180 Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), 180 Wealth Advisors, LLC reported 422 stock positions worth $715.7 million. Its top holding was Microsoft (MSFT) at 7.4% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Apple (AAPL, 3.0%). Compared with Q1 2025, it opened 28 new positions, sold out of 14, added to 163 and reduced 215. The biggest buy was Grail (GRAL, shares +11%) and the biggest sale Starbucks (SBUX, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- FEDERAL WAY, WA
- CIK
- 0001730817
- Portfolio Value
- $715.7M (Q2 2025)
- SEC Filing
- 0001085146-25-004341 ↗ filed Jul 31, 2025
Holdings Value
Holdings 422 stocks · $715.7M
| MSFT Microsoft Corp. | 7.36% | 105,863 | $52.7M | Reduce -5.3% |
| NVDA Nvidia Corp. | 4.35% | 197,103 | $31.1M | Reduce -0.4% |
| AAPL Apple Inc. | 3.02% | 105,291 | $21.6M | Add +1.3% |
| AMZN Amazon.com Inc. | 2.90% | 94,638 | $20.8M | Add +1.2% |
| AVGO Broadcom Inc. | 2.39% | 61,974 | $17.1M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 1.51% | 14,666 | $10.8M | Reduce -0.8% |
| TSLA Tesla Inc. | 1.49% | 33,595 | $10.7M | Add +0.0% |
| MNKD Mannkind Corp. | 1.35% | 2,582,010 | $9.7M | Add +17.6% |
| VWO Vanguard Ftse Emerging Marke | 1.31% | 189,123 | $9.4M | Add +5.1% |
| SGOL Abrdn Physical Gold Shares | 1.29% | 292,910 | $9.2M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 1.29% | 44,987 | $9.2M | Reduce -1.6% |
| SLVP iShares MSCI Global Silver A | 1.27% | 512,226 | $9.1M | Add +3.1% |
| VYM Vanguard High DVD Yield ETF | 1.18% | 63,355 | $8.4M | Reduce -0.7% |
| BCX BlackRock Resources & Commod | 1.07% | 810,666 | $7.7M | Add +13.5% |
| TWLO Twilio Inc. Class A | 1.07% | 61,526 | $7.7M | Reduce -3.5% |
| RING iShares MSCI Global Gold Min | 1.06% | 173,495 | $7.6M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 1.05% | 7,582 | $7.5M | Reduce -2.5% |
| PATH Uipath Inc. Class A | 0.95% | 533,525 | $6.8M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 0.95% | 38,157 | $6.8M | Add +1.8% |
| WMT Walmart Inc. | 0.92% | 67,258 | $6.6M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.89% | 36,141 | $6.4M | Reduce -0.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.85% | 26,979 | $6.1M | Reduce -0.2% |
| SNOW Snowflake Inc. | 0.83% | 26,475 | $5.9M | Reduce -2.5% |
| GRAL Grail Inc. | 0.82% | 113,548 | $5.8M | Add +11.4% |
| DFAI Dimensional International Co. | 0.78% | 161,981 | $5.6M | Add +14.3% |
| GDX Vaneck Gold Miners ETF | 0.78% | 107,204 | $5.6M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.76% | 11,185 | $5.4M | Add +5.3% |
| JPM JPMorgan Chase & Co. | 0.76% | 18,734 | $5.4M | Reduce -1.5% |
| IUSV iShares Core S&P U.S. Value | 0.75% | 56,816 | $5.4M | Reduce -1.1% |
| SIVR Abrdn Physical Silver Shares | 0.75% | 155,650 | $5.4M | Add +2.7% |
| CMCSA Comcast Corp. Class A | 0.72% | 145,191 | $5.2M | Add +2.1% |
| VIGI Vanguard Int Div App Indx FD | 0.70% | 55,874 | $5.0M | Add +0.6% |
| EFV iShares MSCI Eafe Value ETF | 0.70% | 78,991 | $5.0M | Add +0.9% |
| IOO iShares Global 100 ETF | 0.65% | 43,120 | $4.6M | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.61% | 27,493 | $4.4M | Add +1.8% |
| PNC PNC Financial Services Group | 0.61% | 23,420 | $4.4M | Reduce -10.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 14,778 | $4.4M | Reduce -5.1% |
| ETN Eaton Corp. PLC | 0.58% | 11,676 | $4.2M | Add +3.4% |
| V Visa Inc. Class A | 0.57% | 11,472 | $4.1M | Reduce -0.9% |
| SCHW Schwab (charles) Corp. | 0.56% | 43,728 | $4.0M | Add +2.0% |
