180 WEALTH ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
Federal Way, WA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
498
Total value ($000)
$1,042,461
Net value change ($000)
+44,997 (4.5%)
New positions
29
Sold out positions
25
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 14,437 36.1%
GRAL 8,419 96.5%
MRNA 4,363 174.2%
META 4,117 42.4%
AAPL 4,032 14.4%
CRWD 3,711 35.4%
TWLO 3,563 34.4%
JNJ 3,129 96.6%
ILMN 3,083 51.0%
PSTG 2,951 62.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,790 -100.0%
AMGN -4,378 -79.8%
LRCX -3,056 -25.1%
AMAT -2,908 -31.4%
PL -2,295 -49.4%
MNKD -1,681 -8.0%
TSLA -1,667 -12.8%
AVGO -1,569 -7.2%
AXON -1,515 -21.4%
BALL -1,508 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 667 (0.1% 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