180 WEALTH ADVISORS, LLC

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CIK 1730817

13F portfolio (2026-Q1)

$880M

Positions

471

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

471

Top 5

15.8%

Top 10

23.8%

Effective N

97.5

HHI

0.010

This quarter

30 new · 0 exit →

By sector

Unclassified32.2%

Information Technology26.3%

Consumer Discretionary8.6%

Health Care6.9%

Industrials6.5%

Financials5.1%

Communication Services4.9%

Materials3.4%

Other6.2%

By market cap

Unknown35.5%

Mega (>$200B)34.0%

Large ($10–200B)22.7%

Mid ($2–10B)5.8%

Small ($300M–2B)1.8%

Micro (<$300M)0.1%

By region

North America65.4%

Other32.2%

Asia-Pacific1.7%

Europe0.7%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	32.86%	145
Semiconductors & Semiconductor Equipment	9.63%	18
Software	9.31%	27
Specialty Retail	5.47%	14
Technology Hardware & Equipment	4.73%	12
Pharmaceuticals & Biotechnology	4.45%	23
Software & IT Services	4.09%	11
Machinery	3.38%	15
Oil, Gas & Consumable Fuels	2.82%	20
Metals & Mining	2.43%	15
Banks	1.97%	15
Automobiles & Components	1.82%	8
Aerospace & Defense	1.75%	14
Utilities	1.39%	17
Capital Markets	1.38%	8
Commercial Services & Supplies	1.14%	12
Communications Equipment	1.09%	4
Equity Real Estate Investment Trusts (REITs)	1.07%	10
Electrical Equipment & Components	1.03%	4
Health Care Equipment & Supplies	0.96%	8
Health Care Providers & Services	0.93%	4
Chemicals	0.88%	11
Media & Entertainment	0.75%	6
Hotels, Restaurants & Leisure	0.70%	4
Insurance	0.63%	9
Life Sciences Tools & Services	0.56%	2
Diversified Telecommunication Services	0.54%	4
Beverages	0.47%	3
Distributors	0.31%	3
Food Products	0.25%	4
Textiles, Apparel & Luxury Goods	0.18%	2
Road & Rail	0.16%	2
Construction & Engineering	0.15%	1
Marine	0.11%	2
Tobacco	0.10%	2
Airlines	0.10%	2
Paper & Forest Products	0.08%	3
Real Estate Management & Development	0.08%	1
Professional Services	0.08%	1
Transportation Infrastructure	0.05%	2
Entertainment	0.05%	1
Leisure Products	0.04%	1
Household Durables	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	MSFT	MICROSOFT CORP	Information Technology	4.55%
2	NVDA	NVIDIA CORP	Information Technology	3.88%
3	AAPL	Apple Inc.	Information Technology	2.88%
4	AMZN	AMAZON COM INC	Consumer Discretionary	2.38%
5	SLVP	ISHARES INC	Unclassified	2.13%
6	AVGO	Broadcom Inc.	Information Technology	2.07%
7	SGOL	ETFS GOLD TR	Unclassified	1.60%
8	RING	ISHARES INC	Unclassified	1.54%
9	BCX	BLACKROCK RES & COMMODITIES	Unclassified	1.48%
10	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	1.33%

328/471 names classified · sector 67.8% of weight · industry 67.1% · mkt cap 64.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyMSFT, AAPL, NVDA, AVGO, INTC · other

Consumer DiscretionaryAMZN, COST, TSLA, SBUX, WMT · other

IndustrialsBA, LMT, UNP, NOC, MMM · other

Health CareMNKD, JNJ, PFE, MRNA, GRAL · other

FinancialsJPM, V, BRK.B, UNH, TD · other

Communication ServicesMETA, GOOGL, GOOG, T, VZ · other

MaterialsPG, FCX, KMB, IFF, PPG · other

EnergyCVX, XOM, SLB, VLO, OXY · other

Consumer StaplesCVS, GIS, MO, KO, PM · other

UtilitiesET, NEE, AEP, ATO, D · other

Real EstatePLD, AMT, DLR, CCI, VTR · other

UnclassifiedVIG, DGRO, BSV, VYM, SLVP · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 67.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (248 classified)180 WEALTH ADVISORS, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryHealth CareIndustrialsCommunication ServicesFinancialsMaterialsEnergyReal EstateConsumer StaplesUtilities

Style box summary for 180 WEALTH ADVISORS, LLC: centroid Large Core. Heaviest cells: Large Growth 25.3%, Large Core 12.3%, Large Value 6.2%.

Classified: 57.4% of book weight (248/471 names) · unclassified 42.6%: SLVP, SGOL, RING, BCX, VWO, SIVR, GDX, VIG, VYM, TSM +213 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 471 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	MSFTMICROSOFT CORP	108,121	$40M	4.5%	HOLD
2	NVDANVIDIA CORPORATION	195,530	$34M	3.9%	HOLD
3	AAPLAPPLE INC	99,690	$25M	2.9%	HOLD
4	AMZNAMAZON COM INC	100,630	$21M	2.4%	ADD 5%
5	SLVPISHARES INC	528,370	$19M	2.1%	HOLD
6	AVGOBROADCOM INC	58,780	$18M	2.1%	HOLD
7	SGOLETFS GOLD TR	316,420	$14M	1.6%	ADD 5%
8	RINGISHARES INC	171,160	$14M	1.5%	HOLD
9	BCXBLACKROCK RES & COMMODITIES	1,080,074	$13M	1.5%	ADD 7%
10	VWOVANGUARD INTL EQUITY INDEX F	216,027	$12M	1.3%	ADD 6%
11	TSLATESLA INC	30,619	$11M	1.3%	TRIM −5%
12	SIVRABRDN SILVER ETF TRUST	156,093	$11M	1.3%	TRIM −5%
13	GOOGLALPHABET INC	38,768	$11M	1.3%	HOLD
14	GOOGALPHABET INC	37,749	$11M	1.2%	HOLD
15	MNKDMANNKIND CORP	4,291,703	$11M	1.2%	ADD 45%
16	GDXVANECK ETF TRUST GOLD MINERS ETF	111,085	$10M	1.2%	HOLD
17	METAMETA PLATFORMS INC	16,699	$10M	1.1%	ADD 2%
18	VIGVANGUARD SPECIALIZED FUNDS	43,718	$9M	1.1%	HOLD
19	VYMVANGUARD WHITEHALL FDS	60,934	$9M	1.0%	HOLD
20	TSMTAIWAN SEMICONDUCTOR MFG LTD	25,175	$9M	1.0%	TRIM −3%
21	WMTWALMART INC	63,599	$8M	0.9%	HOLD
22	DFAIDIMENSIONAL ETF TRUST	202,044	$8M	0.9%	ADD 9%
23	COSTCOSTCO WHSL CORP NEW	7,220	$7M	0.8%	HOLD
24	TWLOTWILIO INC	54,018	$7M	0.8%	TRIM −4%
25	XLESELECT SECTOR SPDR TR	107,484	$7M	0.7%	ADD 7%
26	GRALGRAIL INC	127,347	$7M	0.7%	ADD 11%
27	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	71,203	$6M	0.7%	ADD 28%
28	IOOIShares S&P Global 100 Index ETF	51,640	$6M	0.7%	ADD 7%
29	XOMEXXON MOBIL CORP	35,932	$6M	0.7%	HOLD
30	LRCXLAM RESEARCH CORP	28,490	$6M	0.7%	HOLD
31	AMGNAMGEN INC	16,544	$6M	0.7%	HOLD
32	PATHUIPATH INC	520,552	$6M	0.7%	HOLD
33	EFVISHARES TR	74,091	$6M	0.6%	HOLD
34	JPMJPMORGAN CHASE & CO	18,603	$5M	0.6%	HOLD
35	BRK.BBERKSHIRE HATHAWAY INC DEL	11,416	$5M	0.6%	ADD 2%
36	IUSVISHARES TR	53,232	$5M	0.6%	HOLD
37	CRWDCROWDSTRIKE HLDGS INC	13,919	$5M	0.6%	HOLD
38	MRKMERCK & CO INC	44,554	$5M	0.6%	HOLD
39	PNCPNC FINL SVCS GROUP INC	22,640	$5M	0.5%	HOLD
40	XMESPDR SERIES TRUST	42,629	$5M	0.5%	ADD 10%
41	AMATAPPLIED MATLS INC	13,068	$4M	0.5%	HOLD
42	VYMIVANGUARD WHITEHALL FDS	46,048	$4M	0.5%	ADD 2%
43	AXONAXON ENTERPRISE INC	10,181	$4M	0.5%	ADD 156%
44	INTCINTEL CORP	97,438	$4M	0.5%	TRIM −13%
45	DFASDIMENSIONAL ETF TRUST	60,301	$4M	0.5%	ADD 5%
46	ILMNILLUMINA INC	34,617	$4M	0.5%	HOLD
47	SNOWSNOWFLAKE INC	27,657	$4M	0.5%	ADD 7%
