Exit Wealth Advisors, LLC.

CIK

2082744

Location

ATLANTA, GA

Portfolio Value

Small $148,361,439

Diversification

Diversified

Filing Date

Global Rank

#5,258 / 8,700 ▲ 823

Top Industry

Semiconductors 12.2%

Period ended 2 months ago

Filed Aug 11, 2026 · 33d

4 quarters · since Sep 2025

Portfolio Concentration

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

Top Position

7.4%

−14.4 pts

Top 5

27.8%

−17.9 pts

Top 10

42.6%

−15.2 pts

HHI

269

Diversified−447

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.0%	$44,532,366	22
Unclassified	23.9%	$35,518,823	19
Consumer Cyclical	12.3%	$18,219,519	6
Healthcare	7.3%	$10,824,003	13
Communication Services	5.2%	$7,767,782	3
Energy	4.9%	$7,336,560	6
Consumer Defensive	4.3%	$6,371,256	7
Industrials	3.3%	$4,898,631	6
Financial Services	3.3%	$4,884,240	11
Basic Materials	3.3%	$4,876,949	6
Real Estate	1.8%	$2,741,348	1
Utilities	0.3%	$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
GSOL	Grayscale Solana Staking ETF	+41,238	149,109	$824,572
BTC	Grayscale Bitcoin Mini Trust ETF	+26,824	161,725	$4,196,763
AG	First Majestic Silver Corp	+19,495	44,541	$755,415
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
USO	United States Oil Fund, LP	+9,942	23,587	$2,510,600
BMY	Bristol Myers Squibb Co	+8,037	53,008	$3,054,320
MIST	Milestone Pharmaceuticals Inc.	+7,692	22,692	$30,407
UGA	United States Gasoline Fund, LP	+7,059	27,355	$2,816,744
MO	Altria Group, Inc.	+5,167	52,293	$3,762,481
NVDA	Nvidia Corp	+4,535	39,979	$7,999,398
CVX	Chevron Corp	+3,158	16,512	$2,737,029
TSLA	Tesla, Inc.	+3,012	26,055	$10,958,733
AAPL	Apple Inc.	+1,992	26,716	$7,730,541
BTI	British American Tobacco p.l.c.	+1,959	9,323	$575,788
GLW	Corning Inc /Ny	+1,890	7,672	$1,959,658
ANET	Arista Networks, Inc.	+1,592	20,121	$3,418,155
QQQ	Invesco Qqq Trust, Series 1	+1,425	7,038	$5,182,783
HOOD	Robinhood Markets, Inc.	+968	6,870	$688,923
AMZN	Amazon Com Inc	+797	19,413	$4,626,894
COHR	Coherent Corp.	+757	3,386	$1,335,675
COIN	Coinbase Global, Inc.	+468	3,411	$498,654
PM	Philip Morris International Inc.	+390	3,609	$652,904
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
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
AIRR	First Trust RBA American Industrial Renaissance ETF	−8,229	3,518	$468,773
IAU	Ishares Gold Trust	−7,870	112,372	$8,485,209
ETH	Grayscale Ethereum Staking Mini ETF	−4,653	31,513	$473,640
BITW	Bitwise 10 Crypto Index ETF	−3,803	29,387	$1,104,363
VXUS	Vanguard Total International Stock ETF	−839	16,478	$1,408,704
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
WDC	Western Digital Corp	−194	2,681	$1,712,408
MSFT	Microsoft Corp	−166	16,140	$6,020,542
IBIT	iShares Bitcoin Trust ETF	−124	25,160	$837,576
V	Visa Inc.	−64	633	$217,175
META	Meta Platforms, Inc.	−62	823	$463,587
JPM	Jpmorgan Chase & Co	−42	867	$283,795
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/New	17,575	$2,741,348
MU	Micron Technology Inc	1,896	$2,188,533
FTI	TechnipFMC plc	27,243	$1,806,210
B	Barrick Mining Corp	44,144	$1,621,409
PENG	Penguin Solutions, Inc.	19,667	$1,494,888
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
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
—		60,195	$704,883
PATK	Patrick Industries Inc	7,569	$679,544
CDNL	Cardinal Infrastructure Group Inc.	7,010	$660,342
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	839,142	$42,178,556
AAXJ	iShares MSCI All Country Asia ex Japan ETF	277,903	$20,909,941
VB	Vanguard Morningstar Small-Cap ETF	5,938	$3,019,678
ABI	VictoryShares Pioneer Asset-Based Income ETF	16,209	$2,996,930
EXEL	Exelixis, Inc.	62,777	$2,692,505
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	51,275	$2,561,186
LRCX	Lam Research Corp	8,197	$1,751,371
DYTA	SGI Dynamic Tactical ETF	29,562	$1,473,961
ACES	ALPS Clean Energy ETF	24,870	$1,309,156
MWA	Mueller Water Products, Inc.	47,060	$1,293,679
CROX	Crocs, Inc.	12,745	$1,058,089
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	21,300	$1,038,890
JA	Janus Henderson AA-A CLO ETF	20,479	$1,031,527
EDV	Vanguard World Funds Extended Duration ETF	6,080	$1,010,457
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	13,128	$1,004,817
GOLD	Gold.com, Inc.	20,599	$825,607
—		9,080	$744,378
IVZ	Invesco Ltd.	2,723	$647,039
POWI	Power Integrations Inc	12,616	$645,939
CNR	Core Natural Resources, Inc.	6,158	$644,927
AGGH	Simplify Aggregate Bond ETF	24,188	$614,738
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

