account_balance

Investment manager · 13F filer · SEC CIK 2082744

Exit Wealth Advisors, LLC.

Reported value$219Mas of Jun 30, 2026
Positions149 49 new, 30 sold out
Top 10 weight36.4%USFR alone is 9%
FiledAug 1142 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
USFR Wisdomtree Tr 8.6% Trimmed −55%
TSLA Tesla Inc 4.8% Added +10%IAU iShares Gold Tr 3.9% Trimmed −7%NVDA Nvidia Corporation 3.6% Added +13%AAPL Apple Inc 3.5% Added +8%MSFT Microsoft Corp 2.7% Held
JAAA Janus Detroit STR Tr 2.7% Added +472%
QQQ Invesco QQQ Tr 2.4% Added +40%
AMZN Amazon Com Inc 2.1% Added +4%
ILF iShares Tr 2.0% Added +11%
RSP Invesco Exchange Traded Fd T 2.0% Added +70%
BTC Grayscale Bitcoin Mini Tr Et 1.9% Added +20%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 11, 2026, compared with the May 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • VOD +812%
  • SHOP +761%
  • VGT +682%
  • JAAA +472%
arrow_downwardTrimmed
  • SGOV −88%
  • USFR −55%
  • DBB −33%
  • TLT −31%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast