Filed: 8/11/2026ACC: 0001765380-26-000340
📋 What this filing means
EXIT WEALTH ADVISORS, LLC. filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $219.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$219.62M
Total AUM (reported)
3.54M
Total Shares
Allocation by class
COM$82.08M37.4%
FLOATNG RAT TREA$18.93M8.6%
ISHARES NEW$8.49M3.9%
HENDRSON AAA CL$5.91M2.7%
SPONSORED ADR$5.67M2.6%
UNITS$5.33M2.4%
UNIT SER 1$5.18M2.4%
Portfolio Concentration
Top 3$38.38M17.5%
4–10$41.80M19.0%
11–25$48.28M22.0%
Rest$91.16M41.5%
Top 3 weight
17.5%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 3.54M
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
3.54M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:
WISDOMTREE TR
SOLEShares376.01K
TypeSH
Market value$18.93M
8.62%
Sole
0.00
Shared
0.00
None
376.01K
TESLA INC
SOLEShares26.05K
TypeSH
Market value$10.96M
4.99%
Sole
0.00
Shared
0.00
None
26.05K
ISHARES GOLD TR
SOLEShares112.37K
TypeSH
Market value$8.49M
3.86%
Sole
0.00
Shared
0.00
None
112.37K
NVIDIA CORPORATION
SOLEShares39.98K
TypeSH
Market value$8.00M
3.64%
Sole
0.00
Shared
0.00
None
39.98K
APPLE INC
SOLEShares26.72K
TypeSH
Market value$7.73M
3.52%
Sole
0.00
Shared
0.00
None
26.72K
MICROSOFT CORP
SOLEShares16.14K
TypeSH
Market value$6.02M
2.74%
Sole
0.00
Shared
0.00
None
16.14K
JANUS DETROIT STR TR
SOLEShares117.15K
TypeSH
Market value$5.91M
2.69%
Sole
0.00
Shared
0.00
None
117.15K
INVESCO QQQ TR
SOLEShares7.04K
TypeSH
Market value$5.18M
2.36%
Sole
0.00
Shared
0.00
None
7.04K
AMAZON COM INC
SOLEShares19.41K
TypeSH
Market value$4.63M
2.11%
Sole
0.00
Shared
0.00
None
19.41K
ISHARES TR
SOLEShares128.06K
TypeSH
Market value$4.32M
1.97%
Sole
0.00
Shared
0.00
None
128.06K
INVESCO EXCHANGE TRADED FD T
SOLEShares20.18K
TypeSH
Market value$4.29M
1.95%
Sole
0.00
Shared
0.00
None
20.18K
GRAYSCALE BITCOIN MINI TR ET
SOLEShares161.72K
TypeSH
Market value$4.20M
1.91%
Sole
0.00
Shared
0.00
None
161.72K
ALTRIA GROUP INC
SOLEShares52.29K
TypeSH
Market value$3.76M
1.71%
Sole
0.00
Shared
0.00
None
52.29K
ELI LILLY & CO
SOLEShares2.92K
TypeSH
Market value$3.50M
1.60%
Sole
0.00
Shared
0.00
None
2.92K
ARISTA NETWORKS INC
SOLEShares20.12K
TypeSH
Market value$3.42M
1.56%
Sole
0.00
Shared
0.00
None
20.12K
ISHARES SILVER TR
SOLEShares62.59K
TypeSH
Market value$3.35M
1.52%
Sole
0.00
Shared
0.00
None
62.59K
VODAFONE GROUP PLC
SOLEShares236K
TypeSH
Market value$3.12M
1.42%
Sole
0.00
Shared
0.00
None
236K
VANGUARD INDEX FDS
SOLEShares4.53K
TypeSH
Market value$3.11M
1.42%
Sole
0.00
Shared
0.00
None
4.53K
BRISTOL-MYERS SQUIBB CO
SOLEShares53.01K
TypeSH
Market value$3.05M
1.39%
Sole
0.00
Shared
0.00
None
53.01K
VANGUARD MALVERN FDS
SOLEShares58.19K
TypeSH
Market value$2.92M
1.33%
Sole
0.00
Shared
0.00
None
58.19K
UNITED STS GASOLINE FD LP
SOLEShares27.36K
