180 Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), 180 Wealth Advisors, LLC reported 408 stock positions worth $626.7 million. Its top holding was Microsoft (MSFT) at 6.7% of the portfolio, followed by Apple (AAPL, 3.7%) and Nvidia (NVDA, 3.4%). Compared with Q4 2024, it opened 26 new positions, sold out of 40, added to 185 and reduced 179. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Tesla (TSLA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- FEDERAL WAY, WA
- CIK
- 0001730817
- Portfolio Value
- $626.7M (Q1 2025)
- SEC Filing
- 0001085146-25-001941 ↗ filed Apr 9, 2025
Holdings Value
Holdings 408 stocks · $626.7M
| MSFT Microsoft Corp. | 6.69% | 111,730 | $41.9M | Add +2.2% |
| AAPL Apple Inc. | 3.68% | 103,907 | $23.1M | Reduce -2.8% |
| NVDA Nvidia Corp. | 3.42% | 197,822 | $21.4M | Add +0.4% |
| AMZN Amazon.com Inc. | 2.84% | 93,512 | $17.8M | Add +3.0% |
| MNKD Mannkind Corp. | 1.76% | 2,194,704 | $11.0M | Add +4.2% |
| AVGO Broadcom Inc. | 1.72% | 64,247 | $10.8M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 1.41% | 45,737 | $8.9M | Reduce -1.5% |
| SGOL Abrdn Physical Gold Shares | 1.39% | 292,859 | $8.7M | Add +0.8% |
| TSLA Tesla Inc. | 1.39% | 33,587 | $8.7M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.36% | 14,783 | $8.5M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 1.31% | 63,774 | $8.2M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 1.30% | 179,975 | $8.1M | Add +6.9% |
| SLVP iShares MSCI Global Silver A | 1.19% | 496,831 | $7.4M | Add +2.8% |
| COST Costco Wholesale Corp. | 1.17% | 7,778 | $7.4M | Reduce -4.3% |
| RING iShares MSCI Global Gold Min | 1.08% | 175,646 | $6.7M | Reduce -0.4% |
| BCX BlackRock Resources & Commod | 1.06% | 714,381 | $6.7M | Add +12.1% |
| TWLO Twilio Inc. Class A | 1.00% | 63,793 | $6.2M | Reduce -3.6% |
| WMT Walmart Inc. | 0.96% | 68,661 | $6.0M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.93% | 37,466 | $5.9M | Add +2.0% |
| PATH Uipath Inc. Class A | 0.90% | 550,196 | $5.7M | Add +13.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 10,627 | $5.7M | Add +17.1% |
| GOOGL Alphabet Inc. Class A | 0.90% | 36,292 | $5.6M | Reduce -1.6% |
| IUSV iShares Core S&P U.S. Value | 0.85% | 57,445 | $5.3M | Reduce -1.4% |
| CMCSA Comcast Corp. Class A | 0.84% | 142,194 | $5.2M | Add +6.2% |
| SIVR Abrdn Physical Silver Shares | 0.79% | 151,563 | $4.9M | Add +3.0% |
| GDX Vaneck Gold Miners ETF | 0.77% | 104,994 | $4.8M | Add +6.9% |
| JPM JPMorgan Chase & Co. | 0.74% | 19,019 | $4.7M | Add +0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.74% | 78,321 | $4.6M | Reduce -2.7% |
| VIGI Vanguard Int Div App Indx FD | 0.74% | 55,564 | $4.6M | Reduce -0.7% |
| PNC PNC Financial Services Group | 0.73% | 26,166 | $4.6M | Add +11.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.72% | 27,029 | $4.5M | Reduce -1.6% |
| DFAI Dimensional International Co. | 0.71% | 141,672 | $4.4M | Add +4.7% |
| IOO iShares Global 100 ETF | 0.68% | 44,073 | $4.2M | Reduce -3.5% |
| SBUX Starbucks Corp. | 0.67% | 42,887 | $4.2M | Reduce -1.2% |
| QCOM Qualcomm Inc. | 0.66% | 26,998 | $4.1M | Add +4.8% |
| V Visa Inc. Class A | 0.65% | 11,581 | $4.1M | Reduce -0.1% |
| SNOW Snowflake Inc. | 0.63% | 27,156 | $4.0M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.62% | 32,766 | $3.9M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 15,579 | $3.9M | Reduce -2.6% |
| ET Energy Transfer LP | 0.61% | 207,285 | $3.9M | Reduce -0.3% |
| BLK BlackRock Inc. | 0.54% | 3,596 | $3.4M | New |
| SCHW Schwab (charles) Corp. | 0.54% | 42,870 | $3.4M | Add +1.9% |
| MDT Medtronic PLC | 0.53% | 37,034 | $3.3M | Add +3.4% |
| DGRO iShares Core Dividend Growth | 0.52% | 52,881 | $3.3M | Reduce -7.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.51% | 43,269 | $3.2M | Add +3.3% |
