Exit Wealth Advisors, LLC.

Registered adviser

CIK

2082744

Location

ATLANTA, GA

Portfolio Value

Small $218,046,561

Diversification

Diversified

Filing Date

Global Rank

#6,225 / 8,818 ▼ 23

Top Industry

Semiconductors 11.9%

Period ended 4 months ago

Filed Aug 11, 2026 · 3mo

4 quarters · since Sep 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 332573

Roster of Oct 1, 2026

Regulatory AUM

$243,222,773

Main clients

Individuals and high net worth (82% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$243,222,773	Individuals and high net worth (82%)
Dec 2025 to Mar 2026	$187,236,544	Individuals and high net worth (91%)

Stated strategy

Fundamental active, Fixed income / rates, Multi-asset, Private markets, Wealth management / planning Form ADV Part 2A, Sep 30, 2026 · original

In the firm's words

Fundamental active: Exit Wealth Advisors primarily employs fundamental analysis methods in developing investment strategies for its clients.
Fixed income / rates: The securities utilized by Exit Wealth Advisors for investment in client accounts mainly consist of registered mutual funds and exchange traded funds (ETFs), but we will also invest in equity securities, corporate bonds, REITS, variable annuities, private funds/alternative investments, cryptocurrency, closed end funds and structured notes.
Multi-asset: The securities utilized by Exit Wealth Advisors for investment in client accounts mainly consist of registered mutual funds and exchange traded funds (ETFs), but we will also invest in equity securities, corporate bonds, REITS, variable annuities, private funds/alternative investments, cryptocurrency, closed end funds and structured notes.
Private markets: The securities utilized by Exit Wealth Advisors for investment in client accounts mainly consist of registered mutual funds and exchange traded funds (ETFs), but we will also invest in equity securities, corporate bonds, REITS, variable annuities, private funds/alternative investments, cryptocurrency, closed end funds and structured notes.
Wealth management / planning: EWA offers financial planning services tailored to the needs of the individual EWA client.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 42.6%, 35.5 effective positions, active share 66.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.1 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 66.9%; sector active share 34.4% against the combined 13F book's sector weights.

