Exit Wealth Advisors, LLC.
CIK: 0002082744Latest portfolio: $169.1M · Q4 2025
Holdings
125
Total Value
$169.1M
New Positions
40
Closed Positions
39
Top Holdings
View All 125 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BILSPDR SERIES TRUST | 132,744 | $12.1M | 7.17% | +59K | |
| 2 | TSLATESLA INC | 21,396 | $9.6M | 5.69% | +2K | |
| 3 | IAU*ISHARES GOLD TR | 114,750 | $9.3M | 5.51% | +6K | |
| 4 | MSFTMICROSOFT CORP | 16,051 | $7.8M | 4.59% | +281 | |
| 5 | USFRWISDOMTREE TR | 143,494 | $7.2M | 4.27% | +72K | |
| 6 | AAPLAPPLE INC | 22,538 | $6.1M | 3.62% | +7K | |
| 7 | SLVISHARES SILVER TR | 85,477 | $5.5M | 3.26% | -55,930 | |
| 8 | NVDANVIDIA CORPORATION | 28,854 | $5.4M | 3.18% | +3K | |
| 9 | BTCGRAYSCALE BITCOIN MINI TR ET | 120,890 | $4.7M | 2.77% | NEW | |
| 10 | NDQINVESCO QQQ TR | 6,655 | $4.1M | 2.42% | +1K | |
| 11 | AMZNAMAZON COM INC | 17,412 | $4.0M | 2.38% | +753 | |
| 12 | ILFISHARES TR | 113,759 | $3.5M | 2.05% | +7K | |
| 13 | PSLV/USPROTT ASSET MANAGEMENT LP | 122,694 | $2.9M | 1.72% | -4,905 | |
| 14 | MOALTRIA GROUP INC | 44,691 | $2.6M | 1.52% | +37K | |
| 15 | BITWBITWISE 10 CRYPTO INDEX ETF | 43,161 | $2.5M | 1.50% | NEW | |
| 16 | BMYBRISTOL-MYERS SQUIBB CO | 45,996 | $2.5M | 1.47% | NEW | |
| 17 | MEDPMEDPACE HLDGS INC | 4,249 | $2.4M | 1.41% | +3K | |
| 18 | VOOVANGUARD INDEX FDS | 3,697 | $2.3M | 1.37% | +537 | |
| 19 | WDCWESTERN DIGITAL CORP | 13,309 | $2.3M | 1.36% | NEW | |
| 20 | HYGISHARES TR | 28,320 | $2.3M | 1.35% | NEW | |
| 21 | LRCXLAM RESEARCH CORP | 13,176 | $2.3M | 1.33% | NEW | |
| 22 | MPLXMPLX LP | 41,346 | $2.2M | 1.30% | NEW | |
| 23 | ADBEADOBE INC | 6,172 | $2.2M | 1.28% | NEW | |
| 24 | LQDISHARES TR | 18,932 | $2.1M | 1.23% | +13K | |
| 25 | ANETARISTA NETWORKS INC | 15,503 | $2.0M | 1.20% | +769 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($1.213072203463232e+152T)
Technology0.0% ($7.762612755065382e+77T)
Unknown0.0% ($9.314408829018165e+32T)
Healthcare0.0% ($248123861496429.2T)
Consumer Cyclical0.0% ($96224019677675.6T)
Communication Services0.0% ($17121676761630.5T)
Consumer Defensive0.0% ($25761218.4T)
Industrials0.0% ($12411.2T)
Energy0.0% ($2206.8T)
Utilities0.0% ($20.8M)
Basic Materials0.0% ($208K)
Filing History
Fund Information
Exit Wealth Advisors, LLC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $169.1M across 125 holdings. The largest position is SPDR SERIES TRUST (BIL), representing 7.2% of the portfolio. Compared to the previous quarter, the fund opened 40 new positions and closed 39 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.