101 tracked positions · $148,361,439 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 101 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	26,055	+3,012	$10,958,733	+27.9%	7.39%
IAU	Ishares Gold Trust	Reduced	112,372	-7,870	$8,485,209	−20.0%	5.72%
NVDA	Nvidia Corp Technology	Added	39,979	+4,535	$7,999,398	+29.4%	5.39%
AAPL	Apple Inc. Technology	Added	26,716	+1,992	$7,730,541	+23.2%	5.21%
MSFT	Microsoft Corp Technology	Reduced	16,140	-166	$6,020,542	−0.3%	4.06%
QQQ	Invesco Qqq Trust, Series 1	Added	7,038	+1,425	$5,182,783	+60.0%	3.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,413	+797	$4,626,894	+19.3%	3.12%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	161,725	+26,824	$4,196,763	+3.7%	2.83%
GOOGL	Alphabet Inc. Communication Services	Added	11,766	+169	$4,181,863	+25.6%	2.82%
MO	Altria Group, Inc. Consumer Defensive	Added	52,293	+5,167	$3,762,481	+21.0%	2.54%
LLY	ELI LILLY & Co Healthcare	NEW	2,922	NEW	$3,504,734	NEW	2.36%
ANET	Arista Networks, Inc. Technology	Added	20,121	+1,592	$3,418,155	+50.2%	2.30%
SLV	iShares Silver Trust	Added	62,592	+13,136	$3,346,794	−0.7%	2.26%
VOD	Vodafone Group Public Ltd Co Communication Services	Added	236,004	+210,117	$3,122,332	+703.0%	2.10%
BMY	Bristol Myers Squibb Co Healthcare	Added	53,008	+8,037	$3,054,320	+12.0%	2.06%
UGA	United States Gasoline Fund, LP	Added	27,355	+7,059	$2,816,744	+34.3%	1.90%
LAMR	Lamar Advertising Co/New Real Estate	NEW	17,575	NEW	$2,741,348	NEW	1.85%
CVX	Chevron Corp Energy	Added	16,512	+3,158	$2,737,029	−0.9%	1.84%
USO	United States Oil Fund, LP	Added	23,587	+9,942	$2,510,600	+44.6%	1.69%
MU	Micron Technology Inc Technology	NEW	1,896	NEW	$2,188,533	NEW	1.48%
GLW	Corning Inc /Ny Technology	Added	7,672	+1,890	$1,959,658	+149.3%	1.32%
FTI	TechnipFMC plc Energy	NEW	27,243	NEW	$1,806,210	NEW	1.22%
SHOP	Shopify Inc. Technology	Added	15,497	+13,697	$1,769,447	+728.7%	1.19%
WDC	Western Digital Corp Technology	Reduced	2,681	-194	$1,712,408	+120.2%	1.15%
B	Barrick Mining Corp Basic Materials	NEW	44,144	NEW	$1,621,409	NEW	1.09%
PENG	Penguin Solutions, Inc. Technology	NEW	19,667	NEW	$1,494,888	NEW	1.01%
VXUS	Vanguard Total International Stock ETF	Reduced	16,478	-839	$1,408,704	+5.5%	0.95%
AMD	Advanced Micro Devices Inc Technology	Added	2,393	+65	$1,390,117	+193.5%	0.94%
COHR	Coherent Corp. Technology	Added	3,386	+757	$1,335,675	+113.3%	0.90%
AEM	Agnico Eagle Mines Ltd Basic Materials	NEW	8,447	NEW	$1,310,383	NEW	0.88%
AAAU	Goldman Sachs Physical Gold ETF	Held	31,334	0	$1,239,886	−14.3%	0.84%
RYAAY	Ryanair Holdings PLC Industrials	NEW	18,733	NEW	$1,212,961	NEW	0.82%
ASML	Asml Holding NV Technology	NEW	577	NEW	$1,147,906	NEW	0.77%
TXG	10x Genomics, Inc. Healthcare	NEW	29,546	NEW	$1,132,793	NEW	0.76%
BITW	Bitwise 10 Crypto Index ETF	Reduced	29,387	-3,803	$1,104,363	−25.4%	0.74%
ENTG	Entegris Inc Technology	NEW	5,906	NEW	$1,062,253	NEW	0.72%
ETN	Eaton Corp plc Industrials	NEW	2,444	NEW	$1,041,437	NEW	0.70%
CMI	Cummins Inc Industrials	NEW	1,444	NEW	$1,029,875	NEW	0.69%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	1,975	NEW	$943,200	NEW	0.64%
CVE	Cenovus Energy Inc. Energy	NEW	35,885	NEW	$890,306	NEW	0.60%
SEDG	Solaredge Technologies, Inc. Technology	NEW	15,066	NEW	$880,457	NEW	0.59%
ACLS	Axcelis Technologies Inc Technology	NEW	4,604	NEW	$872,227	NEW	0.59%
RACE	Ferrari N.V. Consumer Cyclical	NEW	2,316	NEW	$862,223	NEW	0.58%
IBIT	iShares Bitcoin Trust ETF	Reduced	25,160	-124	$837,576	−13.8%	0.56%
IAG	Iamgold Corp Basic Materials	NEW	52,793	NEW	$836,241	NEW	0.56%
GSOL	Grayscale Solana Staking ETF	Added	149,109	+41,238	$824,572	+24.7%	0.56%
PSLV	Sprott Physical Silver Trust Financial Services	Held	41,182	0	$777,104	−22.6%	0.52%
PBR	Petrobras - Petroleo Brasileiro SA Energy	NEW	47,168	NEW	$762,234	NEW	0.51%
NXPI	NXP Semiconductors N.V. Technology	NEW	2,699	NEW	$758,499	NEW	0.51%
AG	First Majestic Silver Corp Basic Materials	Added	44,541	+19,495	$755,415	+40.4%	0.51%

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.