180 WEALTH ADVISORS, LLC
Long book
$879.7M
Q1 2026
Positions
471
Top-10 weight
24%
concentration
Last quarter
+12.9%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filings180 WEALTH ADVISORS, LLC is an institutional manager, running a $879.7M US long book across 471 positions.
The portfolio is broadly diversified across 471 positions (top 10 only 24%). Turnover is modest: positions are typically held for years. Current anchor positions: MICROSOFT CORP, NVIDIA CORP, APPLE INC, AMAZON.COM INC, ISHARES MSCI GLOBAL SILVER A.
Over the last 9 quarters its long book ran on average 0.7pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.0%
Q2 2024
+5.5%
Q3 2024
+1.7%
Q4 2024
-4.2%
Q1 2025
+12.9%
Q2 2025
+11.8%
Q3 2025
+4.9%
Q4 2025
-2.8%
Q1 2026
+12.9%
Sector allocation
Technology 43%
Industrials 14%
Healthcare 10%
Consumer discretionary 10%
Financials 7%
Energy 4%
Materials 3%
Services media 2%
Long book by quarter
What does 180 WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 108.1K | $40.0M | 4.5% | +0.1% |
| NVDA NVIDIA CORP | Technology | 195.5K | $34.1M | 3.9% | +1.5% |
| AAPL APPLE INC | Technology | 99.7K | $25.3M | 2.9% | -0.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 100.6K | $21.0M | 2.4% | +5.0% |
| AVGO BROADCOM INC | Technology | 58.8K | $18.2M | 2.1% | -0.6% |
| TSLA TESLA INC | Industrials | 30.6K | $11.4M | 1.3% | -4.5% |
| GOOGL ALPHABET INC-CL A | Technology | 38.8K | $11.1M | 1.3% | +0.2% |
| GOOG ALPHABET INC-CL C | Technology | 37.7K | $10.8M | 1.2% | -0.1% |
| MNKD MANNKIND CORP | Healthcare | 4.3M | $10.5M | 1.2% | +45.0% |
| META META PLATFORMS INC-CLASS A | Technology | 16.7K | $9.6M | 1.1% | +2.3% |
| WMT WALMART INC | Consumer discretionary | 63.6K | $7.9M | 0.9% | -1.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 7.2K | $7.2M | 0.8% | -0.7% |
| TWLO TWILIO INC - A | Technology | 54.0K | $6.8M | 0.8% | -3.8% |
| GRAL GRAIL INC | Healthcare | 127.3K | $6.6M | 0.7% | +10.7% |
| XOM EXXON MOBIL CORP | Energy | 35.9K | $6.1M | 0.7% | -0.6% |
| LRCX LAM RESEARCH CORP | Industrials | 28.5K | $6.1M | 0.7% | +0.1% |
| AMGN AMGEN INC | Healthcare | 16.5K | $5.8M | 0.7% | -1.9% |
| PATH UIPATH INC - CLASS A | Technology | 520.6K | $5.8M | 0.7% | -1.2% |
| JPM JPMORGAN CHASE & CO | Financials | 18.6K | $5.5M | 0.6% | +0.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 11.4K | $5.5M | 0.6% | +2.5% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 13.9K | $5.4M | 0.6% | -0.1% |
| MRK MERCK & CO. INC. | Healthcare | 44.6K | $5.4M | 0.6% | -0.4% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 22.6K | $4.7M | 0.5% | +0.3% |
| AMAT APPLIED MATERIALS INC | Technology | 13.1K | $4.5M | 0.5% | -0.5% |
| AXON AXON ENTERPRISE INC | Industrials | 10.2K | $4.3M | 0.5% | +155.9% |
| INTC INTEL CORP | Technology | 97.4K | $4.3M | 0.5% | -12.9% |
| ILMN ILLUMINA INC | Healthcare | 34.6K | $4.3M | 0.5% | +0.4% |
| SNOW SNOWFLAKE INC | Technology | 27.7K | $4.2M | 0.5% | +6.9% |
| QCOM QUALCOMM INC | Technology | 32.2K | $4.1M | 0.5% | +9.5% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 43.9K | $4.1M | 0.5% | +0.7% |
| PL PLANET LABS PBC | Technology | 147.0K | $4.1M | 0.5% | -0.9% |
| ET ENERGY TRANSFER LP | Utilities | 211.7K | $4.1M | 0.5% | +1.1% |
| ETN EATON CORP PLC | Industrials | 11.3K | $4.0M | 0.5% | +0.5% |
| TGT TARGET CORP | Consumer discretionary | 32.7K | $4.0M | 0.5% | +1.3% |
| EMR EMERSON ELECTRIC CO | Industrials | 29.4K | $3.8M | 0.4% | +2.0% |
| CVX CHEVRON CORP | Energy | 18.4K | $3.8M | 0.4% | -2.9% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 15.1K | $3.7M | 0.4% | +1.2% |
| FCX FREEPORT-MCMORAN INC | Materials | 62.1K | $3.6M | 0.4% | +29.7% |
| P EVERPURE INC-A | Technology | 59.8K | $3.5M | 0.4% | +0.9% |
| NXPI NXP SEMICONDUCTORS NV | Technology | 17.6K | $3.5M | 0.4% | +3.6% |
| PEP PEPSICO INC | Consumer staples | 22.2K | $3.5M | 0.4% | +3.9% |
| MDT MEDTRONIC PLC | Healthcare | 39.8K | $3.4M | 0.4% | +3.1% |
| V VISA INC-CLASS A SHARES | Services media | 11.4K | $3.4M | 0.4% | -1.1% |
| BLK BLACKROCK INC | Financials | 3.4K | $3.3M | 0.4% | -0.7% |
| SYM SYMBOTIC INC | Industrials | 59.6K | $3.2M | 0.4% | +3.3% |
| SBUX STARBUCKS CORP | Consumer discretionary | 35.2K | $3.2M | 0.4% | -1.9% |
| BA BOEING CO/THE | Industrials | 15.5K | $3.1M | 0.4% | +0.1% |
| GEV GE VERNOVA INC | Industrials | 3.5K | $3.1M | 0.3% | +2.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 3.6K | $3.1M | 0.3% | -27.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 12.2K | $3.0M | 0.3% | -5.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 472 | $879.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 9, 2026 | 471 | $878.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 16, 2025 | 455 | $820.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 426 | $717.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 413 | $627.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 14, 2025 | 430 | $638.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 445 | $635.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 16, 2024 | 434 | $613.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 404 | $556.3M | canonical | SEC ↗ |
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