Holdings of 180 WEALTH ADVISORS, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 426 in 12 countries
- Top ten
- 24.7 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 23.6 %
- Consumer discretionary 6.0 %
- Communication 5.4 %
- Financials 4.9 %
- Health care 4.7 %
- Industrials 4.5 %
- Consumer staples 2.7 %
- Materials 2.6 %
- Funds 1.8 %
- Energy 1.6 %
- Real estate 0.9 %
- Utilities 0.4 %
- Unattributed 40.8 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 97.2 %
- Taiwan 1.1 %
- United Kingdom 0.6 %
- Australia 0.4 %
- Netherlands 0.2 %
- Brazil 0.2 %
- Cayman Islands 0.1 %
- Denmark 0.1 %
- Israel 0.1 %
- Japan 0.1 %
- Finland 0.0 %
- France 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 405 | 796.1M $ | 97.19 % |
| 2 | Taiwan | 2 | 8.7M $ | 1.06 % |
| 3 | United Kingdom | 4 | 4.6M $ | 0.56 % |
| 4 | Australia | 2 | 3M $ | 0.37 % |
| 5 | Netherlands | 1 | 1.7M $ | 0.20 % |
| 6 | Brazil | 3 | 1.5M $ | 0.18 % |
| 7 | Cayman Islands | 2 | 1.1M $ | 0.14 % |
| 8 | Denmark | 1 | 809.4K $ | 0.10 % |
| 9 | Israel | 2 | 643.5K $ | 0.08 % |
| 10 | Japan | 2 | 547.9K $ | 0.07 % |
| 11 | Finland | 1 | 216.2K $ | 0.03 % |
| 12 | France | 1 | 214.9K $ | 0.03 % |
Cite this page
Titelia. "Holdings of 180 WEALTH ADVISORS, LLC". https://titelia.com/en/funds/US13F1730817