Exit Wealth Advisors

Exit Wealth Advisors as of June 30, 2026

Portfolio Holdings for Exit Wealth Advisors

Exit Wealth Advisors holds 149 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 8.6 $19M 376k 50.35
Tesla Motors (TSLA) 5.0 $11M 26k 420.60
Ishares Gold Tr Ishares New (IAU) 3.9 $8.5M 112k 75.51
NVIDIA Corporation (NVDA) 3.6 $8.0M 40k 200.09
Apple (AAPL) 3.5 $7.7M 27k 289.36
Microsoft Corporation (MSFT) 2.7 $6.0M 16k 373.02
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.7 $5.9M 117k 50.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $5.2M 7.0k 736.40
Amazon (AMZN) 2.1 $4.6M 19k 238.34
Ishares Tr Latn Amer 40 Etf (ILF) 2.0 $4.3M 128k 33.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.0 $4.3M 20k 212.77
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.9 $4.2M 162k 25.95
Altria (MO) 1.7 $3.8M 52k 71.95
Eli Lilly & Co. (LLY) 1.6 $3.5M 2.9k 1199.43
Arista Networks Com Shs (ANET) 1.6 $3.4M 20k 169.88
Ishares Silver Tr Ishares (SLV) 1.5 $3.3M 63k 53.47
Vodafone Group Sponsored Adr (VOD) 1.4 $3.1M 236k 13.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $3.1M 4.5k 686.76
Bristol Myers Squibb (BMY) 1.4 $3.1M 53k 57.62
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $2.9M 58k 50.23
United Sts Gasoline Units (UGA) 1.3 $2.8M 27k 102.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.2 $2.7M 25k 109.07
Lamar Advertising Cl A (LAMR) 1.2 $2.7M 18k 155.98
Chevron Corporation (CVX) 1.2 $2.7M 17k 165.76
United Sts Oil Units (USO) 1.1 $2.5M 24k 106.44
Micron Technology (MU) 1.0 $2.2M 1.9k 1154.33
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.2M 6.1k 357.40
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.0M 5.7k 353.36
Corning Incorporated (GLW) 0.9 $2.0M 7.7k 255.43
Technipfmc (FTI) 0.8 $1.8M 27k 66.30
Shopify Cl A Sub Vtg Shs (SHOP) 0.8 $1.8M 16k 114.18
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.7M 85k 20.37
Western Digital (WDC) 0.8 $1.7M 2.7k 638.74
Barrick Mng Corp Com Shs (B) 0.7 $1.6M 44k 36.73
Simplify Exchange Traded Fun Kayne Anderson (KNRG) 0.7 $1.5M 60k 25.70
Penguin Solutions (PENG) 0.7 $1.5M 20k 76.01
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.5M 14k 109.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $1.4M 17k 85.49
Advanced Micro Devices (AMD) 0.6 $1.4M 2.4k 580.91
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $1.4M 14k 102.25
Ishares Tr Mbs Etf (MBB) 0.6 $1.3M 14k 94.52
Coherent Corp (COHR) 0.6 $1.3M 3.4k 394.47
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $1.3M 25k 51.85
Agnico (AEM) 0.6 $1.3M 8.4k 155.13
RBB F/m Us Treasury (TBIL) 0.6 $1.3M 25k 49.86
Goldman Sachs Physical Gold Unit (AAAU) 0.6 $1.2M 31k 39.57
Ryanair Holdings Sponsored Adr (RYAAY) 0.6 $1.2M 19k 64.75
Asml Hldg Nv N Y Registry Shs (ASML) 0.5 $1.1M 577.00 1989.44
10x Genomics Cl A Com (TXG) 0.5 $1.1M 30k 38.34
Ishares Tr 0-3 Mth Treasury (SGOV) 0.5 $1.1M 11k 100.67
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.5 $1.1M 29k 37.58
Entegris (ENTG) 0.5 $1.1M 5.9k 179.86
Eaton Corp SHS (ETN) 0.5 $1.0M 2.4k 426.12
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.0M 8.3k 124.76
Cummins (CMI) 0.5 $1.0M 1.4k 713.21
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $994k 13k 77.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $985k 14k 68.41
United Sts Commodity Index F Cm Rep Copp Fd (CPER) 0.4 $968k 26k 37.73
Select Sector Spdr Tr St Str Util Etf (XLU) 0.4 $967k 21k 45.34
Spdr Series Trust St Str P500etf (SPYM) 0.4 $966k 11k 87.88
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.4 $950k 11k 83.07
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $943k 2.0k 477.57
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $943k 3.1k 302.94
Cenovus Energy (CVE) 0.4 $890k 36k 24.81
Solaredge Technologies (SEDG) 0.4 $881k 15k 58.44
Axcelis Technologies Com New (ACLS) 0.4 $872k 4.6k 189.45
Ferrari Nv Ord (RACE) 0.4 $862k 2.3k 372.29
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.4 $858k 4.9k 176.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $838k 25k 33.29
Iamgold Corp (IAG) 0.4 $836k 53k 15.84
Grayscale Solana Staking Etf SHS (GSOL) 0.4 $825k 149k 5.53
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $794k 3.5k 227.09
Sprott Asset Management Physical Silver (PSLV) 0.4 $777k 41k 18.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $768k 2.1k 370.11
