Exit Wealth Advisors, LLC. 13F Holdings · Q2 2026
Exit Wealth Advisors, LLC. reported 149 securities worth $219.62M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: USFR (8.62%), TSLA (4.99%), IAU (3.86%). Among its top 25 positions this quarter: 2 new, 20 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $18.9M | 8.62% | 376,007 | Trimmed |
| 2 | TSLA | TESLA INC | $11.0M | 4.99% | 26,055 | Added |
| 3 | IAU | ISHARES GOLD TR | $8.5M | 3.86% | 112,372 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $8.0M | 3.64% | 39,979 | Added |
| 5 | AAPL | APPLE INC | $7.7M | 3.52% | 26,716 | Added |
| 6 | MSFT | MICROSOFT CORP | $6.0M | 2.74% | 16,140 | Trimmed |
| 7 | JAAA | JANUS DETROIT STR TR | $5.9M | 2.69% | 117,150 | Added |
| 8 | QQQ | INVESCO QQQ TR | $5.2M | 2.36% | 7,038 | Added |
| 9 | AMZN | AMAZON COM INC | $4.6M | 2.11% | 19,413 | Added |
| 10 | ILF | ISHARES TR | $4.3M | 1.97% | 128,058 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $4.3M | 1.95% | 20,175 | Added |
| 12 | BTC | GRAYSCALE BITCOIN MINI TR ET | $4.2M | 1.91% | 161,725 | Added |
| 13 | MO | ALTRIA GROUP INC | $3.8M | 1.71% | 52,293 | Added |
| 14 | LLY | ELI LILLY & CO | $3.5M | 1.60% | 2,922 | New |
| 15 | ANET | ARISTA NETWORKS INC | $3.4M | 1.56% | 20,121 | Added |
| 16 | SLV | ISHARES SILVER TR | $3.3M | 1.52% | 62,592 | Added |
| 17 | VOD | VODAFONE GROUP PLC | $3.1M | 1.42% | 236,004 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $3.1M | 1.42% | 4,533 | Added |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | $3.1M | 1.39% | 53,008 | Added |
| 20 | VTIP | VANGUARD MALVERN FDS | $2.9M | 1.33% | 58,191 | Added |
| 21 | UGA | UNITED STS GASOLINE FD LP | $2.8M | 1.28% | 27,355 | Added |
| 22 | CVX | CHEVRON CORPORATION | $2.7M | 1.25% | 16,512 | Added |
| 23 | LAMR | LAMAR ADVERTISING CO | $2.7M | 1.25% | 17,575 | New |
| 24 | LQD | ISHARES TR | $2.7M | 1.25% | 25,168 | Added |
| 25 | USO | UNITED STS OIL FD LP | $2.5M | 1.14% | 23,587 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR