Exit Wealth Advisors
Latest statistics and disclosures from Exit Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, TSLA, IAU, MSFT, USFR, and represent 27.22% of Exit Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$5.4M), BTC, USFR, BITW, BMY, WDC, HYG, LRCX, MPLX, ADBE.
- Started 40 new stock positions in INSP, SUPN, CMCSA, Rev, VNT, DBB, BFH, BTC, DNN, BMNR.
- Reduced shares in these 10 stocks: SLV, FBTC, SHOP, , , SNEX, RSP, V, JBL, .
- Sold out of its positions in ETHW, BHF, AVGO, Cadence Bank, CAN, CL, COST, EH, EXEL, EXPE.
- Exit Wealth Advisors was a net buyer of stock by $16M.
- Exit Wealth Advisors has $169M in assets under management (AUM), dropping by 12.82%.
- Central Index Key (CIK): 0002082744
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Portfolio Holdings for Exit Wealth Advisors
Exit Wealth Advisors holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 7.2 | $12M | +79% | 133k | 91.38 |
|
| Tesla Motors (TSLA) | 5.7 | $9.6M | +8% | 21k | 449.72 |
|
| Ishares Gold Tr Ishares New (IAU) | 5.5 | $9.3M | +5% | 115k | 81.17 |
|
| Microsoft Corporation (MSFT) | 4.6 | $7.8M | 16k | 483.63 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 4.3 | $7.2M | +100% | 144k | 50.32 |
|
| Apple (AAPL) | 3.6 | $6.1M | +49% | 23k | 271.85 |
|
| Ishares Silver Tr Ishares (SLV) | 3.3 | $5.5M | -39% | 86k | 64.42 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $5.4M | +9% | 29k | 186.50 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 2.8 | $4.7M | NEW | 121k | 38.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.4 | $4.1M | +23% | 6.7k | 614.33 |
|
| Amazon (AMZN) | 2.4 | $4.0M | +4% | 17k | 230.82 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 2.0 | $3.5M | +6% | 114k | 30.45 |
|
| Sprott Asset Management Physical Silver (PSLV) | 1.7 | $2.9M | -3% | 123k | 23.65 |
|
| Altria (MO) | 1.5 | $2.6M | +514% | 45k | 57.66 |
|
| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 1.5 | $2.5M | NEW | 43k | 58.76 |
|
| Bristol Myers Squibb (BMY) | 1.5 | $2.5M | NEW | 46k | 53.94 |
|
| Medpace Hldgs (MEDP) | 1.4 | $2.4M | +395% | 4.2k | 561.65 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $2.3M | +16% | 3.7k | 627.16 |
|
| Western Digital (WDC) | 1.4 | $2.3M | NEW | 13k | 172.27 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $2.3M | NEW | 28k | 80.63 |
|
| Lam Research Corp Com New (LRCX) | 1.3 | $2.3M | NEW | 13k | 171.18 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 1.3 | $2.2M | NEW | 41k | 53.37 |
|
| Adobe Systems Incorporated (ADBE) | 1.3 | $2.2M | NEW | 6.2k | 349.99 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.2 | $2.1M | +229% | 19k | 110.19 |
|
| Arista Networks Com Shs (ANET) | 1.2 | $2.0M | +5% | 16k | 131.03 |
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 1.2 | $2.0M | NEW | 74k | 27.03 |
|
| United Sts Gasoline Units (UGA) | 1.2 | $2.0M | -33% | 32k | 61.73 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.7M | 5.5k | 313.82 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.7M | +3% | 5.4k | 313.03 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 1.0 | $1.7M | +161% | 45k | 36.83 |
|
| Inspire Med Sys (INSP) | 0.9 | $1.5M | NEW | 16k | 92.23 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.8 | $1.3M | 31k | 42.55 |
|
|
| Virtu Finl Cl A (VIRT) | 0.8 | $1.3M | NEW | 38k | 33.32 |
|
| Vectrus (VVX) | 0.7 | $1.2M | NEW | 23k | 54.55 |
|
| Boston Beer Cl A (SAM) | 0.7 | $1.2M | +273% | 6.2k | 195.13 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $1.2M | -59% | 6.2k | 191.56 |