| DFAU Dimensional US Core Equity M | 0.50% | 81,585 | $3.1M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.50% | 34,629 | $3.1M | Add +9.8% |
| CRM Salesforce Inc. | 0.49% | 11,512 | $3.1M | Add +11.3% |
| ETN Eaton Corp. PLC | 0.49% | 11,288 | $3.1M | Add +0.5% |
| CVX Chevron Corp. | 0.49% | 18,310 | $3.1M | Reduce -1.8% |
| EMR Emerson Electric Co. | 0.48% | 27,667 | $3.0M | Add +3.8% |
| EBAY eBay Inc. | 0.48% | 44,459 | $3.0M | Add +4.0% |
| NXPI NXP Semiconductors NV | 0.47% | 15,376 | $2.9M | Reduce -7.8% |
| PEP Pepsico Inc. | 0.47% | 19,483 | $2.9M | Add +7.0% |
| INTC Intel Corp. | 0.46% | 127,916 | $2.9M | Add +124.9% |
| AMGN Amgen Inc. | 0.46% | 9,304 | $2.9M | Add +3.8% |
| TMUS T-Mobile US Inc. | 0.46% | 10,760 | $2.9M | Add +20.6% |
| FCX Freeport-McMoran Inc. | 0.46% | 75,384 | $2.9M | Add +27.5% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.45% | 63,352 | $2.8M | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.45% | 5,129 | $2.8M | Add +70.1% |
| BA The Boeing Co. | 0.43% | 15,724 | $2.7M | Add +7.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 9,756 | $2.7M | Reduce -2.5% |
| AMT American Tower Corp. | 0.42% | 12,138 | $2.6M | Add +4.0% |
| PLD Prologis Inc. | 0.42% | 23,600 | $2.6M | Add +5.2% |
| GRAL Grail Inc. | 0.42% | 101,883 | $2.6M | Add +8.2% |
| ILMN Illumina Inc. | 0.41% | 32,447 | $2.6M | Add +60.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 32,758 | $2.5M | Reduce -0.8% |
| NFLX Netflix Inc. | 0.39% | 2,615 | $2.4M | Add +25.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.38% | 25,665 | $2.4M | Reduce -4.3% |
| XLE SS Energy Select Sector | 0.38% | 25,365 | $2.4M | Add +10.5% |
| JNJ Johnson & Johnson | 0.38% | 14,274 | $2.4M | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.38% | 30,235 | $2.4M | Reduce -8.0% |
| VOO Vanguard S&P 500 ETF | 0.38% | 4,580 | $2.4M | Reduce -0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.36% | 14,101 | $2.3M | Reduce -1.1% |
| APD Air Products & Chemicals Inc. | 0.36% | 7,580 | $2.2M | New |
| LLY Eli Lilly & Co. | 0.35% | 2,634 | $2.2M | Reduce -2.9% |
| TDF Templeton Dragon Fund Inc. | 0.34% | 221,033 | $2.1M | Add +26.6% |
| TYG Tortoise Energy Infrastruct | 0.33% | 48,732 | $2.1M | Reduce -6.8% |
| IDV iShares International Select | 0.33% | 65,760 | $2.0M | Reduce -1.6% |
| HD Home Depot Inc. | 0.32% | 5,557 | $2.0M | Add +0.2% |
| T AT&T Inc. | 0.32% | 71,198 | $2.0M | Add +36.9% |
| AMAT Applied Materials Inc. | 0.32% | 13,654 | $2.0M | Reduce -0.5% |
| MCHI iShares MSCI China ETF | 0.31% | 35,835 | $1.9M | Add +40.3% |
| XME SS SPDR S&P Metals Mining | 0.31% | 34,652 | $1.9M | Add +6.0% |
| ISRG Intuitive Surgical Inc. | 0.30% | 3,851 | $1.9M | Add +4.9% |
| BALL Ball Corp. | 0.30% | 36,280 | $1.9M | Add +6.1% |
| LMT Lockheed Martin Corp. | 0.30% | 4,229 | $1.9M | Reduce -7.0% |
| DFAS Dimensional US Small Cap ETF | 0.30% | 31,606 | $1.9M | Add +31.6% |
| DES Wisdomtree US Smallcap Divid | 0.30% | 58,150 | $1.9M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.29% | 9,818 | $1.8M | Reduce -1.1% |
| VTWO Vanguard Russell 2000 ETF | 0.29% | 22,672 | $1.8M | Add +0.3% |
| VT Vanguard Tot World STK ETF | 0.29% | 15,766 | $1.8M | Add +1.4% |
| DFAE Dimensional Emerging Core Eq | 0.29% | 69,745 | $1.8M | Add +6.9% |
| VZ Verizon Communications Inc. | 0.28% | 39,311 | $1.8M | Reduce -2.9% |
| LRCX Lam Research Corp. | 0.28% | 24,527 | $1.8M | New |
| RTX RTX Corp. | 0.28% | 13,099 | $1.7M | Reduce -8.1% |
| HQL Abrdn Life Sciences Investor | 0.28% | 136,122 | $1.7M | Add +0.9% |
| LAD Lithia Motors Inc. | 0.26% | 5,629 | $1.7M | New |
| GNTX Gentex Corp. | 0.26% | 69,874 | $1.6M | Add +6.2% |
