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180 WEALTH ADVISORS, LLC 13F portfolio summary

180 WEALTH ADVISORS, LLC of 180 WEALTH ADVISORS, LLC has 469 current stock holdings with a reported portfolio value of $879.8M. The portfolio 1 year return is +25.66%. Top holdings include QQQ (0.00%), BSV (0.00%), BAC-PL (0.00%), GLO (0.00%), SPY (0.00%).

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180 WEALTH ADVISORS, LLC

180 WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

180 WEALTH ADVISORS, LLC runs 180 WEALTH ADVISORS, LLC and currently holds 469 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $879.78M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. 180 WEALTH ADVISORS, LLC ranks #602 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, 180 WEALTH ADVISORS, LLC's portfolio at 180 WEALTH ADVISORS, LLC has delivered returns of +25.66%. Their 3-year annualized return is +65.03%. Looking at the 5-year horizon, 180 WEALTH ADVISORS, LLC has achieved +65.38% annualized returns at 180 WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.66%
#455/1000
3 Year
+65.03%
#563/1000
5 Year
+65.38%
#596/1000

Portfolio Value

$879.78M

Alpha Score

50.5

#602 of 1000

Holdings

469

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change