180 Wealth Advisors
180 Wealth Advisors reported 485 stocks worth $997M in its 13F filing for Q2 2026, filed Jul 7, 2026. Its largest holdings are MSFT (4.0%), NVDA (3.8%) and AAPL (2.8%). Compared with Q1 2026, the fund opened new positions in AZN and BG, added to MNKD, TSLA and VWO, trimmed MSFT, NVDA and AAPL and sold out of TGT, ATO and UHS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() MSFT Microsoft Corp | $40M | 4.0% | 107K | −762 (−1%) | 8 of 8 | |
| 2 | ![]() NVDA Nvidia Corporation | $38.1M | 3.8% | 191K | −4,868 (−2%) | 8 of 8 | |
| 3 | ![]() AAPL Apple Inc | $27.9M | 2.8% | 96K | −3,234 (−3%) | 8 of 8 | |
| 4 | ![]() AMZN Amazon Com Inc | $23.9M | 2.4% | 100K | −244 (−0%) | 8 of 8 | |
| 5 | ![]() AVGO Broadcom Inc | $21.8M | 2.2% | 58K | −969 (−2%) | 8 of 8 | |
| 6 | ![]() MNKD Mannkind Corp | $21.1M | 2.1% | 5M | +668K (+16%) | 8 of 8 | |
| 7 | ![]() SLVP Ishares Inc | $16.2M | 1.6% | 525K | −3,516 (−1%) | 8 of 8 | |
| 8 | ![]() GOOGL Alphabet Inc | $13.8M | 1.4% | 38K | −271 (−1%) | 8 of 8 | |
| 9 | ![]() GOOG Alphabet Inc | $13.1M | 1.3% | 37K | −812 (−2%) | 8 of 8 | |
| 10 | ![]() TSLA Tesla Inc | $13M | 1.3% | 31K | +380 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() TGT Target Corp Equity Class Equity | $4M | 33K |
![]() ATO Atmos Energy Corp | $960K | 5,195 |
![]() UHS Universal Hlth Svcs Inc | $854K | 4,772 |
![]() FOXA Fox Corp | $753K | 13K |
![]() MAGX Roundhill ETF Trust | $695K | 16K |
🔒 Free account: see all 22.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
![]() P Pure Storage | Call | $158K | 2,000 | +2,000 |
![]() ZS Zscaler Inc | Call | $56K | 400 | +400 |
![]() ORCL Oracle Corp | Call | $29K | 200 | +200 |
![]() WY Weyerhaeuser Co | Call | $17K | 700 | +700 |
![]() BABA Alibaba Group Hldg Ltd F | Call | $10K | 100 | +100 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →180 Wealth Advisors 13F FAQ
What does 180 Wealth Advisors own?
180 Wealth Advisors reported 485 stocks worth $997M in its 13F filing for Q2 2026, filed Jul 7, 2026. Its largest holdings are MSFT (4.0%), NVDA (3.8%) and AAPL (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did 180 Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 36 new positions, 196 added to, 229 trimmed and 22 sold out. New positions include AZN and BG. It sold all of TGT, ATO and UHS.
When will 180 Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is 180 Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $997M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.



