Over time 4 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

149 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.7%

−13.3 pts

Top 5

29.0%

−17.2 pts

Top 10

42.7%

−15.7 pts

HHI

282

Diversified−449

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	46.8%	$102,027,859	63
Technology	20.4%	$44,532,366	22
Consumer Cyclical	8.4%	$18,219,519	6
Healthcare	5.0%	$10,824,003	13
Financial Services	3.7%	$8,060,326	14
Communication Services	3.6%	$7,767,782	4
Energy	3.4%	$7,336,560	6
Consumer Defensive	2.9%	$6,371,256	7
Industrials	2.2%	$4,898,631	6
Basic Materials	2.2%	$4,876,949	6
Real Estate	1.3%	$2,741,348	1
Utilities	0.2%	$389,962	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VOD	Vodafone Group Public Ltd Co	+210,117	236,004	$3,122,332
JAAA	Janus Henderson AAA CLO ETF	+96,671	117,150	$5,914,903
GSOL	Grayscale Solana Staking ETF	+41,238	149,109	$824,572
KNRG		+35,810	59,998	$1,542,248
BTC	Grayscale Bitcoin Mini Trust ETF	+26,824	161,725	$4,196,763
AG	First Majestic Silver Corp	+19,495	44,541	$755,415
CPER		+17,934	25,649	$967,736
SHOP	Shopify Inc.	+13,697	15,497	$1,769,447
SLV	iShares Silver Trust	+13,136	62,592	$3,346,794
CNQ	CANADIAN NATURAL RESOURCES Ltd	+12,991	17,268	$682,086
ILF	iShares Latin America 40 ETF	+12,318	128,058	$4,321,957
SSK	REX-Osprey SOL + Staking ETF	+11,100	25,792	$0
USO	United States Oil Fund, LP	+9,942	23,587	$2,510,600
RSP	Victory Portfolios II	+8,310	20,175	$4,292,634
BMY	Bristol Myers Squibb Co	+8,037	53,008	$3,054,320
MIST	Milestone Pharmaceuticals Inc.	+7,692	22,692	$30,407
IYR	iShares U.S. Real Estate ETF	+7,201	13,570	$1,387,532
UGA	United States Gasoline Fund, LP	+7,059	27,355	$2,816,744
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+6,916	58,191	$2,922,933
AVUV	Avantis U.S. Small Cap Value ETF	+6,174	8,267	$1,031,390
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+5,295	25,168	$2,745,073
MO	Altria Group, Inc.	+5,167	52,293	$3,762,481
NVDA	Nvidia Corp	+4,535	39,979	$7,999,398
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+4,017	21,320	$966,648
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+3,310	3,795	$453,578
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
USFR	WisdomTree Floating Rate Treasury Fund	−456,442	376,007	$18,931,952
SGOV	iShares 0-3 Month Treasury Bond ETF	−79,724	11,046	$1,112,000
FSM	Fortuna Mining Corp.	−43,305	15,983	$135,056
DBB	Invesco Db Base Metals Fund	−14,919	30,459	$734,061
—		−10,933	2,993	$274,278
ETHE	Grayscale Ethereum Staking ETF	−10,926	12,288	$156,794
IAU	Ishares Gold Trust	−7,870	112,372	$8,485,209
MSOS	AdvisorShares Pure US Cannabis ETF	−5,000	21,654	$110,002
ETH	Grayscale Ethereum Staking Mini ETF	−4,653	31,513	$473,640
TBIL	F/m US Treasury 3 Month Bill Fund	−4,491	25,071	$1,250,040
BITW	Bitwise 10 Crypto Index ETF	−3,803	29,387	$1,104,363
TLT	iShares 20+ Year Treasury Bond ETF	−2,968	6,639	$573,742
