180 Wealth Advisors, LLC
CIK:0001730817
Investment Adviser
$1B AUM
455 holdings
Federal Way, WA, USA
180 Wealth Advisors LLC is an investment advisory firm focused on helping clients navigate financial markets through a measured approach and prioritizing long-term relationships.
Investment Strategy
Measured approach to financial markets
Latest 13F Filing Activity
180 Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 450 equity positions with a total 13F market value of $821M. The fund increased holdings in Mannkind Corp., Ishares Inc., Nvidia Corporation among other positions. 180 Wealth Advisors, LLC reduced exposure to Twilio Inc., Aercap Holdings NV, Crocs Inc. among others.
Top Holdings
Equity Positions (450)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.85% | $56.2M | 108,535 | $127.96 | $517.95 | +$3.6M |
N NVDA | NVIDIA CORPORATION | 4.40% | $36.1M | 193,709 | $28.76 | $186.58 | +$5.0M |
A AAPL | APPLE INC | 3.20% | $26.3M | 103,275 | $67.82 | $254.63 | +$4.7M |
A AMZN | AMAZON COM INC | 2.54% | $20.8M | 94,829 | $95.13 | $219.57 | +$58.9K |
A AVGO | BROADCOM INC | 2.42% | $19.8M | 60,134 | $36.24 | $329.91 | +$2.8M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+12.1%
SEMICONDUCTORS & RELATED DEVICES
+10.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.8%
PHARMACEUTICAL PREPARATIONS
+3.8%
ELECTRONIC COMPUTERS
+3.2%
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