180 Wealth Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$879.8M
Q ending 2026-03-31
Prior quarter
$878.3M
Q ending 2025-12-31
Change
+0.2% QoQ · +40.1% YoY
Positions
472
reported holdings

Largest positions

Top 100 of 472 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Microsoft CorpMSFTShares$40.0M108K
Nvidia CorporationNVDAShares$34.1M196K
Apple IncAAPLShares$25.3M100K
Amazon Com IncAMZNShares$21.0M101K
Ishares IncSLVPShares$18.7M528K
Broadcom IncAVGOShares$18.2M59K
Etfs Gold TrSGOLShares$14.1M316K
Ishares IncRINGShares$13.5M171K
Blackrock Res & CommoditiesBCXShares$13.0M1.1M
Vanguard Intl Equity Index FVWOShares$11.7M216K
Tesla IncTSLAShares$11.4M31K
Abrdn Silver Etf TrustSIVRShares$11.2M156K
Alphabet IncGOOGLShares$11.1M39K
Alphabet IncGOOGShares$10.8M38K
Mannkind CorpMNKDShares$10.5M4.3M
Vaneck Etf TrustGDXShares$10.2M111K
Meta Platforms IncMETAShares$9.6M17K
Vanguard Specialized FundsVIGShares$9.4M44K
Vanguard Whitehall FdsVYMShares$9.0M61K
Taiwan Semiconductor ManufacTSMShares$8.5M25K
Walmart IncWMTShares$7.9M64K
Dimensional Etf TrustDFAIShares$7.9M202K
Costco Wholesale CorporationCOSTShares$7.2M7K
Twilio IncTWLOShares$6.8M54K
Select Sector Spdr TrXLEShares$6.6M107K
Grail IncGRALShares$6.6M127K
Vanguard Whitehall FdsVIGIShares$6.3M71K
Ishares TrIOOShares$6.2M52K
Exxon Mobil CorpXOMShares$6.1M36K
Lam Research CorpLRCXShares$6.1M28K
Amgen IncAMGNShares$5.8M17K
Uipath IncPATHShares$5.8M521K
Ishares TrEFVShares$5.5M74K
Jpmorgan Chase & CoJPMShares$5.5M19K
Berkshire Hathaway Inc DelBRK/BShares$5.5M11K
Ishares TrIUSVShares$5.4M53K
Crowdstrike Hldgs IncCRWDShares$5.4M14K
Merck & Co IncMRKShares$5.4M45K
Pnc Finl Svcs Group IncPNCShares$4.7M23K
Spdr Series TrustXMEShares$4.6M43K
Applied Matls IncAMATShares$4.5M13K
Vanguard Whitehall FdsVYMIShares$4.3M46K
Axon Enterprise IncAXONShares$4.3M10K
Intel CorpINTCShares$4.3M97K
Dimensional Etf TrustDFASShares$4.3M60K
Illumina IncILMNShares$4.3M35K
Snowflake IncSNOWShares$4.2M28K
Qualcomm IncQCOMShares$4.1M32K
Schwab Charles CorpSCHWShares$4.1M44K
Planet Labs PbcPLShares$4.1M147K
Energy Transfer L PETShares$4.1M212K
Dimensional Etf TrustDFAUShares$4.1M90K
Eaton Corp PlcShares$4.0M11K
Target CorpTGTShares$4.0M33K
Emerson Elec CoEMRShares$3.8M29K
Chevron CorporationCVXShares$3.8M18K
International Business MachsIBMShares$3.7M15K
Freeport Mcmoran IncFCXShares$3.6M62K
Everpure IncPShares$3.5M60K
Vaneck Etf TrustREMXShares$3.5M39K
Prologis Inc.PLDShares$3.5M26K
Nxp Semiconductors N VShares$3.5M18K
Pepsico IncPEPShares$3.5M22K
Medtronic PlcShares$3.4M40K
Visa IncVShares$3.4M11K
Ishares TrMCHIShares$3.3M59K
Templeton Dragon Fd IncTDFShares$3.3M313K
Blackrock IncBLKShares$3.3M3K
Symbotic IncSYMShares$3.2M60K
Starbucks CorpSBUXShares$3.2M35K
Arm Holdings PlcARMShares$3.1M21K
Boeing CoBAShares$3.1M15K
Ge Vernova IncGEVShares$3.1M4K
Goldman Sachs Group IncGSShares$3.1M4K
Vanguard Index FdsVOOShares$3.0M5K
Johnson & JohnsonJNJShares$3.0M12K
Caterpillar IncCATShares$3.0M4K
Ishares TrIEFAShares$2.9M32K
Dimensional Etf TrustDFAEShares$2.9M86K
Ishares TrILFShares$2.9M82K
Vanguard Index FdsVTIShares$2.9M9K
Valaris LtdShares$2.9M29K
Rtx CorporationRTXShares$2.8M14K
Ishares TrIDVShares$2.7M63K
Lockheed Martin CorpLMTShares$2.7M4K
Newmont CorpNEMShares$2.6M24K
Salesforce IncCRMShares$2.6M14K
Vanguard Index FdsVOEShares$2.6M14K
Coreweave IncCRWVShares$2.5M33K
Advanced Micro Devices IncAMDShares$2.5M12K
Abrdn Life Sciences InvestorHQLShares$2.4M150K
Ishares TrDGROShares$2.4M34K
Eli Lilly & CoLLYShares$2.4M3K
Oracle CorpORCLShares$2.4M16K
American Tower CorpAMTShares$2.3M13K
Vanguard Bd Index FdsBSVShares$2.3M29K
Tortoise Energy Infrstrctr CTYGShares$2.3M46K
Fastly IncFSLYShares$2.3M78K
Global X FdsCOPXShares$2.3M30K
Lithia Mtrs IncLADShares$2.2M9K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.