Portfolio (Quarterly) Guide ↗

180 WEALTH ADVISORS, LLC

· CIK 0001730817

13F Portfolio $997M AUM 493 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 43 New 184 Added 214 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	PSX	PHILLIPS 66	Energy	1,100	$200K	0.02%	SOLD
22	VIV	TELEFONICA BRASIL SA	Communication Services	19,148	$83K	0.01%	SOLD

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Sector Allocation

Technology 38.3%

Financial Services 13.2%

Healthcare 11.1%

Consumer Cyclical 9.0%

Communication Services 7.8%

Industrials 7.6%

Energy 4.2%

Basic Materials 3.2%

Consumer Defensive 3.2%

Real Estate 1.4%