Exit Wealth Advisors, LLC.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Exit Wealth Advisors, LLC. reported 123 stock positions worth $149.9 million. Its top holding was Tesla (TSLA) at 5.8% of the portfolio, followed by Microsoft (MSFT, 5.4%) and iShares Gold Trust (IAU, 5.3%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002082744
- Portfolio Value
- $149.9M (Q3 2025)
- SEC Filing
- 0002082744-25-000001 ↗ filed Nov 14, 2025
Holdings Value
Holdings 123 stocks · $149.9M
| TSLA Tesla Inc. | 5.83% | 19,670 | $8.7M | — |
| MSFT Microsoft Corp. | 5.45% | 15,770 | $8.2M | — |
| IAU iShares Gold Trust | 5.26% | 108,342 | $7.9M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.52% | 73,784 | $6.8M | — |
| SLV iShares Silver Trust | 4.00% | 141,407 | $6.0M | — |
| NVDA Nvidia Corp. | 3.27% | 26,258 | $4.9M | — |
| AAPL Apple Inc. | 2.55% | 15,042 | $3.8M | — |
| AMZN Amazon.com Inc. | 2.44% | 16,659 | $3.7M | — |
| USFR Wisdomtree Floating Rate Tre | 2.40% | 71,576 | $3.6M | — |
| FBTC Fidelity Wise Origin Bitcoin | 2.26% | 33,890 | $3.4M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.15% | 5,378 | $3.2M | — |
| ILF iShares Latin America 40 ETF | 2.07% | 107,188 | $3.1M | — |
| UGA United States Gas Fund LP | 2.06% | 47,897 | $3.1M | — |
| SHOP Shopify Inc. Class A | 2.05% | 20,702 | $3.1M | — |
| RSP Invesco S&P 500 Equal Weight | 1.95% | 15,444 | $2.9M | — |
| EXEL Exelixis Inc. | 1.56% | 56,678 | $2.3M | — |
| ANET Arista Networks Inc. | 1.43% | 14,734 | $2.1M | — |
| EXPE Expedia Group Inc. | 1.40% | 9,802 | $2.1M | — |
| PSLV Sprott Physical Silver Trust | 1.34% | 127,599 | $2.0M | — |
| VOO Vanguard S&P 500 ETF | 1.29% | 3,160 | $1.9M | — |
| V Visa Inc. Class A | 1.24% | 5,427 | $1.9M | — |
| SNEX Stonex Group Inc. | 1.22% | 18,186 | $1.8M | — |
| JBL Jabil Inc. | 1.13% | 7,818 | $1.7M | — |
| SSK Rex Osprey Sol Staking ETF | 1.12% | 52,374 | $1.7M | — |
| CRM Salesforce Inc. | 1.12% | 7,069 | $1.7M | — |
| TLT iShares 20+ Year Treasury BD | 1.08% | 18,144 | $1.6M | — |
| CL Colgate-Palmolive Co. | 1.08% | 20,236 | $1.6M | — |
| KTB Kontoor Brands Inc. | 1.03% | 19,304 | $1.5M | — |
| GBTC Grayscale Bitcoin Trust ETF | 1.02% | 17,059 | $1.5M | — |
| IBIT iShares Bitcoin Trust ETF | 0.99% | 22,821 | $1.5M | — |
| BITB Bitwise Bitcoin ETF | 0.95% | 22,890 | $1.4M | — |
| GOOG Alphabet Inc. Class C | 0.89% | 5,455 | $1.3M | — |
| GNW Genworth Financial Inc. | 0.84% | 141,390 | $1.3M | — |
| GOOGL Alphabet Inc. Class A | 0.84% | 5,151 | $1.3M | — |
| BHF Brighthouse Financial Inc. | 0.83% | 23,417 | $1.2M | — |
| AAAU Goldman Sachs Physical Gold | 0.80% | 31,334 | $1.2M | — |
| VC Visteon Corp. | 0.79% | 9,915 | $1.2M | — |
| AMLP Alerian MLP ETF | 0.78% | 24,949 | $1.2M | — |
| TPH Tri Pointe Homes Inc. | 0.77% | 33,955 | $1.2M | — |
| ETHE Grayscale Ethereum Staking E | 0.74% | 32,492 | $1.1M | — |
