Exit Wealth Advisors, LLC.

CIK

2082744

Location

ATLANTA, GA

Portfolio Value

Small $104,359,022

Diversification

Diversified

Filing Date

Global Rank

#5,630 / 8,622 ▼ 143 · as of Mar 2026

Top Industry

Auto Manufacturers 12.1%

3Y Alpha vs SPY

-12.7%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+1.2%

SPY

+10.9%

Annualised alpha

-14.0%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

81 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.2%

+2.2 pts

Top 5

36.1%

+4.2 pts

Top 10

53.0%

+3.7 pts

HHI

390

Diversified+56

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.1%	$33,530,611	16
Technology	26.1%	$27,286,168	15
Consumer Cyclical	13.8%	$14,439,058	5
Healthcare	6.4%	$6,667,173	7
Consumer Defensive	4.8%	$5,014,411	6
Energy	4.4%	$4,574,779	7
Financial Services	4.2%	$4,354,227	10
Communication Services	2.7%	$2,783,472	4
Basic Materials	2.4%	$2,506,223	5
Industrials	2.4%	$2,481,690	4
Utilities	0.7%	$721,210	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSOL	Grayscale Solana Staking ETF	+47,219	107,871	$661,249
DBB	Invesco Db Base Metals Fund	+34,700	45,378	$1,066,383
IBIT	iShares Bitcoin Trust ETF	+18,142	25,284	$971,411
BTC	Grayscale Bitcoin Mini Trust ETF	+14,011	134,901	$4,045,680
ETH	Grayscale Ethereum Staking Mini ETF	+7,766	36,166	$718,256
NVDA	Nvidia Corp	+6,590	35,444	$6,181,433
IAU	Ishares Gold Trust	+5,492	120,242	$10,600,534
SUIG	SUI Group Holdings Ltd.	+4,000	17,000	$20,570
ANET	Arista Networks, Inc.	+3,026	18,529	$2,274,990
MO	Altria Group, Inc.	+2,435	47,126	$3,109,844
AAPL	Apple Inc.	+2,186	24,724	$6,274,703
TSLA	Tesla, Inc.	+1,647	23,043	$8,566,235
AMZN	Amazon Com Inc	+1,204	18,616	$3,877,154
HOOD	Robinhood Markets, Inc.	+1,121	5,902	$409,008
NFE	New Fortress Energy Inc.	+1,000	17,400	$10,266
POWI	Power Integrations Inc	+542	12,616	$645,939
GOOGL	Alphabet Inc.	+341	5,697	$1,638,229
CNR	Core Natural Resources, Inc.	+269	6,158	$644,927
XOM	ExxonMobil Holdings Corp	+267	3,018	$512,033
CEG	Constellation Energy Corp	+263	853	$238,200
MSFT	Microsoft Corp	+255	16,306	$6,035,992
JPM	Jpmorgan Chase & Co	+252	909	$267,391
COIN	Coinbase Global, Inc.	+165	2,943	$513,877
BRK-B	Berkshire Hathaway Inc	+154	1,240	$594,208
MRK	Merck & Co., Inc.	+133	2,184	$262,713
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−81,512	41,182	$1,004,428
SLV	iShares Silver Trust	−36,021	49,456	$3,369,931
UGA	United States Gasoline Fund, LP	−11,498	20,296	$2,097,388
WDC	Western Digital Corp	−10,434	2,875	$777,658
BITW	Bitwise 10 Crypto Index ETF	−9,971	33,190	$1,480,506
LRCX	Lam Research Corp	−4,979	8,197	$1,751,371
MEDP	Medpace Holdings, Inc.	−3,322	927	$445,136
BITB	Bitwise Bitcoin ETF	−2,783	12,569	$462,664
ETHE	Grayscale Ethereum Staking ETF	−1,508	23,214	$396,262
QQQ	Invesco Qqq Trust, Series 1	−1,042	5,613	$3,239,711
BMY	Bristol Myers Squibb Co	−1,025	44,971	$2,727,491
JNJ	Johnson & Johnson	−17	1,139	$278,417
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	13,354	$2,762,942
EXEL	Exelixis, Inc.	62,777	$2,692,505
