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Portfolio (Quarterly) Guide ↗

180 WEALTH ADVISORS, LLC

· CIK 0001730817
13F Portfolio $879.8B AUM 472 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 210 Added 168 Reduced 29 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ALK ALASKA AIR GROUP INC Industrials 4,212 $212K 0.02% SOLD
22 MEDP MEDPACE HLDGS INC Healthcare 373 $210K 0.02% SOLD
23 VKTX VIKING THERAPEUTICS INC Healthcare 5,807 $204K 0.02% SOLD
24 ING ING GROEP N.V. Financial Services 7,224 $202K 0.02% SOLD
25 BLACKROCK MUN INCOME TR 10,433 $105K 0.01% SOLD
26 TELEFONICA S A 21,153 $86K 0.01% SOLD
27 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,256 $75K 0.01% SOLD
28 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 38,014 $53K 0.01% SOLD
29 PENNYMAC CORP 13,000 $13K 0.00% SOLD
Page 2 of 2  ·  29 positions
Sector Allocation
Technology 33.9%
Financial Services 15.4%
Healthcare 9.9%
Consumer Cyclical 9.2%
Communication Services 8.1%
Industrials 7.4%
Energy 5.6%
Consumer Defensive 4.3%
Basic Materials 3.6%
Real Estate 1.6%