2026 Q2 Portfolio Activity
In 2026 Q2, 180 WEALTH ADVISORS, LLC maintained a portfolio of 515 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 0.39% of the total fund value. They heavily accumulated shares in MANNKIND CORP, increasing the position by 15.6%. Conversely, 180 WEALTH ADVISORS, LLC completely exited their position in MANNKIND CORP.
Position History
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Total Positions
515
Quarter
2026 Q2
Top Holding
MSFT (4.0%)
Top 10 Concentration
23.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 515
180 WEALTH ADVISORS, LLC Full Holdings List — 2026 Q2
| 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 | 4.01% | 4.55% |
#1
Prev: #1
|
4.1 |
—
|
-762 | -0.7% |
P
S
|
107,359 | $40,047,119 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.82% | 3.88% |
#2
Prev: #2
|
3.5 |
—
|
-4,868 | -2.5% |
P
S
|
190,662 | $38,149,593 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AAPL
APPLE INC
|
Technology | 2.80% | 2.88% |
#3
Prev: #3
|
2.6 |
—
|
-3,234 | -3.2% |
P
S
|
96,456 | $27,910,594 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.40% | 2.38% |
#4
Prev: #4
|
2.0 |
—
|
-244 | -0.2% |
P
S
|
100,386 | $23,925,901 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.19% | 2.07% |
#5
1
Prev: #6
|
1.9 |
—
|
-969 | -1.6% |
P
S
|
57,811 | $21,838,172 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MNKD
MANNKIND CORP
|
Healthcare | 2.12% | 1.20% |
#6
9
Prev: #15
|
2.8 |
—
|
667,648 | 15.6% |
P
S
|
4,959,351 | $21,126,835 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SLVP
ISHARES INC
|
ETF | 1.62% | 2.13% |
#7
2
Prev: #5
|
1.1 |
—
|
-3,516 | -0.7% |
P
S
|
524,854 | $16,181,239 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.38% | 1.27% |
#8
5
Prev: #13
|
1.1 |
—
|
-271 | -0.7% |
P
S
|
38,497 | $13,757,677 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.31% | 1.23% |
#9
5
Prev: #14
|
1.0 |
—
|
-812 | -2.2% |
P
S
|
36,937 | $13,050,944 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.31% | 1.29% |
#10
1
Prev: #11
|
1.0 |
—
|
380 | 1.2% |
P
S
|
30,999 | $13,038,055 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.30% | 1.33% |
#11
1
Prev: #10
|
1.0 |
—
|
1,726 | 0.8% |
P
S
|
217,753 | $12,997,676 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
BCX
BLACKROCK RES &...
|
Financial Services | 1.23% | 1.48% |
#12
3
Prev: #9
|
1.0 |
—
|
6,115 | 0.6% |
P
S
|
1,086,189 | $12,284,796 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.22% | 0.69% |
#13
17
Prev: #30
|
1.0 |
—
|
-402 | -1.4% |
P
S
|
28,088 | $12,171,288 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SGOL
ETFS GOLD TR
|
ETF | 1.20% | 1.60% |
#14
7
Prev: #7
|
1.0 |
—
|
-4,204 | -1.3% |
P
S
|
312,216 | $11,936,001 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.17% | 0.97% |
#15
5
Prev: #20
|
1.0 |
—
|
-712 | -2.8% |
P
S
|
24,463 | $11,682,766 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
RING
ISHARES INC
|
ETF | 1.07% | 1.54% |
#16
8
Prev: #8
|
0.9 |
—
|
-6,339 | -3.7% |
P
S
|
164,821 | $10,647,460 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.05% | 0.62% |
#17
20
Prev: #37
|
0.9 |
—
|
-186 | -1.3% |
P
S
|
13,733 | $10,480,046 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
TWLO
TWILIO INC
|
Technology | 1.04% | 0.77% |
#18
6
Prev: #24
|
0.9 |
—
|
-3,759 | -7.0% |
P
S
|
50,259 | $10,369,935 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.01% | 1.07% |
#19
1
Prev: #18
|
0.9 |
—
|
-1,005 | -2.3% |
P
S
|
42,713 | $10,106,859 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.97% | 1.09% |
#20
3
Prev: #17
|
0.9 |
—
|
540 | 3.2% |
P
S
|
17,239 | $9,710,557 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.93% | 0.51% |
#21
20
Prev: #41
|
0.9 |
—
|
-260 | -2.0% |
P
S
|
12,808 | $9,260,347 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.92% | 1.03% |
#22
3
Prev: #19
|
0.9 |
—
|
-3,119 | -5.1% |
P
S
|
57,815 | $9,136,430 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
INTC
INTEL CORP
|
Technology | 0.90% | 0.49% |
#23
21
Prev: #44
|
0.4 |
—
|
-32,850 | -33.7% |
P
S
|
