180 WEALTH ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Federal Way, WA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
472
Total value ($000)
$879,778
Net value change ($000)
+1,492 (0.2%)
New positions
30
Sold out positions
28
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLE 2,104 47.0%
AXON 2,065 91.4%
BCX 1,979 17.9%
XOM 1,747 40.2%
SGOL 1,713 13.8%
CRWV 1,484 141.7%
FSLY 1,470 182.4%
CAT 1,405 90.3%
ILF 1,303 81.8%
FCX 1,218 50.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -12,219 -23.4%
MNKD -6,262 -37.3%
GRAL -3,266 -33.2%
TSLA -3,037 -21.1%
PATH -2,859 -33.1%
AVGO -2,277 -11.1%
AAPL -1,860 -6.8%
NVDA -1,813 -5.0%
CYBR -1,511 -100.0%
SNOW -1,502 -26.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type