USO	United States Oil Fund, LP	13,645	$1,736,326
MWA	Mueller Water Products, Inc.	47,060	$1,293,679
CROX	Crocs, Inc.	12,745	$1,058,089
GOLD	Gold.com, Inc.	20,599	$825,607
GLW	Corning Inc /Ny	5,782	$786,178
COHR	Coherent Corp.	2,629	$626,254
FSM	Fortuna Mining Corp.	59,288	$588,729
SVM	Silvercorp Metals Inc	52,832	$567,415
PAAS	Pan American Silver Corp	10,126	$553,183
AG	First Majestic Silver Corp	25,046	$537,988
TEX	Terex Corp	8,626	$509,796
NWE	NorthWestern Energy Group, Inc.	7,325	$483,010
VC	Visteon Corp	5,273	$480,423
R	Ryder System Inc	1,942	$397,546
VOD	Vodafone Group Public Ltd Co	25,887	$388,822
DLTR	Dollar Tree, Inc.	3,266	$357,659
NFLX	Netflix Inc	2,601	$250,086
BP	Bp PLC	4,881	$229,407
COST	Costco Wholesale Corp /New	223	$222,203
CNQ	CANADIAN NATURAL RESOURCES Ltd	4,277	$208,418
TDW	Tidewater Inc	2,475	$206,786
AVGO	Broadcom Inc.	661	$204,586
MIST	Milestone Pharmaceuticals Inc.	15,000	$17,850
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
MPLX	Mplx LP	41,346	$2,206,636
ADBE	Adobe Inc.	6,172	$2,160,138
UUP	Invesco DB US Dollar Index Bullish Fund	73,603	$1,989,489
INSP	Inspire Medical Systems, Inc.	16,230	$1,496,892
VIRT	Virtu Financial, Inc.	38,331	$1,277,188
VVX	V2X, Inc.	22,761	$1,241,612
SAM	Boston Beer Co Inc	6,243	$1,218,196
ATKR	Atkore Inc.	18,812	$1,189,859
DNN	Denison Mines Corp.	306,826	$816,157
SEDG	Solaredge Technologies, Inc.	28,243	$814,810
TIGR	UP Fintech Holding Ltd	85,116	$813,708
SPOT	Spotify Technology S.A.	1,311	$761,310
CLS	Celestica Inc	2,563	$757,648
PDD	PDD Holdings Inc.	5,974	$677,391
SE	Sea Ltd	5,295	$675,483
TDC	Teradata Corp /De/	21,435	$652,481
STNE	StoneCo Ltd.	43,016	$636,206
TME	Tencent Music Entertainment Group	35,994	$630,974
NIO	NIO Inc.	110,782	$564,988
BFH	Bread Financial Holdings, Inc.	7,123	$527,315
JBHT	Hunt J B Transport Services Inc	2,651	$515,195
CMCSA	Comcast Corp	17,039	$509,295
EBAY	Ebay Inc	5,509	$479,833
VNT	Vontier Corp	12,324	$458,206
VIPS	Vipshop Holdings Ltd	25,527	$451,572
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $104,359,022 total · filing declares 131 positions · $194,512,406 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Added	120,242	+5,492	$10,600,534	+13.8%	10.16%
TSLA	Tesla, Inc. Consumer Cyclical	Added	23,043	+1,647	$8,566,235	−11.0%	8.21%
AAPL	Apple Inc. Technology	Added	24,724	+2,186	$6,274,703	+2.4%	6.01%
NVDA	Nvidia Corp Technology	Added	35,444	+6,590	$6,181,433	+14.9%	5.92%
MSFT	Microsoft Corp Technology	Added	16,306	+255	$6,035,992	−22.2%	5.78%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	134,901	+14,011	$4,045,680	−13.6%	3.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,616	+1,204	$3,877,154	−3.5%	3.72%
SLV	iShares Silver Trust	Reduced	49,456	-36,021	$3,369,931	−38.8%	3.23%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Reduced	5,613	-1,042	$3,239,711	−20.8%	3.10%
MO	Altria Group, Inc. Consumer Defensive	Added	47,126	+2,435	$3,109,844	+20.7%	2.98%
CVX	Chevron Corp Energy	NEW	13,354	NEW	$2,762,942	NEW	2.65%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	44,971	-1,025	$2,727,491	+9.9%	2.61%
