Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Exit Wealth Advisors, LLC. (CIK 2082744) reported $194.5M across 129 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($41.9M, 21.54%), IAU ($10.6M, 5.45%), SGOV ($9.1M, 4.70%), TSLA ($8.6M, 4.40%), AAPL ($6.3M, 3.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $41.9M | 21.54% | 832,449 | Added |
| 2 | IAU | ISHARES GOLD TR | $10.6M | 5.45% | 120,242 | Added |
| 3 | SGOV | ISHARES TR | $9.1M | 4.70% | 90,770 | New |
| 4 | TSLA | TESLA INC | $8.6M | 4.40% | 23,043 | Added |
| 5 | AAPL | APPLE INC | $6.3M | 3.23% | 24,724 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $6.2M | 3.18% | 35,444 | Added |
| 7 | MSFT | MICROSOFT CORP | $6.0M | 3.10% | 16,306 | Added |
| 8 | ILF | ISHARES TR | $4.1M | 2.11% | 115,740 | Added |
| 9 | BTC | GRAYSCALE BITCOIN MINI TR ET | $4.0M | 2.08% | 134,901 | Added |
| 10 | AMZN | AMAZON COM INC | $3.9M | 1.99% | 18,616 | Added |
| 11 | SLV | ISHARES SILVER TR | $3.4M | 1.73% | 49,456 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $3.2M | 1.67% | 5,613 | Trimmed |
| 13 | MO | ALTRIA GROUP INC | $3.1M | 1.60% | 47,126 | Added |
| 14 | CVX | CHEVRON CORPORATION | $2.8M | 1.42% | 13,354 | New |
| 15 | BMY | BRISTOL-MYERS SQUIBB CO | $2.7M | 1.40% | 44,971 | Trimmed |
| 16 | EXEL | EXELIXIS INC | $2.7M | 1.38% | 62,777 | New |
| 17 | VTIP | VANGUARD MALVERN FDS | $2.6M | 1.32% | 51,275 | New |
| 18 | VOO | VANGUARD INDEX FDS | $2.4M | 1.24% | 4,028 | Added |
| 19 | ANET | ARISTA NETWORKS INC | $2.3M | 1.17% | 18,529 | Added |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.17% | 11,865 | Added |
| 21 | LQD | ISHARES TR | $2.2M | 1.11% | 19,873 | Added |
| 22 | UGA | UNITED STS GASOLINE FD LP | $2.1M | 1.08% | 20,296 | Trimmed |
| 23 | LRCX | LAM RESEARCH CORP | $1.8M | 0.90% | 8,197 | Trimmed |
| 24 | USO | UNITED STS OIL FD LP | $1.7M | 0.89% | 13,645 | New |
| 25 | GOOG | ALPHABET INC | $1.7M | 0.87% | 5,900 | Added |
Source: SEC Form 13F filings · as of 2026-03-31