180 Wealth Advisors Q2 2026 Portfolio Shifts: Focus on Undervalued Small Caps

According to the latest filing from 180 Wealth Advisors, Llc, significant changes occurred in their portfolio during Q2 2026. The firm demonstrated a clear focus on acquiring undervalued small-cap positions while strategically reducing exposure to large-cap technology stocks.

Major Purchases: 180 Wealth Advisors showed substantial buying activity, particularly favoring smaller companies and sectors outside pure tech dominance. Notable additions include:

• A nearly BUNGE GLOBAL SA (BG) position increase of 100%, adding significant value to their portfolio.
• A considerable stake in HYCROFT MINING HOLDING CORP (HYMC), which saw an 186.62% increase in shares, representing a significant new position.
• A large purchase of MANNKIND CORP (MNKD) shares, growing the stake by 15.56% and boosting its portfolio allocation significantly.
• The firm also added positions to UWM HOLDINGS CORPORATION (UWMC) with a 62.01% increase, and increased holdings in PROSPECT CAP CORP (PSEC) by 45.06%, indicating confidence in these financial services companies.
• Furthermore, they invested in small-cap stock TRANSOCEAN LTD (H8817H100), showing a preference for growth potential even within established industrial sectors.

Significant Sales: The investor also made notable exits from certain positions, primarily large-cap technology stocks. Key reductions include:

• A substantial reduction in MEDTRONIC PLC (MDT) shares by 74.98%, indicating a strategic shift away from healthcare device leaders.
• The firm sold off large portions of its holdings in prominent technology companies like MICROSOFT CORP (MSFT), with shares down 0.7%, and similarly reduced positions in APPLE INC (-3.24%) and ALPHABET INC (GOOGL) by 0.7% each.
• Additionally, they decreased their stake in the healthcare-focused small-cap stock ANAVEX LIFE SCIENCES CORP (AVXL) by 40.55%, suggesting a pause or reassessment of that particular investment.

This quarter's activity highlights a clear pattern for 180 Wealth Advisors, Llc: they are actively seeking opportunities in smaller market cap companies across various sectors while reducing their exposure to large-cap technology firms. This strategy appears focused on capitalizing on potential undervaluation and growth outside the dominant tech landscape.

The firm's portfolio now includes a substantial position in MANNKIND CORP (2.12%) following its significant increase, alongside other notable additions like BUNGE GLOBAL SA, HYCROFT MINING HOLDING CORP, and several ETFs. Their decision to exit large-cap tech positions, such as those in Microsoft, Apple, Alphabet, Intel, and others, suggests a rebalancing towards smaller or more specialized companies.

Conversely, the investor maintained some stable holdings like ISHARES INC (SLVP) and exited positions in other small-cap healthcare stocks including Anavex. The substantial reduction in shares for Medtronic indicates a significant shift away from established medical device players.