| EMR Emerson Electric Co. | 0.53% | 28,191 | $3.8M | Add +1.9% |
| SBUX Starbucks Corp. | 0.52% | 40,712 | $3.7M | Reduce -5.1% |
| BLK BlackRock Inc. | 0.52% | 3,549 | $3.7M | Reduce -1.3% |
| DFAU Dimensional US Core Equity M | 0.51% | 85,354 | $3.6M | Add +4.6% |
| GS Goldman Sachs Group Inc. | 0.50% | 5,063 | $3.6M | Reduce -1.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.50% | 61,828 | $3.6M | Reduce -2.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.49% | 44,219 | $3.5M | Add +2.2% |
| XOM Exxon Mobil Corp. | 0.49% | 32,427 | $3.5M | Reduce -1.0% |
| NXPI NXP Semiconductors NV | 0.48% | 15,749 | $3.4M | Add +2.4% |
| ET Energy Transfer LP | 0.48% | 189,299 | $3.4M | Reduce -8.7% |
| ILMN Illumina Inc. | 0.47% | 35,164 | $3.4M | Add +8.4% |
| EBAY eBay Inc. | 0.47% | 44,905 | $3.3M | Add +1.0% |
| MDT Medtronic PLC | 0.46% | 37,821 | $3.3M | Add +2.1% |
| BA The Boeing Co. | 0.46% | 15,645 | $3.3M | Reduce -0.5% |
| FCX Freeport-McMoran Inc. | 0.45% | 74,400 | $3.2M | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.44% | 39,599 | $3.1M | Add +14.3% |
| CRM Salesforce Inc. | 0.43% | 11,233 | $3.1M | Reduce -2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 9,687 | $2.9M | Reduce -0.7% |
| ARM Arm Holdings PLC-ADR | 0.41% | 18,149 | $2.9M | Add +121.7% |
| DFAS Dimensional US Small Cap ETF | 0.41% | 46,021 | $2.9M | Add +45.6% |
| NFLX Netflix Inc. | 0.40% | 2,134 | $2.9M | Reduce -18.4% |
| DGRO iShares Core Dividend Growth | 0.39% | 43,853 | $2.8M | Reduce -17.1% |
| AMT American Tower Corp. | 0.38% | 12,374 | $2.7M | Add +1.9% |
| QLD Proshares Ultra QQQ | 0.38% | 23,135 | $2.7M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 32,302 | $2.7M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.37% | 20,304 | $2.7M | Add +4.2% |
| XLE SS Energy Select Sector | 0.37% | 31,564 | $2.7M | Add +24.4% |
| AMGN Amgen Inc. | 0.37% | 9,534 | $2.7M | Add +2.5% |
| INTC Intel Corp. | 0.37% | 118,095 | $2.6M | Reduce -7.7% |
| VOO Vanguard S&P 500 ETF | 0.36% | 4,580 | $2.6M | No change |
| CVX Chevron Corp. | 0.36% | 18,133 | $2.6M | Reduce -1.0% |
| PLD Prologis Inc. | 0.36% | 24,413 | $2.6M | Add +3.4% |
| XME SS SPDR S&P Metals Mining | 0.35% | 36,817 | $2.5M | Add +6.3% |
| ZS Zscaler Inc. | 0.34% | 7,861 | $2.5M | Reduce -3.9% |
| TDF Templeton Dragon Fund Inc. | 0.34% | 246,092 | $2.5M | Add +11.3% |
| AMAT Applied Materials Inc. | 0.34% | 13,386 | $2.5M | Reduce -2.0% |
| LRCX Lam Research Corp. | 0.33% | 24,293 | $2.4M | Reduce -0.9% |
| TMUS T-Mobile US Inc. | 0.33% | 9,902 | $2.4M | Reduce -8.0% |
| MCHI iShares MSCI China ETF | 0.33% | 42,456 | $2.3M | Add +18.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.33% | 14,217 | $2.3M | Add +0.8% |
| SYM Symbotic Inc. | 0.32% | 58,521 | $2.3M | Add +9.1% |
| IDV iShares International Select | 0.32% | 65,790 | $2.3M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 28,648 | $2.3M | Reduce -5.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.31% | 23,689 | $2.2M | Reduce -7.7% |
| APD Air Products & Chemicals Inc. | 0.31% | 7,860 | $2.2M | Add +3.7% |
| DFAE Dimensional Emerging Core Eq | 0.31% | 75,545 | $2.2M | Add +8.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 4,277 | $2.2M | Add +11.2% |
| LLY Eli Lilly & Co. | 0.30% | 2,763 | $2.2M | Add +4.9% |
| BALL Ball Corp. | 0.30% | 37,785 | $2.1M | Add +4.2% |
| LAD Lithia Motors Inc. | 0.29% | 6,143 | $2.1M | Add +9.1% |
| JNJ Johnson & Johnson | 0.29% | 13,520 | $2.1M | Reduce -5.3% |
| TYG Tortoise Energy Infrastruct | 0.29% | 46,905 | $2.1M | Reduce -3.8% |
| HD Home Depot Inc. | 0.28% | 5,555 | $2.0M | Reduce -0.0% |
| VT Vanguard Tot World STK ETF | 0.28% | 15,674 | $2.0M | Reduce -0.6% |
| ISRG Intuitive Surgical Inc. | 0.27% | 3,620 | $2.0M | Reduce -6.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.27% | 9,788 | $1.9M | Reduce -0.3% |
| RTX RTX Corp. | 0.26% | 12,894 | $1.9M | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.26% | 4,058 | $1.9M | Reduce -4.0% |
| VTWO Vanguard Russell 2000 ETF | 0.26% | 21,545 | $1.9M | Reduce -5.0% |
| T AT&T Inc. | 0.26% | 63,483 | $1.8M | Reduce -10.8% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 938 | $1.1M | Add +18.4% |
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | 59,000 | $57K | No change |
| OKTA INC (OKTA 0.125 09/01/25) | NOTE 0.125% 9/0 · principal | 48,000 | $48K | 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: $717.0M.
Portfolio Sells Q1 2025 → Q2 2025
| SBUX Starbucks Corp. | Reduce -5.1% | 0.52% | −0.15 |
| ET Energy Transfer LP | Reduce -8.7% | 0.48% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.49% | −0.13 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 1.18% | −0.13 |
| TMUS T-Mobile US Inc. | Reduce -8.0% | 0.33% | −0.13 |
| DGRO iShares Core Dividend Growth | Reduce -17.1% | 0.39% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 1.29% | −0.13 |
| CVX Chevron Corp. | Reduce -1.0% | 0.36% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 1.05% | −0.13 |
| PNC PNC Financial Services Group | Reduce -10.5% | 0.61% | −0.12 |
| RKLB Rocket Lab USA Inc. | Sold out | 0.00% | −0.10 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.1% | 0.75% | −0.09 |
| INTC Intel Corp. | Reduce -7.7% | 0.37% | −0.09 |
| JNJ Johnson & Johnson | Reduce -5.3% | 0.29% | −0.09 |
| V Visa Inc. Class A | Reduce -0.9% | 0.57% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -12.4% | 0.21% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.7% | 0.10% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -7.7% | 0.31% | −0.07 |
| PGR Progressive Corp. | Reduce -33.7% | 0.08% | −0.07 |
| CRM Salesforce Inc. | Reduce -2.4% | 0.43% | −0.07 |
| T AT&T Inc. | Reduce -10.8% | 0.26% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.3% | 0.32% | −0.06 |
| LULU Lululemon Athletica Inc. | Reduce -15.4% | 0.10% | −0.06 |
| SLB SLB Ltd. | Reduce -0.2% | 0.15% | −0.06 |
| ACGL Arch Capital Group Ltd. | Reduce -5.8% | 0.19% | −0.05 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.05 |
| EXCHANGE TRADED CONCEPTS TRU | Sold out | 0.00% | −0.05 |
| OC Owens Corning | Reduce -17.8% | 0.11% | −0.05 |
| TYG Tortoise Energy Infrastruct | Reduce -3.8% | 0.29% | −0.05 |
| CROX Crocs Inc. | Reduce -5.8% | 0.17% | −0.05 |
| DVN Devon Energy Corp. | Reduce -7.3% | 0.10% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -6.4% | 0.19% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -1.0% | 0.13% | −0.04 |
| PROSHARES ULTRA BLOOMBERG NA | Sold out | 0.00% | −0.04 |
| WMT Walmart Inc. | Reduce -2.0% | 0.92% | −0.04 |
| GRMN Garmin Ltd. | Reduce -11.9% | 0.12% | −0.04 |
| BKR Baker Hughes Co. | Reduce -3.6% | 0.12% | −0.04 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.9% | 0.26% | −0.04 |
| ALL Allstate Corp. | Reduce -1.3% | 0.21% | −0.04 |
| HD Home Depot Inc. | Reduce -0.0% | 0.28% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -25.8% | 0.10% | −0.04 |
| JD Jd.com Inc.-ADR | Reduce -5.4% | 0.08% | −0.04 |
