Investor
Exit Wealth Advisors, LLC.
CIK 0002082744 · filed 2026-05-11 · SEC filing
13F book
$194.5M
Positions
130
40 new · 35 sold
Largest name
21.5%
Wisdomtree Tr
Est. mark
−$4.42M
Price effect on 90 names still held. Flow $29.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Wisdomtree Tr | — | 832.4K | $41.9M | 21.5% | $2.87K | Added$34.7M |
| Ishares Gold Tr | — | 120.2K | $10.6M | 5.5% | $802.1K | Added$1.29M |
| Ishares 0-3 Month | — | 90.8K | $9.14M | 4.7% | — | New |
| Tesla, Inc. | TSLA | 23K | $8.57M | 4.4% | −$1.67M | Added−$1.06M |
| Apple Inc. | AAPL | 24.7K | $6.27M | 3.2% | −$407.1K | Added$147.7K |
| Nvidia Corp | NVDA | 35.4K | $6.18M | 3.2% | −$349.2K | Added$800.2K |
| Microsoft Corp | MSFT | 16.3K | $6.04M | 3.1% | −$1.82M | Added−$1.73M |
| Ishares Tr | — | 115.7K | $4.11M | 2.1% | $576.8K | Added$647.1K |
| Grayscale Bitcoin Mini Tr Et | — | 134.9K | $4.05M | 2.1% | −$1.06M | Added−$636.4K |
| Amazon Com Inc | AMZN | 18.6K | $3.88M | 2.0% | −$392.6K | Added−$141.9K |
| Ishares Silver Tr | — | 49.5K | $3.37M | 1.7% | $184K | Cut−$2.14M |
| Altria Group, Inc. | MO | 47.1K | $3.11M | 1.6% | $372.2K | Added$532.9K |
| Invesco Qqq Tr | — | 5.01K | $2.89M | 1.5% | −$186K | Cut−$1.19M |
| Chevron Corp New | CVX | 13.4K | $2.76M | 1.4% | — | New |
| Bristol-Myers Squibb Co | — | 45K | $2.73M | 1.4% | $301.7K | Cut$246.4K |
| Exelixis, Inc. | EXEL | 62.8K | $2.69M | 1.4% | — | New |
| Vanguard Malvern Fds | — | 51.3K | $2.56M | 1.3% | — | New |
| Vanguard Index Fds | — | 4.03K | $2.41M | 1.2% | −$109.3K | Added$88.5K |
| Invesco Exchange Traded Fd T | — | 11.9K | $2.28M | 1.2% | $2.23K | Added$1.09M |
| Arista Networks, Inc. | ANET | 18.5K | $2.27M | 1.2% | −$127.9K | Added$243.6K |
| Ishares Tr | — | 19.9K | $2.17M | 1.1% | −$22.8K | Added$79.8K |
| United Sts Gasoline Fd Lp | — | 20.3K | $2.1M | 1.1% | $844.5K | Cut$134.7K |
| Lam Research Corp | LRCX | 8.2K | $1.75M | 0.9% | $348.2K | Cut−$504.1K |
| United Sts Oil Fd Lp | — | 13.6K | $1.74M | 0.9% | — | New |
| Alphabet Inc | — | 5.9K | $1.69M | 0.9% | −$147.2K | Added−$19.9K |
| Alphabet Inc | — | 5.7K | $1.64M | 0.8% | −$136.5K | Added−$38.5K |
| Bitwise 10 Crypto Index Etf | BITW | 33.2K | $1.48M | 0.8% | −$469.7K | Cut−$1.06M |
| Rbb Fd Inc | — | 29.6K | $1.47M | 0.8% | −$155 | Added$1.07M |
| Goldman Sachs Physical Gold | — | 31.3K | $1.45M | 0.7% | $114.1K | Held |
| Vanguard Star Fds | — | 17.3K | $1.34M | 0.7% | $22K | Added$342.5K |
| Alps Etf Tr | — | 24.9K | $1.31M | 0.7% | $136.3K | Added$168.7K |
| Mueller Wtr Prods Inc | — | 47.1K | $1.29M | 0.7% | — | New |
| Spdr Series Trust | — | 13.9K | $1.28M | 0.7% | $3.64K | Cut−$10.9M |
| Ishares Tr | — | 11.4K | $1.26M | 0.6% | $3.75K | Added$349.7K |
| Invesco Db Multi-Sector Comm | — | 45.4K | $1.07M | 0.5% | $5.99K | Added$821.4K |
| Crocs, Inc. | CROX | 12.7K | $1.06M | 0.5% | — | New |
| Janus Detroit Str Tr | — | 20.5K | $1.03M | 0.5% | — | New |
| Spdr Series Trust | — | 13.1K | $1M | 0.5% | −$38.7K | Added$160.1K |
| Sprott Asset Management Lp | — | 41.2K | $1M | 0.5% | $30.5K | Cut−$1.9M |
| Ishares Bitcoin Trust Etf | IBIT | 25.3K | $971.4K | 0.5% | −$80.2K | Added$616.8K |
| Vanguard World Fd | — | 5.59K | $968.1K | 0.5% | — | New |
| Ishares Tr | — | 9.61K | $832.9K | 0.4% | — | New |
| Grayscale Bitcoin Trust Etf | GBTC | 15.7K | $828.6K | 0.4% | −$245K | Held |
| Gold Com Inc | — | 20.6K | $825.6K | 0.4% | — | New |
| First Tr Exchange Traded Fd | — | 11.7K | $802.1K | 0.4% | −$9.31K | Added$257.3K |
| Select Sector Spdr Tr | — | 17.3K | $794K | 0.4% | $40.7K | Added$251.8K |
| Corning Inc | — | 5.78K | $786.2K | 0.4% | — | New |
| Western Digital Corp | WDC | 2.88K | $777.7K | 0.4% | $282.4K | Cut−$1.52M |
| Ishares Tr | — | 3.54K | $746.6K | 0.4% | −$1.96K | Added$281.6K |
| Select Sector Spdr Tr | — | 9.08K | $744.3K | 0.4% | $30.2K | Added$198.3K |
| Invesco Exchange Traded Fd T | — | 4.34K | $719.8K | 0.4% | $16.9K | Added$428.7K |
| Grayscale Ethereum Mini Tr E | — | 36.2K | $718.3K | 0.4% | −$232.9K | Added−$78.6K |
| Ishares Tr | — | 10.6K | $712.8K | 0.4% | $13.1K | Added$148.2K |
| Ishares Tr | — | 4.71K | $671.2K | 0.3% | −$29.1K | Added−$21.5K |
| Grayscale Solana Tr Etf | GSOL | 107.9K | $661.2K | 0.3% | −$180.1K | Added$109.3K |
| Invesco Exch Traded Fd Tr Ii | — | 2.72K | $647.1K | 0.3% | −$27.2K | Added$196.2K |
| Power Integrations Inc | POWI | 12.6K | $645.9K | 0.3% | $189.1K | Added$216.8K |
| Core Natural Resources, Inc. | CNR | 6.16K | $645K | 0.3% | $95.6K | Added$123.7K |
| Coherent Corp. | COHR | 2.63K | $626.3K | 0.3% | — | New |
| Simplify Exchange Traded Fun | — | 24.2K | $614.7K | 0.3% | — | New |
| Vanguard Index Fds | — | 1.91K | $612.6K | 0.3% | — | New |
| Ishares Tr | — | 6.37K | $602.3K | 0.3% | $4.3K | Cut−$80.3K |
| Berkshire Hathaway Inc Del | — | 1.24K | $594.2K | 0.3% | −$25.5K | Added$48.3K |
| Fortuna Mng Corp | — | 59.3K | $588.7K | 0.3% | — | New |
| Silvercorp Metals Inc | SVM | 52.8K | $567.4K | 0.3% | — | New |
| Pan Amern Silver Corp | — | 10.1K | $553.2K | 0.3% | — | New |
| First Majestic Silver Corp | AG | 25K | $538K | 0.3% | — | New |
| Philip Morris Intl Inc | — | 3.22K | $532.3K | 0.3% | $15.7K | Added$21K |
| Coinbase Global, Inc. | COIN | 2.94K | $513.9K | 0.3% | −$143.2K | Added−$114.3K |
| Exxon Mobil Corp | — | 3.02K | $512K | 0.3% | $135.6K | Added$180.9K |
| Terex Corp New | — | 8.63K | $509.8K | 0.3% | — | New |
| Meta Platforms, Inc. | META | 885 | $506.3K | 0.3% | −$71.3K | Added−$27.8K |
| Northwestern Energy Group In | — | 7.33K | $483K | 0.2% | — | New |
| Visteon Corp | VC | 5.27K | $480.4K | 0.2% | — | New |
| Advanced Micro Devices Inc | AMD | 2.33K | $473.6K | 0.2% | −$24.9K | Added−$22.6K |
| Bitwise Bitcoin Etf Tr | — | 12.6K | $462.7K | 0.2% | −$135.1K | Cut−$267.5K |
| Home Depot, Inc. | HD | 1.39K | $457.1K | 0.2% | −$21K | Added−$19.3K |
| Medpace Hldgs Inc | — | 927 | $445.1K | 0.2% | −$75.5K | Cut−$1.94M |
| First Tr Exchange-Traded Fd | — | 17.4K | $443.2K | 0.2% | $5.41K | Added$182.9K |
| British Amern Tob Plc | — | 7.36K | $430.6K | 0.2% | $13.4K | Added$19.7K |
| Robinhood Mkts Inc | — | 5.9K | $409K | 0.2% | −$209.4K | Added−$131.7K |
| Spdr Gold Tr | — | 949 | $408.3K | 0.2% | $28.8K | Added$71.9K |
| Ryder Sys Inc | — | 1.94K | $397.5K | 0.2% | — | New |
| First Tr Exchange Traded Fd | — | 3.59K | $397.5K | 0.2% | $40.1K | Added$80.8K |
| Grayscale Ethereum Trust Etf | — | 23.2K | $396.3K | 0.2% | −$169.5K | Cut−$206.2K |
