Managers / Q4 2020 · view latest →
180 WEALTH ADVISORS, LLC
CIK 0001730817 · 32125 32ND AVENUE SOUTH, SUITE 100, FEDERAL WAY, WA, 98001 · (253) 394-0720
Reported Value
$347M
Q4 2020
Positions
311
Filings on Record
31
2019–present window
Filed
Jan 27, 2021
original filing
Summary
180 Wealth Advisors, Llc reported $347M in U.S.-listed holdings across 311 positions for Q4 2020.
Its largest position, MSFT, represents 7.5% of the portfolio.
Compared with Q3 2020, the fund opened 61 new positions and exited 17.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $997M | 493 | Jul 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $880M | 472 | May 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $878M | 471 | Jan 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $821M | 455 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $717M | 426 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $628M | 413 | Apr 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $638M | 430 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $635M | 445 | Nov 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $613M | 434 | Jul 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $556M | 404 | Apr 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $500M | 385 | Jan 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $444M | 373 | Nov 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $455M | 365 | Jul 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $430M | 365 | Apr 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $425.2B | 366 | Feb 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $363M | 356 | Oct 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $392M | 368 | Jul 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $458M | 375 | Apr 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $445M | 382 | Jan 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $454M | 388 | Oct 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $437M | 371 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $403M | 344 | May 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $347M | 311 | Jan 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $267M | 265 | Oct 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $252M | 261 | Jul 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $193M | 220 | Apr 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $251M | 263 | Jan 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $226M | 253 | Oct 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $222M | 247 | Aug 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $220M | 250 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $214M | 253 | Jan 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.