| GM General Motors Co. | Reduce -13.1% | 0.15% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -4.0% | 0.26% | −0.04 |
| HDV iShares Core High Dividend E | Reduce -0.8% | 0.20% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.04 |
| RRC Range Resources Corp. | Sold out | 0.00% | −0.03 |
| AI C3.AI Inc. Class A | Sold out | 0.00% | −0.03 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.03 |
| XPEV Xpeng Inc. - ADR | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| GRAL Grail Inc. | Add +11.4% | 0.82% | +0.40 |
| QLD Proshares Ultra QQQ | New | 0.38% | +0.38 |
| ARM Arm Holdings PLC-ADR | Add +121.7% | 0.41% | +0.27 |
| SYM Symbotic Inc. | Add +9.1% | 0.32% | +0.14 |
| GEV GE Vernova Inc. | Add +71.8% | 0.22% | +0.14 |
| DFAS Dimensional US Small Cap ETF | Add +45.6% | 0.41% | +0.11 |
| TSLA Tesla Inc. | Add +0.0% | 1.49% | +0.10 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.09% | +0.09 |
| ETN Eaton Corp. PLC | Add +3.4% | 0.58% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +11.2% | 0.30% | +0.09 |
| SLVP iShares MSCI Global Silver A | Add +3.1% | 1.27% | +0.09 |
| NVTS Navitas Semiconductor Corp. | Add +29.4% | 0.12% | +0.08 |
| OUST Ouster Inc. | Add +2.8% | 0.14% | +0.08 |
| DFAI Dimensional International Co. | Add +14.3% | 0.78% | +0.08 |
| EA Electronic Arts Inc. | New | 0.07% | +0.07 |
| URNM Sprott Uranium Miners ETF | Add +18.1% | 0.20% | +0.07 |
| NVDL Granitesh 2X LNG Nvda ETF | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +1.2% | 2.90% | +0.06 |
| ILMN Illumina Inc. | Add +8.4% | 0.47% | +0.06 |
| VAL Valaris Ltd. | Add +66.6% | 0.16% | +0.06 |
| NET Cloudflare Inc. Class A | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +2.7% | 0.14% | +0.04 |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | New | 0.04% | +0.04 |
| EMR Emerson Electric Co. | Add +1.9% | 0.53% | +0.04 |
| CAG Conagra Brands Inc. | New | 0.04% | +0.04 |
| KALU Kaiser Aluminum Corp. | Add +28.8% | 0.12% | +0.04 |
| XYZ Block Inc. | Add +91.8% | 0.07% | +0.04 |
| QS Quantumscape Corp. | Add +4.1% | 0.12% | +0.04 |
| AVXL Anavex Life Sciences Corp. | Add +213.4% | 0.06% | +0.04 |
| VST Vistra Corp. | Add +0.9% | 0.12% | +0.04 |
| XME SS SPDR S&P Metals Mining | Add +6.3% | 0.35% | +0.04 |
| XLY SS Consumer Disc Select Sect | New | 0.04% | +0.04 |
| HPE Hewlett Packard Enterprise | Add +9.9% | 0.16% | +0.03 |
| DFAC Dimensional US Core Equity 2 | New | 0.03% | +0.03 |
| TRMB Trimble Inc. | New | 0.03% | +0.03 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | New | 0.03% | +0.03 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.03% | +0.03 |
| BMO Bank of Montreal | New | 0.03% | +0.03 |
| HES Hess Corp. | New | 0.03% | +0.03 |
| NUE Nucor Corp. | New | 0.03% | +0.03 |
| ULTA Ulta Beauty Inc. | New | 0.03% | +0.03 |
| IWF iShares Russell 1000 Growth | New | 0.03% | +0.03 |
| NVS Novartis AG-Sponsored ADR | New | 0.03% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | New | 0.03% | +0.03 |
| IFRA iShares US Infrastructure | New | 0.03% | +0.03 |
| CCL Carnival Corp. | New | 0.03% | +0.03 |
| MGA Magna International Inc. | New | 0.03% | +0.03 |
| DELL Dell Technologies -C | New | 0.03% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| SAP Sap SE-Sponsored ADR | New | 0.03% | +0.03 |
Notes & Other Activity Q1 2025 → Q2 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +18.4% | 938 | $1.1M |
| INSEEGO CORP (INSG 3.25 05/01/25) | NOTE 3.250% 5/0 · principal | Sold out | 40,000 | $39Kbefore 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 |