Filed: 2/10/2026ACC: 0001765380-26-000091
📋 What this filing means
EXIT WEALTH ADVISORS, LLC. filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $169.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$169.15M
Total AUM (reported)
2.78M
Total Shares
Allocation by class
COM$60.70M35.9%
STATE STREET SPD$12.97M7.7%
ISHARES NEW$9.31M5.5%
FLOATNG RAT TREA$7.22M4.3%
ISHARES$5.51M3.3%
SHS NEW$5.48M3.2%
CL A$4.34M2.6%
Portfolio Concentration
Top 3$31.07M18.4%
4–10$40.77M24.1%
11–25$38.00M22.5%
Rest$59.31M35.1%
Top 3 weight
18.4%
Top 10 weight
42.5%
Voting Authority Distribution
Total shares with voting rights: 2.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings125
Rows:
SPDR SERIES TRUST
SOLEShares132.74K
TypeSH
Market value$12.13M
7.17%
Sole
0.00
Shared
0.00
None
132.74K
TESLA INC
SOLEShares21.40K
TypeSH
Market value$9.62M
5.69%
Sole
0.00
Shared
0.00
None
21.40K
ISHARES GOLD TR
SOLEShares114.75K
TypeSH
Market value$9.31M
5.51%
Sole
0.00
Shared
0.00
None
114.75K
MICROSOFT CORP
SOLEShares16.05K
TypeSH
Market value$7.76M
4.59%
Sole
0.00
Shared
0.00
None
16.05K
WISDOMTREE TR
SOLEShares143.49K
TypeSH
Market value$7.22M
4.27%
Sole
0.00
Shared
0.00
None
143.49K
APPLE INC
SOLEShares22.54K
TypeSH
Market value$6.13M
3.62%
Sole
0.00
Shared
0.00
None
22.54K
ISHARES SILVER TR
SOLEShares85.48K
TypeSH
Market value$5.51M
3.26%
Sole
0.00
Shared
0.00
None
85.48K
NVIDIA CORPORATION
SOLEShares28.85K
TypeSH
Market value$5.38M
3.18%
Sole
0.00
Shared
0.00
None
28.85K
GRAYSCALE BITCOIN MINI TR ET
SOLEShares120.89K
TypeSH
Market value$4.68M
2.77%
Sole
0.00
Shared
0.00
None
120.89K
INVESCO QQQ TR
SOLEShares6.66K
TypeSH
Market value$4.09M
2.42%
Sole
0.00
Shared
0.00
None
6.66K
AMAZON COM INC
SOLEShares17.41K
TypeSH
Market value$4.02M
2.38%
Sole
0.00
Shared
0.00
None
17.41K
ISHARES TR
SOLEShares113.76K
TypeSH
Market value$3.46M
2.05%
Sole
0.00
Shared
0.00
None
113.76K
SPROTT ASSET MANAGEMENT LP
SOLEShares122.69K
TypeSH
Market value$2.90M
1.72%
Sole
0.00
Shared
0.00
None
122.69K
ALTRIA GROUP INC
SOLEShares44.69K
TypeSH
Market value$2.58M
1.52%
Sole
0.00
Shared
0.00
None
44.69K
BITWISE 10 CRYPTO INDEX ETF
SOLEShares43.16K
TypeSH
Market value$2.54M
1.50%
Sole
0.00
Shared
0.00
None
43.16K
BRISTOL-MYERS SQUIBB CO
SOLEShares46K
TypeSH
Market value$2.48M
1.47%
Sole
0.00
Shared
0.00
None
46K
MEDPACE HLDGS INC
SOLEShares4.25K
TypeSH
Market value$2.39M
1.41%
Sole
0.00
Shared
0.00
None
4.25K
VANGUARD INDEX FDS
SOLEShares3.70K
TypeSH
Market value$2.32M
1.37%
Sole
0.00
Shared
0.00
None
3.70K
WESTERN DIGITAL CORP
SOLEShares13.31K
TypeSH
Market value$2.29M
1.36%
Sole
0.00
Shared
0.00
None
13.31K
ISHARES TR
SOLEShares28.32K
TypeSH
Market value$2.28M
1.35%
Sole
0.00
Shared
0.00
None
28.32K
LAM RESEARCH CORP
SOLEShares13.18K
