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Exit Wealth Advisors, LLC.

SEC CIK
0002082744
Latest filing
Aug 11, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only.

Institution overview
Positions
124
No filing for Q2 2025
Portfolio value
$149.9M
No filing for Q2 2025
Filed
Nov 14, 2025
SEC

Exit Wealth Advisors, LLC. did not file a 13F for Q2 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Exit Wealth Advisors, LLC. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TSLATesla, Inc.Stock19,670$8.75M5.8%––History
MSFTMicrosoft CorpStock15,770$8.17M5.4%––History
IAUiShares Gold TrustETF108,342$7.88M5.3%––History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF73,784$6.77M4.5%–––
SLViShares Silver TrustETF141,407$5.99M4.0%––History
NVDANVIDIA CorpStock26,258$4.90M3.3%––History
AAPLApple Inc.Stock15,042$3.83M2.6%––History
AMZNAmazon Com IncStock16,659$3.66M2.4%––History
WisdomTree Tr97717Y527FLOATNG RAT TREA71,576$3.60M2.4%–––
FBTCFidelity Wise Origin Bitcoin FundSHS33,890$3.38M2.3%––History
Invesco QQQ Trust Series I46090E103ETF5,378$3.23M2.2%–––
iShares Tr464287390LATN AMER 40 ETF107,188$3.10M2.1%–––
UGAUnited States Gasoline Fund, LPUNITS47,897$3.09M2.1%––History
SHOPShopify Inc.Stock20,702$3.08M2.1%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT15,444$2.93M2.0%–––
EXELExelixis, Inc.COM56,678$2.34M1.6%––History
ANETArista Networks, Inc.Stock14,734$2.15M1.4%––History
EXPEExpedia Group, Inc.Stock9,802$2.10M1.4%––History
PSLVSprott Physical Silver TrustPHYSICAL SILVER127,599$2.00M1.3%––History
Vanguard S&P 500 ETF922908363ETF3,160$1.93M1.3%–––
VVisa Inc.Stock5,427$1.85M1.2%––History
SNEXStoneX Group Inc.COM18,186$1.84M1.2%––History
JBLJabil IncStock7,818$1.70M1.1%––History
ETF Opportunities Trust26923N249REX-OSPREY SOL52,374$1.68M1.1%–––
CRMSalesforce, Inc.Stock7,069$1.68M1.1%––History
iShares Tr46428743220 YR TR BD ETF18,144$1.62M1.1%–––
CLColgate Palmolive CoStock20,236$1.62M1.1%––History
KTBKontoor Brands, Inc.Stock19,304$1.54M1.0%––History
GBTCGrayscale Bitcoin Trust ETFETF17,059$1.53M1.0%––History
IBITiShares Bitcoin Trust ETFETF22,821$1.48M1.0%––History
BITBBitwise Bitcoin ETFSHS BEN INT22,890$1.42M0.9%––History
GOOGAlphabet Inc.Stock5,455$1.33M0.9%––History
GNWGenworth Financial IncCOM SHS141,390$1.26M0.8%––History
GOOGLAlphabet Inc.Stock5,151$1.25M0.8%––History
BHFBrighthouse Financial, Inc.COM23,417$1.24M0.8%––History
AAAUGoldman Sachs Physical Gold ETFUNIT31,334$1.19M0.8%––History
VCVisteon CorpCOM NEW9,915$1.19M0.8%––History
Alps ETF Tr00162Q452ALERIAN MLP24,949$1.17M0.8%–––
TPHTri Pointe Homes, Inc.COM33,955$1.15M0.8%––History
ETHEGrayscale Ethereum Staking ETFETF32,492$1.11M0.7%––History
SEDGSolaredge Technologies, Inc.COM27,623$1.02M0.7%––History
Vanguard Star FDS921909768VG TL INTL STK F13,811$1.01M0.7%–––
CANCanaan Inc.SPONSORED ADS1,084,468$956.1K0.6%––History
CLSCelestica IncStock3,572$880.1K0.6%––History
SESea LtdSPONSORD ADS4,878$871.8K0.6%––History
COINCoinbase Global, Inc.COM CL A2,500$843.7K0.6%––History