| Vodafone Group Plc New | — | 25.9K | $388.8K | 0.2% | — | New |
| Ishares Tr | — | 3.84K | $387.2K | 0.2% | −$2.25K | Added$146.6K |
| International Business Machs | — | 1.51K | $365.1K | 0.2% | −$77.4K | Added−$61.2K |
| Fox Corp | — | 6.84K | $363K | 0.2% | −$80.9K | Cut−$151.3K |
| Walmart Inc. | WMT | 2.91K | $361.9K | 0.2% | $37.4K | Added$38.4K |
| Dollar Tree, Inc. | DLTR | 3.27K | $357.7K | 0.2% | — | New |
| Palantir Technologies Inc. | PLTR | 2.33K | $341.1K | 0.2% | −$71.2K | Added−$61.3K |
| Vanguard World Fd | — | 485 | $338.6K | 0.2% | −$26.8K | Added−$25.4K |
| Vaneck Etf Trust | — | 3.67K | $336.3K | 0.2% | $21.9K | Cut$5.2K |
| Crowdstrike Hldgs Inc | — | 855 | $333.8K | 0.2% | −$66K | Added−$61.4K |
| Cincinnati Finl Corp | — | 1.84K | $289.4K | 0.1% | −$10.8K | Added−$9.4K |
| Ishares Tr | — | 1.47K | $282.4K | 0.1% | −$9.97K | Added−$9.39K |
| RTX Corp | RTX | 1.46K | $280.6K | 0.1% | $13.3K | Added$23.7K |
| Johnson & Johnson | JNJ | 1.14K | $278.5K | 0.1% | $42.8K | Cut$39.3K |
| Wisdomtree Tr | — | 6.69K | $273.1K | 0.1% | −$36.7K | Cut−$102.3K |
| J P Morgan Exchange Traded F | — | 5.72K | $269.1K | 0.1% | — | New |
| Jpmorgan Chase & Co. | — | 909 | $267.3K | 0.1% | −$18.4K | Added$55.7K |
| United Sts Commodity Index F | — | 7.71K | $265.6K | 0.1% | — | New |
| Merck & Co., Inc. | MRK | 2.18K | $262.7K | 0.1% | $30.9K | Added$46.9K |
| Capital Group Dividend Value | — | 6.12K | $260.3K | 0.1% | — | New |
| Franco Nev Corp | — | 1.05K | $259K | 0.1% | $40.1K | Added$50.4K |
| Netflix Inc | NFLX | 2.6K | $250.1K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 4K | $244.9K | 0.1% | — | New |
| Gilead Sciences, Inc. | GILD | 1.74K | $243.1K | 0.1% | $28.7K | Added$31.4K |
| Vanguard Wellington Fd | — | 1.78K | $239.5K | 0.1% | $3.24K | Added$4.46K |
| Vanguard Bd Index Fds | — | 3.25K | $239K | 0.1% | — | New |
| Constellation Energy Corp | CEG | 853 | $238.1K | 0.1% | −$43.8K | Added$29.7K |
| Dimensional Etf Trust | — | 4.5K | $237.5K | 0.1% | $12.9K | Added$13.4K |
| Dimensional Etf Trust | — | 6.54K | $234.2K | 0.1% | $13.3K | Added$13.6K |
| American Centy Etf Tr | — | 2.09K | $231.2K | 0.1% | — | New |
| Bp Plc | — | 4.88K | $229.4K | 0.1% | — | New |
| Sprott Fds Tr | — | 3.52K | $222.1K | 0.1% | — | New |
| Costco Whsl Corp New | — | 223 | $222K | 0.1% | — | New |
| Goldman Sachs Group Inc | — | 259 | $218.7K | 0.1% | −$9.21K | Added−$8.37K |
| Shopify Inc. | SHOP | 1.8K | $213.5K | 0.1% | −$73.9K | Added−$67.2K |
| Strategy Inc | — | 3K | $211.8K | 0.1% | — | New |
| Visa Inc. | V | 697 | $210.7K | 0.1% | −$27.7K | Added$9.75K |
| Canadian Nat Res Ltd | — | 4.28K | $208.4K | 0.1% | — | New |
| Tidewater Inc New | — | 2.48K | $206.8K | 0.1% | — | New |
| Broadcom Inc. | AVGO | 661 | $204.6K | 0.1% | — | New |
| Etf Opportunities Trust | — | 14.7K | $165.3K | 0.1% | −$114.7K | Cut−$153.5K |
| Advisorshares Tr | — | 26.7K | $94.6K | 0.0% | −$31.2K | Cut−$40.4K |
| Sui Group Holdings Limited | — | 17K | $20.6K | 0.0% | −$5.98K | Added−$1.14K |
| Milestone Pharmaceuticals In | — | 15K | $17.9K | 0.0% | — | New |
| New Fortress Energy Inc. | NFE | 17.4K | $10.3K | 0.0% | −$9.02K | Added−$8.43K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.