48	QCOMQUALCOMM INC	32,170	$4M	0.5%	ADD 10%
49	SCHWSCHWAB CHARLES CORP	43,873	$4M	0.5%	HOLD
50	PLPLANET LABS PBC	146,955	$4M	0.5%	HOLD
51	ETENERGY TRANSFER L P	211,704	$4M	0.5%	HOLD
52	DFAUDIMENSIONAL ETF TRUST	90,256	$4M	0.5%	HOLD
53	ETNEATON CORP PLC	11,259	$4M	0.5%	HOLD
54	TGTTARGET CORP	32,744	$4M	0.5%	HOLD
55	EMREMERSON ELEC CO	29,377	$4M	0.4%	ADD 2%
56	CVXCHEVRON CORP NEW	18,400	$4M	0.4%	TRIM −3%
57	IBMINTERNATIONAL BUSINESS MACHS	15,121	$4M	0.4%	HOLD
58	FCXFREEPORT MCMORAN INC	62,092	$4M	0.4%	ADD 30%
59	PEVERPURE INC	59,806	$4M	0.4%	HOLD
60	REMXVANECK ETF TRUST	39,414	$3M	0.4%	HOLD
61	PLDPROLOGIS INC.	26,212	$3M	0.4%	ADD 2%
62	NXPINXP SEMICONDUCTORS N V	17,561	$3M	0.4%	ADD 4%
63	PEPPEPSICO INC	22,248	$3M	0.4%	ADD 4%
64	MDTMEDTRONIC PLC	39,773	$3M	0.4%	ADD 3%
65	VVISA INC	11,368	$3M	0.4%	HOLD
66	MCHIISHARES TR MSCI CHINA ETF	59,166	$3M	0.4%	ADD 9%
67	TDFTEMPLETON DRAGON FD INC	312,661	$3M	0.4%	ADD 5%
68	BLKBLACKROCK INC	3,445	$3M	0.4%	HOLD
69	SYMSYMBOTIC INC	59,601	$3M	0.4%	ADD 3%
70	SBUXSTARBUCKS CORP	35,223	$3M	0.4%	HOLD
71	ARMARM HOLDINGS PLC	20,525	$3M	0.4%	ADD 5%
72	BABOEING CO	15,493	$3M	0.4%	HOLD
73	GEVGE VERNOVA INC	3,506	$3M	0.3%	ADD 3%
74	GSGOLDMAN SACHS GROUP INC	3,616	$3M	0.3%	TRIM −27%
75	VOOVANGUARD INDEX FDS	5,062	$3M	0.3%	ADD 15%
76	JNJJOHNSON & JOHNSON	12,213	$3M	0.3%	TRIM −6%
77	CATCATERPILLAR INC	4,179	$3M	0.3%	ADD 54%
78	IEFAISHARES TR	32,282	$3M	0.3%	HOLD
79	DFAEDIMENSIONAL ETF TRUST	85,573	$3M	0.3%	HOLD
80	ILFISHARES TR	81,512	$3M	0.3%	ADD 56%
81	VTIVANGUARD INDEX FDS	8,967	$3M	0.3%	HOLD
82	VALVALARIS LTD	29,111	$3M	0.3%	TRIM −11%
83	RTXRTX CORPORATION	14,437	$3M	0.3%	HOLD
84	IDVISHARES TR	62,651	$3M	0.3%	HOLD
85	LMTLOCKHEED MARTIN CORP	4,396	$3M	0.3%	HOLD
86	NEMNEWMONT CORP	24,134	$3M	0.3%	ADD 3%
87	CRMSALESFORCE INC	13,838	$3M	0.3%	ADD 25%
88	VOEVANGUARD INDEX FDS	13,999	$3M	0.3%	HOLD
89	CRWVCOREWEAVE INC	32,671	$3M	0.3%	ADD 123%
90	AMDADVANCED MICRO DEVICES INC	12,297	$3M	0.3%	ADD 53%
91	HQLABRDN LIFE SCIENCES INVESTOR	149,558	$2M	0.3%	TRIM −3%
92	DGROISHARES CORE DIVIDEND GROWTH ETF	34,455	$2M	0.3%	TRIM −10%
93	LLYELI LILLY & CO	2,568	$2M	0.3%	TRIM −8%
94	ORCLORACLE CORP	16,006	$2M	0.3%	ADD 31%
95	AMTAMERICAN TOWER CORP	13,401	$2M	0.3%	ADD 2%
96	BSVVANGUARD BD INDEX FDS	29,338	$2M	0.3%	TRIM −3%
97	TYGTORTOISE ENERGY INFRA CORP	45,754	$2M	0.3%	HOLD
98	FSLYFASTLY INC	78,316	$2M	0.3%	HOLD
99	COPXGLOBAL X FDS	29,697	$2M	0.3%	ADD 23%
100	LADLITHIA MTRS INC	8,788	$2M	0.2%	ADD 6%
101	VTWOVANGUARD SCOTTSDALE FDS	21,756	$2M	0.2%	HOLD
