StockDriftsStockDriftsTop 50 180 Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.02% | 107.4K | $40.0M | -0.70%(-762) | $122.82(+295.76%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.83% | 190.7K | $38.1M | -2.49%(-4.87K) | $28.23(+700.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.8% | 96.5K | $27.9M | -3.24%(-3.23K) | $64.96(+370.10%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.4% | 100.4K | $23.9M | -0.24%(-244) | $100.88(+160.24%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.19% | 57.8K | $21.8M | -1.65%(-969) | $36.69(+973.07%) | 2026-06-30 | |
| MNKD | MANNKIND CORP | 2.12% | 4.96M | $21.1M | +15.56%(+667.65K) | $6.75(-42.94%) | 2026-06-30 | |
| SLVP | ISHARES INC | 1.62% | 524.9K | $16.2M | -0.67%(-3.52K) | $12.85(+182.05%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.38% | 38.5K | $13.8M | -0.70%(-271) | $86.32(+299.35%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.31% | 36.9K | $13.1M | -2.15%(-812) | $100.27(+241.73%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.31% | 31.0K | $13.0M | +1.24%(+380) | $223.76(+52.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.03% | +86.21% | +16.55% | +115.03% |
| Top 20 Holdings Unweighted | +25.83% | +99.21% | +19.00% | +138.61% |
180 Wealth Advisors LLC reports $997.46M in US-listed equity holdings across 486 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.0%), NVDA (3.8%) and AAPL (2.8%). The top 20 holdings account for 34.24% of reported assets. Its disclosed equity book has returned +86.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 180 Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730817). View 180 Wealth Advisors LLC’s 13F filings on SEC