IGLD	FT Vest Gold Strategy Target Income ETF	−2,923	14,438	$304,064
RDVY	First Trust Rising Dividend Achievers ETF	−2,776	8,971	$727,189
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−2,132	10,996	$966,328
VDE	VANGUARD ENERGY INDEX FUND	−1,569	4,026	$604,423
VXUS	Vanguard Total International Stock ETF	−839	16,478	$1,408,704
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−551	4,161	$683,527
HD	Home Depot, Inc.	−292	1,098	$387,242
GBTC	Grayscale Bitcoin Trust ETF	−274	15,432	$702,464
CINF	Cincinnati Financial Corp	−271	1,568	$290,299
GDX	VanEck Gold Miners ETF	−223	3,442	$259,698
GOOG	Alphabet Inc.	−219	5,681	$2,007,267
WDC	Western Digital Corp	−194	2,681	$1,712,408
MSFT	Microsoft Corp	−166	16,140	$6,020,542
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	2,922	$3,504,734
LAMR	Lamar Advertising Co	17,575	$2,741,348
MU	Micron Technology Inc	1,896	$2,188,533
FTI	TechnipFMC plc	27,243	$1,806,210
BKLN	Invesco Ltd.	84,516	$1,721,590
B	Barrick Mining Corp	44,144	$1,621,409
PENG	Penguin Solutions, Inc.	19,667	$1,494,888
MBB	iShares MBS ETF	14,237	$1,345,681
AEM	Agnico Eagle Mines Ltd	8,447	$1,310,383
RYAAY	Ryanair Holdings PLC	18,733	$1,212,961
ASML	Asml Holding NV	577	$1,147,906
TXG	10x Genomics, Inc.	29,546	$1,132,793
ENTG	Entegris Inc	5,906	$1,062,253
ETN	Eaton Corp plc	2,444	$1,041,437
CMI	Cummins Inc	1,444	$1,029,875
EEM	iShares MSCI Emerging Markets ETF	14,400	$985,104
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,975	$943,200
CVE	Cenovus Energy Inc.	35,885	$890,306
SEDG	Solaredge Technologies, Inc.	15,066	$880,457
ACLS	Axcelis Technologies Inc	4,604	$872,227
RACE	Ferrari N.V.	2,316	$862,223
IAG	Iamgold Corp	52,793	$836,241
PBR	Petrobras - Petroleo Brasileiro SA	47,168	$762,234
NXPI	NXP Semiconductors N.V.	2,699	$758,499
BNS	Bank Of Nova Scotia	8,259	$717,211
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
EXEL	Exelixis, Inc.	62,777	$2,692,505
LRCX	Lam Research Corp	8,197	$1,751,371
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
POWI	Power Integrations Inc	12,616	$645,939
CNR	Core Natural Resources, Inc.	6,158	$644,927
SVM	Silvercorp Metals Inc	52,832	$567,415
PAAS	Pan American Silver Corp	10,126	$553,183
TEX	Terex Corp	8,626	$509,796
NWE	NorthWestern Energy Group, Inc.	7,325	$483,010
VC	Visteon Corp	5,273	$480,423
MEDP	Medpace Holdings, Inc.	927	$445,136
R	Ryder System Inc	1,942	$397,546
FOX	Fox Corp	6,836	$362,991
DLTR	Dollar Tree, Inc.	3,266	$357,659
RTX	RTX Corp	1,455	$280,669
EPI	WisdomTree India Earnings Fund	6,693	$273,074
JCPB	JPMorgan Core Plus Bond ETF	5,717	$269,156
CGDV	Capital Group Dividend Value ETF	6,120	$260,344
NFLX	Netflix Inc	2,601	$250,086
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	3,997	$244,856
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	3,246	$239,035
CEG	Constellation Energy Corp	853	$238,200
BP	Bp PLC	4,881	$229,407
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