| ZS Zscaler Inc. | 0.26% | 8,180 | $1.6M | Reduce -1.4% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $1.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 792 | $978K | Add +302.0% |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | 59,000 | $57K | Add +22.9% |
| OKTA INC (OKTA 0.125 09/01/25) | NOTE 0.125% 9/0 · principal | 48,000 | $47K | Add +108.7% |
| INSEEGO CORP (INSG 3.25 05/01/25) | NOTE 3.250% 5/0 · principal | 40,000 | $39K | No change |
| LENDINGTREE INC (TREE 0.5 07/15/25) | NOTE 0.500% 7/1 · principal | 12,000 | $12K | No change |
Total filed on the 13F, all lines: $627.9M.
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -0.8% | 1.39% | −0.75 |
| AVGO Broadcom Inc. | Reduce -1.6% | 1.72% | −0.66 |
| AAPL Apple Inc. | Reduce -2.8% | 3.68% | −0.51 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.45 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.34 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 0.90% | −0.20 |
| LULU Lululemon Athletica Inc. | Reduce -36.7% | 0.16% | −0.18 |
| P Everpure Inc. Class A | Reduce -1.8% | 0.45% | −0.17 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.6% | 0.72% | −0.13 |
| TWLO Twilio Inc. Class A | Reduce -3.6% | 1.00% | −0.13 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.11 |
| CPRT Copart Inc. | Reduce -77.1% | 0.03% | −0.11 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.11 |
| UAL United Airlines Holdings Inc. | Reduce -22.1% | 0.13% | −0.10 |
| MTCH Match Group Inc. | Reduce -67.1% | 0.04% | −0.09 |
| CAT Caterpillar Inc. | Reduce -38.5% | 0.12% | −0.09 |
| URI United Rentals Inc. | Reduce -58.3% | 0.05% | −0.09 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.08 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.08 |
| ALGT Allegiant Travel Co. | Sold out | 0.00% | −0.08 |
| NXPI NXP Semiconductors NV | Reduce -7.8% | 0.47% | −0.08 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.08 |
| DHI D.R. Horton Inc. | Reduce -49.3% | 0.06% | −0.07 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.07 |
| MHK Mohawk Industries Inc. | Sold out | 0.00% | −0.07 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.06 |
| DAL Delta Air Lines Inc. | Reduce -2.9% | 0.16% | −0.06 |
| HCA HCA Healthcare Inc. | Reduce -59.2% | 0.06% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -7.0% | 0.30% | −0.05 |
| IOO iShares Global 100 ETF | Reduce -3.5% | 0.68% | −0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.04 |
| RKLB Rocket Lab USA Inc. | Reduce -1.1% | 0.10% | −0.04 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.04 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −0.04 |
| TNDM Tandem Diabetes Care Inc. | Sold out | 0.00% | −0.04 |
| OLN Olin Corp. | Sold out | 0.00% | −0.04 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.04 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.04 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.04 |
| SNOW Snowflake Inc. | Reduce -1.9% | 0.63% | −0.04 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.04 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.04 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Reduce -1.9% | 0.18% | −0.04 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.03 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.03 |
| BMO Bank of Montreal | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| BLK BlackRock Inc. | New | 0.54% | +0.54 |
| APD Air Products & Chemicals Inc. | New | 0.36% | +0.36 |
| SLVP iShares MSCI Global Silver A | Add +2.8% | 1.19% | +0.31 |
| INTC Intel Corp. | Add +124.9% | 0.46% | +0.28 |
| LRCX Lam Research Corp. | New | 0.28% | +0.28 |
| LAD Lithia Motors Inc. | New | 0.26% | +0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.1% | 0.90% | +0.26 |
| SGOL Abrdn Physical Gold Shares | Add +0.8% | 1.39% | +0.25 |
| GDX Vaneck Gold Miners ETF | Add +6.9% | 0.77% | +0.24 |
| BCX BlackRock Resources & Commod | Add +12.1% | 1.06% | +0.21 |
| GS Goldman Sachs Group Inc. | Add +70.1% | 0.45% | +0.18 |
| XYL Xylem Inc. | Add +506.5% | 0.20% | +0.17 |
| ANET Arista Networks Inc. | New | 0.17% | +0.17 |
| OC Owens Corning | New | 0.16% | +0.16 |
| GRAL Grail Inc. | Add +8.2% | 0.42% | +0.15 |
| ALL Allstate Corp. | Add +126.2% | 0.25% | +0.15 |
| SIVR Abrdn Physical Silver Shares | Add +3.0% | 0.79% | +0.15 |
| TMUS T-Mobile US Inc. | Add +20.6% | 0.46% | +0.15 |
| ARM Arm Holdings PLC-ADR | New | 0.14% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +6.9% | 1.30% | +0.14 |
| T AT&T Inc. | Add +36.9% | 0.32% | +0.14 |
| MCHI iShares MSCI China ETF | Add +40.3% | 0.31% | +0.12 |
| NEM Newmont Corp. | Add +223.7% | 0.14% | +0.11 |
| TDF Templeton Dragon Fund Inc. | Add +26.6% | 0.34% | +0.11 |
| FCX Freeport-McMoran Inc. | Add +27.5% | 0.46% | +0.10 |
| PM Philip Morris International | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | Add +25.7% | 0.39% | +0.10 |
| AMGN Amgen Inc. | Add +3.8% | 0.46% | +0.10 |
| ATO Atmos Energy Corp. | New | 0.09% | +0.09 |
| WELL Welltower Inc. | Add +118.5% | 0.14% | +0.09 |
| WMB Williams Cos Inc. | Add +102.1% | 0.16% | +0.09 |
| DFAI Dimensional International Co. | Add +4.7% | 0.71% | +0.09 |
| AMT American Tower Corp. | Add +4.0% | 0.42% | +0.09 |
| FOXA Fox Corp. Class A | New | 0.09% | +0.09 |
| MDT Medtronic PLC | Add +3.4% | 0.53% | +0.08 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.62% | +0.08 |
| AER Aercap Holdings NV | Add +30.9% | 0.24% | +0.07 |
| XLE SS Energy Select Sector | Add +10.5% | 0.38% | +0.07 |
| CROX Crocs Inc. | Add +49.8% | 0.21% | +0.07 |
| EBAY eBay Inc. | Add +4.0% | 0.48% | +0.07 |
| EPD Enterprise Products Partners | Add +44.5% | 0.17% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +3.3% | 0.51% | +0.06 |
| DFAS Dimensional US Small Cap ETF | Add +31.6% | 0.30% | +0.06 |
| KWEB Kranesh Csi China Internet | Add +23.8% | 0.16% | +0.05 |
| PVH PVH Corp. | Add +156.0% | 0.14% | +0.05 |
| EXCHANGE TRADED CONCEPTS TRU | New | 0.05% | +0.05 |
| PLD Prologis Inc. | Add +5.2% | 0.42% | +0.05 |
| CMCSA Comcast Corp. Class A | Add +6.2% | 0.84% | +0.05 |
| JOE The St Joe Co. | New | 0.05% | +0.05 |
| SCHW Schwab (charles) Corp. | Add +1.9% | 0.54% | +0.05 |
Notes & Other Activity Q4 2024 → Q1 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +302.0% | 792 | $978K |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | Add +22.9% | 59,000 | $57K |
| OKTA INC (OKTA 0.125 09/01/25) | NOTE 0.125% 9/0 · principal | Add +108.7% | 48,000 | $47K |
| DIGITALOCEAN HOLDINGS (DOCN 0 12/01/26) | NOTE 12/0 · principal | Sold out | 23,000 | $20Kbefore exit |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | Sold out | 17,000 | $17Kbefore exit |
| RINGCENTRAL INC (RNG 0 03/01/25) | NOTE 3/0 · principal | Sold out | 15,000 | $15Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 484 | $996.1M | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q1 2026 | 470 | $878.6M | MSFT, NVDA, AAPL, AMZN, SLVP |
| Q4 2025 | 468 | $877.0M | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q3 2025 | 452 | $819.4M | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q2 2025 | 422 | $715.7M | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q1 2025 | 408 | $626.7M | MSFT, AAPL, NVDA, AMZN, MNKD |
| Q4 2024 | 422 | $637.9M | MSFT, AAPL, NVDA, AMZN, AVGO |
| Q3 2024 | 442 | $635.0M | MSFT, AAPL, NVDA, AMZN, MNKD |
| Q2 2024 | 431 | $612.9M | MSFT, AAPL, NVDA, AMZN, AVGO |
| Q1 2024 | 401 | $556.1M | MSFT, AAPL, NVDA, AMZN, AVGO |