180 Wealth Advisors, LLC
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.5ptsvs SPY
Invested
$879.8M
Holdings
471
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 136.0k shares)
4.5%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 12.39M shares)
3.9%
03
$AAPL
APPLE INC
Q1 2026: Exited (was 1.80M shares)
2.9%
04
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 2.04M shares)
2.4%
05
$SLVP
ISHARES INC
Q4 2025: Exited (was 532.0k shares)
2.1%
06
$AVGO
BROADCOM INC
Q1 2026: Exited (was 1.13M shares)
2.1%
07
$SGOL
ETFS GOLD TR
Q4 2025: Exited (was 297.7k shares)
1.6%
08
$RING
ISHARES INC
Q4 2025: Exited (was 172.3k shares)
1.5%
09
$BCX
BLACKROCK RES & COMMODITIES
Q4 2025: Exited (was 875.0k shares)
1.5%
10
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 192.8k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.