Exit Wealth Advisors, LLC.
- SEC CIK
- 0002082744
- Latest filing
- Aug 11, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 125
- +1 vs. Q3 2025
- Portfolio value
- $169.1M
- +$19.2M (+12.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ANETArista Networks, Inc. | Stock | 15,503 | $2.03M | 1.2% | +769+5.2% | Added | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 18,932 | $2.09M | 1.2% | +13,185+229.4% | Added | – |
| ADBEAdobe Inc. | Stock | 6,172 | $2.16M | 1.3% | +6,172 | New | History |
| MPLXMPLX LP | COM UNIT REP LTD | 41,346 | $2.21M | 1.3% | +41,346 | New | History |
| LRCXLam Research Corp | Stock | 13,176 | $2.26M | 1.3% | +13,176 | New | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 28,320 | $2.28M | 1.3% | +28,320 | New | – |
| WDCWestern Digital Corp | COM | 13,309 | $2.29M | 1.4% | +13,309 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,697 | $2.32M | 1.4% | +537+17.0% | Added | – |
| MEDPMedpace Holdings, Inc. | COM | 4,249 | $2.39M | 1.4% | +3,391+395.2% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 45,996 | $2.48M | 1.5% | +45,996 | New | History |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 43,161 | $2.54M | 1.5% | +43,161 | New | History |
| MOAltria Group, Inc. | Stock | 44,691 | $2.58M | 1.5% | +37,417+514.4% | Added | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 122,694 | $2.90M | 1.7% | −4,905−3.8% | Reduced | History |
| iShares Tr464287390 | LATN AMER 40 ETF | 113,759 | $3.46M | 2.0% | +6,571+6.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 17,412 | $4.02M | 2.4% | +753+4.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,655 | $4.09M | 2.4% | +1,277+23.7% | Added | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 120,890 | $4.68M | 2.8% | +120,890 | New | History |
| NVDANVIDIA Corp | Stock | 28,854 | $5.38M | 3.2% | +2,596+9.9% | Added | History |
| SLViShares Silver Trust | ETF | 85,477 | $5.51M | 3.3% | −55,930−39.6% | Reduced | History |
| AAPLApple Inc. | Stock | 22,538 | $6.13M | 3.6% | +7,496+49.8% | Added | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 143,494 | $7.22M | 4.3% | +71,918+100.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 16,051 | $7.76M | 4.6% | +281+1.8% | Added | History |
| IAUiShares Gold Trust | ETF | 114,750 | $9.31M | 5.5% | +6,408+5.9% | Added | History |
| TSLATesla, Inc. | Stock | 21,396 | $9.62M | 5.7% | +1,726+8.8% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 132,744 | $12.1M | 7.2% | +58,960+79.9% | Added | – |
Sold out since Q3 2025 (39)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 33,890 | $3.38M | 2.3% | History |
| EXELExelixis, Inc. | COM | 56,678 | $2.34M | 1.6% | History |
| EXPEExpedia Group, Inc. | Stock | 9,802 | $2.10M | 1.4% | History |
| SNEXStoneX Group Inc. | COM | 18,186 | $1.84M | 1.2% | History |
| JBLJabil Inc | Stock | 7,818 | $1.70M | 1.1% | History |
| CRMSalesforce, Inc. | Stock | 7,069 | $1.68M | 1.1% | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 18,144 | $1.62M | 1.1% | – |
| CLColgate Palmolive Co | Stock | 20,236 | $1.62M | 1.1% | History |
| KTBKontoor Brands, Inc. | Stock | 19,304 | $1.54M | 1.0% | History |
| GNWGenworth Financial Inc | COM SHS | 141,390 | $1.26M | 0.8% | History |
| BHFBrighthouse Financial, Inc. | COM | 23,417 | $1.24M | 0.8% | History |
| VCVisteon Corp | COM NEW | 9,915 | $1.19M | 0.8% | History |
| TPHTri Pointe Homes, Inc. | COM | 33,955 | $1.15M | 0.8% | History |
| CANCanaan Inc. | SPONSORED ADS | 1,084,468 | $956.1K | 0.6% | History |
| GRMNGarmin Ltd | SHS | 3,261 | $802.9K | 0.5% | History |
| EHEHang Holdings Ltd | ADS | 41,943 | $778.9K | 0.5% | History |
| MMYTMakeMyTrip Ltd | Stock | 7,765 | $726.8K | 0.5% | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 30,478 | $637.9K | 0.4% | – |
| ETHWBitwise Ethereum ETF | SHS | 18,398 | $548.6K | 0.4% | History |
| HCIHCI Group, Inc. | COM | 2,619 | $502.8K | 0.3% | History |
| MCYMercury General Corp | COM | 5,336 | $452.4K | 0.3% | History |
| MMM3M Co | Stock | 2,833 | $439.6K | 0.3% | History |
| MNSTMonster Beverage Corp | COM | 6,061 | $408.0K | 0.3% | History |
| LADLithia Motors Inc | COM | 1,243 | $392.7K | 0.3% | History |
| VODVodafone Group Public Ltd Co | ADR | 33,235 | $385.5K | 0.3% | History |
| TMUST-Mobile US, Inc. | Stock | 1,572 | $376.2K | 0.3% | History |
| PGNYProgyny, Inc. | COM | 16,602 | $357.3K | 0.2% | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 11,895 | $342.3K | 0.2% | History |
| CADECadence Bancorporation | EQUITY US CM | 9,112 | $342.1K | 0.2% | History |
| KMPRKEMPER Corp | COM | 6,542 | $337.2K | 0.2% | History |
| MSTRStrategy Inc | Stock | 844 | $271.9K | 0.2% | History |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 6,736 | $262.5K | 0.2% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,724 | $243.4K | 0.2% | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 2,254 | $224.0K | 0.1% | – |
| TLNTalen Energy Corp | COM | 512 | $217.8K | 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 |
| AVGOBroadcom Inc. | Stock | 615 | $202.9K | 0.1% | History |
| VSEEWVsee Health, Inc. | *W EXP 99/99/999 | 10,000 | $169 | <0.1% | History |