Exit Wealth Advisors, Llc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$194.5M
Q ending 2026-03-31
Prior quarter
$169.1M
Q ending 2025-12-31
Change
+15.0% QoQ
Positions
131
reported holdings
Largest positions
Top 100 of 131 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Wisdomtree Tr | USFR | Shares | $41.9M | 832K |
| Ishares Gold Tr | IAU | Shares | $10.6M | 120K |
| Ishares Tr | SGOV | Shares | $9.1M | 91K |
| Tesla Inc | TSLA | Shares | $8.6M | 23K |
| Apple Inc | AAPL | Shares | $6.3M | 25K |
| Nvidia Corporation | NVDA | Shares | $6.2M | 35K |
| Microsoft Corp | MSFT | Shares | $6.0M | 16K |
| Ishares Tr | ILF | Shares | $4.1M | 116K |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $4.0M | 135K |
| Amazon Com Inc | AMZN | Shares | $3.9M | 19K |
| Ishares Silver Tr | SLV | Shares | $3.4M | 49K |
| Altria Group Inc | MO | Shares | $3.1M | 47K |
| Invesco Qqq Tr | QQQ | Shares | $2.9M | 5K |
| Chevron Corporation | CVX | Shares | $2.8M | 13K |
| Bristol-Myers Squibb Co | BMY | Shares | $2.7M | 45K |
| Exelixis Inc | EXEL | Shares | $2.7M | 63K |
| Vanguard Malvern Fds | VTIP | Shares | $2.6M | 51K |
| Vanguard Index Fds | VOO | Shares | $2.4M | 4K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.3M | 12K |
| Arista Networks Inc | ANET | Shares | $2.3M | 19K |
| Ishares Tr | LQD | Shares | $2.2M | 20K |
| United Sts Gasoline Fd Lp | UGA | Shares | $2.1M | 20K |
| Lam Research Corp | LRCX | Shares | $1.8M | 8K |
| United Sts Oil Fd Lp | USO | Shares | $1.7M | 14K |
| Alphabet Inc | GOOG | Shares | $1.7M | 6K |
| Alphabet Inc | GOOGL | Shares | $1.6M | 6K |
| Bitwise 10 Crypto Index Etf | BITW | Shares | $1.5M | 33K |
| Rbb Fd Inc | TBIL | Shares | $1.5M | 30K |
| Goldman Sachs Physical Gold | AAAU | Shares | $1.4M | 31K |
| Vanguard Star Fds | VXUS | Shares | $1.3M | 17K |
| Alps Etf Tr | AMLP | Shares | $1.3M | 25K |
| Mueller Wtr Prods Inc | MWA | Shares | $1.3M | 47K |
| Spdr Series Trust | BIL | Shares | $1.3M | 14K |
| Ishares Tr | TIP | Shares | $1.3M | 11K |
| Invesco Db Multi-Sector Comm | DBB | Shares | $1.1M | 45K |
| Crocs Inc | CROX | Shares | $1.1M | 13K |
| Janus Detroit Str Tr | JAAA | Shares | $1.0M | 20K |
| Spdr Series Trust | SPYM | Shares | $1.0M | 13K |
| Sprott Asset Management Lp | PSLV | Shares | $1.0M | 41K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $971K | 25K |
| Vanguard World Fd | VDE | Shares | $968K | 6K |
| Ishares Tr | TLT | Shares | $833K | 10K |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $829K | 16K |
| Gold Com Inc | GOLD | Shares | $826K | 21K |
| First Tr Exchange Traded Fd | RDVY | Shares | $802K | 12K |
| Select Sector Spdr Tr | XLU | Shares | $794K | 17K |
| Corning Inc | GLW | Shares | $786K | 6K |
| Western Digital Corp | WDC | Shares | $778K | 3K |
| Ishares Tr | IVE | Shares | $747K | 4K |
| Select Sector Spdr Tr | XLP | Shares | $744K | 9K |
| Invesco Exchange Traded Fd T | PPA | Shares | $720K | 4K |
| Grayscale Ethereum Staking | ETH | Shares | $718K | 36K |
| Ishares Tr | IJH | Shares | $713K | 11K |
| Ishares Tr | ITOT | Shares | $671K | 5K |
| Grayscale Solana Staking Etf | GSOL | Shares | $661K | 108K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $647K | 3K |
| Power Integrations Inc | POWI | Shares | $646K | 13K |
| Core Natural Resources Inc | CNR | Shares | $645K | 6K |
| Coherent Corp | COHR | Shares | $626K | 3K |
| Simplify Exchange Traded Fun | KNRG | Shares | $615K | 24K |
| Vanguard Index Fds | VTI | Shares | $613K | 2K |
| Ishares Tr | IYR | Shares | $602K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $594K | 1K |
| Fortuna Mng Corp | FSM | Shares | $589K | 59K |
| Silvercorp Metals Inc | SVM | Shares | $567K | 53K |
| Pan Amern Silver Corp | PAAS | Shares | $553K | 10K |
| First Majestic Silver Corp | AG | Shares | $538K | 25K |
| Philip Morris Intl Inc | PM | Shares | $532K | 3K |
| Coinbase Global Inc | COIN | Shares | $514K | 3K |
| Exxon Mobil Corp | XOM | Shares | $512K | 3K |
| Terex Corp New | TEX | Shares | $510K | 9K |
| Meta Platforms Inc | META | Shares | $506K | 885 |
| Northwestern Energy Group In | NWE | Shares | $483K | 7K |
| Visteon Corp | VC | Shares | $480K | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $474K | 2K |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $463K | 13K |
| Home Depot Inc | HD | Shares | $457K | 1K |
| Medpace Hldgs Inc | MEDP | Shares | $445K | 927 |
| First Tr Exchange-Traded Fd | IGLD | Shares | $443K | 17K |
| British Amern Tob Plc | BTI | Shares | $431K | 7K |
| Robinhood Mkts Inc | HOOD | Shares | $409K | 6K |
| Spdr Gold Tr | GLD | Shares | $408K | 949 |
| Ryder Sys Inc | R | Shares | $398K | 2K |
| First Tr Exchange Traded Fd | AIRR | Shares | $397K | 4K |
| Grayscale Ethereum Staking E | ETHE | Shares | $396K | 23K |
| Vodafone Group Plc | VOD | Shares | $389K | 26K |
| Ishares Tr | TLH | Shares | $387K | 4K |
| International Business Machs | IBM | Shares | $365K | 2K |
| Fox Corp | FOX | Shares | $363K | 7K |
| Walmart Inc | WMT | Shares | $362K | 3K |
| Dollar Tree Inc | DLTR | Shares | $358K | 3K |
| Invesco Qqq Tr | QQQ | Put | $346K | 600 |
| Palantir Technologies Inc | PLTR | Shares | $341K | 2K |
| Vanguard World Fd | VGT | Shares | $339K | 485 |
| Vaneck Etf Trust | GDX | Shares | $336K | 4K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $334K | 855 |
| Cincinnati Finl Corp | CINF | Shares | $289K | 2K |
| Ishares Tr | QUAL | Shares | $282K | 1K |
| Rtx Corporation | RTX | Shares | $281K | 1K |
| Johnson & Johnson | JNJ | Shares | $279K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.