1y return+24.8%S&P 500 +20.9%
3y return+71.8%S&P 500 +68.5%
5y return+71.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $257 against $280 in the S&P 500.2
180 Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $40.0M | 4.0% | |
| NVDANvidia Corporation | $38.1M | 3.8% | −2.5% |
| AAPLApple Inc | $27.9M | 2.8% | −3.2% |
| AMZNAmazon Com Inc | $23.9M | 2.4% | |
| AVGOBroadcom Inc | $21.8M | 2.2% | −1.6% |
| MNKDMannkind Corp | $21.1M | 2.1% | +15.6% |
| SLVPIshares Inc | $16.2M | 1.6% | |
| GOOGLAlphabet Inc | $13.8M | 1.4% | |
| GOOGAlphabet Inc | $13.1M | 1.3% | −2.2% |
| TSLATesla Inc | $13.0M | 1.3% | +1.2% |
| VWOVanguard Intl Equity Index F | $13.0M | 1.3% | |
| BCXBlackrock Res & Commodities | $12.3M | 1.2% | |
| LRCXLam Research Corp | $12.2M | 1.2% | −1.4% |
| SGOLEtfs Gold Tr | $11.9M | 1.2% | −1.3% |
| TSMTaiwan Semiconductor Manufac | $11.7M | 1.2% | −2.8% |
| RINGIshares Inc | $10.6M | 1.1% | −3.7% |
| CRWDCrowdstrike Hldgs Inc | $10.5M | 1.1% | −1.3% |
| TWLOTwilio Inc | $10.4M | 1.0% | −7.0% |
| VIGVanguard Specialized Funds | $10.1M | 1.0% | −2.3% |
| METAMeta Platforms Inc | $9.7M | 1.0% | +3.2% |
| AMATApplied Matls Inc | $9.3M | 0.9% | −2.0% |
| VYMVanguard Whitehall Fds | $9.1M | 0.9% | −5.1% |
| INTCIntel Corp | $9.0M | 0.9% | −33.7% |
| DFAIDimensional Etf Trust | $9.0M | 0.9% | +7.6% |
| GRALGrail Inc | $8.7M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $38.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $21.8M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $9.3M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $11.7M |
| AMDAdvanced Micro Devices Inc | March 31, 2021 | +640.0% | $7.0M |
| LRCXLam Research Corp | March 31, 2025 | +496.1% | $12.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $13.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $13.1M |
| GRALGrail Inc | September 30, 2024 | +396.1% | $8.7M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2020 | +260.3% | $10.5M |
Sold off last quarter
- TGTTarget Corp was $4.0M
- ATOAtmos Energy Corp was $960K
- UHSUniversal Hlth Svcs Inc was $854K
- FOXAFox Corp was $753K
- MAGXRoundhill Etf Trust was $695K
- Honeywell Intl IncCUSIP 438516106 was $549K
- Masimo CorpCUSIP 574795100 was $485K
- CTRACoterra Energy Inc was $446K
- CNQCanadian Nat Res Ltd Med Ter was $316K
- Weatherford Intl PLCCUSIP G48833118 was $273K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +4.4% | +2.4% |
| September 30, 2025 | +11.5% | +7.8% |
| June 30, 2025 | +12.4% | +10.5% |
| March 31, 2025 | −4.5% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +7.6% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −17.2% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: 180 Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730817&type=13F-HR&dateb=&owner=include&count=40CIK 1730817
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730817/000173081726000004/Filed July 7, 2026 · accession 0001730817-26-000004