180 WEALTH ADVISORS, LLC - Portfolio overview
180 WEALTH ADVISORS, LLC has 520 reported holdings in this dataset, with the latest filing dated 2026-05-01.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- MSFT - MICROSOFT CORP, 4.44%
- NVDA - NVIDIA CORPORATION, 3.78%
- AAPL - APPLE INC, 2.80%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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