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CIK: 0002082744
Total reported value
$219.6M
$219.6M
125 檔
21.0%
In Q4 2025, Exit Wealth Advisors, LLC.'s U.S. equity holdings reached a combined market value of $219.6M, distributed across 125 disclosed stock positions.
Exit Wealth Advisors, LLC. executed strategic sector rebalancing during Q4 2025, establishing 14 new positions while fully exiting 17 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 7.17% | -0.54% | +79.91% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.69% | +0.59% | +8.77% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 5.51% | -1.59% | +5.91% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.59% | -0.36% | +1.78% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.27% | -12.92% | +100.48% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.62% | +0.29% | +49.83% | |
| 7 | SLV | Ishares Silver Trust | ETF-Commodities | 3.26% | -0.21% | -39.55% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.46% | +9.89% | |
| 9 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 2.77% | -0.17% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.42% | +0.69% | +23.74% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | +0.12% | +4.52% | |
| 12 | ILF | Ishares Latin America 40 ETF | ETF-Other | 2.05% | -0.14% | +6.13% | |
| 13 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.72% | -0.17% | -3.84% | |
| 14 | MO | Altria Group Inc | Stock-Consumer Staples | 1.52% | +0.11% | +514.39% | |
| 15 | BITW | Bitwise 10 Crypto Index ETF | ETF-Crypto | 1.50% | -0.26% | — | |
| 16 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.47% | -0.01% | — | |
| 17 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 1.41% | -0.23% | EXIT | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.18% | +16.99% | |
| 19 | WDC | Western Digital CORP | Stock-Tech | 1.36% | +0.38% | — | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.35% | — | — | |
| 21 | LRCX | Lam Research CORP | Stock-Tech | 1.33% | -0.90% | EXIT | |
| 22 | MPLX | Mplx LP | Stock-Energy | 1.30% | — | — | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.28% | — | — | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.23% | +0.14% | +229.42% | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 1.20% | +0.39% | +5.22% | |
| 26 | UUP | Invesco Db US Dollar Index B | ETF-Large Cap & Growth | 1.18% | — | — | |
| 27 | UGA | United States Gas Fund LP | ETF-Other | 1.16% | +0.20% | -33.62% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.04% | +0.02% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.15% | +3.98% | |
| 30 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 0.99% | — | +161.19% | |
| 31 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.88% | +0.25% | NEW | |
| 32 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.79% | -0.18% | — | |
| 33 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 0.76% | — | — | |
| 34 | VVX | V2x Inc | Stock-Other | 0.73% | — | — | |
| 35 | SAM | Boston Beer Company Inc-a | Stock-Consumer Staples | 0.72% | — | +273.39% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | +0.78% | -59.75% | |
| 37 | ATKR | Atkore Inc | Stock-Other | 0.70% | — | — | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.67% | -0.07% | -2.78% | |
| 39 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.63% | -0.11% | -7.93% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.59% | -0.05% | -4.71% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.54% | +0.03% | +28.11% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.50% | +0.61% | NEW | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.08% | +0.59% | |
| 44 | DNN | Denison Mines CORP | Stock-Other | 0.48% | — | — | |
| 45 | SEDG | Solaredge Technologies Inc | Stock-Tech | 0.48% | +0.40% | NEW | |
| 46 | TIGR | Up Fintech Holding LTD - Adr | Stock-Other | 0.48% | — | +8.01% | |
| 47 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.47% | -0.15% | +192.09% | |
