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 Market Cap. of $50 Millions to $300 Millions
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