Exit Wealth Advisors, LLC.
Top Portfolio Positions
81 positions ·
$104,108,672 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
120,242 | $10,600,534 | 10.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
23,043 | $8,566,235 | 8.23% | |
| AAPL |
Apple Inc.
Technology
|
24,724 | $6,274,703 | 6.03% | |
| NVDA |
Nvidia Corp
Technology
|
35,444 | $6,181,433 | 5.94% | |
| MSFT |
Microsoft Corp
Technology
|
16,306 | $6,035,992 | 5.80% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
134,901 | $4,045,680 | 3.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,616 | $3,877,154 | 3.72% | |
| SLV |
iShares Silver Trust
|
49,456 | $3,369,931 | 3.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,613 | $3,239,711 | 3.11% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
47,126 | $3,109,844 | 2.99% |
Portfolio Trend
3 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,447,317 | 31,334 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,333,261 | 31,334 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,194,452 | 31,334 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||