| 48 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.45% | — | +16.74% | |
| 49 | CLS | Celestica Inc | Stock-Tech | 0.45% | — | -28.25% | |
| 50 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.43% | -0.06% | -32.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.7% | +79.91% | Add |
| 2 | USFR | Wisdomtree Floating Rate Tre | +1.9% | +100.48% | Add |
| 3 | MO | Altria Group Inc | +1.2% | +514.39% | Add |
| 4 | MEDP | Medpace Holdings Inc | +1.1% | +395.22% | Add |
| 5 | AAPL | Apple Inc | +1.1% | +49.83% | Add |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.8% | +229.42% | Add |
| 7 | HYLB | Xtrackers Usd High Yield Cor | +0.6% | +161.19% | Add |
| 8 | SAM | Boston Beer Company Inc-a | +0.5% | +273.39% | Add |
| 9 | PSLV | Sprott Physical Silver Trust | +0.4% | -3.84% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +23.74% | Add |
| 11 | IAU | Ishares Gold Trust | +0.3% | +5.91% | Add |
| 12 | TSLA | Tesla Inc | -0.1% | +8.77% | Add |
| 13 | BITB | Bitwise Bitcoin ETF | -0.5% | -32.93% | Trim |
| 14 | IBIT | Ishares Bitcoin Trust ETF | -0.8% | -68.70% | Trim |
| 15 | UGA | United States Gas Fund LP | -0.9% | -33.62% | Trim |
| 16 | SSK | Rex Osprey Sol Staking ETF | -0.9% | -68.07% | Trim |
| 17 | V | Visa Inc-class A Shares | -1.1% | -89.44% | Trim |
| 18 | RSP | Invesco S&p 500 Equal Weight | -1.3% | -59.75% | Trim |
| 19 | SHOP | Shopify Inc - Class A | -1.9% | -91.58% | Trim |
| 20 | BTC | Grayscale Bitcoin Mini ETF | — | NEW | New buy |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | — | EXIT | Sold out |
| 22 | BITW | Bitwise 10 Crypto Index ETF | — | NEW | New buy |
| 23 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 24 | EXEL | Exelixis Inc | — | EXIT | Sold out |
| 25 | WDC | Western Digital CORP | — | NEW | New buy |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 27 | LRCX | Lam Research CORP | — | NEW | New buy |
| 28 | MPLX | Mplx LP | — | NEW | New buy |
| 29 | ADBE | Adobe Inc | — | NEW | New buy |
| 30 | EXPE | Expedia Group Inc | — | EXIT | Sold out |
| 31 | UUP | Invesco Db US Dollar Index B | — | NEW | New buy |
| 32 | SNEX | Stonex Group Inc | — | EXIT | Sold out |
| 33 | JBL | Jabil Inc | — | EXIT | Sold out |
| 34 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 35 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 36 | CL | Colgate-palmolive Co | — | EXIT | Sold out |
| 37 | KTB | Kontoor Brands Inc | — | EXIT | Sold out |
| 38 | INSP | Inspire Medical Systems Inc | — | NEW | New buy |
| 39 | VIRT | Virtu Financial Inc-class A | — | NEW | New buy |
| 40 | GNW | Genworth Financial Inc | — | EXIT | Sold out |
| 41 | BHF | Brighthouse Financial Inc | — | EXIT | Sold out |
| 42 | VVX | V2x Inc | — | NEW | New buy |
| 43 | ATKR | Atkore Inc | — | NEW | New buy |
| 44 | VC | Visteon CORP | — | EXIT | Sold out |
| 45 | T86 | Tri Pointe Homes Inc | — | EXIT | Sold out |
| 46 | CAN | Canaan Inc | — | EXIT | Sold out |
| 47 | DNN | Denison Mines CORP | — | NEW | New buy |
| 48 | GRMN | Garmin Ltd. | — | EXIT | Sold out |
| 49 | EH | Ehang Holdings Ltd-sps Adr | — | EXIT | Sold out |
| 50 | MMYT | MakeMyTrip Limited | — | EXIT | Sold out |
According to official SEC Form 13F filings, Exit Wealth Advisors, LLC. reported a total U.S. public equity portfolio value of $219.6M across 125 disclosed positions in Q4 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 BIL, TSLA, IAU) accounted for 21.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BTC
市值: $4.7M
Top Position Liquidated / Trimmed
FBTC
前期市值: $3.4M
During Q4 2025, Exit Wealth Advisors, LLC.'s top holdings by market value included BIL (7.2%)、TSLA (5.7%)、IAU (5.5%). The largest single position, BIL, represented 7.2% of total portfolio value.
In Q4 2025, Exit Wealth Advisors, LLC. made 50 total portfolio adjustments, initiating 14 new buys, adding to 11 positions, trimming 8 holdings, and fully liquidating 17 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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