180 Wealth Advisors

FEDERAL WAY, WAfiles as 180 WEALTH ADVISORS, LLC

$997m in 485 US stocks at the end of 30 June 2026. The top 10 are 23.0% of the money. It changed about 11.1% of the portfolio this quarter.

Value
$997m
Stocks
485
Top 10 share
23.0%
Turnover
11.1%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 485.

Options (7)

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 39.1% since 30 June 2025.

Where the money is

Technology30.5%
Health care8.3%
Industrials6.4%
Retail & consumer6.1%
Financial services4.8%
Media & telecom4.8%
Everyday goods2.7%
Materials2.7%
Energy2.2%
Real estate1.0%
Utilities0.5%
Other30.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.