StockDriftsStockDriftsTop 50 Exit Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 8.63% | 376.0K | $18.9M | -54.83%(-456.44K) | $50.32(+0.19%) | 2026-06-30 | |
| TSLA | TESLA INC | 4.84% | 25.3K | $10.6M | +9.60%(+2.21K) | $356.52(-6.92%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.87% | 112.4K | $8.5M | -6.55%(-7.87K) | $68.85(+20.17%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.65% | 40.0K | $8.0M | +12.79%(+4.54K) | $175.73(+25.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.53% | 26.7K | $7.7M | +8.06%(+1.99K) | $247.30(+24.01%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.75% | 16.1K | $6.0M | -1.02%(-166) | $506.30(-0.70%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 2.7% | 117.2K | $5.9M | +472.05%(+96.67K) | $50.50(+0.16%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.36% | 7.0K | $5.2M | +40.39%(+2.02K) | $600.81(+19.97%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.11% | 19.4K | $4.6M | +4.28%(+797) | $219.71(+25.14%) | 2026-06-30 | |
| ILF | ISHARES TR | 1.97% | 128.1K | $4.3M | +10.64%(+12.32K) | $28.35(+21.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.65% |
Exit Wealth Advisors LLC reports $219.62M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are USFR (8.6%), TSLA (4.8%) and IAU (3.9%). The top 20 holdings account for 52.25% of reported assets. Its disclosed equity book has returned +5.43% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Exit Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2082744). View Exit Wealth Advisors LLC’s 13F filings on SEC