180 WEALTH ADVISORS, LLC
Filing Date
Global Rank
#2,271
/ 8,586
▲ 31
Top Industry
Semiconductors
13.5%
3Y Alpha vs SPY
-0.2%
Period ended 3 months ago
Filed May 1, 2026 · 46d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+77.7%
SPY
+78.1%
Annualised alpha
-0.1%
Max drawdown
−20.8%
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
359 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.2%
−1.8 pts
Top 5
21.3%
−2.7 pts
Top 10
30.7%
−3.5 pts
HHI
152
Diversified−35
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.2% | $228,779,927 |
| Financial Services | 11.4% | $73,797,567 |
| Healthcare | 9.9% | $64,518,023 |
| Consumer Cyclical | 9.4% | $60,749,201 |
| Industrials | 7.9% | $51,040,436 |
| Energy | 5.7% | $37,211,295 |
| Communication Services | 5.5% | $35,623,810 |
| Unclassified | 4.9% | $31,595,657 |
| Consumer Defensive | 4.3% | $27,670,987 |
| Basic Materials | 3.8% | $24,712,213 |
| Real Estate | 1.6% | $10,196,864 |
| Utilities | 0.6% | $3,625,703 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MNKD | Mannkind Corp | +1,332,759 | 4,291,703 | $10,514,672 | |
| UWMC | UWM Holdings Corp | +138,754 | 297,827 | $1,078,133 | |
| CALC | CalciMedica, Inc. | +94,650 | 126,500 | $68,310 | |
| RXRX | Recursion Pharmaceuticals, Inc. | +76,481 | 169,682 | $520,923 | |
| BCX | BlackRock Resources & Commodities Strategy Trust | +74,976 | 1,080,074 | $13,014,891 | |
| OGN | Organon & Co. | +60,213 | 227,971 | $1,365,546 | |
| PSEC | Prospect Capital Corp | +54,424 | 400,521 | $1,045,359 | |
| AI | C3.ai, Inc. | +45,738 | 78,150 | $658,023 | |
| QS | QuantumScape Corp | +40,230 | 204,391 | $1,304,014 | |
| PINS | Pinterest, Inc. | +38,838 | 70,566 | $1,294,180 | |
| JOBY | Joby Aviation, Inc. | +36,485 | 55,282 | $456,629 | |
| BMBL | Bumble Inc. | +23,446 | 89,244 | $290,935 | |
| IGR | Cbre Global Real Estate Income Fund | +21,518 | 220,375 | $967,446 | |
| CRWV | CoreWeave, Inc. | +18,049 | 32,671 | $2,531,022 | |
| TDF | Templeton Dragon Fund Inc | +15,084 | 312,661 | $3,317,333 | |
| CLF | Cleveland-Cliffs Inc. | +14,780 | 88,769 | $750,098 | |
| SGOL | abrdn Gold ETF Trust | +14,413 | 316,420 | $14,118,660 | |
| FCX | Freeport-Mcmoran Inc | +14,210 | 62,092 | $3,649,767 | |
| KD | Kyndryl Holdings, Inc. | +12,677 | 28,821 | $378,131 | |
| GRAL | GRAIL, Inc. | +12,300 | 127,347 | $6,581,292 | |
| PHYS | Sprott Physical Gold Trust | +12,006 | 28,361 | $1,005,113 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +11,213 | 31,660 | $1,868,889 | |
| ASAN | Asana, Inc. | +10,493 | 22,982 | $147,084 | |
| NOW | ServiceNow, Inc. | +10,469 | 17,810 | $1,862,035 | |
| OUST | Ouster, Inc. | +9,952 | 59,074 | $1,085,189 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RIG | Transocean Ltd. | −34,210 | 287,261 | $1,904,540 | |
| NOK | Nokia Corp | −31,250 | 26,890 | $216,195 | |
| INTC | Intel Corp | −14,414 | 97,438 | $4,299,938 | |
| FBIO | Fortress Biotech, Inc. | −12,050 | 63,800 | $178,002 | |
| CMCSA | Comcast Corp | −9,881 | 62,102 | $1,782,948 | |
| SIVR | abrdn Silver ETF Trust | −8,719 | 156,093 | $11,177,819 | |
| ABEV | Ambev S.A. | −7,432 | 24,555 | $71,700 | |
| WBD | Warner Bros. Discovery, Inc. | −7,335 | 34,910 | $958,628 | |
| PATH | UiPath, Inc. | −6,408 | 520,552 | $5,778,127 | |
| VOC | VOC Energy Trust | −6,200 | 302,982 | $1,048,317 | |
| F | Ford Motor Co | −5,969 | 25,862 | $298,447 | |
| GOLD | Gold.com, Inc. | −5,554 | 6,120 | $245,289 | |
| HQL | abrdn Life Sciences Investors | −4,767 | 149,558 | $2,433,308 | |
| BALL | BALL Corp | −4,579 | 31,647 | $1,870,654 | |