102	NFLXNETFLIX INC	22,579	$2M	0.2%	TRIM −17%
103	RKLBROCKET LAB CORP	33,778	$2M	0.2%	TRIM −2%
104	VTVANGUARD INTL EQUITY INDEX F	15,453	$2M	0.2%	HOLD
105	DOWDOW HLDGS INC	51,262	$2M	0.2%	TRIM −4%
106	VBRVANGUARD INDEX FDS	9,804	$2M	0.2%	HOLD
107	CMGCHIPOTLE MEXICAN GRILL INC	66,531	$2M	0.2%	ADD 14%
108	ISRGINTUITIVE SURGICAL INC	4,488	$2M	0.2%	ADD 5%
109	DESWISDOMTREE TR	57,080	$2M	0.2%	HOLD
110	USMVISHARES TR	21,950	$2M	0.2%	HOLD
111	GLWCORNING INC	14,801	$2M	0.2%	ADD 3%
112	EPDENTERPRISE PRODS PARTNERS L	51,896	$2M	0.2%	ADD 7%
113	ANETARISTA NETWORKS INC	15,891	$2M	0.2%	ADD 6%
114	GEGE AEROSPACE	6,715	$2M	0.2%	ADD 3%
115	RIGTRANSOCEAN LTD	287,261	$2M	0.2%	TRIM −11%
116	BHPBHP BILLITON LIMITED	26,111	$2M	0.2%	HOLD
117	URNMSPROTT FDS TR	30,011	$2M	0.2%	HOLD
118	BALLBALL CORP	31,647	$2M	0.2%	TRIM −13%
119	FBTCFIDELITY WISE ORIGIN BITCOIN	31,660	$2M	0.2%	ADD 55%
120	APDAIR PRODS & CHEMS INC	6,426	$2M	0.2%	TRIM −14%
121	NOWSERVICENOW INC	17,810	$2M	0.2%	ADD 143%
122	GNTXGENTEX CORP	85,144	$2M	0.2%	ADD 6%
123	HDHOME DEPOT INC	5,479	$2M	0.2%	HOLD
124	GGZGABELLI GLOBAL SMALL & MID C	119,812	$2M	0.2%	ADD 3%
125	MRNAMODERNA INC	35,139	$2M	0.2%	ADD 3%
126	CMCSACOMCAST CORP NEW	62,102	$2M	0.2%	TRIM −14%
127	DVYEISHARES INC	49,692	$2M	0.2%	ADD 4%
128	MUMICRON TECHNOLOGY INC	5,004	$2M	0.2%	HOLD
129	ASMLASML HOLDING N V	1,262	$2M	0.2%	TRIM −3%
130	VZVERIZON COMMUNICATIONS INC	32,341	$2M	0.2%	TRIM −8%
131	GDXJVANECK ETF TRUST	13,409	$2M	0.2%	ADD 5%
132	SLBSCHLUMBERGER LTD	30,542	$2M	0.2%	HOLD
133	TAT&T INC	54,084	$2M	0.2%	HOLD
134	ALLALLSTATE CORP	7,553	$2M	0.2%	HOLD
135	PLTRPALANTIR TECHNOLOGIES INC	10,473	$2M	0.2%	ADD 27%
136	HDVISHARES TR	11,233	$2M	0.2%	TRIM −2%
137	TMUST-MOBILE US INC	7,058	$1M	0.2%	HOLD
138	WYWEYERHAEUSER CO	60,480	$1M	0.2%	HOLD
139	VBVANGUARD INDEX FDS	5,570	$1M	0.2%	ADD 2%
140	EWEDWARDS LIFESCIENCES CORP	17,762	$1M	0.2%	HOLD
141	PANWPALO ALTO NETWORKS INC	8,668	$1M	0.2%	ADD 484%
142	OGNORGANON & CO	227,971	$1M	0.2%	ADD 36%
143	MCKMCKESSON CORP	1,567	$1M	0.2%	ADD 8%
144	BKRBAKER HUGHES COMPANY	22,137	$1M	0.2%	HOLD
145	MPMP MATERIALS CORP	27,810	$1M	0.2%	HOLD
146	PWRQUANTA SVCS INC	2,443	$1M	0.2%	ADD 9%
147	PFEPFIZER INC	47,447	$1M	0.2%	HOLD
148	ZSZSCALER INC	9,315	$1M	0.1%	ADD 20%
149	QSQUANTUMSCAPE CORP	204,391	$1M	0.1%	ADD 25%
150	VALEVALE S A	81,816	$1M	0.1%	HOLD
151	VUGVANGUARD INDEX FDS	2,968	$1M	0.1%	HOLD
152	PINSPINTEREST INC	70,566	$1M	0.1%	ADD 122%
153	GILDGILEAD SCIENCES INC	9,171	$1M	0.1%	HOLD
