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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
VSEEWVsee Health, Inc.*W EXP 99/99/99910,000$169<0.1%––History
Advisorshares Tr00768Y453PURE US CANN ETF30,534$146.3K0.1%–––
AVGOBroadcom Inc.Stock615$202.9K0.1%––History
Dimensional ETF Trust25434V807INTERNATNAL VAL4,456$205.5K0.1%–––
GSGoldman Sachs Group IncStock258$205.6K0.1%––History
Dimensional ETF Trust25434V740EMERGING MKTS VA6,500$207.3K0.1%–––
COSTCostco Wholesale CorpStock225$208.5K0.1%––History
First Tr Exchange-Traded FD33733E823GROWTH STRENGTH5,977$214.6K0.1%–––
JNJJohnson & JohnsonStock1,162$215.4K0.1%––History
TLNTalen Energy CorpCOM512$217.8K0.1%––History
WRBBerkley W R CorpCOM2,876$220.4K0.1%––History
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL2,254$224.0K0.1%–––
FNVFranco Nevada CorpStock1,006$224.2K0.1%––History
RTXRTX CorpStock1,396$233.5K0.2%––History
State Street Energy Select Sector SPDR ETF81369Y506ETF2,724$243.4K0.2%–––
GLDSPDR Gold TrustETF699$248.5K0.2%––History
Vanguard Wellington FD921935805US VALUE FACTR2,010$256.3K0.2%–––
First Tr Exchange-Traded FD33733E856FT VEST GOLD10,739$257.1K0.2%–––
Hartford FDS Exchange Traded41653L503MUN OPORTUNITE6,736$262.5K0.2%–––
MSTRStrategy IncStock844$271.9K0.2%––History
iShares MSCI USA Quality Factor ETF46432F339ETF1,465$284.9K0.2%–––
First Tr Exchange Traded FD33738R704RBA INDL ETF3,081$297.9K0.2%–––
XOMExxonMobil Holdings CorpCOM2,805$316.2K0.2%––History
Vanguard Information Technology ETF92204A702ETF429$320.6K0.2%–––
WMTWalmart Inc.Stock3,221$332.0K0.2%––History
KMPRKEMPER CorpCOM6,542$337.2K0.2%––History
CADECadence BancorporationEQUITY US CM9,112$342.1K0.2%––History
QFINQfin Holdings, Inc.AMERICAN DEP11,895$342.3K0.2%––History
AMDAdvanced Micro Devices IncStock2,167$350.6K0.2%––History
SAMBoston Beer Co IncCL A1,672$353.5K0.2%––History
PGNYProgyny, Inc.COM16,602$357.3K0.2%––History
WisdomTree Tr97717W422INDIA ERNGS FD8,110$358.5K0.2%–––
KRKroger CoStock5,407$364.5K0.2%––History
iShares Tr464287739U.S. REAL ES ETF3,823$371.1K0.2%–––
TMUST-Mobile US, Inc.Stock1,572$376.2K0.3%––History
ETHGrayscale Ethereum Staking Mini ETFSHS NEW9,723$380.9K0.3%––History
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,198$382.1K0.3%––History
VODVodafone Group Public Ltd CoADR33,235$385.5K0.3%––History
Ea Series Trust02072L680STRIVE 500 ETF8,994$388.5K0.3%–––
LADLithia Motors IncCOM1,243$392.7K0.3%––History
KOCoca Cola CoStock6,092$404.0K0.3%––History
IBMInternational Business Machines CorpStock1,434$404.5K0.3%––History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF5,171$405.3K0.3%–––
MNSTMonster Beverage CorpCOM6,061$408.0K0.3%––History
CRWDCrowdStrike Holdings, Inc.Stock835$409.5K0.3%––History
iShares Tr46428865310-20 YR TRS ETF4,114$423.7K0.3%–––
PLTRPalantir Technologies Inc.Stock2,333$425.6K0.3%––History
CNRCore Natural Resources, Inc.COM SHS5,114$426.9K0.3%––History
