180 WEALTH ADVISORS, LLC

CIK 0001730817 · Q2 2026

13F Equity AUM

$997.5M

+13.4% QoQ

Positions

486

+14 QoQ

AUM Rank

#3,403

Top 27%

Skill Alpha (FF)

+1.3%/yr^ns

No Clear Edge

Rank #1,693 · Top 20%

vs S&P +1.0%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 15.2%Top 10: 23.0%Top 20: 34.2%

MSFT4.0%

NVDA3.8%

AAPL2.8%

AMZN2.4%

AVGO2.2%

MNKD2.1%

SLVP1.6%

GOOGL1.4%

GOOG1.3%

TSLA1.3%

Others (476)77.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services33.0%

Technology29.6%

Healthcare8.4%

Consumer Cyclical6.9%

Communication Services5.9%

Industrials5.3%

Energy3.2%

Consumer Defensive2.7%

Other5.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 486Median: 0.07%Avg: 0.21%

0–0.5%

439(47.1%)

0.5–1%

28(19.6%)

1–3%

17(25.4%)

3–5%

2(7.8%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 486vs 20 funds

0%Low

486

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New36Increased201Decreased232Exited22

New Positions

AZN0.4%

+20K

BG0.3%

+26K

VLO0.1%

+5K

ADM0.1%

+16K

KEYS0.1%

+3K

DFLV0.1%

+15K

BTC0.1%

+18K

STX0.0%

+387

EWZ0.0%

+11K

TMDX0.0%

+4K

Increased

MNKD2.1%

+668K(+16%)

UWMC0.1%

+185K(+62%)

PSEC0.1%

+180K(+45%)

VRRM0.1%

+119K(+1177%)

HYMC0.2%

+62K(+187%)

HDV0.1%

+43K(+386%)

CAG0.1%

+40K(+71%)

ILF0.4%

+30K(+36%)

KWEB0.2%

+21K(+47%)

RXRX0.1%

+21K(+12%)

Decreased

RIG0.1%

-48,775(-17%)

AVXL0.0%

-48,445(-41%)

CALC0.0%

-43,100(-34%)

INTC0.9%

-32,850(-34%)

MDT0.1%

-29,822(-75%)

CMCSA0.1%

-11,516(-19%)

IDV*0.2%

-8,477(-14%)

BALL0.1%

-7,474(-24%)

DGRO0.2%

-7,113(-21%)

PL0.5%

-6,775(-5%)

Exited

-32,744

-5,195

-4,772

-12,887

-16,266

-2,728

-2,428

-12,679

-6,490

-2,693

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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