154	ACGLARCH CAP GROUP LTD	13,248	$1M	0.1%	TRIM −3%
155	KWEBKRANESHARES TRUST CSI CHI INTERNET	44,668	$1M	0.1%	ADD 16%
156	CGUSCAPITAL GROUP CORE EQUITY ET	33,011	$1M	0.1%	HOLD
157	GMGENERAL MTRS CO	16,919	$1M	0.1%	TRIM −6%
158	ACNACCENTURE PLC IRELAND	6,354	$1M	0.1%	ADD 42%
159	SILJAMPLIFY ETF TR	42,250	$1M	0.1%	TRIM −3%
160	DVNDEVON ENERGY CORP NEW	24,700	$1M	0.1%	TRIM −2%
161	KALUKAISER ALUMINUM CORP	10,131	$1M	0.1%	HOLD
162	QLDPROSHARES TR	19,979	$1M	0.1%	HOLD
163	QQQINVESCO QQQ TR	2,106	$1M	0.1%	ADD 12%
164	EWBCEAST WEST BANCORP INC	11,234	$1M	0.1%	HOLD
165	UNPUNION PAC CORP	4,940	$1M	0.1%	HOLD
166	DFATDIMENSIONAL ETF TRUST	19,163	$1M	0.1%	ADD 42%
167	HYMCHYCROFT MINING HOLDING CORP	33,061	$1M	0.1%	NEW
168	BABAALIBABA GROUP HLDG LTD	9,257	$1M	0.1%	ADD 2%
169	MRVLMARVELL TECHNOLOGY INC	11,644	$1M	0.1%	ADD 8%
170	TELTE CONNECTIVITY PLC	5,507	$1M	0.1%	ADD 13%
171	AEMAGNICO EAGLE MINES LTD	5,621	$1M	0.1%	TRIM −3%
172	BANK AMERICA CORP	945	$1M	0.1%	HOLD
173	XBISPDR SERIES TRUST	8,809	$1M	0.1%	HOLD
174	SLVRSPROTT FDS TR	18,933	$1M	0.1%	ADD 141%
175	TIPISHARES TR	10,147	$1M	0.1%	TRIM −9%
176	WDSWOODSIDE ENERGY GROUP LTD	46,563	$1M	0.1%	HOLD
177	NVTSNAVITAS SEMICONDUCTOR CORP	126,648	$1M	0.1%	ADD 7%
178	GLDSPDR GOLD TR	2,572	$1M	0.1%	ADD 4%
179	GDGENERAL DYNAMICS CORP	3,209	$1M	0.1%	HOLD
180	TTWOTAKE-TWO INTERACTIVE SOFTWAR	5,541	$1M	0.1%	ADD 28%
181	LITELUMENTUM HLDGS INC	1,553	$1M	0.1%	ADD 3%
182	OUSTOUSTER INC	59,074	$1M	0.1%	ADD 20%
183	UWMCUWM HOLDINGS CORPORATION	297,827	$1M	0.1%	ADD 87%
184	HPEHEWLETT PACKARD ENTERPRISE C	44,753	$1M	0.1%	TRIM −4%
185	XGDVXGABELLI DIVID & INCOME TR	39,542	$1M	0.1%	TRIM −6%
186	PGPROCTER AND GAMBLE CO	7,335	$1M	0.1%	HOLD
187	VOCVOC ENERGY TR	302,982	$1M	0.1%	TRIM −2%
188	PSECPROSPECT CAP CORP	400,521	$1M	0.1%	ADD 16%
189	ABBVABBVIE INC	4,731	$1M	0.1%	ADD 45%
190	CSCOCISCO SYS INC	13,101	$1M	0.1%	HOLD
191	CGXUCapital Group International Focus - ETF	34,392	$1M	0.1%	HOLD
192	PHYSSprott Physical Gold Trust	28,361	$1M	0.1%	ADD 73%
193	IVVISHARES TR	1,529	$998,930	0.1%	ADD 18%
194	RIORIO TINTO PLC	10,569	$985,991	0.1%	HOLD
195	BMYBRISTOL-MYERS SQUIBB CO	15,972	$968,707	0.1%	HOLD
196	IGRCBRE GBL REAL ESTATE INC FD	220,375	$967,444	0.1%	ADD 11%
197	IJRISHARES TR	7,763	$964,978	0.1%	TRIM −15%
198	FLSFLOWSERVE CORP	13,101	$963,055	0.1%	HOLD
199	ATOATMOS ENERGY CORP	5,195	$959,620	0.1%	ADD 6%
200	WBDWARNER BROS DISCOVERY INC	34,910	$958,624	0.1%	TRIM −17%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MSFTMICROSOFT CORP

