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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$3.57 Million 0.43% of portfolio
38,875
Q4 2025 Added 4.07%
$0
$3.44 Million 0.42% of portfolio
54,232
Q4 2025 Added 17.28%
$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%
$0
$2.98 Million 0.36% of portfolio
9,024
Q4 2025 Reduced 5.75%
$49.1B
$2.99 Million 0.36% of portfolio
27,090
Q4 2025 Added 1,119.17%
$971B
$2.85 Million 0.35% of portfolio
2,785
Q4 2025 Reduced 0.89%
$0
$2.89 Million 0.35% of portfolio
32,535
Q4 2025 Added 0.61%
$41.4B
$2.9 Million 0.35% of portfolio
32,313
Q4 2025 New
$0
$2.82 Million 0.34% of portfolio
40,198
Q4 2025 Reduced 8.84%
$0
$2.78 Million 0.34% of portfolio
19,979
Q4 2025 Reduced 6.65%
$0
$2.73 Million 0.33% of portfolio
4,412
Q4 2025 Reduced 2.82%
$593B
$2.69 Million 0.33% of portfolio
12,217
Q4 2025 Added 47.23%
$0
$2.75 Million 0.33% of portfolio
84,699
Q4 2025 Added 4.49%
$0
$2.62 Million 0.32% of portfolio
38,355
Q4 2025 Reduced 6.51%
$237B
$2.63 Million 0.32% of portfolio
11,108
Q4 2025 Reduced 0.55%
$522B
$2.59 Million 0.31% of portfolio
12,961
Q4 2025 Reduced 4.25%
$258B
$2.54 Million 0.31% of portfolio
14,488
Q4 2025 Added 7.72%
$0
$2.57 Million 0.31% of portfolio
154,325
Q4 2025 Added 3.39%
$0
$2.46 Million 0.3% of portfolio
14,145
Q4 2025 Reduced 0.99%
$8.04B
$2.45 Million 0.3% of portfolio
8,323
Q4 2025 Added 2.92%
$0
$2.35 Million 0.29% of portfolio
61,476
Q4 2025 Reduced 2.01%
$0
$2.37 Million 0.29% of portfolio
30,131
Q4 2025 Reduced 3.0%
$84B
$2.37 Million 0.29% of portfolio
13,111
Q4 2025 Added 3.58%
$42.8B
$2.32 Million 0.28% of portfolio
7,753
Q4 2025 Reduced 1.82%
$193B
$2.33 Million 0.28% of portfolio
4,265
Q4 2025 Added 2.9%
$39.4B
$2.21 Million 0.27% of portfolio
3,978
Q4 2025 Added 552.13%
$4.79B
$2.2 Million 0.27% of portfolio
164,161
Q4 2025 Added 20.28%
$0
$2.16 Million 0.26% of portfolio
15,511
Q4 2025 Reduced 0.74%
$0
$2.09 Million 0.25% of portfolio
21,725
Q4 2025 Added 0.24%
$0
$2.04 Million 0.25% of portfolio
46,377
Q4 2025 Reduced 1.13%
$69.1B
$2.04 Million 0.25% of portfolio
23,380
Q4 2025 Added 49.22%
$123B
$2.04 Million 0.25% of portfolio
4,323
Q4 2025 Added 7.89%
$0
$2.09 Million 0.25% of portfolio
22,200
Q4 2025 Reduced 2.76%
$367B
$1.97 Million 0.24% of portfolio
5,513
Q4 2025 Added 0.15%
$328B
$1.96 Million 0.24% of portfolio
6,516
Q4 2025 Added 0.25%
$120B
$1.96 Million 0.24% of portfolio
71,983
Q4 2025 Reduced 52.35%
$0
$2 Million 0.24% of portfolio
9,731
Q4 2025 Reduced 1.21%
$0
$1.9 Million 0.23% of portfolio
58,099
Q4 2025 Reduced 0.52%

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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