Filed: 11/14/2025ACC: 0002082744-25-000001
📋 What this filing means
EXIT WEALTH ADVISORS, LLC. filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $149.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$149.93M
Total AUM (reported)
3.15M
Total Shares
Allocation by class
COM$53.81M35.9%
ISHARES NEW$7.88M5.3%
SHS$7.36M4.9%
BLOOMBERG 1-3 MO$6.77M4.5%
ISHARES$5.99M4.0%
COM SHS$3.83M2.6%
FLOATNG RAT TREA$3.60M2.4%
Portfolio Concentration
Top 3$24.80M16.5%
4–10$32.13M21.4%
11–25$34.68M23.1%
Rest$58.32M38.9%
Top 3 weight
16.5%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 3.15M
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
3.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings124
Rows:
TESLA INC
SOLEShares19.67K
TypeSH
Market value$8.75M
5.83%
Sole
0.00
Shared
0.00
None
19.67K
MICROSOFT CORP
SOLEShares15.77K
TypeSH
Market value$8.17M
5.45%
Sole
0.00
Shared
0.00
None
15.77K
ISHARES GOLD TR
SOLEShares108.34K
TypeSH
Market value$7.88M
5.26%
Sole
0.00
Shared
0.00
None
108.34K
SPDR SERIES TRUST
SOLEShares73.78K
TypeSH
Market value$6.77M
4.52%
Sole
0.00
Shared
0.00
None
73.78K
ISHARES SILVER TR
SOLEShares141.41K
TypeSH
Market value$5.99M
4.00%
Sole
0.00
Shared
0.00
None
141.41K
NVIDIA CORPORATION
SOLEShares26.26K
TypeSH
Market value$4.90M
3.27%
Sole
0.00
Shared
0.00
None
26.26K
APPLE INC
SOLEShares15.04K
TypeSH
Market value$3.83M
2.55%
Sole
0.00
Shared
0.00
None
15.04K
AMAZON COM INC
SOLEShares16.66K
TypeSH
Market value$3.66M
2.44%
Sole
0.00
Shared
0.00
None
16.66K
WISDOMTREE TR
SOLEShares71.58K
TypeSH
Market value$3.60M
2.40%
Sole
0.00
Shared
0.00
None
71.58K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares33.89K
TypeSH
Market value$3.38M
2.26%
Sole
0.00
Shared
0.00
None
33.89K
INVESCO QQQ TR
SOLEShares5.38K
TypeSH
Market value$3.23M
2.15%
Sole
0.00
Shared
0.00
None
5.38K
ISHARES TR
SOLEShares107.19K
TypeSH
Market value$3.10M
2.07%
Sole
0.00
Shared
0.00
None
107.19K
UNITED STS GASOLINE FD LP
SOLEShares47.90K
TypeSH
Market value$3.09M
2.06%
Sole
0.00
Shared
0.00
None
47.90K
SHOPIFY INC
SOLEShares20.70K
TypeSH
Market value$3.08M
2.05%
Sole
0.00
Shared
0.00
None
20.70K
INVESCO EXCHANGE TRADED FD T
SOLEShares15.44K
TypeSH
Market value$2.93M
1.95%
Sole
0.00
Shared
0.00
None
15.44K
EXELIXIS INC
SOLEShares56.68K
TypeSH
Market value$2.34M
1.56%
Sole
0.00
Shared
0.00
None
56.68K
ARISTA NETWORKS INC
SOLEShares14.73K
TypeSH
Market value$2.15M
1.43%
Sole
0.00
Shared
0.00
None
14.73K
EXPEDIA GROUP INC
SOLEShares9.80K
TypeSH
Market value$2.10M
1.40%
Sole
0.00
Shared
0.00
None
9.80K
SPROTT ASSET MANAGEMENT LP
SOLEShares127.60K
TypeSH
Market value$2.00M
1.34%
Sole
0.00
Shared
0.00
None
127.60K
VANGUARD INDEX FDS
SOLEShares3.16K
TypeSH
Market value$1.93M
1.29%
Sole
0.00
Shared
0.00
None
3.16K
VISA INC
SOLEShares5.43K
