180 Wealth Advisors, LLC holds a diversified book of 486 stocks worth $997.2M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 4% of the equity book. They also disclosed $279K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as 180 Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $516.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $343.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $145.6B |
| UBS Group AG | 80 / 80 | $135.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $130.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $88.7B |
| LPL Financial LLC | 80 / 80 | $57.4B |
| STIFEL FINANCIAL CORP | 80 / 80 | $28.2B |
Ranked by how many of 180 Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $40.0M | 107.4K | 4.0% | ▼−0.7% Reduced · −762 sh | |
| 2 | Nvidia Corporation COM | $38.1M | 190.7K | 3.8% | ▼−2.5% Reduced · −5K sh | |
| 3 | Apple Inc COM | $27.9M | 96.5K | 2.8% | ▼−3.2% Reduced · −3K sh | |
| 4 | Amazon Com Inc COM | $23.9M | 100.4K | 2.4% | ▼−0.2% Reduced · −244 sh | |
| 5 | Broadcom Inc COM | $21.8M | 57.8K | 2.2% | ▼−1.6% Reduced · −969 sh | |
| 6 | Mannkind Corp COM NEW | $21.1M | 4.96M | 2.1% | ▲+16% Added · +668K sh | |
| 7 | Ishares Inc MSCI GLB SLV&MTL | $16.2M | 524.9K | 1.6% | ▼−0.7% Reduced · −4K sh | |
| 8 | Alphabet Inc CAP STK CL A | $13.8M | 38.5K | 1.4% | ▼−0.7% Reduced · −271 sh | |
| 9 | Alphabet Inc CAP STK CL C | $13.1M | 36.9K | 1.3% | ▼−2.1% Reduced · −812 sh | |
| 10 | Tesla Inc COM | $13.0M | 31.0K | 1.3% | ▲+1.2% Added · +380 sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $13.0M | 217.8K | 1.3% | ▲+0.8% Added · +2K sh | |
| 12 | BlackRock Res & Commodities SHS | $12.3M | 1.09M | 1.2% | ▲+0.6% Added · +6K sh | |
| 13 | Lam Research Corp COM NEW | $12.2M | 28.1K | 1.2% | ▼−1.4% Reduced · −402 sh | |
| 14 | Etfs Gold TR PHYSCL GOLD SHS | $11.9M | 312.2K | 1.2% | ▼−1.3% Reduced · −4K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.7M | 24.5K | 1.2% | ▼−2.8% Reduced · −712 sh | |
| 16 | Ishares Inc MSCI GBL GOLD MN | $10.6M | 164.8K | 1.1% | ▼−3.7% Reduced · −6K sh | |
| 17 | Crowdstrike Hldgs Inc CL A | $10.5M | 13.7K | 1.1% | ▼−1.3% Reduced · −186 sh | |
| 18 | Twilio Inc CL A | $10.4M | 50.3K | 1.0% | ▼−7.0% Reduced · −4K sh | |
| 19 | Vanguard Specialized Funds DIV APP ETF | $10.1M | 42.7K | 1.0% | ▼−2.3% Reduced · −1K sh | |
| 20 | Meta Platforms Inc CL A | $9.7M | 17.2K | 1.0% | ▲+3.2% Added · +540 sh | |
| 21 | Applied Matls Inc COM | $9.3M | 12.8K | 0.9% | ▼−2.0% Reduced · −260 sh | |
| 22 | Vanguard Whitehall FDS HIGH DIV YLD | $9.1M | 57.8K | 0.9% | ▼−5.1% Reduced · −3K sh | |
| 23 | Intel Corp COM | $9.0M | 64.6K | 0.9% | ▼−34% Reduced · −33K sh | |
| 24 | Dimensional ETF Trust INTL CORE EQT MK | $9.0M | 217.3K | 0.9% | ▲+7.6% Added · +15K sh | |
| 25 | Grail Inc COM | $8.7M | 127.8K | 0.9% | ▲+0.3% Added · +427 sh | |
| 26 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $8.6M | 153.6K | 0.9% | ▼−1.6% Reduced · −3K sh | |
| 27 | Vaneck ETF Trust GOLD MINERS ETF | $8.6M | 113.8K | 0.9% | ▲+2.4% Added · +3K sh | |
| 28 | Vanguard Whitehall FDS INTL DVD ETF | $7.4M | 79.5K | 0.7% | ▲+12% Added · +8K sh | |
| 29 | Arm Holdings PLC SPONSORED ADS | $7.2M | 20.3K | 0.7% | ▼−1.3% Reduced · −265 sh | |
| 30 | Walmart Inc COM | $7.1M | 62.7K | 0.7% | ▼−1.5% Reduced · −945 sh | |
| 31 | Axon Enterprise Inc COM | $7.1M | 12.7K | 0.7% | ▲+24% Added · +2K sh | |
| 32 | Snowflake Inc COM SHS | $7.0M | 27.6K | 0.7% | ▼−0.1% Reduced · −20 sh | |
| 33 | Advanced Micro Devices Inc COM | $7.0M | 12.0K | 0.7% | ▼−2.6% Reduced · −320 sh | |
| 34 | Ishares TR GLOBAL 100 ETF | $6.8M | 49.9K | 0.7% | ▼−3.3% Reduced · −2K sh | |
| 35 | Costco Wholesale Corporation COM | $6.7M | 7.1K | 0.7% | ▼−1.0% Reduced · −74 sh | |
| 36 | Illumina Inc COM | $6.0M | 34.4K | 0.6% | ▼−0.8% Reduced · −263 sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $6.0M | 12.0K | 0.6% | ▲+5.5% Added · +628 sh | |
| 38 | JPMorgan Chase & Co COM | $6.0M | 18.4K | 0.6% | ▼−1.1% Reduced · −212 sh | |
| 39 | Qualcomm Inc COM | $5.9M | 32.1K | 0.6% | ▼−0.2% Reduced · −57 sh | |
| 40 | Merck & Co Inc COM | $5.8M | 44.8K | 0.6% | ▲+0.6% Added · +279 sh | |
| 41 | Uipath Inc CL A | $5.7M | 520.9K | 0.6% | ▲+0.1% Added · +339 sh | |
| 42 | Ishares TR CORE S&P US VLU | $5.5M | 50.3K | 0.6% | ▼−5.5% Reduced · −3K sh | |
| 43 | Amgen Inc COM | $5.5M | 15.2K | 0.6% | ▼−8.4% Reduced · −1K sh | |
| 44 | Select Sector SPDR TR ST STR ENERG ETF | $5.4M | 101.8K | 0.5% | ▼−5.3% Reduced · −6K sh | |
| 45 | Ishares TR EAFE VALUE ETF | $5.3M | 68.6K | 0.5% | ▼−7.4% Reduced · −5K sh | |
| 46 | Micron Technology Inc COM | $5.1M | 4.4K | 0.5% | ▼−11% Reduced · −559 sh | |
| 47 | Dimensional ETF Trust US SMALL CAP ETF | $5.0M | 61.0K | 0.5% | ▲+1.2% Added · +737 sh | |
| 48 | SPDR Series Trust ST STR SP METAL | $4.9M | 46.0K | 0.5% | ▲+8.0% Added · +3K sh | |
| 49 | Exxon Mobil Corp COM | $4.8M | 35.0K | 0.5% | ▼−2.5% Reduced · −897 sh | |
| 50 | NXP Semiconductors N V COM | $4.8M | 17.0K | 0.5% | ▼−3.0% Reduced · −535 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730817/holdings"
Use Arkolith to show 180 WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | EVERPURE INC-AP | $158K | 2K |
| CALL · bullish | ZSCALER INCZS | $56K | 400 |
| CALL · bullish | ORACLE CORPORCL | $29K | 200 |
| CALL · bullish | WEYERHAEUSER COWY | $17K | 700 |
| CALL · bullish | ALIBABA GROUP HOLDING-SP ADRBABA | $10K | 100 |
| CALL · bullish | QUANTUMSCAPE CORPQS | $8K | 1K |
| CALL · bullish | MANNKIND CORPMNKD | $2K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 493 | $997.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 472 | $879.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 471 | $878.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 455 | $820.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 426 | $717.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 413 | $627.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 430 | $638.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 445 | $635.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.