180 WEALTH ADVISORS, LLC

All 13F Filings

Location
Federal Way, WA
Most recent 13F
Q2 2026
Holdings value ($000)
997,464
Description
Website
Founded
Chairman
CEO
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.