|
| Atkore Intl (ATKR) | 0.7 | $1.2M | NEW | 19k | 63.25 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.7 | $1.1M | -2% | 24k | 47.02 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.6 | $1.1M | -7% | 16k | 68.36 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $993k | -4% | 13k | 75.44 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.5 | $911k | +28% | 8.3k | 109.90 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $849k | +15% | 8.9k | 95.22 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.5 | $845k | 11k | 80.22 |
|
|
| Denison Mines Corp (DNN) | 0.5 | $816k | NEW | 307k | 2.66 |
|
| Solaredge Technologies (SEDG) | 0.5 | $815k | +2% | 28k | 28.85 |
|
| Up Fintech Hldg Sponsored Ads (TIGR) | 0.5 | $814k | +8% | 85k | 9.56 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.5 | $797k | +192% | 28k | 28.06 |
|
| Spotify Technology S A SHS (SPOT) | 0.5 | $761k | +16% | 1.3k | 580.71 |
|
| Celestica (CLS) | 0.4 | $758k | -28% | 2.6k | 295.61 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.4 | $730k | -32% | 15k | 47.56 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $693k | +9% | 4.7k | 148.68 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.4 | $683k | +90% | 7.3k | 93.89 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.4 | $677k | NEW | 6.0k | 113.39 |
|
| Sea Sponsord Ads (SE) | 0.4 | $676k | +8% | 5.3k | 127.57 |
|
| Teradata Corporation (TDC) | 0.4 | $653k | NEW | 21k | 30.44 |
|
| Stoneco Com Cl A (STNE) | 0.4 | $636k | NEW | 43k | 14.79 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.4 | $631k | NEW | 36k | 17.53 |
|
| Coinbase Global Com Cl A (COIN) | 0.4 | $628k | +11% | 2.8k | 226.14 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.4 | $603k | -23% | 25k | 24.37 |
|
| Nio Spon Ads (NIO) | 0.3 | $565k | NEW | 111k | 5.10 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $565k | -4% | 8.6k | 66.00 |
|
| Grayscale Solana Tr Etf SHS (GSOL) | 0.3 | $552k | NEW | 61k | 9.10 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $546k | +35% | 7.0k | 77.69 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $546k | +4% | 1.1k | 502.65 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $545k | +7% | 7.8k | 69.47 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $542k | +151% | 13k | 42.69 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $541k | +9% | 4.8k | 113.10 |
|
| Meta Platforms Cl A (META) | 0.3 | $534k | 809.00 | 660.20 |
|
|
| Alliance Data Systems Corporation (BFH) | 0.3 | $527k | NEW | 7.1k | 74.03 |
|
| Rev | 0.3 | $522k | NEW | 8.6k | 60.81 |
|
| Core Natural Resources Com Shs (CNR) | 0.3 | $521k | +15% | 5.9k | 88.51 |
|
| J.B. Hunt Transport Services (JBHT) | 0.3 | $515k | NEW | 2.7k | 194.34 |
|
| Fox Corp Cl B Com (FOX) | 0.3 | $514k | NEW | 7.9k | 64.93 |
|
| Philip Morris International (PM) | 0.3 | $511k | 3.2k | 160.42 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $509k | NEW | 17k | 29.89 |
|
| Advanced Micro Devices (AMD) | 0.3 | $496k | +6% | 2.3k | 214.16 |
|
| eBay (EBAY) | 0.3 | $480k | NEW | 5.5k | 87.10 |
|
| Home Depot (HD) | 0.3 | $476k | 1.4k | 343.98 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $465k | -18% | 2.2k | 212.03 |
|
| Vontier Corporation (VNT) | 0.3 | $458k | NEW | 12k | 37.18 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.3 | $452k | NEW | 26k | 17.69 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $451k | 1.8k | 252.90 |
|
|
| Supernus Pharmaceuticals (SUPN) | 0.3 | $430k | NEW | 8.7k | 49.70 |
