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
$18.4B
$220,000 0.03% of portfolio
373
Q4 2025 New
$0
$238,000 0.03% of portfolio
14,250
Q4 2025 New
$228B
$227,000 0.03% of portfolio
1,746
Q4 2025 Reduced 11.33%
$103B
$221,000 0.03% of portfolio
108
Q4 2025 New
$8.76B
$270,000 0.03% of portfolio
18,797
Q4 2025 Added 57.09%
$0
$275,000 0.03% of portfolio
5,103
Q4 2025 Reduced 17.2%
$9.13B
$241,000 0.03% of portfolio
7,496
Q4 2025 Reduced 13.2%
$0
$244,000 0.03% of portfolio
1,603
Q4 2025 New
$0
$240,000 0.03% of portfolio
1,172
Q4 2025 Reduced 0.26%
$0
$238,000 0.03% of portfolio
507
Q4 2025 Reduced 3.8%
$81.8B
$228,000 0.03% of portfolio
1,921
Q4 2025 Reduced 5.46%
$4.44B
$278,000 0.03% of portfolio
6,072
Q4 2025 Reduced 1.62%
$1.59B
$158,000 0.02% of portfolio
12,489
Q4 2025 Added 6.83%
$0
$198,000 0.02% of portfolio
18,416
Q4 2024 Reduced 4.52%
$22.4B
$198,000 0.02% of portfolio
3,386
Q4 2025 New
$251M
$156,000 0.02% of portfolio
20,575
Q4 2025 Added 7.78%
$18.5B
$192,000 0.02% of portfolio
976
Q4 2025 Reduced 0.51%
$59.5B
$191,000 0.02% of portfolio
4,259
Q4 2025 New
$97.6B
$187,000 0.02% of portfolio
7,224
Q4 2025 New
$29B
$200,000 0.02% of portfolio
7,695
Q4 2025 Reduced 2.1%
$34B
$199,000 0.02% of portfolio
16,160
Q4 2025 Reduced 37.92%
$0
$173,000 0.02% of portfolio
15,743
Q4 2025 Reduced 15.43%
$21B
$193,000 0.02% of portfolio
410
Q4 2025 New
$73.4B
$205,000 0.02% of portfolio
5,897
Q4 2025 Reduced 42.56%
$5.29B
$175,000 0.02% of portfolio
4,212
Q4 2025 Reduced 7.47%
$2.14B
$180,000 0.02% of portfolio
23,911
Q4 2025 Reduced 78.31%
$31.3B
$153,000 0.02% of portfolio
10,506
Q4 2025 Reduced 14.61%
$73.7B
$198,000 0.02% of portfolio
768
Q4 2025 New
$9.99B
$205,000 0.02% of portfolio
2,320
Q4 2025 New
$32B
$203,000 0.02% of portfolio
3,431
Q4 2025 Reduced 33.57%
$268M
$50,000 0.01% of portfolio
10,258
Q4 2025 New
$40.1B
$81,000 0.01% of portfolio
31,987
Q4 2025 Reduced 23.65%
$1.37B
$86,000 0.01% of portfolio
10,937
Q4 2025 Added 0.04%
$218M
$102,000 0.01% of portfolio
98,016
Q4 2025 Added 55.81%
$24.8B
$90,000 0.01% of portfolio
21,153
Q4 2025 Reduced 22.4%
$367M
$77,000 0.01% of portfolio
36,382
Q4 2025 Reduced 0.57%
$89.3B
$72,000 0.01% of portfolio
10,256
Q4 2025 Reduced 17.17%
$0
$65,000 0.01% of portfolio
11,500
Q4 2025 Reduced 0.86%
$0
$123,000 0.01% of portfolio
10,478
Q4 2025 New
$0
$104,000 0.01% of portfolio
10,433
Q3 2025 Reduced 1.77%
$0
$103,000 0.01% of portfolio
12,841
Q4 2025 Added 0.17%
$193M
$48,000 0.01% of portfolio
38,014
Q4 2025 Reduced 21.85%
$0
$103,000 0.01% of portfolio
21,550
Q3 2025 Reduced 2.82%
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q4 2025 Added 11.17%
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 12.05%
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q4 2025 New
Exchange Traded Concepts Tru
-
$0 0.0% of portfolio
-
Q4 2025 Added 8.22%
-
$0 0.0% of portfolio
-
Q3 2025 New
Bank Montreal Que
-
$0 0.0% of portfolio
-
Q4 2025 New

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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