Funds › Exit Wealth Advisors, LLC
Exit Wealth Advisors, LLC
13F for Q3 2026, filed Nov 13, 2026. 146 positions worth $222.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$222.5M
+$2.9M (1.3%) vs Q2 2026
Positions
146
149 in Q2 2026
Top 10 share
38.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr Floatng Rat Trea | 294,737 | $14.9M | 6.7% | -21.6% | 13F ↗ |
| 2 | Janus Detroit Str Tr Hendrson Aaa Cl | 199,863 | $10.1M | 4.5% | +70.6% | 13F ↗ |
| 3 | TSLA Tesla, Inc. | 25,815 | $9.2M | 4.1% | +2.2% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 38,380 | $8.8M | 3.9% | -4.0% | 13F ↗ |
| 5 | AAPL Apple Inc. | 25,176 | $8.4M | 3.8% | -5.8% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 15,897 | $8.2M | 3.7% | -1.5% | 13F ↗ |
| 7 | IAU iShares Gold Trust · Ishares New | 100,015 | $7.8M | 3.5% | -11.0% | 13F ↗ |
| 8 | Vanguard Index Fds S&P 500 Etf Shs | 9,182 | $6.4M | 2.9% | +103% | 13F ↗ |
| 9 | BTC Grayscale Bitcoin Mini Trust | 161,333 | $6.0M | 2.7% | -0.2% | 13F ↗ |
| 10 | Vanguard World Fd Energy Etf | 29,898 | $5.1M | 2.3% | +643% | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 20,505 | $5.1M | 2.3% | +5.6% | 13F ↗ |
| 12 | Invesco Qqq Tr | 6,603 | $4.9M | 2.2% | -6.2% | 13F ↗ |
| 13 | Select Sector Spdr Tr St Str Techn Etf | 22,304 | $4.4M | 2.0% | New | 13F ↗ |
| 14 | iShares Tr Latn Amer 40 Etf | 111,291 | $3.8M | 1.7% | -13.1% | 13F ↗ |
| 15 | ANET Arista Networks, Inc. | 18,412 | $3.7M | 1.7% | -8.5% | 13F ↗ |
| 16 | UGA United States Gasoline Fund LP · Units | 25,093 | $3.7M | 1.7% | -8.3% | 13F ↗ |
| 17 | LLY Eli Lilly and Company | 3,100 | $3.6M | 1.6% | +6.1% | 13F ↗ |
| 18 | SLV iShares Silver Trust · Ishares | 60,405 | $3.3M | 1.5% | -3.5% | 13F ↗ |
| 19 | CVX Chevron Corporation | 15,197 | $3.1M | 1.4% | -8.0% | 13F ↗ |
| 20 | MO Altria Group, Inc. | 44,867 | $3.0M | 1.4% | -14.2% | 13F ↗ |
| 21 | SHOP Shopify Inc. | 18,040 | $2.7M | 1.2% | +16.4% | 13F ↗ |
| 22 | iShares Tr Etf | 22,627 | $2.3M | 1.0% | -10.1% | 13F ↗ |
| 23 | Vanguard Index Fds Mrngstr Ttl Stk | 5,846 | $2.2M | 1.0% | +182% | 13F ↗ |
| 24 | Invesco Exch Traded Fd Tr II Sr Ln Etf | 106,853 | $2.2M | 1.0% | +26.4% | 13F ↗ |
| 25 | EXEL Exelixis, Inc. | 33,624 | $2.0M | 0.9% | New | 13F ↗ |
| 26 | KR Kroger Company | 33,152 | $1.9M | 0.9% | New | 13F ↗ |
| 27 | GOOGL Alphabet Inc. Class A | 5,546 | $1.9M | 0.9% | -8.9% | 13F ↗ |
| 28 | GOOG Alphabet Inc. Class C | 5,583 | $1.9M | 0.9% | -1.7% | 13F ↗ |
| 29 | MU Micron Technology, Inc. | 1,750 | $1.9M | 0.8% | -7.7% | 13F ↗ |
| 30 | Vanguard Star Fds | 21,452 | $1.8M | 0.8% | +30.2% | 13F ↗ |
| 31 | Simplify Exchange Traded Fun Kayne Anderson | 70,040 | $1.7M | 0.8% | +16.7% | 13F ↗ |
| 32 | iShares Tr 0-3 Mth Treasury | 16,671 | $1.7M | 0.8% | +50.9% | 13F ↗ |
| 33 | UPS United Parcel Service, Inc. | 17,747 | $1.7M | 0.7% | New | 13F ↗ |
| 34 | EXPE Expedia Group, Inc. | 6,261 | $1.6M | 0.7% | New | 13F ↗ |
| 35 | AMD Advanced Micro Devices, Inc. | 2,586 | $1.6M | 0.7% | +8.1% | 13F ↗ |
| 36 | BITW Bitwise 10 Crypto Index ETF · Units | 28,812 | $1.6M | 0.7% | -2.0% | 13F ↗ |
| 37 | FTNT Fortinet, Inc. | 8,404 | $1.5M | 0.7% | New | 13F ↗ |
| 38 | Select Sector Spdr Tr St Str Care Etf | 8,683 | $1.5M | 0.7% | New | 13F ↗ |
| 39 | Alps ETF Tr Alerian Mlp | 27,729 | $1.4M | 0.6% | +9.2% | 13F ↗ |
| 40 | GSOL Grayscale Solana Staking ETF | 153,359 | $1.4M | 0.6% | +2.9% | 13F ↗ |
| 41 | iShares Tr Bond Etf | 12,837 | $1.3M | 0.6% | -5.9% | 13F ↗ |