| NFLX | Netflix Inc | −4,511 | 22,579 | $2,170,970 | |
| MBLY | Mobileye Global Inc. | −4,496 | 21,892 | $150,398 | |
| VAL | Valaris Ltd | −3,457 | 29,111 | $2,854,042 | |
| MOS | Mosaic Co | −3,085 | 10,244 | $261,222 | |
| VZ | Verizon Communications Inc | −2,697 | 32,341 | $1,623,518 | |
| GDV | Gabelli Dividend & Income Trust | −2,339 | 39,542 | $1,064,866 | |
| DOW | Dow Inc. | −2,234 | 51,262 | $2,135,062 | |
| TWLO | Twilio Inc | −2,105 | 54,018 | $6,796,544 | |
| AXP | American Express Co | −2,102 | 2,138 | $646,702 | |
| HPE | Hewlett Packard Enterprise Co | −2,067 | 44,753 | $1,065,568 | |
| NIO | NIO Inc. | −2,012 | 80,015 | $482,490 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HYMC | Hycroft Mining Holding Corp | 33,061 | $1,163,747 | |
| UHS | Universal Health Services Inc | 4,772 | $854,044 | |
| MQY | Blackrock Muniyield Quality Fund, Inc. | 73,311 | $804,954 | |
| IT | Gartner Inc | 4,335 | $686,403 | |
| DECK | Deckers Outdoor Corp | 5,693 | $569,812 | |
| TTE | TotalEnergies SE | 5,510 | $501,299 | |
| HAS | Hasbro, Inc. | 3,507 | $328,255 | |
| VIV | Telefonica Brasil S.A. | 19,148 | $304,644 | |
| OLN | OLIN Corp | 8,317 | $247,264 | |
| AVAV | AeroVironment Inc | 1,302 | $238,331 | |
| APA | APA Corp | 5,466 | $231,977 | |
| ZBH | Zimmer Biomet Holdings, Inc. | 2,506 | $226,592 | |
| BE | Bloom Energy Corp | 1,633 | $221,255 | |
| CPAY | Corpay, Inc. | 759 | $220,861 | |
| VRT | Vertiv Holdings Co | 875 | $219,257 | |
| DUK | Duke Energy CORP | 1,596 | $208,980 | |
| BWA | Borgwarner Inc | 3,726 | $202,172 | |
| EXE | EXPAND ENERGY Corp | 1,829 | $200,787 | |
| PSX | Phillips 66 | 1,100 | $200,398 | |
| OWL | Blue Owl Capital Inc. | 18,446 | $168,411 | |
| VRRM | VERRA MOBILITY Corp | 10,125 | $144,686 | |
| SOUN | Soundhound Ai, Inc. | 10,046 | $69,016 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KR | Kroger Co | 19,112 | $1,194,117 | |
| XYL | Xylem Inc. | 7,955 | $1,083,311 | |
| SNPS | Synopsys Inc | 1,786 | $838,919 | |
| GBTC | Grayscale Bitcoin Trust ETF | 10,879 | $743,688 | |
| VST | Vistra Corp. | 3,932 | $634,349 | |
| AGQ | ProShares Trust II | 3,706 | $574,874 | |
| SAP | Sap SE | 1,223 | $297,078 | |
| INTU | Intuit Inc. | 362 | $239,796 | |
| UPS | United Parcel Service Inc | 2,348 | $232,898 | |
| DHI | Horton D R Inc /De/ | 1,593 | $229,439 | |
| ABT | Abbott Laboratories | 1,746 | $218,756 | |
| AN | Autonation, Inc. | 1,052 | $217,216 | |
| VOD | Vodafone Group Public Ltd Co | 16,160 | $213,473 | |
| CVS | CVS HEALTH Corp | 2,671 | $211,970 | |
| ALK | Alaska Air Group, Inc. | 4,212 | $211,863 | |
| MEDP | Medpace Holdings, Inc. | 373 | $209,495 | |
| VKTX | Viking Therapeutics, Inc. | 5,807 | $204,290 | |
| ING | Ing Groep NV | 7,224 | $202,272 | |
| MFG | Mizuho Financial Group Inc | 10,256 | $75,073 | |
| SKIN | SkinHealth Systems Inc. | 38,014 | $52,839 | |
| No positions match the current search. | ||||
73 positions ·
$228,779,927 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 73 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 108,121 | $40,023,150 | 17.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 195,530 | $34,100,432 | 14.91% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 99,690 | $25,300,325 | 11.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 58,780 | $18,192,997 | 7.95% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 25,175 | $8,507,891 | 3.72% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 54,018 | $6,796,544 | 2.97% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 28,490 | $6,087,173 | 2.66% | |
| PATH |
UiPath, Inc.