TypeSH
Market value$1.85M
1.24%
Sole
0.00
Shared
0.00
None
5.43K
STONEX GROUP INC
SOLEShares18.19K
TypeSH
Market value$1.84M
1.22%
Sole
0.00
Shared
0.00
None
18.19K
JABIL INC
SOLEShares7.82K
TypeSH
Market value$1.70M
1.13%
Sole
0.00
Shared
0.00
None
7.82K
ETF OPPORTUNITIES TRUST
SOLEShares52.37K
TypeSH
Market value$1.68M
1.12%
Sole
0.00
Shared
0.00
None
52.37K
SALESFORCE INC
SOLEShares7.07K
TypeSH
Market value$1.68M
1.12%
Sole
0.00
Shared
0.00
None
7.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 19.67K | SH | $8.75M 5.83% | 0.00 | 0.00 | 19.67K |
MICROSOFT CORPSOLE | COM | 15.77K | SH | $8.17M 5.45% | 0.00 | 0.00 | 15.77K |
ISHARES GOLD TRSOLE | ISHARES NEW | 108.34K | SH | $7.88M 5.26% | 0.00 | 0.00 | 108.34K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 73.78K | SH | $6.77M 4.52% | 0.00 | 0.00 | 73.78K |
ISHARES SILVER TRSOLE | ISHARES | 141.41K | SH | $5.99M 4.00% | 0.00 | 0.00 | 141.41K |
NVIDIA CORPORATIONSOLE | COM | 26.26K | SH | $4.90M 3.27% | 0.00 | 0.00 | 26.26K |
APPLE INCSOLE | COM | 15.04K | SH | $3.83M 2.55% | 0.00 | 0.00 | 15.04K |
AMAZON COM INCSOLE | COM | 16.66K | SH | $3.66M 2.44% | 0.00 | 0.00 | 16.66K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 71.58K | SH | $3.60M 2.40% | 0.00 | 0.00 | 71.58K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 33.89K | SH | $3.38M 2.26% | 0.00 | 0.00 | 33.89K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.38K | SH | $3.23M 2.15% | 0.00 | 0.00 | 5.38K |
ISHARES TRSOLE | LATN AMER 40 ETF | 107.19K | SH | $3.10M 2.07% | 0.00 | 0.00 | 107.19K |
UNITED STS GASOLINE FD LPSOLE | UNITS | 47.90K | SH | $3.09M 2.06% | 0.00 | 0.00 | 47.90K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 20.70K | SH | $3.08M 2.05% | 0.00 | 0.00 | 20.70K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 15.44K | SH | $2.93M 1.95% | 0.00 | 0.00 | 15.44K |
EXELIXIS INCSOLE | COM | 56.68K | SH | $2.34M 1.56% | 0.00 | 0.00 | 56.68K |
ARISTA NETWORKS INCSOLE | COM SHS | 14.73K | SH | $2.15M 1.43% | 0.00 | 0.00 | 14.73K |
EXPEDIA GROUP INCSOLE | COM NEW | 9.80K | SH | $2.10M 1.40% | 0.00 | 0.00 | 9.80K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL SILVER | 127.60K | SH | $2.00M 1.34% | 0.00 | 0.00 | 127.60K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.16K | SH | $1.93M 1.29% | 0.00 | 0.00 | 3.16K |
VISA INCSOLE | COM CL A | 5.43K | SH | $1.85M 1.24% | 0.00 | 0.00 | 5.43K |
STONEX GROUP INCSOLE | COM | 18.19K | SH | $1.84M 1.22% | 0.00 | 0.00 | 18.19K |
JABIL INCSOLE | COM | 7.82K | SH | $1.70M 1.13% | 0.00 | 0.00 | 7.82K |
ETF OPPORTUNITIES TRUSTSOLE | REX-OSPREY SOL | 52.37K | SH | $1.68M 1.12% | 0.00 | 0.00 | 52.37K |
SALESFORCE INCSOLE | COM | 7.07K | SH | $1.68M 1.12% | 0.00 | 0.00 | 7.07K |
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