TIGRUP Fintech Holding LtdSPONSORED ADS78,803$840.8K0.6%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF10,468$820.0K0.5%–––
GRMNGarmin LtdSHS3,261$802.9K0.5%––History
SPOTSpotify Technology S.A.Stock1,123$783.9K0.5%––History
EHEHang Holdings LtdADS41,943$778.9K0.5%––History
iShares Tr464288588MBS ETF7,750$737.4K0.5%–––
MMYTMakeMyTrip LtdStock7,765$726.8K0.5%––History
iShares Tips Bond ETF464287176ETF6,471$719.7K0.5%–––
DBX ETF Tr233051432XTRACK USD HIGH17,350$643.9K0.4%–––
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF5,747$640.6K0.4%–––
Invesco Exch Traded FD Tr II46138G508SR LN ETF30,478$637.9K0.4%–––
HOODRobinhood Markets, Inc.Stock4,368$625.4K0.4%––History
iShares Tr464287150CORE S&P TTL STK4,246$618.5K0.4%–––
VanEck ETF Trust92189F106GOLD MINERS ETF7,993$610.7K0.4%–––
METAMeta Platforms, Inc.Stock808$593.0K0.4%––History
iShares Core S&P Mid-Cap ETF464287507ETF8,943$583.6K0.4%–––
HDHome Depot, Inc.Stock1,380$559.1K0.4%––History
iShares S&P 500 Value ETF464287408ETF2,687$554.9K0.4%–––
ETHWBitwise Ethereum ETFSHS18,398$548.6K0.4%––History
BRK.BBerkshire Hathaway IncStock1,037$521.3K0.3%––History
PMPhilip Morris International Inc.Stock3,171$514.3K0.3%––History
HCIHCI Group, Inc.COM2,619$502.8K0.3%––History
First Trust Rising Dividend Achievers ETF33738R506ETF7,275$489.3K0.3%–––
MOAltria Group, Inc.Stock7,274$480.5K0.3%––History
MCYMercury General CorpCOM5,336$452.4K0.3%––History
Invesco Nasdaq 100 ETF46138G649ETF1,812$447.8K0.3%–––
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN2,878$447.3K0.3%–––
MEDPMedpace Holdings, Inc.COM858$441.1K0.3%––History
State Street Utilities Select Sector SPDR ETF81369Y886ETF5,051$440.5K0.3%–––
MMM3M CoStock2,833$439.6K0.3%––History
CNRCore Natural Resources, Inc.COM SHS5,114$426.9K0.3%––History
PLTRPalantir Technologies Inc.Stock2,333$425.6K0.3%––History
iShares Tr46428865310-20 YR TRS ETF4,114$423.7K0.3%–––
CRWDCrowdStrike Holdings, Inc.Stock835$409.5K0.3%––History
MNSTMonster Beverage CorpCOM6,061$408.0K0.3%––History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF5,171$405.3K0.3%–––
IBMInternational Business Machines CorpStock1,434$404.5K0.3%––History
KOCoca Cola CoStock6,092$404.0K0.3%––History
LADLithia Motors IncCOM1,243$392.7K0.3%––History
Ea Series Trust02072L680STRIVE 500 ETF8,994$388.5K0.3%–––
VODVodafone Group Public Ltd CoADR33,235$385.5K0.3%––History
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,198$382.1K0.3%––History
ETHGrayscale Ethereum Staking Mini ETFSHS NEW9,723$380.9K0.3%––History
TMUST-Mobile US, Inc.Stock1,572$376.2K0.3%––History
iShares Tr464287739U.S. REAL ES ETF3,823$371.1K0.2%–––
KRKroger CoStock5,407$364.5K0.2%––History
WisdomTree Tr97717W422INDIA ERNGS FD8,110$358.5K0.2%–––
PGNYProgyny, Inc.COM16,602$357.3K0.2%––History
SAMBoston Beer Co IncCL A1,672$353.5K0.2%––History
AMDAdvanced Micro Devices IncStock2,167$350.6K0.2%––History
QFINQfin Holdings, Inc.AMERICAN DEP11,895$342.3K0.2%––History
CADECadence BancorporationEQUITY US CM9,112$342.1K0.2%––History
KMPRKEMPER CorpCOM6,542$337.2K0.2%––History
WMTWalmart Inc.Stock3,221$332.0K0.2%––History