109K

112K

106K

109K

108K

$40M

NVDANVIDIA CORPORATION

197K

198K

197K

194K

193K

196K

$34M

AAPLAPPLE INC

107K

104K

105K

103K

100K

$25M

AMZNAMAZON COM INC

91K

94K

95K

96K

101K

$21M

SLVPISHARES INC

483K

497K

512K

532K

528K

$19M

AVGOBROADCOM INC

65K

64K

62K

60K

59K

$18M

SGOLETFS GOLD TR

290K

293K

298K

302K

316K

$14M

RINGISHARES INC

176K

173K

172K

171K

$14M

BCXBLACKROCK RES & COMMODITIES

637K

714K

811K

875K

1.0M

1.1M

$13M

VWOVANGUARD INTL EQUITY INDEX F

168K

180K

189K

193K

204K

216K

$12M

TSLATESLA INC

34K

32K

31K

$11M

SIVRABRDN SILVER ETF TRUST

147K

152K

156K

163K

165K

156K

$11M

GOOGLALPHABET INC

37K

36K

35K

39K

$11M

GOOGALPHABET INC

37K

38K

$11M

MNKDMANNKIND CORP

2.1M

2.2M

2.6M

2.9M

3.0M

4.3M

$11M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆180 WEALTH ADVISORS, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 471 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

180 WEALTH ADVISORS, LLC