TypeSH
Market value$2.26M
1.33%
Sole
0.00
Shared
0.00
None
13.18K
MPLX LP
SOLEShares41.35K
TypeSH
Market value$2.21M
1.30%
Sole
0.00
Shared
0.00
None
41.35K
ADOBE INC
SOLEShares6.17K
TypeSH
Market value$2.16M
1.28%
Sole
0.00
Shared
0.00
None
6.17K
ISHARES TR
SOLEShares18.93K
TypeSH
Market value$2.09M
1.23%
Sole
0.00
Shared
0.00
None
18.93K
ARISTA NETWORKS INC
SOLEShares15.50K
TypeSH
Market value$2.03M
1.20%
Sole
0.00
Shared
0.00
None
15.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 132.74K | SH | $12.13M 7.17% | 0.00 | 0.00 | 132.74K |
TESLA INCSOLE | COM | 21.40K | SH | $9.62M 5.69% | 0.00 | 0.00 | 21.40K |
ISHARES GOLD TRSOLE | ISHARES NEW | 114.75K | SH | $9.31M 5.51% | 0.00 | 0.00 | 114.75K |
MICROSOFT CORPSOLE | COM | 16.05K | SH | $7.76M 4.59% | 0.00 | 0.00 | 16.05K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 143.49K | SH | $7.22M 4.27% | 0.00 | 0.00 | 143.49K |
APPLE INCSOLE | COM | 22.54K | SH | $6.13M 3.62% | 0.00 | 0.00 | 22.54K |
ISHARES SILVER TRSOLE | ISHARES | 85.48K | SH | $5.51M 3.26% | 0.00 | 0.00 | 85.48K |
NVIDIA CORPORATIONSOLE | COM | 28.85K | SH | $5.38M 3.18% | 0.00 | 0.00 | 28.85K |
GRAYSCALE BITCOIN MINI TR ETSOLE | SHS NEW | 120.89K | SH | $4.68M 2.77% | 0.00 | 0.00 | 120.89K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.66K | SH | $4.09M 2.42% | 0.00 | 0.00 | 6.66K |
AMAZON COM INCSOLE | COM | 17.41K | SH | $4.02M 2.38% | 0.00 | 0.00 | 17.41K |
ISHARES TRSOLE | LATN AMER 40 ETF | 113.76K | SH | $3.46M 2.05% | 0.00 | 0.00 | 113.76K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL SILVER | 122.69K | SH | $2.90M 1.72% | 0.00 | 0.00 | 122.69K |
ALTRIA GROUP INCSOLE | COM | 44.69K | SH | $2.58M 1.52% | 0.00 | 0.00 | 44.69K |
BITWISE 10 CRYPTO INDEX ETFSOLE | UNIT BENEFICIAL | 43.16K | SH | $2.54M 1.50% | 0.00 | 0.00 | 43.16K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 46K | SH | $2.48M 1.47% | 0.00 | 0.00 | 46K |
MEDPACE HLDGS INCSOLE | COM | 4.25K | SH | $2.39M 1.41% | 0.00 | 0.00 | 4.25K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.70K | SH | $2.32M 1.37% | 0.00 | 0.00 | 3.70K |
WESTERN DIGITAL CORPSOLE | COM | 13.31K | SH | $2.29M 1.36% | 0.00 | 0.00 | 13.31K |
ISHARES TRSOLE | IBOXX HI YD ETF | 28.32K | SH | $2.28M 1.35% | 0.00 | 0.00 | 28.32K |
LAM RESEARCH CORPSOLE | COM NEW | 13.18K | SH | $2.26M 1.33% | 0.00 | 0.00 | 13.18K |
MPLX LPSOLE | COM UNIT REP LTD | 41.35K | SH | $2.21M 1.30% | 0.00 | 0.00 | 41.35K |
ADOBE INCSOLE | COM | 6.17K | SH | $2.16M 1.28% | 0.00 | 0.00 | 6.17K |
ISHARES TRSOLE | IBOXX INV CP ETF | 18.93K | SH | $2.09M 1.23% | 0.00 | 0.00 | 18.93K |
ARISTA NETWORKS INCSOLE | COM SHS | 15.50K | SH | $2.03M 1.20% | 0.00 | 0.00 | 15.50K |
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