Exit Wealth Advisors, LLC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Exit Wealth Advisors, LLC. held in its portfolio 124 assets valued at $169,148,850 (i.e. $169.15M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($12.98M), TESLA INC ($9.62M), and ISHARES GOLD TR ($9.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 124 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Exit Wealth Advisors, LLC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 143274 | 12974855 | STATE STREET SPD |
| TESLA INC | 21396 | 9622222 | COM |
| ISHARES GOLD TR | 114750 | 9314258 | ISHARES NEW |
| MICROSOFT CORP | 16051 | 7762669 | COM |
| WISDOMTREE TR | 143494 | 7220617 | FLOATNG RAT TREA |
| APPLE INC | 22538 | 6127051 | COM |
| ISHARES SILVER TR | 85477 | 5506428 | ISHARES |
| NVIDIA CORPORATION | 28854 | 5381346 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 120890 | 4682070 | SHS NEW |
| INVESCO QQQ TR | 6655 | 4088370 | UNIT SER 1 |
| AMAZON COM INC | 17412 | 4019051 | COM |
| ISHARES TR | 113759 | 3463948 | LATN AMER 40 ETF |
| SPROTT ASSET MANAGEMENT LP | 122694 | 2901713 | PHYSICAL SILVER |
| ALTRIA GROUP INC | 44691 | 2576908 | COM |
| BITWISE 10 CRYPTO INDEX ETF | 43161 | 2536140 | UNIT BENEFICIAL |
| BRISTOL-MYERS SQUIBB CO | 45996 | 2481046 | COM |
| MEDPACE HLDGS INC | 4249 | 2386451 | COM |
| VANGUARD INDEX FDS | 3697 | 2318599 | S&P 500 ETF SHS |
| WESTERN DIGITAL CORP | 13309 | 2292747 | COM |
| ISHARES TR | 28320 | 2283421 | IBOXX HI YD ETF |
| LAM RESEARCH CORP | 13176 | 2255468 | COM NEW |
| MPLX LP | 41346 | 2206636 | COM UNIT REP LTD |
| ADOBE INC | 6172 | 2160138 | COM |
| ISHARES TR | 18932 | 2086162 | IBOXX INV CP ETF |
| ARISTA NETWORKS INC | 15503 | 2031358 | COM SHS |
| INVESCO DB US DLR INDEX TR | 73603 | 1989485 | BULLISH FD |
| UNITED STS GASOLINE FD LP | 31794 | 1962644 | UNITS |
| ALPHABET INC | 5456 | 1712200 | CAP STK CL C |
| ALPHABET INC | 5356 | 1676584 | CAP STK CL A |
| DBX ETF TR | 45316 | 1668990 | XTRACK USD HIGH |
| INSPIRE MED SYS INC | 16230 | 1496893 | COM |
| GOLDMAN SACHS PHYSICAL GOLD | 31334 | 1333262 | UNIT |
| VIRTU FINL INC | 38331 | 1277202 | CL A |
| V2X INC | 22761 | 1241613 | COM |
| BOSTON BEER INC | 6243 | 1218197 | CL A |
| INVESCO EXCHANGE TRADED FD T | 6216 | 1190717 | S&P500 EQL WGT |
| ATKORE INC | 18812 | 1189837 | COM |
| ALPS ETF TR | 24255 | 1140465 | ALERIAN MLP |
| GRAYSCALE BITCOIN TRUST ETF | 15706 | 1073662 | SHS REP COM UT |
| VANGUARD STAR FDS | 13160 | 992775 | VG TL INTL STK F |
| ISHARES TR | 8290 | 911109 | TIPS BD ETF |
| ISHARES TR | 8919 | 849256 | MBS ETF |
| DENISON MINES CORP | 306826 | 816157 | COM |
| SOLAREDGE TECHNOLOGIES INC | 28243 | 814811 | COM |
| UP FINTECH HLDG LTD | 85116 | 813709 | SPONSORED ADS |
| GRAYSCALE ETHEREUM MINI TR E | 28400 | 796904 | SHS NEW |
| SPOTIFY TECHNOLOGY S A | 1311 | 761311 | SHS |
| CELESTICA INC | 2563 | 757648 | COM |
| BITWISE BITCOIN ETF TR | 15352 | 730141 | SHS BEN INT |
| ISHARES TR | 4659 | 692677 | CORE S&P TTL STK |
| ISHARES TR | 7270 | 682550 | U.S. REAL ES ETF |
| PDD HOLDINGS INC | 5974 | 677392 | SPONSORED ADS |
| SEA LTD | 5295 | 675483 | SPONSORD ADS |
| TERADATA CORP DEL | 21435 | 652481 | COM |
| STONECO LTD | 43016 | 636207 | COM CL A |
| TENCENT MUSIC ENTMT GROUP | 35994 | 630975 | SPON ADS |
| COINBASE GLOBAL INC | 2778 | 628217 | COM CL A |
| GRAYSCALE ETHEREUM TRUST ETF | 24722 | 602475 | SHS |
| NIO INC | 110782 | 564988 | SPON ADS |
| ISHARES TR | 8555 | 564620 | CORE S&P MCP ETF |
| GRAYSCALE SOLANA TR ETF | 60652 | 551933 | SHS |
| SELECT SECTOR SPDR TR | 7029 | 546050 | STATE STREET CON |
| BERKSHIRE HATHAWAY INC DEL | 1086 | 545878 | CL B NEW |
| FIRST TR EXCHANGE TRADED FD | 7843 | 544825 | RISNG DIVD ACHIV |
| SELECT SECTOR SPDR TR | 12702 | 542231 | STATE STREET UTI |
| ROBINHOOD MKTS INC | 4781 | 540731 | COM CL A |
| META PLATFORMS INC | 809 | 534102 | CL A |
| BREAD FINANCIAL HOLDINGS INC | 7123 | 527316 | COM |
| REV GROUP INC | 8582 | 521871 | COM |
| CORE NATURAL RESOURCES INC | 5889 | 521220 | COM SHS |
| HUNT J B TRANS SVCS INC | 2651 | 515195 | COM |
| FOX CORP | 7921 | 514311 | CL B COM |
| PHILIP MORRIS INTL INC | 3187 | 511272 | COM |
| COMCAST CORP NEW | 17039 | 509296 | CL A |
| ADVANCED MICRO DEVICES INC | 2317 | 496209 | COM |
| EBAY INC. | 5509 | 479834 | COM |
| HOME DEPOT INC | 1385 | 476417 | COM |
| ISHARES TR | 2193 | 464974 | S&P 500 VAL ETF |
| VONTIER CORPORATION | 12324 | 458206 | COM |
| VIPSHOP HLDGS LTD | 25527 | 451573 | SPONSORED ADS A |
| INVESCO EXCH TRADED FD TR II | 1783 | 450924 | NASDAQ 100 ETF |
| SUPERNUS PHARMACEUTICALS INC | 8651 | 429955 | COM |
| POWER INTEGRATIONS INC | 12074 | 429095 | COM |
| INTERNATIONAL BUSINESS MACHS | 1439 | 426243 | COM |
| KROGER CO | 6637 | 414694 | COM |
| BRITISH AMERN TOB PLC | 7257 | 410905 | SPONSORED ADR |
| RBB FD INC | 8116 | 404826 | US TREAS 3 MNTH |
| PALANTIR TECHNOLOGIES INC | 2264 | 402426 | CL A |
| EA SERIES TRUST | 9019 | 397617 | STRIVE 500 ETF |
| CROWDSTRIKE HLDGS INC | 843 | 395165 | CL A |
| WISDOMTREE TR | 8110 | 375412 | INDIA ERNGS FD |
| VANGUARD WORLD FD | 483 | 363943 | INF TECH ETF |
| ISHARES BITCOIN TRUST ETF | 7142 | 354600 | SHS BEN INT |
| SPDR GOLD TR | 849 | 336467 | GOLD SHS |
| VANECK ETF TRUST | 3860 | 331110 | GOLD MINERS ETF |
| EXXON MOBIL CORP | 2751 | 331055 | COM |
| BITMINE IMMERSION TECNOLOGIE | 12131 | 329361 | COM NEW |
| WALMART INC | 2904 | 323502 | COM |
| ETF OPPORTUNITIES TRUST | 16725 | 318783 | REX-OSPREY SOL |
| FIRST TR EXCHANGE TRADED FD | 3221 | 316702 | RBA INDL ETF |
| COCA COLA CO | 4344 | 303655 | COM |
| CINCINNATI FINL CORP | 1830 | 298817 | COM |
| ISHARES TR | 1469 | 291820 | MSCI USA QLT FCT |
| INVESCO EXCHANGE TRADED FD T | 1859 | 291111 | AEROSPACE DEFN |
| SHOPIFY INC | 1744 | 280732 | CL A SUB VTG SHS |
| FIRST TR EXCHANGE-TRADED FD | 10410 | 260362 | FT VEST GOLD |
| RTX CORPORATION | 1401 | 256926 | COM |
| INVESCO DB MULTI-SECTOR COMM | 10678 | 244945 | BASE METALS FD |
| ISHARES TR | 2366 | 240556 | 10-20 YR TRS ETF |
| JOHNSON & JOHNSON | 1156 | 239209 | COM |
| VANGUARD WELLINGTON FD | 1770 | 234999 | US VALUE FACTR |
| GOLDMAN SACHS GROUP INC | 258 | 227067 | COM |
| DIMENSIONAL ETF TRUST | 4490 | 224069 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 6539 | 220614 | EMERGING MKTS VA |
| MERCK & CO INC | 2051 | 215849 | COM |
| GILEAD SCIENCES INC | 1725 | 211720 | COM |
| JPMORGAN CHASE & CO. | 657 | 211666 | COM |
| FRANCO NEV CORP | 1006 | 208524 | COM |
| CONSTELLATION ENERGY CORP | 590 | 208456 | COM |
| BERKLEY W R CORP | 2880 | 201916 | COM |
| VISA INC | 573 | 200915 | COM CL A |
| ADVISORSHARES TR | 28597 | 134978 | PURE US CANNABIS |
| SUI GROUP HOLDINGS LIMITED | 13000 | 21710 | COM NEW |
| NEW FORTRESS ENERGY INC | 16400 | 18696 | COM CL A |
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