Exit Wealth Advisors

Exit Wealth Advisors as of March 31, 2026

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