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Exit Wealth Advisors, LLC.

Portfolio Manager
Exit Wealth Advisors, LLC.
Performance
-3.25% (2026 Q1)
AUM (13F)
$194.51M
# of Holdings
130
Performance Rank
Allocation (Top 20)
65.82%

Exit Wealth Advisors, LLC. Holdings Map

Top 50 Exit Wealth Advisors, LLC. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
USFR
WISDOMTREE TR
21.58%832.4K$41.9M
+480.13%(+688.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 71.6K shares2025-Q4: 143.5K shares2026-Q1: 832.4K shares
$50.32(+0.09%)
2026-03-31
IAU
ISHARES GOLD TR
5.46%120.2K$10.6M
+4.79%(+5.49K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 108.3K shares2025-Q4: 114.8K shares2026-Q1: 120.2K shares
$68.85(+12.58%)
2026-03-31
SGOV
ISHARES TR
4.71%90.8K$9.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 90.8K shares
$100.52(-0.08%)
2026-03-31
TSLA
TESLA INC
4.41%23.0K$8.6M
+7.70%(+1.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 19.7K shares2025-Q4: 21.4K shares2026-Q1: 23.0K shares
$353.51(+11.30%)
2026-03-31
AAPL
APPLE INC
3.23%24.7K$6.3M
+9.70%(+2.19K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 15.0K shares2025-Q4: 22.5K shares2026-Q1: 24.7K shares
$245.64(+25.64%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.18%35.4K$6.2M
+22.84%(+6.59K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 26.3K shares2025-Q4: 28.9K shares2026-Q1: 35.4K shares
$174.85(+11.43%)
2026-03-31
MSFT
MICROSOFT CORP
3.11%16.3K$6.0M
+1.59%(+255)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 15.8K shares2025-Q4: 16.1K shares2026-Q1: 16.3K shares
$506.30(-22.87%)
2026-03-31
ILF
ISHARES TR
2.12%115.7K$4.1M
+1.74%(+1.98K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 107.2K shares2025-Q4: 113.8K shares2026-Q1: 115.7K shares
$27.76(+21.35%)
2026-03-31
BTC
GRAYSCALE BITCOIN MINI TR ET
2.08%134.9K$4.0M
+11.59%(+14.01K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 120.9K shares2026-Q1: 134.9K shares
$43.61(-37.67%)
2026-03-31
AMZN
AMAZON COM INC
2%18.6K$3.9M
+6.91%(+1.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 16.7K shares2025-Q4: 17.4K shares2026-Q1: 18.6K shares
$219.72(+10.45%)
2026-03-31

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