Exit Wealth Advisors, LLC.

Est. AUM

$194.1M

13F long equity, this entity only

Positions

130

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	FLOATNG RAT TREA	$41.9M	832449	21.59%	SOLE
2	ISHARES GOLD TR	ISHARES NEW	$10.6M	120242	5.46%	SOLE
3	ISHARES TR	0-3 MNTH TREASRY	$9.1M	90770	4.71%	SOLE
4	TESLA INC	COM	$8.6M	23043	4.41%	SOLE
5	APPLE INC	COM	$6.3M	24724	3.23%	SOLE
6	NVIDIA CORPORATION	COM	$6.2M	35444	3.18%	SOLE
7	MICROSOFT CORP	COM	$6.0M	16306	3.11%	SOLE
8	ISHARES TR	LATN AMER 40 ETF	$4.1M	115740	2.12%	SOLE
9	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$4.0M	134901	2.08%	SOLE
10	AMAZON COM INC	COM	$3.9M	18616	2.00%	SOLE
11	ISHARES SILVER TR	ISHARES	$3.4M	49456	1.74%	SOLE
12	ALTRIA GROUP INC	COM	$3.1M	47126	1.60%	SOLE
13	INVESCO QQQ TR	UNIT SER 1	$2.9M	5013	1.49%	SOLE
14	CHEVRON CORPORATION	COM	$2.8M	13354	1.42%	SOLE
15	BRISTOL-MYERS SQUIBB CO	COM	$2.7M	44971	1.41%	SOLE
16	EXELIXIS INC	COM	$2.7M	62777	1.39%	SOLE
17	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.6M	51275	1.32%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.4M	4028	1.24%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.3M	11865	1.17%	SOLE
20	ARISTA NETWORKS INC	COM SHS	$2.3M	18529	1.17%	SOLE
21	ISHARES TR	IBOXX INV CP ETF	$2.2M	19873	1.12%	SOLE
22	UNITED STS GASOLINE FD LP	UNITS	$2.1M	20296	1.08%	SOLE
23	LAM RESEARCH CORP	COM NEW	$1.8M	8197	0.90%	SOLE
24	UNITED STS OIL FD LP	UNITS	$1.7M	13645	0.89%	SOLE
25	ALPHABET INC	CAP STK CL C	$1.7M	5900	0.87%	SOLE
26	ALPHABET INC	CAP STK CL A	$1.6M	5697	0.84%	SOLE
27	BITWISE 10 CRYPTO INDEX ETF	UNIT BENEFICIAL	$1.5M	33190	0.76%	SOLE
28	RBB FD INC	F/M US TREASURY	$1.5M	29562	0.76%	SOLE
29	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$1.4M	31334	0.75%	SOLE
30	VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	17317	0.69%	SOLE
31	ALPS ETF TR	ALERIAN MLP	$1.3M	24870	0.67%	SOLE
32	MUELLER WTR PRODS INC	COM SER A	$1.3M	47060	0.67%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	13926	0.66%	SOLE
34	ISHARES TR	TIPS BD ETF	$1.3M	11425	0.65%	SOLE
35	INVESCO DB MULTI-SECTOR COMM	BASE METALS FD	$1.1M	45378	0.55%	SOLE
36	CROCS INC	COM	$1.1M	12745	0.55%	SOLE
37	JANUS DETROIT STR TR	HENDRSON AAA CL	$1.0M	20479	0.53%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	13128	0.52%	SOLE
39	SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$1.0M	41182	0.52%	SOLE
40	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$971K	25284	0.50%	SOLE
41	VANGUARD WORLD FD	ENERGY ETF	$968K	5595	0.50%	SOLE
42	ISHARES TR	20 YR TR BD ETF	$833K	9607	0.43%	SOLE
43	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$829K	15706	0.43%	SOLE
44	GOLD COM INC	COM	$826K	20599	0.43%	SOLE
45	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$802K	11747	0.41%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET UTI	$794K	17303	0.41%	SOLE
47	CORNING INC	COM	$786K	5782	0.41%	SOLE
48	WESTERN DIGITAL CORP	COM	$778K	2875	0.40%	SOLE
49	ISHARES TR	S&P 500 VAL ETF	$747K	3536	0.38%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET CON	$744K	9080	0.38%	SOLE

1–50 of 130

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.