EdgeMarket › What 180 Wealth Advisors, Llc reported owning
What 180 Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
879.8MPositions
472Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | 40.0M | 4.5% | 108.1K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 34.1M | 3.9% | 195.5K | 214.72 | +22.4% |
| AAPL Apple Inc. | 25.3M | 2.9% | 99.7K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 21.0M | 2.4% | 100.6K | 258.63 | +15.6% |
| SLVP iShares MSCI Global Silver and Metals Miners E | 18.7M | 2.1% | 528.4K | 40.85 | +106.9% |
| AVGO Broadcom Inc. | 18.2M | 2.1% | 58.8K | 368.45 | +26.5% |
| SGOL abrdn Gold ETF Trust | 14.1M | 1.6% | 316.4K | 43.96 | +37.6% |
| RING iShares MSCI Global Gold Miners ETF | 13.5M | 1.5% | 171.2K | 90.85 | +83.2% |
| BCX BlackRock Resources & Commodities Strategy Tru | 13.0M | 1.5% | 1.1M | 13.21 | +37.7% |
| VWO Vanguard FTSE Emerging Markets ETF | 11.7M | 1.3% | 216.0K | 60.45 | +17.7% |
| TSLA Tesla, Inc. | 11.4M | 1.3% | 30.6K | 362.86 | +12.0% |
| SIVR abrdn Silver ETF Trust | 11.2M | 1.3% | 156.1K | 65.90 | +82.4% |
| GOOGL Alphabet Inc. | 11.1M | 1.3% | 38.8K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 10.8M | 1.2% | 37.7K | 341.75 | +70.7% |
| MNKD MANNKIND CORP | 10.5M | 1.2% | 4.3M | 4.15 | +4.5% |
| GDX VanEck Gold Miners ETF | 10.2M | 1.2% | 111.1K | 102.83 | +76.3% |
| META Meta Platforms, Inc. | 9.6M | 1.1% | 16.7K | 549.90 | -26.5% |
| VIG Vanguard Div Appreciation ETF | 9.4M | 1.1% | 43.7K | 243.91 | +16.2% |
| VYM Vanguard High Dividend Yield ETF | 9.0M | 1.0% | 60.9K | 164.97 | +19.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 8.5M | 1.0% | 25.2K | 418.95 | +83.3% |
| WMT Walmart Inc. | 7.9M | 0.9% | 63.6K | 103.70 | +1.1% |
| DFAI Dimensional International Core Equity Market E | 7.9M | 0.9% | 202.0K | 43.35 | +21.1% |
| COST COSTCO WHOLESALE CORP /NEW | 7.2M | 0.8% | 7.2K | 947.74 | -4.7% |
| TWLO TWILIO INC | 6.8M | 0.8% | 54.0K | 225.30 | +121.0% |
| XLE State Street Energy Select Sector SPDR ETF | 6.6M | 0.7% | 107.5K | 63.64 | +48.3% |
| GRAL GRAIL, Inc. | 6.6M | 0.7% | 127.3K | 79.54 | +147.2% |
| VIGI Vanguard International Dividend Appreciation E | 6.3M | 0.7% | 71.2K | 98.61 | +9.6% |
| IOO iShares Global 100 ETF | 6.2M | 0.7% | 51.6K | 143.80 | +26.7% |
| XOM ExxonMobil Holdings Corp | 6.1M | 0.7% | 35.9K | 165.11 | +52.1% |
| LRCX LAM RESEARCH CORP | 6.1M | 0.7% | 28.5K | 314.00 | +216.7% |
| AMGN AMGEN INC | 5.8M | 0.7% | 16.5K | 439.33 | +48.2% |
| PATH UiPath, Inc. | 5.8M | 0.7% | 520.6K | 16.39 | +49.5% |
| EFV iShares MSCI EAFE Value ETF | 5.5M | 0.6% | 74.1K | 82.23 | +21.4% |
| JPM JPMORGAN CHASE & CO | 5.5M | 0.6% | 18.6K | 351.58 | +20.3% |
| unmapped CUSIP 084670702 | 5.5M | 0.6% | 11.4K | — | — |
| IUSV iShares Core S&P U.S. Value ETF | 5.4M | 0.6% | 53.2K | 114.89 | +17.6% |
| CRWD CrowdStrike Holdings, Inc. | 5.4M | 0.6% | 13.9K | 191.95 | +83.2% |
| MRK Merck & Co., Inc. | 5.4M | 0.6% | 44.6K | 152.55 | +80.2% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 4.7M | 0.5% | 22.6K | 243.13 | +24.7% |
| XME State Street SPDR S&P Metals & Mining ETF | 4.6M | 0.5% | 42.6K | 119.34 | +54.8% |
| AMAT APPLIED MATERIALS INC /DE | 4.5M | 0.5% | 13.1K | 492.32 | +205.9% |
| VYMI Vanguard International High Dividend Yield ETF | 4.3M | 0.5% | 46.0K | 105.25 | +24.5% |
| AXON AXON ENTERPRISE, INC. | 4.3M | 0.5% | 10.2K | 627.75 | -17.5% |
| INTC INTEL CORP | 4.3M | 0.5% | 97.4K | 90.07 | +282.6% |
| DFAS Dimensional U.S. Small Cap ETF | 4.3M | 0.5% | 60.3K | 83.02 | +25.5% |
| ILMN ILLUMINA, INC. | 4.3M | 0.5% | 34.6K | 219.40 | +117.7% |
| SNOW Snowflake Inc. | 4.2M | 0.5% | 27.7K | 332.78 | +70.8% |
| QCOM QUALCOMM INC/DE | 4.1M | 0.5% | 32.2K | 160.75 | +3.4% |
| SCHW SCHWAB CHARLES CORP | 4.1M | 0.5% | 43.9K | 112.30 | +17.6% |
| PL Planet Labs PBC | 4.1M | 0.5% | 147.0K | 22.29 | +246.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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