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Exit Wealth Advisors, LLC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2082744
Institutional-grade research for retail investors

Sector Allocation

  • Financials28.0%$61.5M
  • Other23.1%$50.5M
  • Technology21.1%$46.2M
  • Consumer Discretionary7.8%$17.2M
  • Healthcare4.8%$10.4M
  • Materials3.6%$7.9M
  • Energy3.4%$7.3M
  • Consumer Staples2.9%$6.4M
  • Industrials2.1%$4.6M
  • Communication Services1.6%$3.4M

AUM History

13fpro.ai/research/fund/exit-wealth-advisors-llc-2082744

Conviction and streaks

Diversifying · top 10 = 36.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

WT$WTConviction hold8.6% weight · held 4 quartersTSLA$TSLAConviction hold4.8% weight · held 4 quartersIAU$IAUConviction hold3.9% weight · held 4 quartersNVDA$NVDAConviction hold3.6% weight · held 4 quartersAAPL$AAPLConviction hold3.5% weight · held 4 quartersTSLA$TSLAAccumulating+28% shares · 3 quarters runningNVDA$NVDAAccumulating+52% shares · 3 quarters runningAAPL$AAPLAccumulating+78% shares · 3 quarters runningAMZN$AMZNAccumulating+17% shares · 3 quarters running$Accumulating+20% shares · 3 quarters running$Trimming-57% shares · 3 quarters runningETHE$ETHETrimming-62% shares · 3 quarters running$Trimming-29% shares · 3 quarters runningWDC$WDCTrimming-80% shares · 2 quarters runningBITW$BITWTrimming-32% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/exit-wealth-advisors-llc-2082744

Exit Wealth Advisors, LLC. 13F holdings — Q2 2026

$219.6M portfolio (+12.9% QoQ) · 150 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio

Includes $336K of put/call options ($0 puts, $336K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $219.3M. Weights use the stock portfolio.

All holdings — Exit Wealth Advisors, LLC. (Q2 2026)

150 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
IVZ$IVZInvesco Ltd.$4.3M+70%
BTC$BTCGrayscale Bitcoin Mini Trust ETF$4.2M+20%
MO$MOALTRIA GROUP, INC.$3.8M+11%
LLY$LLYELI LILLY & Co$3.5MNew
ANET$ANETArista Networks, Inc.$3.4M+9%
SLV$SLViShares Silver Trustetf/fund$3.3M+27%
VOD$VODVODAFONE GROUP PUBLIC LTD COadr$3.1M+812%
— VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund$3.1M+13%
BMY$BMYBRISTOL MYERS SQUIBB CO$3.1M+18%
— VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund$2.9M+13%
UGA$UGAUnited States Gasoline Fund, LPlp unit$2.8M+35%
— ISHARES TR - IBOXX INV CP ETFetf/fund$2.7M+27%
LAMR$LAMRLAMAR ADVERTISING CO/NEW$2.7MNew
CVX$CVXCHEVRON CORP$2.7M+24%
USO$USOUnited States Oil Fund, LPlp unit$2.5M+73%

What changed in Q2 2026

Against the previous quarter's 13F: 47 new, 61 added to, 31 trimmed, 30 sold out. Share-count changes; largest moves by dollar size first.

New positions (47)

  • LLY$LLYELI LILLY & Co$3.5M

    first bought this quarter

  • LAMR$LAMRLAMAR ADVERTISING CO/NEW$2.7M

    first bought this quarter

  • MU$MUMICRON TECHNOLOGY INC$2.2M

    first bought this quarter

  • FTI$FTITechnipFMC plc$1.8M

    first bought this quarter

  • B$BBARRICK MINING CORP$1.6M

    first bought this quarter

  • PENG$PENGPenguin Solutions, Inc.$1.5M

    first bought this quarter

+41 more in the Excel export

Added to (61)

  • JANUS DETROIT STR TR - HENDRSON AAA CL+472%

    now $5.9M

  • VOD$VODVODAFONE GROUP PUBLIC LTD CO+812%

    now $3.1M · held 2 qtrs, 2 adds in a row

  • IVZ$IVZInvesco Ltd.+70%

    now $4.3M · held 4+ qtrs, 2 adds in a row

  • SHOP$SHOPSHOPIFY INC.+761%

    now $1.8M · held 4+ qtrs, 2 adds in a row

  • QQQ$QQQINVESCO QQQ TRUST, SERIES 1+40%

    now $5.2M · held 4+ qtrs

  • USO$USOUnited States Oil Fund, LP+73%

    now $2.5M · held 2 qtrs, 2 adds in a row

+55 more in the Excel export

Trimmed (31)

  • WT$WTWisdomTree, Inc.-55%

    now $18.9M · held 4+ qtrs

  • ISHARES TR - 0-3 MTH TREASURY-88%

    now $1.1M

  • SPDR SERIES TRUST - ST STR BLO 1 ETF-79%

    now $274K

  • IAU$IAUISHARES GOLD TRUST-7%

    now $8.5M · held 4+ qtrs

  • FSM$FSMFORTUNA MINING CORP.-73%

    now $135K · held 2 qtrs

  • DBB$DBBINVESCO DB BASE METALS FUND-33%

    now $734K · held 3 qtrs

+25 more in the Excel export

Sold out (30)

  • EXEL$EXELEXELIXIS, INC.was $2.7M

    held 1 qtr

  • LRCX$LRCXLAM RESEARCH CORPwas $1.8M

    held 2 qtrs

  • MWA$MWAMueller Water Products, Inc.was $1.3M

    held 1 qtr

  • CROX$CROXCrocs, Inc.was $1.1M

    held 1 qtr

  • GOLD$GOLDGold.com, Inc.was $826K

    held 1 qtr

  • POWI$POWIPOWER INTEGRATIONS INCwas $646K

+24 more in the Excel export

Firm AUM (Form ADV): $243.2M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Exit Wealth Advisors, LLC. has filed, 3 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Exit Wealth Advisors's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 12 of the 20 are scored)

Top 10 since filing

+1.8%

Value-weighted move of the 10 largest stock positions

Turnover

25%

Last quarter

Top 10 weight

36%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

64%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Exit Wealth Advisors, LLC. disclosed 150 positions worth $219.6M in its Form 13F-HR for Q2 2026 — $219.3M in common stock plus $336,480 of put/call option positions (reported at underlying notional value, not premium at risk), led by $WT (WisdomTree, Inc.) at 8.6% of the equity portfolio, followed by $TSLA and $IAU. During the quarter the fund opened 47 new positions and exited 30 — including a new stake in $LLY and a full exit from $EXEL. The portfolio is most concentrated in Financials (28.0% of disclosed assets). All figures are sourced directly from Exit Wealth Advisors, LLC.’s Form 13F-HR filing with the SEC under CIK 2082744.

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AI-Powered Hedge Fund Analysis: Exit Wealth Advisors, LLC.

13F Pro is an AI hedge fund tracker and stock research platform. For Exit Wealth Advisors, LLC. (SEC CIK: 2082744), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Exit Wealth Advisors, LLC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.