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Richard Buchan

180 Wealth Advisors, Llc

Assets Managed
$879.778M
Holdings
472
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
0.17%(2Q avg: 3.6%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in 180 Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 472 positions.

Assets under management

The assets under management (AUM) of 180 Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 879.778M in assets, with a quarterly growth rate of 0.17% and a 2-quarter average growth rate of 3.6%. The portfolio is managed by Richard Buchan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 0.1%
4.55%
$40.023M
108,121 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.55%
3.88%
$34.1M
195,530 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.21%
2.88%
$25.3M
99,690 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.02%
2.39%
$20.958M
100,630 shares@ $208.27 avg price
SLVP
Ishares Msci Global Silver A
Recent Activity
Decreased -0.71%
2.13%
$18.736M
528,370 shares@ $35.46 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.61%
2.07%
$18.193M
58,780 shares@ $309.52 avg price
SGOL
Abrdn Physical Gold Shares
Recent Activity
Increased 4.78%
1.61%
$14.119M
316,420 shares@ $44.62 avg price
RING
Ishares Msci Global Gold Min
Recent Activity
Decreased -0.57%
1.54%
$13.518M
171,160 shares@ $78.99 avg price
BCX
Blackrock Resources & Commod
Recent Activity
Increased 7.46%
1.48%
$13.015M
1.08M shares@ $12.05 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 6.02%
1.33%
$11.676M
216,027 shares@ $54.06 avg price

1-10 of 472