149 tracked positions · $218,046,561 total · filing declares 150 positions · $219,618,733 · as of Jun 30, 2026

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

Showing 1–50 of 149 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
USFR	WisdomTree Floating Rate Treasury Fund	Reduced	376,007	-456,442	$18,931,952	−54.8%	4	before history	8.68%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	26,055	+3,012	$10,958,733	+27.9%	4	before history	5.03%
IAU	Ishares Gold Trust	Reduced	112,372	-7,870	$8,485,209	−20.0%	4	before history	3.89%
NVDA	Nvidia Corp Technology	Added	39,979	+4,535	$7,999,398	+29.4%	4	before history	3.67%
AAPL	Apple Inc. Technology	Added	26,716	+1,992	$7,730,541	+23.2%	4	before history	3.55%
MSFT	Microsoft Corp Technology	Reduced	16,140	-166	$6,020,542	−0.3%	4	before history	2.76%
JAAA	Janus Henderson AAA CLO ETF	Added	117,150	+96,671	$5,914,903	+473.4%	2	$50.60	2.71%
QQQ	Invesco Qqq Trust, Series 1	Added	7,038	+1,425	$5,182,783	+60.0%	4	before history	2.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,413	+797	$4,626,894	+19.3%	4	before history	2.12%
ILF	iShares Latin America 40 ETF	Added	128,058	+12,318	$4,321,957	+5.1%	4	before history	1.98%
RSP	Victory Portfolios II	Added	20,175	+8,310	$4,292,634	+88.5%	4	before history	1.97%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	161,725	+26,824	$4,196,763	+3.7%	3	$41.32	1.92%
MO	Altria Group, Inc. Consumer Defensive	Added	52,293	+5,167	$3,762,481	+21.0%	4	before history	1.73%
LLY	ELI LILLY & Co Healthcare	NEW	2,922	NEW	$3,504,734	NEW	1	$1,021.74	1.61%
ANET	Arista Networks, Inc. Technology	Added	20,121	+1,592	$3,418,155	+50.2%	4	before history	1.57%
SLV	iShares Silver Trust	Added	62,592	+13,136	$3,346,794	−0.7%	4	before history	1.53%
VOD	Vodafone Group Public Ltd Co Communication Services	Added	236,004	+210,117	$3,122,332	+703.0%	2	$15.09	1.43%
VOO	VANGUARD 500 INDEX FUND	Added	4,533	+505	$3,113,309	+29.3%	4	before history	1.43%
BMY	Bristol Myers Squibb Co Healthcare	Added	53,008	+8,037	$3,054,320	+12.0%	3	$49.52	1.40%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	58,191	+6,916	$2,922,933	+14.1%	2	$49.79	1.34%
UGA	United States Gasoline Fund, LP	Added	27,355	+7,059	$2,816,744	+34.3%	4	before history	1.29%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	25,168	+5,295	$2,745,073	+26.7%	4	before history	1.26%
LAMR	Lamar Advertising Co Real Estate	NEW	17,575	NEW	$2,741,348	NEW	1	$144.59	1.26%
CVX	Chevron Corp Energy	Added	16,512	+3,158	$2,737,029	−0.9%	2	$183.07	1.26%
USO	United States Oil Fund, LP	Added	23,587	+9,942	$2,510,600	+44.6%	2	$106.51	1.15%
MU	Micron Technology Inc Technology	NEW	1,896	NEW	$2,188,533	NEW	1	$749.89	1.00%
GOOGL	Alphabet Inc. Communication Services	Added	6,085	+388	$2,174,596	+32.7%	4	before history	1.00%
GOOG	Alphabet Inc. Communication Services	Reduced	5,681	-219	$2,007,267	+18.6%	4	before history	0.92%
GLW	Corning Inc Technology	Added	7,672	+1,890	$1,959,658	+149.3%	2	$135.71	0.90%
FTI	TechnipFMC plc Energy	NEW	27,243	NEW	$1,806,210	NEW	1	$70.80	0.83%
SHOP	Shopify Inc. Technology	Added	15,497	+13,697	$1,769,447	+728.7%	4	before history	0.81%
BKLN	Invesco Ltd. Financial Services	NEW	84,516	NEW	$1,721,590	NEW	1	$20.51	0.79%
WDC	Western Digital Corp Technology	Reduced	2,681	-194	$1,712,408	+120.2%	3	$151.63	0.79%
B	Barrick Mining Corp Basic Materials	NEW	44,144	NEW	$1,621,409	NEW	1	$40.99	0.74%
KNRG		Added	59,998	+35,810	$1,542,248	+150.9%	2	$25.83	0.71%
PENG	Penguin Solutions, Inc. Technology	NEW	19,667	NEW	$1,494,888	NEW	1	$45.49	0.69%
TIP	iShares TIPS Bond ETF	Added	13,642	+2,217	$1,492,844	+18.4%	4	before history	0.68%
VXUS	Vanguard Total International Stock ETF	Reduced	16,478	-839	$1,408,704	+5.5%	4	before history	0.65%
AMD	Advanced Micro Devices Inc Technology	Added	2,393	+65	$1,390,117	+193.5%	4	before history	0.64%
IYR	iShares U.S. Real Estate ETF	Added	13,570	+7,201	$1,387,532	+130.4%	4	before history	0.64%
MBB	iShares MBS ETF	NEW	14,237	NEW	$1,345,681	NEW	1	unpriced	0.62%
COHR	Coherent Corp. Technology	Added	3,386	+757	$1,335,675	+113.3%	2	$256.87	0.61%
AEM	Agnico Eagle Mines Ltd Basic Materials	NEW	8,447	NEW	$1,310,383	NEW	1	$185.24	0.60%
TBIL	F/m US Treasury 3 Month Bill Fund	Reduced	25,071	-4,491	$1,250,040	−15.2%	3	$49.93	0.57%
AAAU	Goldman Sachs Physical Gold ETF	Held	31,334	0	$1,239,886	−14.3%	4	before history	0.57%
RYAAY	Ryanair Holdings PLC Industrials	NEW	18,733	NEW	$1,212,961	NEW	1	$58.96	0.56%
ASML	Asml Holding NV Technology	NEW	577	NEW	$1,147,906	NEW	1	$1,591.72	0.53%
TXG	10x Genomics, Inc. Healthcare	NEW	29,546	NEW	$1,132,793	NEW	1	$26.21	0.52%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	11,046	-79,724	$1,112,000	−87.8%	2	unpriced	0.51%
BITW	Bitwise 10 Crypto Index ETF	Reduced	29,387	-3,803	$1,104,363	−25.4%	3	$67.51	0.51%

Showing the top 50 of 149 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.