Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Exit Wealth Advisors

Latest statistics and disclosures from Exit Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, IAU, SGOV, TSLA, AAPL, and represent 39.32% of Exit Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: USFR (+$35M), SGOV (+$9.1M), CVX, EXEL, VTIP, USO, MWA, NVDA, RSP, TBIL.
Started 40 new stock positions in EXEL, XLE, CROX, URNM, NFLX, CGDV, USO, SGOV, PAAS, MWA.
Reduced shares in these 10 stocks: BIL (-$11M), WDC, SLV, HYG, , , UUP, PSLV, HYLB, MEDP.
Sold out of its positions in ADBE, BFH, STRV, ATKR, WRB, BMNR, SAM, CLS, KO, CMCSA.
Exit Wealth Advisors was a net buyer of stock by $28M.
Exit Wealth Advisors has $195M in assets under management (AUM), dropping by 14.99%.
Central Index Key (CIK): 0002082744

Tip: Access up to 7 years of quarterly data

Positions held by Exit Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Exit Wealth Advisors

Exit Wealth Advisors holds 130 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	21.5	$42M	+480%	832k	50.34	View chart
Ishares Gold Tr Ishares New (IAU)	5.4	$11M	+4%	120k	88.16	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.7	$9.1M	NEW	91k	100.66	View chart
Tesla Motors (TSLA)	4.4	$8.6M	+7%	23k	371.75	View chart
Apple (AAPL)	3.2	$6.3M	+9%	25k	253.79	View chart
NVIDIA Corporation (NVDA)	3.2	$6.2M	+22%	35k	174.40	View chart
Microsoft Corporation (MSFT)	3.1	$6.0M		16k	370.17	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	2.1	$4.1M		116k	35.52	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	2.1	$4.0M	+11%	135k	29.99	View chart
Amazon (AMZN)	2.0	$3.9M	+6%	19k	208.27	View chart
Ishares Silver Tr Ishares (SLV)	1.7	$3.4M	-42%	50k	68.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$3.2M	-15%	5.6k	577.24	View chart
Altria (MO)	1.6	$3.1M	+5%	47k	65.99	View chart
Chevron Corporation (CVX)	1.4	$2.8M	NEW	13k	206.89	View chart
Bristol Myers Squibb (BMY)	1.4	$2.7M	-2%	45k	60.65	View chart
Exelixis (EXEL)	1.4	$2.7M	NEW	63k	42.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$2.6M	NEW	51k	49.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$2.4M	+8%	4.0k	597.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$2.3M	+90%	12k	191.91	View chart
Arista Networks Com Shs (ANET)	1.2	$2.3M	+19%	19k	122.78	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.1	$2.2M	+4%	20k	108.99	View chart
United Sts Gasoline Units (UGA)	1.1	$2.1M	-36%	20k	103.34	View chart
Lam Research Corp Com New (LRCX)	0.9	$1.8M	-37%	8.2k	213.66	View chart
United Sts Oil Units (USO)	0.9	$1.7M	NEW	14k	127.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.7M	+8%	5.9k	286.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.6M	+6%	5.7k	287.54	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.8	$1.5M	-23%	33k	44.61	View chart
RBB F/m Us Treasury (TBIL)	0.8	$1.5M	+264%	30k	49.86	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.7	$1.4M		31k	46.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$1.3M	+31%	17k	77.11	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.7	$1.3M	+2%	25k	52.64	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.7	$1.3M	NEW	47k	27.49	View chart
Spdr Series Trust State Street Spd (BIL)	0.7	$1.3M	-89%	14k	91.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.3M	+37%	11k	110.36	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.5	$1.1M	+324%	45k	23.50	View chart
Crocs (CROX)	0.5	$1.1M	NEW	13k	83.02	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$1.0M	NEW	21k	50.37	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$1.0M	+24%	13k	76.54	View chart
Sprott Asset Management Physical Silver (PSLV)	0.5	$1.0M	-66%	41k	24.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$971k	+254%	25k	38.42	View chart
Vanguard World Energy Etf (VDE)	0.5	$968k	NEW	5.6k	173.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$833k	NEW	9.6k	86.69	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.4	$829k		16k	52.76	View chart
A Mark Precious Metals (GOLD)	0.4	$826k	NEW	21k	40.08	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$802k	+49%	12k	68.28	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$794k	+36%	17k	45.89	View chart
Corning Incorporated (GLW)	0.4	$786k	NEW	5.8k	135.97	View chart
Western Digital (WDC)	0.4	$778k	-78%	2.9k	270.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$747k	+61%	3.5k	211.13	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$744k	+29%	9.1k	81.98	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.4	$720k	+133%	4.3k	165.70	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.4	$718k	+27%	36k	19.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$713k	+23%	11k	67.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$671k		4.7k	142.44	View chart
Grayscale Solana Staking Etf SHS (GSOL)	0.3	$661k	+77%	108k	6.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$647k	+52%	2.7k	237.65	View chart
Power Integrations (POWI)	0.3	$646k	+4%	13k	51.20	View chart
Core Natural Resources Com Shs (CNR)	0.3	$645k	+4%	6.2k	104.73	View chart
Coherent Corp (COHR)	0.3	$626k	NEW	2.6k	238.21	View chart
Simplify Exchange Traded Fun Kayne Anderson (KNRG)	0.3	$615k	NEW	24k	25.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$613k	NEW	1.9k	320.73	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$602k	-12%	6.4k	94.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$594k	+14%	1.2k	479.20	View chart
Fortuna Mng Corp Com New (FSM)	0.3	$589k	NEW	59k	9.93	View chart
Silvercorp Metals (SVM)	0.3	$567k	NEW	53k	10.74	View chart
Pan American Silver Corp Can (PAAS)	0.3	$553k	NEW	10k	54.63	View chart
First Majestic Silver Corp (AG)	0.3	$538k	NEW	25k	21.48	View chart
Philip Morris International (PM)	0.3	$532k		3.2k	165.36	View chart
Coinbase Global Com Cl A (COIN)	0.3	$514k	+5%	2.9k	174.61	View chart
Exxon Mobil Corporation (XOM)	0.3	$512k	+9%	3.0k	169.64	View chart
Terex Corporation (TEX)	0.3	$510k	NEW	8.6k	59.10	View chart
Meta Platforms Cl A (META)	0.3	$506k	+9%	885.00	572.04	View chart
Northwestern Energy Group In Com New (NWE)	0.2	$483k	NEW	7.3k	65.94	View chart
Visteon Corp Com New (VC)	0.2	$480k	NEW	5.3k	91.11	View chart
Advanced Micro Devices (AMD)	0.2	$474k		2.3k	203.43	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$463k	-18%	13k	36.81	View chart
Home Depot (HD)	0.2	$457k		1.4k	328.84	View chart
Medpace Hldgs (MEDP)	0.2	$445k	-78%	927.00	480.19	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$443k	+66%	17k	25.53	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$431k		7.4k	58.47	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$409k	+23%	5.9k	69.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$408k	+11%	949.00	430.29	View chart
Ryder System (R)	0.2	$398k	NEW	1.9k	204.71	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$398k	+11%	3.6k	110.78	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.2	$396k	-6%	23k	17.07	View chart
Vodafone Group Sponsored Adr (VOD)	0.2	$389k	NEW	26k	15.02	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$387k	+62%	3.8k	100.72	View chart
International Business Machines (IBM)	0.2	$365k	+4%	1.5k	242.40	View chart
Fox Corp Cl B Com (FOX)	0.2	$363k	-13%	6.8k	53.10	View chart
Wal-Mart Stores (WMT)	0.2	$362k		2.9k	124.27	View chart
Dollar Tree (DLTR)	0.2	$358k	NEW	3.3k	109.51	View chart
Palantir Technologies Cl A (PLTR)	0.2	$341k	+3%	2.3k	146.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$339k		485.00	698.12	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$336k	-5%	3.7k	91.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$334k		855.00	390.41	View chart
Cincinnati Financial Corporation (CINF)	0.1	$289k		1.8k	157.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$282k		1.5k	191.87	View chart
Raytheon Technologies Corp (RTX)	0.1	$281k	+3%	1.5k	192.86	View chart
Johnson & Johnson (JNJ)	0.1	$279k		1.1k	244.52	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$273k	-17%	6.7k	40.80	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$269k	NEW	5.7k	47.08	View chart
JPMorgan Chase & Co. (JPM)	0.1	$267k	+38%	909.00	294.11	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.1	$266k	NEW	7.7k	34.43	View chart
Merck & Co (MRK)	0.1	$263k	+6%	2.2k	120.31	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$260k	NEW	6.1k	42.54	View chart
Franco-Nevada Corporation (FNV)	0.1	$259k	+4%	1.0k	247.10	View chart
Netflix (NFLX)	0.1	$250k	NEW	2.6k	96.15	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$245k	NEW	4.0k	61.26	View chart
Gilead Sciences (GILD)	0.1	$243k		1.7k	139.40	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.1	$240k		1.8k	134.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$239k	NEW	3.2k	73.64	View chart
Constellation Energy (CEG)	0.1	$238k	+44%	853.00	279.16	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$238k		4.5k	52.78	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$234k		6.5k	35.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$231k	NEW	2.1k	110.47	View chart
BP Sponsored Adr (BP)	0.1	$229k	NEW	4.9k	47.00	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$222k	NEW	3.5k	63.14	View chart
Costco Wholesale Corporation (COST)	0.1	$222k	NEW	223.00	995.72	View chart
Goldman Sachs (GS)	0.1	$219k		259.00	844.41	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$214k	+3%	1.8k	118.62	View chart
Strategy Series A Perp Pf (STRK)	0.1	$212k	NEW	3.0k	70.70	View chart
Visa Com Cl A (V)	0.1	$211k	+21%	697.00	302.25	View chart
Canadian Natural Resources (CNQ)	0.1	$208k	NEW	4.3k	48.73	View chart
Tidewater (TDW)	0.1	$207k	NEW	2.5k	83.55	View chart
Broadcom (AVGO)	0.1	$205k	NEW	661.00	309.50	View chart
Etf Opportunities Trust Rex-osprey Sol (SSK)	0.1	$165k	-12%	15k	11.25	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.0	$95k	-6%	27k	3.55	View chart
Sui Group Holdings Com New (SUIG)	0.0	$21k	+30%	17k	1.21	View chart
Milestone Pharmaceuticals (MIST)	0.0	$18k	NEW	15k	1.19	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$10k	+6%	17k	0.59	View chart

Past Filings by Exit Wealth Advisors

SEC 13F filings are viewable for Exit Wealth Advisors going back to 2025

Exit Wealth Advisors 2026 Q1 filed May 11, 2026
Exit Wealth Advisors 2025 Q4 filed Feb. 10, 2026
Exit Wealth Advisors 2025 Q3 filed Nov. 14, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z