# Exit Wealth Advisors, LLC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2082744. Source: https://holderbook.com/funds/2082744-exit-wealth-advisors-llc/

- Reported value: $219.6M
- Positions: 149
- Weight of the ten largest: 36.5%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $18.9M | 376,007 | 8.6% | 4 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $11.0M | 25,255 | 5.0% | 4 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $8.5M | 112,372 | 3.9% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $8.0M | 39,979 | 3.6% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $7.7M | 26,716 | 3.5% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.0M | 16,140 | 2.7% | 4 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $5.9M | 117,150 | 2.7% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.2M | 7,038 | 2.4% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.6M | 19,413 | 2.1% | 4 |
| ISHARES TR | [ILF](https://holderbook.com/stocks/ILF/) | $4.3M | 128,058 | 2.0% | 4 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $4.3M | 20,175 | 2.0% | 4 |
| GRAYSCALE BITCOIN MINI TR ET | [BTC](https://holderbook.com/stocks/BTC/) | $4.2M | 161,725 | 1.9% | 3 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $3.8M | 52,293 | 1.7% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.5M | 2,922 | 1.6% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.4M | 20,121 | 1.6% | 4 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $3.3M | 62,592 | 1.5% | 4 |
| VODAFONE GROUP PLC | [VOD](https://holderbook.com/stocks/VOD/) | $3.1M | 236,004 | 1.4% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.1M | 4,533 | 1.4% | 4 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $3.1M | 53,008 | 1.4% | 3 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $2.9M | 58,191 | 1.3% | 2 |
| UNITED STS GASOLINE FD LP | [UGA](https://holderbook.com/stocks/UGA/) | $2.8M | 27,355 | 1.3% | 4 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $2.7M | 25,168 | 1.2% | 4 |
| LAMAR ADVERTISING CO | [LAMR](https://holderbook.com/stocks/LAMR/) | $2.7M | 17,575 | 1.2% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.7M | 16,512 | 1.2% | 2 |
| UNITED STS OIL FD LP | [USO](https://holderbook.com/stocks/USO/) | $2.5M | 23,587 | 1.1% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.2M | 1,896 | 1.0% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.2M | 6,085 | 1.0% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.0M | 5,681 | 0.9% | 4 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.0M | 7,672 | 0.9% | 2 |
| TECHNIPFMC PLC | [FTI](https://holderbook.com/stocks/FTI/) | $1.8M | 27,243 | 0.8% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $1.8M | 15,497 | 0.8% | 4 |
| INVESCO EXCH TRADED FD TR II | [BKLN](https://holderbook.com/stocks/BKLN/) | $1.7M | 84,516 | 0.8% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $1.7M | 2,681 | 0.8% | 3 |
| BARRICK MNG CORP | [B](https://holderbook.com/stocks/B/) | $1.6M | 44,144 | 0.7% | 1 |
| SIMPLIFY EXCHANGE TRADED FUN | [KNRG](https://holderbook.com/stocks/KNRG/) | $1.5M | 59,998 | 0.7% | 2 |
| PENGUIN SOLUTIONS INC | [PENG](https://holderbook.com/stocks/PENG/) | $1.5M | 19,667 | 0.7% | 1 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $1.5M | 13,642 | 0.7% | 4 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $1.4M | 16,478 | 0.6% | 4 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.4M | 2,393 | 0.6% | 4 |
| ISHARES TR | [IYR](https://holderbook.com/stocks/IYR/) | $1.4M | 13,570 | 0.6% | 4 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $1.3M | 14,237 | 0.6% | 1 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $1.3M | 3,386 | 0.6% | 2 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $1.3M | 25,395 | 0.6% | 4 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $1.3M | 8,447 | 0.6% | 1 |
| RBB FD INC | [TBIL](https://holderbook.com/stocks/TBIL/) | $1.3M | 25,071 | 0.6% | 3 |
| GOLDMAN SACHS PHYSICAL GOLD | [AAAU](https://holderbook.com/stocks/AAAU/) | $1.2M | 31,334 | 0.6% | 4 |
| RYANAIR HOLDINGS PLC | [RYAAY](https://holderbook.com/stocks/RYAAY/) | $1.2M | 18,733 | 0.6% | 1 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.1M | 577 | 0.5% | 1 |
| 10X GENOMICS INC | [TXG](https://holderbook.com/stocks/TXG/) | $1.1M | 29,546 | 0.5% | 1 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $1.1M | 11,046 | 0.5% | 2 |
| BITWISE 10 CRYPTO INDEX ETF | [BITW](https://holderbook.com/stocks/BITW/) | $1.1M | 29,387 | 0.5% | 3 |