| 42 | AAAU Goldman Sachs Physical Gold ETF · Units | 32,534 | $1.3M | 0.6% | +3.8% | 13F ↗ |
| 43 | iShares Tr Mbs Etf | 14,565 | $1.3M | 0.6% | +2.3% | 13F ↗ |
| 44 | iShares Tr U.S. Real Es Etf | 13,092 | $1.2M | 0.6% | -3.5% | 13F ↗ |
| 45 | iShares Tr 0-5YR Hi Yl Cp | 28,921 | $1.2M | 0.5% | New | 13F ↗ |
| 46 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 25,160 | $1.2M | 0.5% | Unchanged | 13F ↗ |
| 47 | FTI TechnipFMC plc | 17,151 | $1.2M | 0.5% | -37.0% | 13F ↗ |
| 48 | WDC Western Digital Corporation | 2,520 | $1.1M | 0.5% | -6.0% | 13F ↗ |
| 49 | Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 3,742 | $1.1M | 0.5% | +20.2% | 13F ↗ |
| 50 | CPER United Sts Commodity Index F · Etf | 27,163 | $1.1M | 0.5% | +5.9% | 13F ↗ |
Showing the top 50 of 146 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
37 new, 50 added to, 49 trimmed, 40 exited, 10 unchanged. By estimated dollars.
New positions (37)
| Select Sector Spdr Tr St Str Techn Etf | 22,304 | New | $4.4M |
| EXEL Exelixis, Inc. | 33,624 | New | $2.0M |
| KR Kroger Company | 33,152 | New | $1.9M |
| UPS United Parcel Service, Inc. | 17,747 | New | $1.7M |
| EXPE Expedia Group, Inc. | 6,261 | New | $1.6M |
| FTNT Fortinet, Inc. | 8,404 | New | $1.5M |
| Select Sector Spdr Tr St Str Care Etf | 8,683 | New | $1.5M |
| iShares Tr 0-5YR Hi Yl Cp | 28,921 | New | $1.2M |
| Schwab Strategic Tr Us Dividend Eq | 32,014 | New | $1.0M |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem | 15,540 | New | $952.0K |
Added to (50)
| Vanguard World Fd Energy Etf | 29,898 | +643% | $4.5M |
| Janus Detroit Str Tr Hendrson Aaa Cl | 199,863 | +70.6% | $4.2M |
| Vanguard Index Fds S&P 500 Etf Shs | 9,182 | +103% | $3.3M |
| Vanguard Index Fds Mrngstr Ttl Stk | 5,846 | +182% | $1.4M |
| iShares Tr 0-3 Mth Treasury | 16,671 | +50.9% | $566.3K |
| Invesco Exch Traded Fd Tr II Sr Ln Etf | 106,853 | +26.4% | $456.3K |
| Vanguard Star Fds | 21,452 | +30.2% | $422.6K |
| SHOP Shopify Inc. | 18,040 | +16.4% | $377.1K |
| AMZN Amazon.com, Inc. | 20,505 | +5.6% | $272.1K |
| Simplify Exchange Traded Fun Kayne Anderson | 70,040 | +16.7% | $250.4K |
Trimmed (49)
| Wisdomtree Tr Floatng Rat Trea | 294,737 | -21.6% | -$4.1M |
| IAU iShares Gold Trust · Ishares New | 100,015 | -11.0% | -$965.1K |
| Rbb Fd Inc F/M Us Treasury | 10,759 | -57.1% | -$713.4K |
| FTI TechnipFMC plc | 17,151 | -37.0% | -$685.5K |
| iShares Tr Latn Amer 40 Etf | 111,291 | -13.1% | -$578.5K |
| AAPL Apple Inc. | 25,176 | -5.8% | -$512.9K |
| MO Altria Group, Inc. | 44,867 | -14.2% | -$500.1K |
| DBB Invesco DB Base Metals Fund · Etf | 14,348 | -52.9% | -$407.6K |
| META Meta Platforms, Inc. | 288 | -65.0% | -$387.8K |
| NVDA NVIDIA Corporation | 38,380 | -4.0% | -$365.2K |
Exited (40)
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | 20,175 | Exited | -$4.3M |
| VOD Vodafone Group Plc · ADR | 236,004 | Exited | -$3.1M |
| BMY Bristol-Myers Squibb Company | 53,008 | Exited | -$3.1M |
| Vanguard Malvern Fds Strm Infproidx | 58,191 | Exited | -$2.9M |
| LAMR Lamar Advertising Company | 17,575 | Exited | -$2.7M |
| USO United States Oil Fund | 23,587 | Exited | -$2.5M |
| B Barrick Mining Corporation | 44,144 | Exited | -$1.6M |
| PENG Penguin Solutions, Inc. | 19,667 | Exited | -$1.5M |
| AEM Agnico Eagle Mines Limited | 8,447 | Exited | -$1.3M |
| RYAAY Ryanair Holdings plc · ADR | 18,733 | Exited | -$1.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer