2026 Q1 Portfolio Activity
In 2026 Q1, 180 WEALTH ADVISORS, LLC maintained a portfolio of 501 distinct positions. The most significant new addition was HYCROFT MINING HOLDING CORP, now representing 0.13% of the total fund value. They heavily accumulated shares in SELECT SECTOR SPDR TR, increasing the position by 7.3%.
Position History
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Total Positions
501
Quarter
2026 Q1
Top Holding
MSFT (4.5%)
Top 10 Concentration
23.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 501
180 WEALTH ADVISORS, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 4.55% | 5.95% |
#1
Prev: #1
|
4.3 |
—
|
98 | 0.1% |
P
S
|
108,121 | $40,023,290 |
$111.93
+274.0%
|
2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.88% | 4.09% |
#2
Prev: #2
|
3.6 |
—
|
2,970 | 1.5% |
P
S
|
195,530 | $34,100,360 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AAPL
APPLE INC
|
Technology | 2.88% | 3.09% |
#3
Prev: #3
|
2.7 |
—
|
-213 | -0.2% |
P
S
|
99,690 | $25,300,351 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.38% | 2.52% |
#4
Prev: #4
|
3.5 |
—
|
4,808 | 5.0% |
P
S
|
100,630 | $20,958,176 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SLVP
ISHARES INC
|
ETF | 2.13% | 2.08% |
#5
1
Prev: #6
|
1.9 |
—
|
-3,803 | -0.7% |
P
S
|
528,370 | $18,735,984 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.07% | 2.33% |
#6
1
Prev: #5
|
1.3 |
—
|
-366 | -0.6% |
P
S
|
58,780 | $18,193,044 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 1.60% | 1.41% |
#7
3
Prev: #10
|
1.1 |
—
|
14,413 | 4.8% |
P
S
|
316,420 | $14,118,641 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
RING
ISHARES INC
|
ETF | 1.54% | 1.44% |
#8
1
Prev: #9
|
1.1 |
—
|
-989 | -0.6% |
P
S
|
171,160 | $13,518,250 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BCX
BLACKROCK RES &...
|
Financial Services | 1.48% | 1.26% |
#9
5
Prev: #14
|
2.6 |
—
|
74,976 | 7.5% |
P
S
|
1,080,074 | $13,014,889 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.33% | 1.25% |
#10
5
Prev: #15
|
2.5 |
—
|
12,264 | 6.0% |
P
S
|
216,027 | $11,676,283 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.29% | 1.64% |
#11
3
Prev: #8
|
1.0 |
—
|
-1,446 | -4.5% |
P
S
|
30,619 | $11,382,792 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 1.27% | 1.27% |
#12
1
Prev: #13
|
1.0 |
—
|
-8,719 | -5.3% |
P
S
|
156,093 | $11,177,842 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.27% | 1.38% |
#13
2
Prev: #11
|
1.0 |
—
|
95 | 0.2% |
P
S
|
38,768 | $11,148,230 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.23% | 1.35% |
#14
2
Prev: #12
|
1.0 |
—
|
-39 | -0.1% |
P
S
|
37,749 | $10,828,763 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MNKD
MANNKIND CORP
|
Healthcare | 1.20% | 1.91% |
#15
8
Prev: #7
|
3.0 |
—
|
1,332,759 | 45.0% |
P
S
|
4,291,703 | $10,514,672 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 1.16% | 1.08% |
#16
2
Prev: #18
|
1.0 |
—
|
392 | 0.4% |
P
S
|
111,085 | $10,194,229 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.09% | 1.23% |
#17
1
Prev: #16
|
0.9 |
—
|
382 | 2.3% |
P
S
|
16,699 | $9,554,175 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.07% | 1.08% |
#18
1
Prev: #19
|
0.9 |
—
|
529 | 1.2% |
P
S
|
43,718 | $9,402,060 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.03% | 1.01% |
#19
1
Prev: #20
|
0.9 |
—
|
-807 | -1.3% |
P
S
|
60,934 | $9,024,316 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.97% | 0.89% |
#20
3
Prev: #23
|
0.9 |
—
|
-687 | -2.7% |
P
S
|
25,175 | $8,507,871 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.90% | 0.82% |
#21
3
Prev: #24
|
0.9 |
—
|
-1,097 | -1.7% |
P
S
|
63,599 | $7,904,099 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.89% | 0.80% |
#22
3
Prev: #25
|
2.4 |
—
|
16,709 | 9.0% |
P
S
|
202,044 | $7,871,618 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.82% | 0.71% |
#23
4
Prev: #27
|
0.8 |
—
|
-54 | -0.7% |
P
S
|
7,220 | $7,193,959 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
TWLO
TWILIO INC
|
Technology | 0.77% | 0.91% |
#24
2
Prev: #22
|
0.8 |
—
|
-2,105 | -3.8% |
P
S
|
54,018 | $6,796,542 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.75% | 0.51% |
#25
16
Prev: #41
|
2.3 |
—
|
7,278 | 7.3% |
P
S
|
107,484 | $6,584,458 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
GRAL
GRAIL INC
|
Healthcare | 0.75% | 1.12% |
#26
9
Prev: #17
|
2.3 |
—
|
12,300 | 10.7% |
P
S
|
127,347 | $6,581,275 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.72% | 0.58% |
#27
8
Prev: #35
|
2.8 |
—
|
15,395 | 27.6% |
P
S
|
71,203 | $6,298,614 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IOO
ISHARES TR
|
ETF | 0.71% | 0.69% |
#28
Prev: #28
|
2.3 |
—
|
3,575 | 7.4% |
P
S
|
51,640 | $6,246,911 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.69% | 0.50% |
#29
16
Prev: #45
|
0.8 |
—
|
-206 | -0.6% |
P
S
|
35,932 | $6,096,166 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.69% | 0.55% |
#30
7
Prev: #37
|
0.8 |
—
|
15 | 0.1% |
P
S
|
28,490 | $6,087,132 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.66% | 0.63% |
#31
2
Prev: #33
|
0.8 |
—
|
-326 | -1.9% |
P
S
|
16,544 | $5,821,142 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PATH
UIPATH INC
|
Technology | 0.66% | 0.98% |
#32
11
Prev: #21
|
0.8 |
—
|
-6,408 | -1.2% |
P
S
|
520,552 | $5,778,131 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
EFV
ISHARES TR
|
ETF | 0.63% | 0.61% |
#33
1
Prev: #34
|
0.8 |
—
|
-1,277 | -1.7% |
P
S
|
74,091 | $5,508,633 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.62% | 0.68% |
#34
5
Prev: #29
|
0.7 |
—
|
175 | 0.9% |
P
S
|
18,603 | $5,472,364 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.62% | 0.64% |
#35
4
Prev: #31
|
0.7 |
—
|
277 | 2.5% |
P
S
|
11,416 | $5,470,379 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
IUSV
ISHARES TR
|
ETF | 0.62% | 0.63% |
#36
4
Prev: #32
|
0.7 |
—
|
-983 | -1.8% |
P
S
|
53,232 | $5,442,963 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.62% | 0.74% |
#37
11
Prev: #26
|
0.7 |
—
|
-12 | -0.1% |
P
S
|
13,919 | $5,433,940 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.61% | 0.54% |
#38
1
Prev: #39
|
0.7 |
—
|
-158 | -0.4% |
P
S
|
44,554 | $5,359,382 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.54% | 0.54% |
#39
1
Prev: #38
|
0.7 |
—
|
61 | 0.3% |
P
S
|
22,640 | $4,711,169 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
XME
SPDR SERIES TRU...
|
Unknown | 0.52% | 0.46% |
#40
10
Prev: #50
|
2.2 |
—
|
3,754 | 9.7% |
P
S
|
42,629 | $4,604,384 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.51% | 0.38% |
#41
19
Prev: #60
|
0.7 |
—
|
-67 | -0.5% |
P
S
|
13,068 | $4,466,532 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.49% | 0.46% |
#42
6
Prev: #48
|
0.7 |
—
|
987 | 2.2% |
P
S
|
46,048 | $4,339,574 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.49% | 0.26% |
#43
49
Prev: #92
|
3.2 |
—
|
6,203 | 155.9% |
P
S
|
10,181 | $4,323,748 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
INTC
INTEL CORP
|
Technology | 0.49% | 0.47% |
#44
3
Prev: #47
|
0.7 |
—
|
-14,414 | -12.9% |
P
S
|
97,438 | $4,299,952 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.49% | 0.46% |
#45
6
Prev: #51
|
0.7 |
—
|
2,832 | 4.9% |
P
S
|
60,301 | $4,289,210 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 0.48% | 0.51% |
#46
6
Prev: #40
|
0.7 |
—
|
133 | 0.4% |
P
S
|
34,617 | $4,266,842 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.47% | 0.65% |
#47
17
Prev: #30
|
2.2 |
—
|
1,795 | 6.9% |
P
S
|
27,657 | $4,171,299 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.47% | 0.57% |
#48
12
Prev: #36
|
2.2 |
—
|
2,799 | 9.5% |
P
S
|
32,170 | $4,142,858 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.47% | 0.50% |
#49
5
Prev: #44
|
0.7 |
—
|
310 | 0.7% |
P
S
|
43,873 | $4,123,192 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
PL
PLANET LABS PBC
|
Industrials | 0.47% | 0.33% |
#50
22
Prev: #72
|
0.7 |
—
|
-1,354 | -0.9% |
P
S
|
146,955 | $4,107,392 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-50 of 501 holdings