Latest imported 13F data

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

TGT
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%
Consumer7.8%
Financial3.5%
Healthcare2.9%
Industrial1.7%
Energy1.1%
Communication1.0%

๐Ÿšช Exited Positionssold since Q3 2025

EBAY
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 2023Q3 2023Q2 2023Q1 2023Q4 2022