EXEL	Exelixis, Inc. Healthcare	NEW	62,777	NEW	$2,692,505	NEW	2.58%
ANET	Arista Networks, Inc. Technology	Added	18,529	+3,026	$2,274,990	+12.0%	2.18%
UGA	United States Gasoline Fund, LP	Reduced	20,296	-11,498	$2,097,388	+6.9%	2.01%
LRCX	Lam Research Corp Technology	Reduced	8,197	-4,979	$1,751,371	−22.3%	1.68%
USO	United States Oil Fund, LP	NEW	13,645	NEW	$1,736,326	NEW	1.66%
GOOGL	Alphabet Inc. Communication Services	Added	5,697	+341	$1,638,229	−2.3%	1.57%
BITW	Bitwise 10 Crypto Index ETF	Reduced	33,190	-9,971	$1,480,506	−41.6%	1.42%
AAAU	Goldman Sachs Physical Gold ETF	Held	31,334	0	$1,447,317	+8.6%	1.39%
MWA	Mueller Water Products, Inc. Industrials	NEW	47,060	NEW	$1,293,679	NEW	1.24%
DBB	Invesco Db Base Metals Fund	Added	45,378	+34,700	$1,066,383	+335.3%	1.02%
CROX	Crocs, Inc. Consumer Cyclical	NEW	12,745	NEW	$1,058,089	NEW	1.01%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	41,182	-81,512	$1,004,428	−65.4%	0.96%
IBIT	iShares Bitcoin Trust ETF	Added	25,284	+18,142	$971,411	+173.9%	0.93%
GBTC	Grayscale Bitcoin Trust ETF	Held	15,706	0	$828,648	−22.8%	0.79%
GOLD	Gold.com, Inc. Financial Services	NEW	20,599	NEW	$825,607	NEW	0.79%
GLW	Corning Inc /Ny Technology	NEW	5,782	NEW	$786,178	NEW	0.75%
WDC	Western Digital Corp Technology	Reduced	2,875	-10,434	$777,658	−66.1%	0.75%
ETH	Grayscale Ethereum Staking Mini ETF	Added	36,166	+7,766	$718,256	−9.9%	0.69%
GSOL	Grayscale Solana Staking ETF	Added	107,871	+47,219	$661,249	+19.8%	0.63%
POWI	Power Integrations Inc Technology	Added	12,616	+542	$645,939	+50.5%	0.62%
CNR	Core Natural Resources, Inc. Energy	Added	6,158	+269	$644,927	+23.7%	0.62%
COHR	Coherent Corp. Technology	NEW	2,629	NEW	$626,254	NEW	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,240	+154	$594,208	+8.9%	0.57%
FSM	Fortuna Mining Corp. Basic Materials	NEW	59,288	NEW	$588,729	NEW	0.56%
SVM	Silvercorp Metals Inc Basic Materials	NEW	52,832	NEW	$567,415	NEW	0.54%
PAAS	Pan American Silver Corp Basic Materials	NEW	10,126	NEW	$553,183	NEW	0.53%
AG	First Majestic Silver Corp Basic Materials	NEW	25,046	NEW	$537,988	NEW	0.52%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,219	+32	$532,229	+4.1%	0.51%
COIN	Coinbase Global, Inc. Financial Services	Added	2,943	+165	$513,877	−18.2%	0.49%
XOM	ExxonMobil Holdings Corp Energy	Added	3,018	+267	$512,033	+54.7%	0.49%
TEX	Terex Corp Industrials	NEW	8,626	NEW	$509,796	NEW	0.49%
META	Meta Platforms, Inc. Communication Services	Added	885	+76	$506,335	−5.2%	0.49%
NWE	NorthWestern Energy Group, Inc. Utilities	NEW	7,325	NEW	$483,010	NEW	0.46%
VC	Visteon Corp Consumer Cyclical	NEW	5,273	NEW	$480,423	NEW	0.46%
AMD	Advanced Micro Devices Inc Technology	Added	2,328	+11	$473,585	−4.6%	0.45%
BITB	Bitwise Bitcoin ETF	Reduced	12,569	-2,783	$462,664	−36.6%	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,390	+5	$457,157	−4.1%	0.44%
MEDP	Medpace Holdings, Inc. Healthcare	Reduced	927	-3,322	$445,136	−81.3%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.