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CIK: 0002082744
Total reported value
$219.6M
$219.6M
124 檔
17.1%
At the close of Q3 2025, Exit Wealth Advisors, LLC. disclosed equity holdings valued at approximately $219.6M, spread across 124 reported holdings.
During Q3 2025, Exit Wealth Advisors, LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.83% | +0.59% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.45% | -0.36% | — | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 5.26% | -1.59% | — | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.52% | -0.54% | — | |
| 5 | SLV | Ishares Silver Trust | ETF-Commodities | 4.00% | -0.21% | — | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | +0.46% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.29% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.44% | +0.12% | — | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.40% | -12.92% | — | |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 2.26% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.15% | +0.69% | — | |
| 12 | ILF | Ishares Latin America 40 ETF | ETF-Other | 2.07% | -0.14% | — | |
| 13 | UGA | United States Gas Fund LP | ETF-Other | 2.06% | +0.20% | — | |
| 14 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.05% | +0.70% | — | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.95% | +0.78% | — | |
| 16 | EXEL | Exelixis Inc | Stock-Healthcare | 1.56% | -1.38% | EXIT | |
| 17 | ANET | Arista Networks Inc | Stock-Tech | 1.43% | +0.39% | — | |
| 18 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.40% | — | — | |
| 19 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.34% | -0.17% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.18% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | -0.01% | — | |
| 22 | SNEX | Stonex Group Inc | Stock-Financials | 1.22% | — | — | |
| 23 | JBL | Jabil Inc | Stock-Tech | 1.13% | — | — | |
| 24 | SSK | Rex Osprey Sol Staking ETF | ETF-Other | 1.12% | +0.04% | — | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.12% | — | — | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.08% | -0.17% | — | |
| 27 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.08% | — | — | |
| 28 | KTB | Kontoor Brands Inc | Stock-Consumer Disc | 1.03% | — | — | |
| 29 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.02% | -0.11% | — | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.99% | -0.12% | — | |
| 31 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.95% | -0.06% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | +0.04% | — | |
| 33 | GNW | Genworth Financial Inc | Stock-Financials | 0.84% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.15% | — | |
| 35 | BHF | Brighthouse Financial Inc | Stock-Financials | 0.83% | — | — | |
| 36 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.80% | -0.18% | — | |
| 37 | VC | Visteon CORP | Stock-Other | 0.79% | -0.25% | EXIT | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.78% | -0.07% | — | |
| 39 | T86 | Tri Pointe Homes Inc | Stock-Other | 0.77% | — | — | |
| 40 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.74% | -0.13% | — | |
| 41 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.68% | +0.40% | NEW | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.68% | -0.05% | — | |
| 43 | CAN | Canaan Inc | Stock-Other | 0.64% | — | — | |
| 44 | CLS | Celestica Inc | Stock-Tech | 0.59% | — | — | |
| 45 | SE | Sea Ltd-adr | Stock-Comm Services | 0.58% | — | — | |
| 46 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.56% | -0.03% | — | |
| 47 | TIGR | Up Fintech Holding LTD - Adr | Stock-Other | 0.56% | — | — | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.08% | — | |
| 49 | GRMN | Garmin Ltd. | Stock-Tech | 0.54% | — | — | |
| 50 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.52% | — | — |
According to official SEC Form 13F filings, Exit Wealth Advisors, LLC. reported a total U.S. public equity portfolio value of $219.6M across 124 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSLA, MSFT, IAU) accounted for 17.1% of total reported equity market value during Q3 2025.
During Q3 2025, Exit Wealth Advisors, LLC.'s top holdings by market value included TSLA (5.8%)、MSFT (5.5%)、IAU (5.3%). The largest single position, TSLA, represented 5.8% of total portfolio value.
In Q3 2025, Exit Wealth Advisors, LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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