Data as of Q4 2025 (Dec 31, 2025)

180 WEALTH ADVISORS, LLC

โ€ขCIK: 1730817โ€ขFiling: Q4 2025

**180 WEALTH ADVISORS, LLC** manages $878M across a diversified portfolio of 471 positions. The firm maintains significant exposure to mega-cap technology leaders, with top holdings including MSFT ($52.2M), NVDA ($35.9M), and AAPL ($27.2M). Notable allocations also include AMZN ($22.1M) and AVGO ($20.5M), indicating a focus on established growth and technology infrastructure plays. This concentrated approach highlights conviction in high-growth, market-leading technology names.

Total AUM
$878.2M
QoQ Performance
+7.0%
Positions
399
Top 10 Concentration
30.1%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT
MSFT5.9%
NVDA4.1%
AAPL3.1%
AMZN2.5%
AVGO2.3%
SLVP2.1%
MNKD1.9%
TSLA1.6%

๐Ÿ“ˆ Biggest Buys

DYH
TARGET CORP
NEW
0.4% of portfolio
XLE
SELECT SECTOR SPDR TR
+164.7%
0.5% of portfolio
NFLX
NETFLIX INC
+1119.2%
0.3% of portfolio
AMGN
AMGEN INC
+63.2%
0.6% of portfolio
AXON
AXON ENTERPRISE INC
+552.1%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

CMCSA
COMCAST CORP NEW
-52.3%
0.2% of portfolio
FCX
FREEPORT-MCMORAN INC
-31.8%
0.3% of portfolio
AAPL
APPLE INC
-3.3%
3.1% of portfolio
PNC
PNC FINL SVCS GROUP INC
-12.2%
0.5% of portfolio
TWLO
TWILIO INC
-7.0%
0.9% of portfolio

Sector Breakdown

Other53.6%
Technology26.1%
Consumer7.4%
Financial4.3%
Healthcare2.9%
Industrial1.7%
Communication1.0%
Real Estate0.7%

๐Ÿšช Exited Positionssold since Q3 2025

EBA
EBAY INC.
SOLD
$4.0M
GBTC
GRAYSCALE BITCOIN TRUST ETF
SOLD
$1.4M
WELL
WELLTOWER INC
SOLD
$1.2M
PVH
PVH CORPORATION
SOLD
$1.1M
WMB
WILLIAMS COS INC
SOLD
$1.1M
+252 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘110 increased
โ†“85 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023