180 WEALTH ADVISORS, LLC

All 13F Filings

Location
Federal Way, WA
Most recent 13F
Q2 2026
Holdings value ($000)
997,464
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/7/2026 493 997,464 13F-HR 180 WEALTH ADVISORS, LLC
Q1 2026 5/1/2026 472 879,778 13F-HR 180 WEALTH ADVISORS, LLC
Q4 2025 1/9/2026 471 878,286 13F-HR 180 WEALTH ADVISORS, LLC
Q3 2025 10/16/2025 455 820,706 13F-HR 180 WEALTH ADVISORS, LLC
Q2 2025 7/31/2025 426 716,993 13F-HR 180 WEALTH ADVISORS, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 279 (0.0% of total reported value) · QoQ Δ: +279
Type Value ($000) Share % Inflow Outflow Net
Stocks 767.9 K 77.0% 111.1 K 0 111.1 K
ETFs 227 K 22.8% 6.35 K 0 6.35 K
Debt 2.325 K 0.2% 0 41 -41
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Fund Snapshot

Q2 2026
Latest filed
7/7/2026
Total value ($000)
997,464
Holdings
493
QoQ value change ($000)
117,686 (13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.