Technology
|
Reduced | 520,552 | $5,778,127 | 2.53% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 13,919 | $5,434,116 | 2.38% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 13,068 | $4,466,511 | 1.95% | |
| INTC |
Intel Corp
Technology
|
Reduced | 97,438 | $4,299,938 | 1.88% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 27,657 | $4,171,228 | 1.82% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 32,170 | $4,142,852 | 1.81% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 15,121 | $3,665,179 | 1.60% | |
| P |
Everpure, Inc.
Technology
|
Added | 59,806 | $3,530,946 | 1.54% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 17,561 | $3,457,058 | 1.51% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Added | 20,525 | $3,105,022 | 1.36% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 13,838 | $2,583,139 | 1.13% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Added | 32,671 | $2,531,022 | 1.11% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 12,297 | $2,501,578 | 1.09% | |
| ORCL |
Oracle Corp
Technology
|
Added | 16,006 | $2,354,642 | 1.03% | |
| FSLY |
Fastly, Inc.
Technology
|
Reduced | 78,316 | $2,275,862 | 0.99% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 14,801 | $2,012,491 | 0.88% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 15,891 | $1,951,096 | 0.85% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 17,810 | $1,862,035 | 0.81% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 5,004 | $1,690,551 | 0.74% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 1,262 | $1,666,887 | 0.73% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 10,473 | $1,531,990 | 0.67% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 8,668 | $1,389,653 | 0.61% | |
| ZS |
Zscaler, Inc.
Technology
|
Added | 9,315 | $1,306,801 | 0.57% | |
| ACN |
Accenture plc
Technology
|
Added | 6,354 | $1,259,934 | 0.55% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 11,644 | $1,153,338 | 0.50% | |
| TEL |
TE Connectivity plc
Technology
|
Added | 5,507 | $1,151,073 | 0.50% | |
| NVTS |
Navitas Semiconductor Corp
Technology
|
Added | 126,648 | $1,110,702 | 0.49% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Added | 1,553 | $1,091,386 | 0.48% | |
| OUST |
Ouster, Inc.
Technology
|
Added | 59,074 | $1,085,189 | 0.47% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Reduced | 44,753 | $1,065,568 | 0.47% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 13,101 | $1,016,506 | 0.44% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 636 | $936,452 | 0.41% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 6,604 | $783,366 | 0.34% | |
| IT |
Gartner Inc
Technology
|
NEW | 4,335 | $686,403 | 0.30% | |
| TRMB |
Trimble Inc.
Technology
|
Reduced | 10,121 | $660,192 | 0.29% | |
| AI |
C3.ai, Inc.
Technology
|
Added | 78,150 | $658,023 | 0.29% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 8,388 | $603,348 | 0.26% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 2,278 | $553,736 | 0.24% | |
| XYZ |
Block, Inc.
Technology
|
Added | 8,557 | $514,960 | 0.23% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
Reduced | 5,377 | $461,239 | 0.20% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
Added | 8,580 | $459,459 | 0.20% | |
| NTNX |
Nutanix, Inc.
Technology
|
Added | 11,953 | $454,333 | 0.20% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 2,585 | $424,276 | 0.19% |