TypeSH
Market value$2.82M
1.28%
Sole
0.00
Shared
0.00
None
27.36K
ISHARES TR
SOLEShares25.17K
TypeSH
Market value$2.75M
1.25%
Sole
0.00
Shared
0.00
None
25.17K
LAMAR ADVERTISING CO
SOLEShares17.57K
TypeSH
Market value$2.74M
1.25%
Sole
0.00
Shared
0.00
None
17.57K
CHEVRON CORPORATION
SOLEShares16.51K
TypeSH
Market value$2.74M
1.25%
Sole
0.00
Shared
0.00
None
16.51K
UNITED STS OIL FD LP
SOLEShares23.59K
TypeSH
Market value$2.51M
1.14%
Sole
0.00
Shared
0.00
None
23.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 376.01K | SH | $18.93M 8.62% | 0.00 | 0.00 | 376.01K |
TESLA INCSOLE | COM | 26.05K | SH | $10.96M 4.99% | 0.00 | 0.00 | 26.05K |
ISHARES GOLD TRSOLE | ISHARES NEW | 112.37K | SH | $8.49M 3.86% | 0.00 | 0.00 | 112.37K |
NVIDIA CORPORATIONSOLE | COM | 39.98K | SH | $8.00M 3.64% | 0.00 | 0.00 | 39.98K |
APPLE INCSOLE | COM | 26.72K | SH | $7.73M 3.52% | 0.00 | 0.00 | 26.72K |
MICROSOFT CORPSOLE | COM | 16.14K | SH | $6.02M 2.74% | 0.00 | 0.00 | 16.14K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 117.15K | SH | $5.91M 2.69% | 0.00 | 0.00 | 117.15K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.04K | SH | $5.18M 2.36% | 0.00 | 0.00 | 7.04K |
AMAZON COM INCSOLE | COM | 19.41K | SH | $4.63M 2.11% | 0.00 | 0.00 | 19.41K |
ISHARES TRSOLE | LATN AMER 40 ETF | 128.06K | SH | $4.32M 1.97% | 0.00 | 0.00 | 128.06K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 20.18K | SH | $4.29M 1.95% | 0.00 | 0.00 | 20.18K |
GRAYSCALE BITCOIN MINI TR ETSOLE | SHS NEW | 161.72K | SH | $4.20M 1.91% | 0.00 | 0.00 | 161.72K |
ALTRIA GROUP INCSOLE | COM | 52.29K | SH | $3.76M 1.71% | 0.00 | 0.00 | 52.29K |
ELI LILLY & COSOLE | COM | 2.92K | SH | $3.50M 1.60% | 0.00 | 0.00 | 2.92K |
ARISTA NETWORKS INCSOLE | COM SHS | 20.12K | SH | $3.42M 1.56% | 0.00 | 0.00 | 20.12K |
ISHARES SILVER TRSOLE | ISHARES | 62.59K | SH | $3.35M 1.52% | 0.00 | 0.00 | 62.59K |
VODAFONE GROUP PLCSOLE | SPONSORED ADR | 236K | SH | $3.12M 1.42% | 0.00 | 0.00 | 236K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.53K | SH | $3.11M 1.42% | 0.00 | 0.00 | 4.53K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 53.01K | SH | $3.05M 1.39% | 0.00 | 0.00 | 53.01K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 58.19K | SH | $2.92M 1.33% | 0.00 | 0.00 | 58.19K |
UNITED STS GASOLINE FD LPSOLE | UNITS | 27.36K | SH | $2.82M 1.28% | 0.00 | 0.00 | 27.36K |
ISHARES TRSOLE | IBOXX INV CP ETF | 25.17K | SH | $2.75M 1.25% | 0.00 | 0.00 | 25.17K |
LAMAR ADVERTISING COSOLE | CL A | 17.57K | SH | $2.74M 1.25% | 0.00 | 0.00 | 17.57K |
CHEVRON CORPORATIONSOLE | COM | 16.51K | SH | $2.74M 1.25% | 0.00 | 0.00 | 16.51K |
UNITED STS OIL FD LPSOLE | UNITS | 23.59K | SH | $2.51M 1.14% | 0.00 | 0.00 | 23.59K |
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