	+339	$5,662,085	−2.0%	0.76%
AMGN	Amgen Inc Healthcare	Reduced	15,157	-1,387	$5,488,652	−5.7%	0.74%
MU	Micron Technology Inc Technology	Reduced	4,445	-559	$5,130,819	+203.5%	0.69%
P	Everpure, Inc. Technology	Added	61,759	+1,953	$4,865,991	+37.8%	0.65%
NXPI	NXP Semiconductors N.V. Technology	Reduced	17,026	-535	$4,784,816	+38.4%	0.64%
ETN	Eaton Corp plc Industrials	Reduced	10,953	-306	$4,667,292	+15.9%	0.63%
PL	Planet Labs PBC Industrials	Reduced	140,180	-6,775	$4,644,163	+13.1%	0.62%
CAT	Caterpillar Inc Industrials	Added	4,293	+114	$4,571,615	+54.4%	0.61%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	18,241	-4,399	$4,491,299	−4.7%	0.60%
IBM	International Business Machines Corp Technology	Added	15,459	+338	$4,347,225	+18.6%	0.58%
EMR	Emerson Electric Co Industrials	Added	29,483	+106	$4,220,491	+9.7%	0.57%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	66,823	+4,731	$4,202,498	+15.1%	0.57%
GEV	GE Vernova Inc. Industrials	Added	3,555	+49	$4,176,627	+36.5%	0.56%
SCHW	Schwab Charles Corp Financial Services	Added	44,698	+825	$4,124,284	+0.0%	0.55%
ET	Energy Transfer LP Energy	Reduced	211,064	-640	$4,035,543	−1.2%	0.54%
AZN	Astrazeneca PLC Healthcare	NEW	20,498	NEW	$3,886,830	NEW	0.52%
V	Visa Inc. Financial Services	Reduced	11,257	-111	$3,862,164	+12.4%	0.52%
OUST	Ouster, Inc. Technology	Reduced	58,546	-528	$3,660,295	+237.3%	0.49%
GLW	Corning Inc /Ny Technology	Reduced	14,113	-688	$3,604,883	+79.1%	0.48%
TDF	Templeton Dragon Fund Inc Financial Services	Added	329,251	+16,590	$3,585,543	+8.1%	0.48%
PLD	Prologis, Inc. Real Estate	Added	26,272	+60	$3,559,067	+2.7%	0.48%