| ENTEGRIS INC | [ENTG](https://holderbook.com/stocks/ENTG/) | $1.1M | 5,906 | 0.5% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.0M | 2,444 | 0.5% | 1 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $1.0M | 8,267 | 0.5% | 2 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $1.0M | 1,444 | 0.5% | 1 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $993.7K | 12,886 | 0.5% | 4 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $985.1K | 14,400 | 0.4% | 1 |
| UNITED STS COMMODITY INDEX F | [CPER](https://holderbook.com/stocks/CPER/) | $967.7K | 25,649 | 0.4% | 2 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $966.6K | 21,320 | 0.4% | 4 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $966.4K | 10,996 | 0.4% | 4 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $949.5K | 11,430 | 0.4% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $943.2K | 1,975 | 0.4% | 1 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $943.0K | 3,113 | 0.4% | 4 |
| CENOVUS ENERGY INC | [CVE](https://holderbook.com/stocks/CVE/) | $890.3K | 35,885 | 0.4% | 1 |
| SOLAREDGE TECHNOLOGIES INC | [SEDG](https://holderbook.com/stocks/SEDG/) | $880.5K | 15,066 | 0.4% | 1 |
| AXCELIS TECHNOLOGIES INC | [ACLS](https://holderbook.com/stocks/ACLS/) | $872.2K | 4,604 | 0.4% | 1 |
| FERRARI N V | [RACE](https://holderbook.com/stocks/RACE/) | $862.2K | 2,316 | 0.4% | 1 |
| INVESCO EXCHANGE TRADED FD T | [PPA](https://holderbook.com/stocks/PPA/) | $857.5K | 4,854 | 0.4% | 4 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $837.6K | 25,160 | 0.4% | 4 |
| IAMGOLD CORP | [IAG](https://holderbook.com/stocks/IAG/) | $836.2K | 52,793 | 0.4% | 1 |
| GRAYSCALE SOLANA STAKING ETF | [GSOL](https://holderbook.com/stocks/GSOL/) | $824.6K | 149,109 | 0.4% | 3 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $793.9K | 3,496 | 0.4% | 4 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $777.1K | 41,182 | 0.4% | 4 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $767.6K | 2,074 | 0.3% | 2 |
| PETROLEO BRASILEIRO S A | [PBR](https://holderbook.com/stocks/PBR/) | $762.2K | 47,168 | 0.3% | 1 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $758.5K | 2,699 | 0.3% | 1 |
| FIRST MAJESTIC SILVER CORP | [AG](https://holderbook.com/stocks/AG/) | $755.4K | 44,541 | 0.3% | 2 |
| INVESCO DB MULTI-SECTOR COMM | [DBB](https://holderbook.com/stocks/DBB/) | $734.1K | 30,459 | 0.3% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $727.2K | 8,971 | 0.3% | 4 |
| BANK NOVA SCOTIA B C | [BNS](https://holderbook.com/stocks/BNS/) | $717.2K | 8,259 | 0.3% | 1 |
| LEGGETT & PLATT INC | [LEG](https://holderbook.com/stocks/LEG/) | $704.9K | 60,195 | 0.3% | 1 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $702.5K | 15,432 | 0.3% | 4 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $688.9K | 6,870 | 0.3% | 4 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $683.5K | 4,161 | 0.3% | 4 |
| CANADIAN NAT RES LTD MED TER | [CNQ](https://holderbook.com/stocks/CNQ/) | $682.1K | 17,268 | 0.3% | 2 |
| PATRICK INDS INC | [PATK](https://holderbook.com/stocks/PATK/) | $679.5K | 7,569 | 0.3% | 1 |
| CARDINAL INFRASTRUCTURE GROU | [CDNL](https://holderbook.com/stocks/CDNL/) | $660.3K | 7,010 | 0.3% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $659.0K | 1,317 | 0.3% | 4 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $652.8K | 3,609 | 0.3% | 4 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $652.5K | 855 | 0.3% | 4 |
| OTTER TAIL CORP | [OTTR](https://holderbook.com/stocks/OTTR/) | $645.9K | 7,178 | 0.3% | 1 |
| ATRICURE INC | [ATRC](https://holderbook.com/stocks/ATRC/) | $630.6K | 22,536 | 0.3% | 1 |
| VANGUARD WORLD FD | [VDE](https://holderbook.com/stocks/VDE/) | $604.5K | 4,026 | 0.3% | 2 |
| COTY INC | [COTY](https://holderbook.com/stocks/COTY/) | $583.7K | 270,223 | 0.3% | 1 |
| BRITISH AMERN TOB PLC | [BTI](https://holderbook.com/stocks/BTI/) | $575.8K | 9,323 | 0.3% | 4 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $573.7K | 6,639 | 0.3% | 2 |
| INSPIRE MED SYS INC | [INSP](https://holderbook.com/stocks/INSP/) | $545.0K | 12,218 | 0.2% | 1 |
| KEMPER CORP | [KMPR](https://holderbook.com/stocks/KMPR/) | $529.0K | 19,622 | 0.2% | 1 |
| INVESCO EXCH TRADED FD TR II | [TAN](https://holderbook.com/stocks/TAN/) | $511.4K | 8,645 | 0.2% | 1 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $498.7K | 3,411 | 0.2% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +4.8% | +14.8% | -10.1% | 100% |
| Q1 2026 | -2.1% | -4.6% | +2.5% | 100% |
| Q4 2025 | +1.5% | +2.4% | -0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $219.6M | 149 |
| Q1 2026 | $194.5M | 130 |
| Q4 2025 | $169.1M | 125 |
| Q3 2025 | $149.9M | 124 |