Exit Wealth Advisors

Exit Wealth Advisors as of Dec. 31, 2025

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 133k 91.38
Tesla Motors (TSLA) 5.7 $9.6M 21k 449.72
Ishares Gold Tr Ishares New (IAU) 5.5 $9.3M 115k 81.17
Microsoft Corporation (MSFT) 4.6 $7.8M 16k 483.63
Wisdomtree Tr Floatng Rat Trea (USFR) 4.3 $7.2M 144k 50.32
Apple (AAPL) 3.6 $6.1M 23k 271.85
Ishares Silver Tr Ishares (SLV) 3.3 $5.5M 86k 64.42
NVIDIA Corporation (NVDA) 3.2 $5.4M 29k 186.50
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 2.8 $4.7M 121k 38.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $4.1M 6.7k 614.33
Amazon (AMZN) 2.4 $4.0M 17k 230.82
Ishares Tr Latn Amer 40 Etf (ILF) 2.0 $3.5M 114k 30.45
Sprott Asset Management Physical Silver (PSLV) 1.7 $2.9M 123k 23.65
Altria (MO) 1.5 $2.6M 45k 57.66
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 1.5 $2.5M 43k 58.76
Bristol Myers Squibb (BMY) 1.5 $2.5M 46k 53.94
Medpace Hldgs (MEDP) 1.4 $2.4M 4.2k 561.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.3M 3.7k 627.16
Western Digital (WDC) 1.4 $2.3M 13k 172.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $2.3M 28k 80.63
Lam Research Corp Com New (LRCX) 1.3 $2.3M 13k 171.18
MPLX Com Unit Rep Ltd (MPLX) 1.3 $2.2M 41k 53.37
Adobe Systems Incorporated (ADBE) 1.3 $2.2M 6.2k 349.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.2 $2.1M 19k 110.19
Arista Networks Com Shs (ANET) 1.2 $2.0M 16k 131.03
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 1.2 $2.0M 74k 27.03
United Sts Gasoline Units (UGA) 1.2 $2.0M 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 5.4k 313.03
Dbx Etf Tr Xtrack Usd High (HYLB) 1.0 $1.7M 45k 36.83
Inspire Med Sys (INSP) 0.9 $1.5M 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 38k 33.32
Vectrus (VVX) 0.7 $1.2M 23k 54.55
Boston Beer Cl A (SAM) 0.7 $1.2M 6.2k 195.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $1.2M 6.2k 191.56
Atkore Intl (ATKR) 0.7 $1.2M 19k 63.25
Alps Etf Tr Alerian Mlp (AMLP) 0.7 $1.1M 24k 47.02
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.6 $1.1M 16k 68.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $993k 13k 75.44
Ishares Tr Tips Bd Etf (TIP) 0.5 $911k 8.3k 109.90
Ishares Tr Mbs Etf (MBB) 0.5 $849k 8.9k 95.22
Spdr Series Trust State Street Spd (SPYM) 0.5 $845k 11k 80.22
Denison Mines Corp (DNN) 0.5 $816k 307k 2.66
Solaredge Technologies (SEDG) 0.5 $815k 28k 28.85
Up Fintech Hldg Sponsored Ads (TIGR) 0.5 $814k 85k 9.56
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.5 $797k 28k 28.06
Spotify Technology S A SHS (SPOT) 0.5 $761k 1.3k 580.71
Celestica (CLS) 0.4 $758k 2.6k 295.61
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.4 $730k 15k 47.56
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $693k 4.7k 148.68
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $683k 7.3k 93.89
Pdd Holdings Sponsored Ads (PDD) 0.4 $677k 6.0k 113.39
Sea Sponsord Ads (SE) 0.4 $676k 5.3k 127.57
Teradata Corporation (TDC) 0.4 $653k 21k 30.44
Stoneco Com Cl A (STNE) 0.4 $636k 43k 14.79
Tencent Music Entmt Group Spon Ads (TME) 0.4 $631k 36k 17.53
Coinbase Global Com Cl A (COIN) 0.4 $628k 2.8k 226.14
