Exit Wealth Advisors, LLC.

CIK

2082744

Location

ATLANTA, GA

Portfolio Value

Small $104,108,672

Diversification

Diversified

Filing Date

Global Rank

#5,625 / 8,605 ▼ 132 · as of Mar 2026

Top Industry

Auto Manufacturers 12.1%

3Y Alpha vs SPY

-15.1%

Period ended 3 months ago

Filed May 11, 2026 · 59d

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.5%

SPY

+11.9%

Annualised alpha

-15.2%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.2%

+2.2 pts

Top 5

36.2%

+4.2 pts

Top 10

53.1%

+3.6 pts

HHI

392

Diversified+56

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.2%	$33,530,611	16
Technology	26.0%	$27,035,818	15
Consumer Cyclical	13.9%	$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	Exxon Mobil 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
EBAY	Ebay Inc	5,509	$479,833
CMCSA	Comcast Corp	17,039	$477,315
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 positions · $104,108,672 total · 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%	10.18%
TSLA	Tesla, Inc. Consumer Cyclical	Added	23,043	+1,647	$8,566,235	−11.0%	8.23%
AAPL	Apple Inc. Technology	Added	24,724	+2,186	$6,274,703	+2.4%	6.03%
NVDA	Nvidia Corp Technology	Added	35,444	+6,590	$6,181,433	+14.9%	5.94%
MSFT	Microsoft Corp Technology	Added	16,306	+255	$6,035,992	−22.2%	5.80%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	134,901	+14,011	$4,045,680	−13.6%	3.89%
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%	3.24%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,613	-1,042	$3,239,711	−20.8%	3.11%
MO	Altria Group, Inc. Consumer Defensive	Added	47,126	+2,435	$3,109,844	+20.7%	2.99%
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%	2.62%
EXEL	Exelixis, Inc. Healthcare	NEW	62,777	NEW	$2,692,505	NEW	2.59%
ANET	Arista Networks, Inc. Technology	Added	18,529	+3,026	$2,274,990	+12.0%	2.19%
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	1.67%
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	1.02%
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%	0.80%
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	0.76%
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%	0.64%
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	0.57%
SVM	Silvercorp Metals Inc Basic Materials	NEW	52,832	NEW	$567,415	NEW	0.55%
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	Exxon Mobil 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%