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CIK: 0001730817
Total reported value
$997.5M
$997.5M
471 檔
15.8%
According to the latest 13F quarterly dataset, 180 Wealth Advisors, LLC managed an equity portfolio of $997.5M at the end of Q4 2025, spanning 471 distinct U.S. exchange-listed positions.
In Q4 2025, 180 Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 471 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.95% | -0.54% | -0.47% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.09% | -0.06% | -0.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.08% | -3.27% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | +0.02% | +1.05% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | +0.12% | -1.64% | |
| 6 | SLVP | Ishares Msci Global Silver A | ETF-Commodities | 2.08% | -0.51% | +0.04% | |
| 7 | MNKD | Mannkind CORP | Stock-Other | 1.91% | +0.92% | +3.02% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.64% | +0.02% | +1.55% | |
| 9 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.44% | -0.47% | -0.10% | |
| 10 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.41% | -0.40% | +1.43% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.11% | +9.39% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.08% | -0.10% | |
| 13 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 1.27% | -0.40% | +0.92% | |
| 14 | BCX | Blackrock Resources & Commod | Stock-Other | 1.26% | -0.25% | +14.87% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | -0.03% | +5.67% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.12% | +13.38% | |
| 17 | GRAL | Grail Inc | Stock-Healthcare | 1.12% | +0.12% | -3.21% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.08% | -0.30% | -1.04% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.08% | -0.06% | -2.84% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.01% | -0.11% | -1.58% | |
| 21 | PATH | Uipath Inc - Class A | Stock-Tech | 0.98% | -0.09% | -1.90% | |
| 22 | TWLO | Twilio Inc - A | Stock-Tech | 0.91% | +0.27% | -6.97% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.89% | +0.20% | -1.79% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.19% | +4.20% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.80% | +0.01% | +4.89% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.74% | +0.43% | -0.66% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.15% | -0.70% | |
| 28 | IOO | Ishares Global 100 ETF | ETF-Other | 0.69% | -0.03% | +9.53% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.02% | +1.20% | |
| 30 | SNOW | Snowflake Inc | Stock-Tech | 0.65% | +0.24% | -0.47% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.02% | +5.53% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.63% | -0.06% | -1.95% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.11% | +63.23% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.10% | -3.26% | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.58% | +0.02% | +0.06% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | +0.12% | +3.06% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | +0.53% | +17.17% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.54% | -0.09% | -12.23% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.03% | +9.09% | |
| 40 | ILMN | Illumina Inc | Stock-Healthcare | 0.51% | +0.13% | -2.05% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.51% | -0.21% | +164.74% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | +0.02% | +0.59% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | -0.10% | +3.62% | |
| 44 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.50% | -0.06% | +0.19% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.21% | +12.05% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.48% | +0.02% | +2.85% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.47% | +0.41% | -4.47% | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.46% | -0.05% | -0.17% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | +0.24% | |
| 50 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.46% | -0.03% | +4.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SIVR | Abrdn Physical Silver Shares | +0.4% | +0.92% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +9.39% | Add |
| 3 | SLVP | Ishares Msci Global Silver A | +0.3% | +0.04% | Add |
| 4 | AMGN | Amgen Inc | +0.3% | +63.23% | Add |
| 5 | GRAL | Grail Inc | +0.3% | -3.21% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -0.10% | Trim |
| 7 | AXON | Axon Enterprise Inc | +0.2% | +552.13% | Add |
| 8 | CMG | Chipotle Mexican Grill Inc | +0.2% | +379.77% | Add |
| 9 | BCX | Blackrock Resources & Commod | +0.2% | +14.87% | Add |
| 10 | TWLO | Twilio Inc - A | +0.2% | -6.97% | Trim |
| 11 | LRCX | Lam Research CORP | +0.2% | +17.17% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +9.09% | Add |
| 13 | ILMN | Illumina Inc | +0.1% | -2.05% | Trim |
| 14 | NEM | Newmont CORP | +0.1% | +49.22% | Add |
| 15 | ACN | Accenture plc | +0.1% | +343.55% | Add |
| 16 | PATH | Uipath Inc - Class A | +0.1% | -1.90% | Trim |
| 17 | XLE | Ss Energy Select Sector | +0.1% | +164.74% | Add |
| 18 | PL | Planet Labs Pbc | +0.1% | +0.87% | Add |
| 19 | MCK | Mckesson CORP | +0.1% | +254.15% | Add |
| 20 | ILF | Ishares Latin America 40 ETF | +0.1% | +94.10% | Add |
| 21 | RING | Ishares Msci Global Gold Min | +0.1% | -0.10% | Trim |
| 22 | LLY | Eli Lilly & Co | +0.1% | -0.89% | Trim |
| 23 | SGOL | Abrdn Physical Gold Shares | +0.1% | +1.43% | Add |
| 24 | RKLB | Rocket Lab CORP | +0.1% | -0.58% | Trim |
| 25 | AEM | Agnico Eagle Mines LTD | +0.1% | +184.11% | Add |
| 26 | AMD | Advanced Micro Devices | +0.1% | +19.63% | Add |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +12.05% | Add |
| 28 | IOO | Ishares Global 100 ETF | +0.1% | +9.53% | Add |
| 29 | GDX | Vaneck Gold Miners ETF | 0% | -1.04% | Trim |
| 30 | WMT | Walmart Inc | 0% | +4.20% | Add |
| 31 | MNKD | Mannkind CORP | 0% | +3.02% | Add |
| 32 | DFAI | Dimensional International Co | 0% | +4.89% | Add |
| 33 | AMZN | Amazon.com Inc | 0% | +1.05% | Add |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -29.19% | Trim |
| 35 | AVGO | Broadcom Inc | -0.1% | -1.64% | Trim |
| 36 | ZS | Zscaler Inc | -0.1% | -1.82% | Trim |
| 37 | AAPL | Apple Inc | -0.1% | -3.27% | Trim |
| 38 | GRMN | Garmin Ltd. | -0.1% | -74.30% | Trim |
| 39 | ETN | Eaton Corporation plc | -0.1% | -4.57% | Trim |
| 40 | P | Everpure Inc-a | -0.2% | -1.97% | Trim |
| 41 | QLD | Proshares Ultra Qqq | -0.2% | -6.65% | Trim |
| 42 | CMCSA | Comcast Corp-class A | -0.3% | -52.35% | Trim |
| 43 | MSFT | Microsoft CORP | -0.9% | -0.47% | Trim |
| 44 | EBAY | Ebay Inc | — | EXIT | Sold out |
| 45 | TGT | Target CORP | — | NEW | New buy |
| 46 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 47 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 48 | MAGX | Rdhill Daily 2x Lm Seven ETF | — | NEW | New buy |
| 49 | CCK | Crown Holdings Inc | — | NEW | New buy |
| 50 | MTB | M & T Bank CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, 180 Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $997.5M across 471 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 15.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
TGT
市值: $3.2M
Top Position Liquidated / Trimmed
EBAY
前期市值: $4.0M
During Q4 2025, 180 Wealth Advisors, LLC's top holdings by market value included MSFT (6.0%)、NVDA (4.1%)、AAPL (3.1%). The largest single position, MSFT, represented 6.0% of total portfolio value.
In Q4 2025, 180 Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 19 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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