Grayscale Ethereum Trust Etf SHS (ETHE) 0.4 $603k 25k 24.37
Nio Spon Ads (NIO) 0.3 $565k 111k 5.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $565k 8.6k 66.00
Grayscale Solana Tr Etf SHS (GSOL) 0.3 $552k 61k 9.10
Select Sector Spdr Tr State Street Con (XLP) 0.3 $546k 7.0k 77.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $546k 1.1k 502.65
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $545k 7.8k 69.47
Select Sector Spdr Tr State Street Uti (XLU) 0.3 $542k 13k 42.69
Robinhood Mkts Com Cl A (HOOD) 0.3 $541k 4.8k 113.10
Meta Platforms Cl A (META) 0.3 $534k 809.00 660.20
Alliance Data Systems Corporation (BFH) 0.3 $527k 7.1k 74.03
Rev 0.3 $522k 8.6k 60.81
Core Natural Resources Com Shs (CNR) 0.3 $521k 5.9k 88.51
J.B. Hunt Transport Services (JBHT) 0.3 $515k 2.7k 194.34
Fox Corp Cl B Com (FOX) 0.3 $514k 7.9k 64.93
Philip Morris International (PM) 0.3 $511k 3.2k 160.42
Comcast Corp Cl A (CMCSA) 0.3 $509k 17k 29.89
Advanced Micro Devices (AMD) 0.3 $496k 2.3k 214.16
eBay (EBAY) 0.3 $480k 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 2.2k 212.03
Vontier Corporation (VNT) 0.3 $458k 12k 37.18
Vipshop Hldgs Sponsored Ads A (VIPS) 0.3 $452k 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 8.7k 49.70
Power Integrations (POWI) 0.3 $429k 12k 35.54
International Business Machines (IBM) 0.3 $426k 1.4k 296.21
Kroger (KR) 0.2 $415k 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 8.1k 49.88
Palantir Technologies Cl A (PLTR) 0.2 $402k 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 483.00 753.51
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $355k 7.1k 49.65
Spdr Gold Tr Gold Shs (GLD) 0.2 $337k 849.00 396.31
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $331k 3.9k 85.78
Exxon Mobil Corporation (XOM) 0.2 $331k 2.8k 120.34
Bitmine Immersion Tecnologie Com New (BMNR) 0.2 $329k 12k 27.15
Wal-Mart Stores (WMT) 0.2 $324k 2.9k 111.40
Etf Opportunities Trust Rex-osprey Sol (SSK) 0.2 $319k 17k 19.06
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $317k 3.2k 98.32
Coca-Cola Company (KO) 0.2 $304k 4.3k 69.90
Cincinnati Financial Corporation (CINF) 0.2 $299k 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 1.9k 156.60
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $281k 1.7k 160.97
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $260k 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 11k 22.94
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $241k 2.4k 101.67
Johnson & Johnson (JNJ) 0.1 $239k 1.2k 206.93
Vanguard Wellington Us Value Factr (VFVA) 0.1 $235k 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 2.1k 105.24
Gilead Sciences (GILD) 0.1 $212k 1.7k 122.74
JPMorgan Chase & Co. (JPM) 0.1 $212k 657.00 322.17
Franco-Nevada Corporation (FNV) 0.1 $209k 1.0k 207.28
Constellation Energy (CEG) 0.1 $209k 590.00 353.32
W.R. Berkley Corporation (WRB) 0.1 $202k 2.9k 70.11
Visa Com Cl A (V) 0.1 $201k 573.00 350.64
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $135k 29k 4.72
Sui Group Holdings Com New (SUIG) 0.0 $22k 13k 1.67
New Fortress Energy Com Cl A (NFE) 0.0 $19k 16k 1.14