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.3 $762k 47k 16.16
Nxp Semiconductors N V (NXPI) 0.3 $759k 2.7k 281.03
First Majestic Silver Corp (AG) 0.3 $755k 45k 16.96
Invesco Db Multi-sector Comm Base Metals Fd (DBB) 0.3 $734k 31k 24.10
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $727k 9.0k 81.06
Bk Nova Cad (BNS) 0.3 $717k 8.3k 86.84
Leggett & Platt (LEG) 0.3 $705k 60k 11.71
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $703k 15k 45.52
Robinhood Mkts Com Cl A (HOOD) 0.3 $689k 6.9k 100.28
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $684k 4.2k 164.26
Canadian Natural Resources (CNQ) 0.3 $682k 17k 39.50
Patrick Industries (PATK) 0.3 $680k 7.6k 89.78
Cardinal Infrastructure Grou Cl A (CDNL) 0.3 $660k 7.0k 94.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $659k 1.3k 500.39
Philip Morris International (PM) 0.3 $653k 3.6k 180.89
Crowdstrike Hldgs Cl A (CRWD) 0.3 $653k 855.00 763.14
Otter Tail Corporation (OTTR) 0.3 $646k 7.2k 89.98
AtriCure (ATRC) 0.3 $631k 23k 27.98
Vanguard World Energy Etf (VDE) 0.3 $605k 4.0k 150.14
Coty Com Cl A (COTY) 0.3 $584k 270k 2.16
British Amern Tob Sponsored Adr (BTI) 0.3 $576k 9.3k 61.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $574k 6.6k 86.42
Inspire Med Sys (INSP) 0.2 $545k 12k 44.61
Kemper Corp Del (KMPR) 0.2 $529k 20k 26.96
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $511k 8.6k 59.15
Coinbase Global Com Cl A (COIN) 0.2 $499k 3.4k 146.19
Grayscale Ethereum Staking Shs New (ETH) 0.2 $474k 32k 15.03
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $471k 4.7k 100.36
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $469k 3.5k 133.25
Meta Platforms Cl A (META) 0.2 $463k 823.00 563.00
Exxon Mobil Corporation (XOM) 0.2 $459k 3.4k 136.70
Vanguard World Inf Tech Etf (VGT) 0.2 $454k 3.8k 119.51
International Business Machines (IBM) 0.2 $426k 1.5k 281.16
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $405k 13k 31.86
Nextera Energy (NEE) 0.2 $390k 4.4k 87.78
Home Depot (HD) 0.2 $387k 1.1k 352.65
Glass House Brands Sub Reg Ltd Vtg (GLAS) 0.2 $384k 30k 13.00
Wal-Mart Stores (WMT) 0.2 $373k 3.3k 113.24
Spdr Gold Tr Gold Shs (GLD) 0.2 $350k 949.00 368.38
Johnson & Johnson (JNJ) 0.2 $335k 1.3k 253.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $324k 1.5k 219.44
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $316k 494.00 640.41
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $315k 480.00 656.50
Thomsoncorp (TRI) 0.1 $308k 3.8k 81.67
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $304k 14k 21.06
Cincinnati Financial Corporation (CINF) 0.1 $290k 1.6k 185.13
JPMorgan Chase & Co. (JPM) 0.1 $284k 867.00 327.24
Merck & Co (MRK) 0.1 $283k 2.2k 128.51
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $281k 6.6k 42.67
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.1 $274k 3.0k 91.64
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $274k 3.1k 89.85
Palantir Technologies Cl A (PLTR) 0.1 $272k 2.3k 116.67
Vanguard Wellington Us Value Factr (VFVA) 0.1 $265k 1.8k 148.46
Broadcom (AVGO) 0.1 $262k 694.00 377.73
Abbvie (ABBV) 0.1 $260k 1.0k 251.59
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $260k 3.4k 75.45
Etf Opportunities Trust Rex-osprey Sol (SSK) 0.1 $256k 26k 9.93
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $247k 4.6k 54.02
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $244k 1.6k 148.31
Astera Labs (ALAB) 0.1 $236k 488.00 483.02
UnitedHealth (UNH) 0.1 $235k 566.00 415.62
Gilead Sciences (GILD) 0.1 $222k 1.8k 126.32
Franco-Nevada Corporation (FNV) 0.1 $219k 1.0k 208.48
Visa Com Cl A (V) 0.1 $217k 633.00 343.18
Coca-Cola Company (KO) 0.1 $215k 2.6k 81.28
Costco Wholesale Corporation (COST) 0.1 $209k 223.00 936.11
Intuitive Surgical Com New (ISRG) 0.1 $208k 523.00 397.68
W.R. Berkley Corporation (WRB) 0.1 $203k 2.9k 70.54
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $203k 1.8k 113.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $202k 3.4k 59.68
Grayscale Ethereum Staking E SHS (ETHE) 0.1 $157k 12k 12.76
Fortuna Mng Corp Com New (FSM) 0.1 $135k 16k 8.45
Advisorshares Tr Pure Us Cann Etf (MSOS) 0.1 $110k 22k 5.08
Milestone Pharmaceuticals (MIST) 0.0 $30k 23k 1.34
Sui Group Holdings Com New (SUIG) 0.0 $20k 17k 1.16