Institutions / Exit Wealth Advisors, LLC.
Exit Wealth Advisors, LLC.
CIK 2082744 · Institution · as of Dec 31, 2025
Portfolio value
$169.15M
Positions
125
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $12.13M | 7.2% |
| Tesla Inc | $9.62M | 5.7% |
| iShares Gold Tr | $9.31M | 5.5% |
| Microsoft Corp | $7.76M | 4.6% |
| WisdomTree Tr | $7.22M | 4.3% |
| Apple Inc. | $6.13M | 3.6% |
| iShares Silver Tr | $5.51M | 3.3% |
| NVIDIA Corp | $5.38M | 3.2% |
| Grayscale Bitcoin Mini Tr Et | $4.68M | 2.8% |
| Invesco Qqq Tr | $4.09M | 2.4% |
| Amazon.com Inc | $4.02M | 2.4% |
| iShares Tr | $3.46M | 2.0% |
| Sprott Asset Management LP | $2.90M | 1.7% |
| Altria Group, Inc. | $2.58M | 1.5% |
| Bitwise 10 Crypto Index ETF | $2.54M | 1.5% |
| Bristol Myers Squibb Co | $2.48M | 1.5% |
| Medpace Holdings, Inc. | $2.39M | 1.4% |
| Vanguard Index Fds | $2.32M | 1.4% |
| Western Digital Corp | $2.29M | 1.4% |
| iShares Tr | $2.28M | 1.3% |
| Lam Research Corp | $2.26M | 1.3% |
| Mplx LPMPLX | $2.21M | 1.3% |
| Adobe Inc. | $2.16M | 1.3% |
| iShares MSCI UAE ETF | $2.09M | 1.2% |
| Arista Networks, Inc.ANET | $2.03M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.