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180 WEALTH ADVISORS, LLC 13F portfolio summary

180 WEALTH ADVISORS, LLC of 180 WEALTH ADVISORS, LLC has 493 current stock holdings with a reported portfolio value of $997.5M. The portfolio 1 year return is +24.56%. Top holdings include MSFT (4.01%), NVDA (3.82%), AAPL (2.80%), AMZN (2.40%), AVGO (2.19%).

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180 WEALTH ADVISORS, LLC

180 WEALTH ADVISORS, LLC
Latest filing: 2026-06-30

180 WEALTH ADVISORS, LLC runs 180 WEALTH ADVISORS, LLC and currently holds 493 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $997.46M. Their top holdings are MSFT, NVDA, AAPL, AMZN, AVGO. The top five represent 15.2% of reported portfolio weight. 180 WEALTH ADVISORS, LLC ranks #529 out of 1000 investors tracked by Alpha Score. In the most recent quarter, 180 WEALTH ADVISORS, LLC initiated 2 new positions. They added to 38 existing positions. They trimmed 60 positions. Their current best-performing preview position is MU with returns of +241.65%.

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Top 5 Holdings
MSFT4.0%
NVDA3.8%
AAPL2.8%
AMZN2.4%
AVGO2.2%
Top 5: 15.2%
Portfolio Returns
1 Year
+24.56%
#490/1000
3 Year
+71.90%
#483/1000
5 Year
+70.51%
#542/1000

Portfolio Value

$997.46M

Alpha Score

55.8

#529 of 1000

Holdings

493

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493 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MSFT
MICROSOFT CORP
4.01%$128.18$483.24+277.00%
Trimmed
-0.70%
NVDA
NVIDIA CORPORATION
3.82%$30.97$214.76+593.45%
Trimmed
-2.49%
AAPL
APPLE INC
2.80%$67.82$309.35+356.13%
Trimmed
-3.24%
AMZN
AMAZON COM INC
2.40%$101.88$258.63+153.86%
Trimmed
-0.24%
AVGO
BROADCOM INC
2.19%$36.24$368.45+916.69%
Trimmed
-1.65%
MNKD
MANNKIND CORP
2.12%$3.54$4.15+17.23%
Added
+15.56%
SLVP
ISHARES INC
1.62%$11.89$40.75+242.72%
Trimmed
-0.67%
GOOGL
ALPHABET INC
1.38%$90.72$344.82+280.09%
Trimmed
-0.70%
GOOG
ALPHABET INC
1.31%$99.53$341.75+243.36%
Trimmed
-2.15%
TSLA
TESLA INC
1.31%$218.85$362.86+65.80%
Added
+1.24%

Showing 1-10 of 493