MMM3M CoStock2,833$439.6K0.3%––History
State Street Utilities Select Sector SPDR ETF81369Y886ETF5,051$440.5K0.3%–––
MEDPMedpace Holdings, Inc.COM858$441.1K0.3%––History
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN2,878$447.3K0.3%–––
Invesco Nasdaq 100 ETF46138G649ETF1,812$447.8K0.3%–––
MCYMercury General CorpCOM5,336$452.4K0.3%––History
MOAltria Group, Inc.Stock7,274$480.5K0.3%––History
First Trust Rising Dividend Achievers ETF33738R506ETF7,275$489.3K0.3%–––
HCIHCI Group, Inc.COM2,619$502.8K0.3%––History
PMPhilip Morris International Inc.Stock3,171$514.3K0.3%––History
BRK.BBerkshire Hathaway IncStock1,037$521.3K0.3%––History
ETHWBitwise Ethereum ETFSHS18,398$548.6K0.4%––History
iShares S&P 500 Value ETF464287408ETF2,687$554.9K0.4%–––
HDHome Depot, Inc.Stock1,380$559.1K0.4%––History
iShares Core S&P Mid-Cap ETF464287507ETF8,943$583.6K0.4%–––
METAMeta Platforms, Inc.Stock808$593.0K0.4%––History
VanEck ETF Trust92189F106GOLD MINERS ETF7,993$610.7K0.4%–––
iShares Tr464287150CORE S&P TTL STK4,246$618.5K0.4%–––
HOODRobinhood Markets, Inc.Stock4,368$625.4K0.4%––History
Invesco Exch Traded FD Tr II46138G508SR LN ETF30,478$637.9K0.4%–––
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF5,747$640.6K0.4%–––
DBX ETF Tr233051432XTRACK USD HIGH17,350$643.9K0.4%–––
iShares Tips Bond ETF464287176ETF6,471$719.7K0.5%–––
MMYTMakeMyTrip LtdStock7,765$726.8K0.5%––History
iShares Tr464288588MBS ETF7,750$737.4K0.5%–––
EHEHang Holdings LtdADS41,943$778.9K0.5%––History
SPOTSpotify Technology S.A.Stock1,123$783.9K0.5%––History
GRMNGarmin LtdSHS3,261$802.9K0.5%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF10,468$820.0K0.5%–––
TIGRUP Fintech Holding LtdSPONSORED ADS78,803$840.8K0.6%––History
COINCoinbase Global, Inc.COM CL A2,500$843.7K0.6%––History
SESea LtdSPONSORD ADS4,878$871.8K0.6%––History
CLSCelestica IncStock3,572$880.1K0.6%––History
CANCanaan Inc.SPONSORED ADS1,084,468$956.1K0.6%––History
Vanguard Star FDS921909768VG TL INTL STK F13,811$1.01M0.7%–––
SEDGSolaredge Technologies, Inc.COM27,623$1.02M0.7%––History
ETHEGrayscale Ethereum Staking ETFETF32,492$1.11M0.7%––History
TPHTri Pointe Homes, Inc.COM33,955$1.15M0.8%––History
Alps ETF Tr00162Q452ALERIAN MLP24,949$1.17M0.8%–––
VCVisteon CorpCOM NEW9,915$1.19M0.8%––History
AAAUGoldman Sachs Physical Gold ETFUNIT31,334$1.19M0.8%––History
BHFBrighthouse Financial, Inc.COM23,417$1.24M0.8%––History
GOOGLAlphabet Inc.Stock5,151$1.25M0.8%––History
GNWGenworth Financial IncCOM SHS141,390$1.26M0.8%––History
GOOGAlphabet Inc.Stock5,455$1.33M0.9%––History
BITBBitwise Bitcoin ETFSHS BEN INT22,890$1.42M0.9%––History
IBITiShares Bitcoin Trust ETFETF22,821$1.48M1.0%––History
GBTCGrayscale Bitcoin Trust ETFETF17,059$1.53M1.0%––History
KTBKontoor Brands, Inc.Stock19,304$1.54M1.0%––History
CLColgate Palmolive CoStock20,236$1.62M1.1%––History
iShares Tr46428743220 YR TR BD ETF18,144$1.62M1.1%–––
CRMSalesforce, Inc.Stock7,069$1.68M1.1%––History