64,588 | $9,018,482 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.90% | 0.89% |
#24
2
Prev: #22
|
2.4 |
—
|
15,288 | 7.6% |
P
S
|
217,332 | $8,964,960 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GRAL
GRAIL INC
|
Healthcare | 0.87% | 0.75% |
#25
1
Prev: #26
|
0.8 |
—
|
427 | 0.3% |
P
S
|
127,774 | $8,723,113 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 0.87% | 1.27% |
#26
14
Prev: #12
|
0.8 |
—
|
-2,513 | -1.6% |
P
S
|
153,580 | $8,634,285 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.86% | 1.16% |
#27
11
Prev: #16
|
0.8 |
—
|
2,721 | 2.4% |
P
S
|
113,806 | $8,586,634 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.74% | 0.72% |
#28
1
Prev: #27
|
2.3 |
—
|
8,250 | 11.6% |
P
S
|
79,453 | $7,419,308 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 0.72% | 0.35% |
#29
42
Prev: #71
|
0.8 |
—
|
-265 | -1.3% |
P
S
|
20,260 | $7,183,588 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.71% | 0.90% |
#30
9
Prev: #21
|
0.8 |
—
|
-945 | -1.5% |
P
S
|
62,654 | $7,096,220 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.71% | 0.49% |
#31
12
Prev: #43
|
2.8 |
—
|
2,474 | 24.3% |
P
S
|
12,655 | $7,094,638 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.71% | 0.47% |
#32
15
Prev: #47
|
0.8 |
—
|
-20 | -0.1% |
P
S
|
27,637 | $7,033,654 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.70% | 0.28% |
#33
57
Prev: #90
|
0.8 |
—
|
-320 | -2.6% |
P
S
|
11,977 | $6,957,338 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IOO
ISHARES TR
|
ETF | 0.68% | 0.71% |
#34
6
Prev: #28
|
0.8 |
—
|
-1,720 | -3.3% |
P
S
|
49,920 | $6,819,049 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.67% | 0.82% |
#35
12
Prev: #23
|
0.8 |
—
|
-74 | -1.0% |
P
S
|
7,146 | $6,684,799 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ILMN
ILLUMINA INC
|
Healthcare | 0.61% | 0.48% |
#36
10
Prev: #46
|
0.7 |
—
|
-263 | -0.8% |
P
S
|
34,354 | $6,040,394 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.60% | 0.62% |
#37
2
Prev: #35
|
2.2 |
—
|
628 | 5.5% |
P
S
|
12,044 | $6,026,562 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.60% | 0.62% |
#38
4
Prev: #34
|
0.7 |
—
|
-212 | -1.1% |
P
S
|
18,391 | $6,020,001 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.59% | 0.47% |
#39
9
Prev: #48
|
0.7 |
—
|
-57 | -0.2% |
P
S
|
32,113 | $5,934,179 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.58% | 0.61% |
#40
2
Prev: #38
|
0.7 |
—
|
279 | 0.6% |
P
S
|
44,833 | $5,761,078 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
PATH
UIPATH INC
|
Technology | 0.57% | 0.66% |
#41
9
Prev: #32
|
0.7 |
—
|
339 | 0.1% |
P
S
|
520,891 | $5,662,090 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IUSV
ISHARES TR
|
ETF | 0.56% | 0.62% |
#42
6
Prev: #36
|
0.7 |
—
|
-2,935 | -5.5% |
P
S
|
50,297 | $5,540,235 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.55% | 0.66% |
#43
12
Prev: #31
|
0.7 |
—
|
-1,387 | -8.4% |
P
S
|
15,157 | $5,488,792 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.54% | 0.75% |
#44
19
Prev: #25
|
0.7 |
—
|
-5,667 | -5.3% |
P
S
|
101,817 | $5,407,487 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
EFV
ISHARES TR
|
ETF | 0.53% | 0.63% |
#45
12
Prev: #33
|
0.7 |
—
|
-5,458 | -7.4% |
P
S
|
68,633 | $5,253,873 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.51% | 0.19% |
#46
82
Prev: #128
|
0.7 |
—
|
-559 | -11.2% |
P
S
|
4,445 | $5,130,357 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.50% | 0.49% |
#47
2
Prev: #45
|
0.7 |
—
|
737 | 1.2% |
P
S
|
61,038 | $5,025,845 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XME
SPDR SERIES TRU...
|
Unknown | 0.49% | 0.52% |
#48
8
Prev: #40
|
2.2 |
—
|
3,419 | 8.0% |
P
S
|
46,048 | $4,923,877 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.48% | 0.69% |
#49
20
Prev: #29
|
0.7 |
—
|
-897 | -2.5% |
P
S
|
35,035 | $4,789,937 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
NXPI
NXP SEMICONDUCT...
|
Technology | 0.48% | 0.39% |
#50
12
Prev: #62
|
0.7 |
—
|
-535 | -3.0% |
P
S
|
17,026 | $4,784,700 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 |
Showing 1-50 of 515 holdings