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.
- Positions
- 124
- No filing for Q2 2025
- Portfolio value
- $149.9M
- No filing for Q2 2025
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.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF92204A702 | ETF | 429 | $320.6K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,805 | $316.2K | 0.2% | – | – | History |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 3,081 | $297.9K | 0.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,465 | $284.9K | 0.2% | – | – | – |
| MSTRStrategy Inc | Stock | 844 | $271.9K | 0.2% | – | – | History |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 6,736 | $262.5K | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 10,739 | $257.1K | 0.2% | – | – | – |
| Vanguard Wellington FD921935805 | US VALUE FACTR | 2,010 | $256.3K | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 699 | $248.5K | 0.2% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,724 | $243.4K | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 1,396 | $233.5K | 0.2% | – | – | History |
| FNVFranco Nevada Corp | Stock | 1,006 | $224.2K | 0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 2,254 | $224.0K | 0.1% | – | – | – |
| WRBBerkley W R Corp | COM | 2,876 | $220.4K | 0.1% | – | – | History |
| TLNTalen Energy Corp | COM | 512 | $217.8K | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,162 | $215.4K | 0.1% | – | – | History |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 5,977 | $214.6K | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 225 | $208.5K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 6,500 | $207.3K | 0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 258 | $205.6K | 0.1% | – | – | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,456 | $205.5K | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 615 | $202.9K | 0.1% | – | – | History |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 30,534 | $146.3K | 0.1% | – | – | – |
| VSEEWVsee Health, Inc. | *W EXP 99/99/999 | 10,000 | $169 | <0.1% | – | – | History |