|
| Power Integrations (POWI) | 0.3 | $429k | NEW | 12k | 35.54 |
|
| International Business Machines (IBM) | 0.3 | $426k | 1.4k | 296.21 |
|
|
| Kroger (KR) | 0.2 | $415k | +22% | 6.6k | 62.48 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $411k | 7.3k | 56.62 |
|
|
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $405k | NEW | 8.1k | 49.88 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $402k | -2% | 2.3k | 177.75 |
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.2 | $398k | 9.0k | 44.09 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $395k | 843.00 | 468.76 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.2 | $375k | 8.1k | 46.29 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $364k | +12% | 483.00 | 753.51 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $355k | -68% | 7.1k | 49.65 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $337k | +21% | 849.00 | 396.31 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $331k | -51% | 3.9k | 85.78 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $331k | 2.8k | 120.34 |
|
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $329k | NEW | 12k | 27.15 |
|
| Wal-Mart Stores (WMT) | 0.2 | $324k | -9% | 2.9k | 111.40 |
|
| Etf Opportunities Trust Rex-osprey Sol (SSK) | 0.2 | $319k | -68% | 17k | 19.06 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.2 | $317k | +4% | 3.2k | 98.32 |
|
| Coca-Cola Company (KO) | 0.2 | $304k | -28% | 4.3k | 69.90 |
|
| Cincinnati Financial Corporation (CINF) | 0.2 | $299k | NEW | 1.8k | 163.29 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $292k | 1.5k | 198.65 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.2 | $291k | -35% | 1.9k | 156.60 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $281k | -91% | 1.7k | 160.97 |
|
| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.2 | $260k | -3% | 10k | 25.01 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $257k | 1.4k | 183.39 |
|
|
| Invesco Db Multi-sector Comm Base Metals Fd (DBB) | 0.1 | $245k | NEW | 11k | 22.94 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $241k | -42% | 2.4k | 101.67 |
|
| Johnson & Johnson (JNJ) | 0.1 | $239k | 1.2k | 206.93 |
|
|
| Vanguard Wellington Us Value Factr (VFVA) | 0.1 | $235k | -11% | 1.8k | 132.77 |
|
| Goldman Sachs (GS) | 0.1 | $227k | 258.00 | 880.10 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $224k | 4.5k | 49.90 |
|
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $221k | 6.5k | 33.74 |
|
|
| Merck & Co (MRK) | 0.1 | $216k | NEW | 2.1k | 105.24 |
|
| Gilead Sciences (GILD) | 0.1 | $212k | NEW | 1.7k | 122.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $212k | NEW | 657.00 | 322.17 |
|
| Franco-Nevada Corporation (FNV) | 0.1 | $209k | 1.0k | 207.28 |
|
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| Constellation Energy (CEG) | 0.1 | $209k | NEW | 590.00 | 353.32 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $202k | 2.9k | 70.11 |
|
|
| Visa Com Cl A (V) | 0.1 | $201k | -89% | 573.00 | 350.64 |
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $135k | -6% | 29k | 4.72 |
|
| Sui Group Holdings Com New (SUIG) | 0.0 | $22k | NEW | 13k | 1.67 |
|
| New Fortress Energy Com Cl A (NFE) | 0.0 | $19k | NEW | 16k | 1.14 |
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Past Filings by Exit Wealth Advisors
SEC 13F filings are viewable for Exit Wealth Advisors going back to 2025
- Exit Wealth Advisors 2025 Q4 filed Feb. 10, 2026
- Exit Wealth Advisors 2025 Q3 filed Nov. 14, 2025