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Richard Buchan

180 Wealth Advisors, Llc

Assets Managed
$997.464M
Holdings
486
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
13.38%(2Q avg: 6.78%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in 180 Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 486 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 997.464M in assets, with a quarterly growth rate of 13.38% and a 2-quarter average growth rate of 6.78%. The portfolio is managed by Richard Buchan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -0.7%
4.02%
$40.047M
107,359 shares@ $373.03 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.48%
3.83%
$38.15M
190,662 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.24%
2.8%
$27.911M
96,456 shares@ $289.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.24%
2.4%
$23.926M
100,386 shares@ $238.34 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.64%
2.19%
$21.838M
57,811 shares@ $377.76 avg price
MNKD
Mannkind Corp
Recent Activity
Increased 15.57%
2.12%
$21.129M
4.96M shares@ $4.26 avg price
SLVP
Ishares Msci Global Silver A
Recent Activity
Decreased -0.66%
1.63%
$16.181M
524,854 shares@ $30.83 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.69%
1.38%
$13.758M
38,497 shares@ $357.38 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.15%
1.31%
$13.051M
36,937 shares@ $353.33 avg price
TSLA
Tesla Inc
Recent Activity
Increased 1.25%
1.31%
$13.038M
30,999 shares@ $420.6 avg price

1-10 of 486