180 WEALTH ADVISORS LLC
Q4 2021 Form 13-F
FEDERAL WAY, WASHINGTON
CIK 0001730817
· CRD 284921
· SEC-registered investment adviser
$445.4M Reported Value Total
180 WEALTH ADVISORS, LLC reports 2,500 total accounts under management (AUM). There are 1,800 discretionary accounts valued at $620,000,000, and 700 non-discretionary accounts valued at $180,000,000.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-02-25
Reported value
$445.4M
Quarter over quarter
+9.0%
Holdings
371
Top-10 concentration
25.5%
Key People
Form ADV owners & control persons
Richard Wayne Buchan
MANAGING MEMBER
Darren Norman Henke
MANAGING MEMBER
Brett Alan Garver
CHIEF COMPLIANCE OFFICER
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | January 26, 2022 |
| Form | 13F-HR |
| Reported value | $445.4M |
| Positions | 371 |
| Change in reported value | -1.9% |
| New positions | 27 |
| Exited positions | 33 |
| Position turnover | 14.9% |
| Top-10 concentration | 25.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 3, 2026
|
489 | $1.0B |
|
Q2 2026 13F
Filed Jul 7, 2026
|
485 | $997.5M |
|
Q1 2026 13F
Filed May 1, 2026
|
471 | $879.8M |
|
Q4 2025 13F
Filed Jan 9, 2026
|
469 | $878.3M |
|
Q3 2025 13F
Filed Oct 16, 2025
|
453 | $820.7M |
|
Q2 2025 13F
Filed Jul 31, 2025
|
423 | $717.0M |
|
Q1 2025 13F
Filed Apr 9, 2025
|
409 | $627.9M |
|
Q4 2024 13F
Filed Jan 14, 2025
|
423 | $638.3M |
|
Q3 2024 13F
Filed Nov 1, 2024
|
443 | $635.3M |
|
Q2 2024 13F
Filed Jul 16, 2024
|
432 | $613.1M |
|
Q1 2024 13F
Filed Apr 16, 2024
|
402 | $556.3M |
|
Q4 2023 13F
Filed Jan 25, 2024
|
383 | $499.7M |
|
Q3 2023 13F
Filed Nov 1, 2023
|
371 | $444.3M |
|
Q2 2023 13F
Filed Jul 12, 2023
|
364 | $455.4M |
|
Q1 2023 13F
Filed Apr 7, 2023
|
364 | $429.8M |
|
Q4 2022 13F
Filed Feb 2, 2023
|
365 | $425.2M |
|
Q3 2022 13F
Filed Oct 12, 2022
|
355 | $363.4M |
|
Q2 2022 13F
Filed Jul 11, 2022
|
368 | $391.6M |
|
Q1 2022 13F
Filed Apr 22, 2022
|
375 | $458.2M |
|
Q4 2021 13F
Filed Jan 26, 2022
|
371 | $445.4M |
16 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $34.1M | 7.66% |
| 2 | AAPL APPLE INC | $17.9M | 4.02% |
| 3 | AMZN AMAZON COM INC | $12.9M | 2.89% |
| 4 | TSLA TESLA INC | $9.4M | 2.11% |
| 5 | NVDA NVIDIA CORPORATION | $7.9M | 1.76% |
| 6 | VIG VANGUARD SPECIALIZED FUNDS | $7.8M | 1.75% |
| 7 | VYM VANGUARD WHITEHALL FDS | $6.8M | 1.53% |
| 8 | META META PLATFORMS INC | $6.2M | 1.39% |
| 9 | DGRO ISHARES TR | $5.3M | 1.18% |
| 10 | IUSV ISHARES TR | $5.2M | 1.17% |
| 11 | COST COSTCO WHSL CORP NEW | $4.9M | 1.09% |
| 12 | GOOG ALPHABET INC | $4.8M | 1.08% |
| 13 | XOM EXXON MOBIL CORP | $4.6M | 1.03% |
| 14 | AVGO BROADCOM INC | $4.6M | 1.02% |
| 15 | SBUX STARBUCKS CORP | $4.5M | 1.02% |
| 16 | IOO ISHARES TR | $4.5M | 1.0% |
| 17 | EFV ISHARES TR | $4.3M | 0.97% |
| 18 | LMT LOCKHEED MARTIN CORP | $4.3M | 0.97% |
| 19 | BSV VANGUARD BD INDEX FDS | $4.3M | 0.97% |
| 20 | VIGI VANGUARD WHITEHALL FDS | $4.3M | 0.96% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.