180 WEALTH ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Federal Way, WA
Holdings as of
6/30/2026
Date filed
7/7/2026
Form type
13F-HR
Num holdings
493
Total value ($000)
$997,464
Net value change ($000)
+117,686 (13.4%)
New positions
36
Sold out positions
22
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
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)
MNKD 10,612 100.9%
LRCX 6,084 100.0%
CRWD 5,046 92.9%
AMAT 4,793 107.3%
INTC 4,718 109.7%
AMD 4,455 178.1%
ARM 4,079 131.4%
NVDA 4,050 11.9%
AZN 3,887 NEW
AVGO 3,645 20.0%
Top Reduces (Value $000, Stocks/ETFs)
TGT -3,969 -100.0%
RING -2,871 -21.2%
MDT -2,668 -77.4%
SLVP -2,555 -13.6%
SIVR -2,544 -22.8%
SGOL -2,183 -15.5%
GDX -1,607 -15.8%
XOM -1,306 -21.4%
XLE -1,177 -17.9%
VAL -1,080 -37.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 280 (0.0% of total reported value)
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