180 Wealth Advisors, LLC Portfolio Holdings

180 Wealth Advisors, LLC

  • $823 Million
  • Q4 2025

180 Wealth Advisors, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $823 Million distributed in 471 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $54.8M, Nvidia Corp with a value of $35.9M, Apple Inc. with a value of $26.7M, Amazon Com Inc with a value of $22.5M, and Broadcom Inc. with a value of $20.3M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $789M to 823M.

Below you can find more details about 180 Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $823 Million
Technology: $235 Million
ETFs: $220 Million
Financial Services: $71.5 Million
Consumer Cyclical: $64.9 Million
Healthcare: $59.4 Million
Communication Services: $53.6 Million
Industrials: $34.3 Million
Energy: $27.3 Million
Other: $56 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$54.8 Million 6.66% of portfolio
108,023
Q4 2025 Reduced 0.47%
$465B
$35.9 Million 4.37% of portfolio
192,560
Q4 2025 Reduced 0.59%
$4.3T
$26.7 Million 3.25% of portfolio
99,903
Q4 2025 Reduced 3.27%
$2.39T
$22.5 Million 2.73% of portfolio
95,822
Q4 2025 Added 1.05%
$139B
$20.3 Million 2.46% of portfolio
59,146
Q4 2025 Reduced 1.64%
$1.3B
$15 Million 1.82% of portfolio
2,958,944
Q4 2025 Added 3.02%
$1.29T
$13.1 Million 1.59% of portfolio
32,065
Q4 2025 Added 1.55%
$1.74T
$10.8 Million 1.31% of portfolio
37,788
Q4 2025 Reduced 0.1%
$1.65T
$10.7 Million 1.3% of portfolio
38,673
Q4 2025 Added 9.39%
$0
$10.1 Million 1.23% of portfolio
1,005,098
Q4 2025 Added 14.87%
$1.37T
$9.94 Million 1.21% of portfolio
16,317
Q4 2025 Added 13.38%
$115B
$7.49 Million 0.91% of portfolio
13,931
Q4 2025 Reduced 0.66%
$6.55B
$7.39 Million 0.9% of portfolio
526,960
Q4 2025 Reduced 1.9%
$1.46T
$7.29 Million 0.89% of portfolio
25,862
Q4 2025 Reduced 1.79%
$21.7B
$7.04 Million 0.85% of portfolio
56,123
Q4 2025 Reduced 6.97%
$82.2B
$6.65 Million 0.81% of portfolio
25,862
Q4 2025 Reduced 0.47%
$404B
$6.64 Million 0.81% of portfolio
7,274
Q4 2025 Reduced 0.7%
$169B
$6.14 Million 0.75% of portfolio
7,341
Q4 2025 Added 456.56%
$183B
$5.76 Million 0.7% of portfolio
16,870
Q4 2025 Added 63.23%
$662B
$5.67 Million 0.69% of portfolio
11,139
Q4 2025 Added 5.53%
$881B
$5.54 Million 0.67% of portfolio
18,428
Q4 2025 Added 1.2%
$25.3B
$5.01 Million 0.61% of portfolio
59,245
Q4 2025 Reduced 1.97%
$187B
$4.9 Million 0.6% of portfolio
29,371
Q4 2025 Added 3.06%
$266B
$4.44 Million 0.54% of portfolio
14,939
Q4 2025 Added 0.59%
$490B
$4.25 Million 0.52% of portfolio
36,138
Q4 2025 Added 12.05%
$19B
$4.16 Million 0.51% of portfolio
34,484
Q4 2025 Reduced 2.05%
$74.3B
$4.15 Million 0.5% of portfolio
22,579
Q4 2025 Reduced 12.23%
$235B
$4.15 Million 0.5% of portfolio
44,712
Q4 2025 Added 9.09%
$167B
$4 Million 0.49% of portfolio
43,563
Q4 2025 Added 0.19%
$140B
$3.95 Million 0.48% of portfolio
11,199
Q4 2025 Reduced 4.57%
$143B
$3.88 Million 0.47% of portfolio
111,852
Q4 2025 Reduced 4.47%
$265B
$3.84 Million 0.47% of portfolio
4,957
Q4 2025 Added 3.62%
$533B
$3.75 Million 0.46% of portfolio
11,500
Q4 2025 Added 0.24%
$128B
$3.71 Million 0.45% of portfolio
38,562
Q4 2025 Added 1.27%
$75.4B
$3.67 Million 0.45% of portfolio
28,789
Q4 2025 Added 1.27%
$52.5B
$3.56 Million 0.43% of portfolio
209,368
Q4 2025 Added 8.86%
$51.8B
$3.34 Million 0.41% of portfolio
16,955
Q4 2025 Added 2.62%
$0
$3.41 Million 0.41% of portfolio
297,577
Q4 2025 Added 14.39%
$3.22B
$3.36 Million 0.41% of portfolio
57,707
Q4 2025 Reduced 0.18%
$204B
$3.17 Million 0.38% of portfolio
21,418
Q4 2025 Added 2.14%
$114B
$3.16 Million 0.38% of portfolio
25,622
Q4 2025 Added 3.82%
$197B
$3 Million 0.37% of portfolio
13,135
Q4 2025 Reduced 3.23%
$97.3B
$3.05 Million 0.37% of portfolio
35,919
Q4 2025 Reduced 7.25%
$303B
$2.94 Million 0.36% of portfolio
18,958
Q4 2025 Reduced 3.23%
$49.1B
$2.99 Million 0.36% of portfolio
27,090
Q4 2025 Added 1,119.17%
$114B
$2.97 Million 0.36% of portfolio
15,474
Q4 2025 Reduced 1.35%
$971B
$2.85 Million 0.35% of portfolio
2,785
Q4 2025 Reduced 0.89%
$41.4B
$2.9 Million 0.35% of portfolio
32,313
Q4 2025 New
$593B
$2.69 Million 0.33% of portfolio
12,217
Q4 2025 Added 47.23%

Summary

  • Portfolio
  • No. of Stocks 471
  • Current Value $823 Million
  • Prior Value $789 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 42 stocks
  • Additional Purchases 214 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 stocks
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