| SEDG Solaredge Technologies Inc. | 0.68% | 27,623 | $1.0M | — |
| VXUS Vanguard Total Intl Stock | 0.68% | 13,811 | $1.0M | — |
| CAN Canaan Inc. | 0.64% | 1,084,468 | $956K | — |
| CLS Celestica Inc. | 0.59% | 3,572 | $880K | — |
| SE Sea Ltd.-ADR | 0.58% | 4,878 | $872K | — |
| COIN Coinbase Global Inc. Class A | 0.56% | 2,500 | $844K | — |
| TIGR Up Fintech Holding Ltd. - ADR | 0.56% | 78,803 | $841K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.55% | 10,468 | $820K | — |
| GRMN Garmin Ltd. | 0.54% | 3,261 | $803K | — |
| SPOT Spotify Technology SA | 0.52% | 1,123 | $784K | — |
| EH Ehang Holdings Ltd.-SPS ADR | 0.52% | 41,943 | $779K | — |
| MBB iShares MBS ETF | 0.49% | 7,750 | $737K | — |
| MMYT Makemytrip Ltd. | 0.48% | 7,765 | $727K | — |
| TIP iShares Tips Bond ETF | 0.48% | 6,471 | $720K | — |
| HYLB Xtrackers Usd High Yield Cor | 0.43% | 17,350 | $644K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.43% | 5,747 | $641K | — |
| BKLN Invesco Senior Loan ETF | 0.43% | 30,478 | $638K | — |
| HOOD Robinhood Markets Inc. Class A | 0.42% | 4,368 | $625K | — |
| ITOT iShares Core S&P Total U.S. | 0.41% | 4,246 | $618K | — |
| GDX Vaneck Gold Miners ETF | 0.41% | 7,993 | $611K | — |
| META Meta Platforms Inc. Class A | 0.40% | 808 | $593K | — |
| IJH iShares Core S&P Midcap ETF | 0.39% | 8,943 | $584K | — |
| HD Home Depot Inc. | 0.37% | 1,380 | $559K | — |
| IVE iShares S&P 500 Value ETF | 0.37% | 2,687 | $555K | — |
| ETHW Bitwise Ethereum ETF | 0.37% | 18,398 | $549K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,037 | $521K | — |
| PM Philip Morris International | 0.34% | 3,171 | $514K | — |
| HCI Hci Group Inc. | 0.34% | 2,619 | $503K | — |
| RDVY First Trust Rising Dividend | 0.33% | 7,275 | $489K | — |
| MO Altria Group Inc. | 0.32% | 7,274 | $481K | — |
| MCY Mercury General Corp. | 0.30% | 5,336 | $452K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.30% | 1,812 | $448K | — |
| PPA Invesco Aerospace & Defense | 0.30% | 2,878 | $447K | — |
| MEDP Medpace Holdings Inc. | 0.29% | 858 | $441K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.29% | 5,051 | $441K | — |
| MMM 3M Co. | 0.29% | 2,833 | $440K | — |
| CNR Core Natural Resources Inc. | 0.28% | 5,114 | $427K | — |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 2,333 | $426K | — |
| TLH iShares 10-20 Year Treasury | 0.28% | 4,114 | $424K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 835 | $409K | — |
| MNST Monster Beverage Corp. | 0.27% | 6,061 | $408K | — |
| XLP SS Consumer Staples Sel Sect | 0.27% | 5,171 | $405K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 1,434 | $405K | — |
| KO The Coca-Cola Co. | 0.27% | 6,092 | $404K | — |
| LAD Lithia Motors Inc. | 0.26% | 1,243 | $393K | — |
| STXF Strive 500 ETF | 0.26% | 8,994 | $389K | — |
| VOD Vodafone Group PLC-SP ADR | 0.26% | 33,235 | $386K | — |
| BTI British American Tob-SP ADR | 0.25% | 7,198 | $382K | — |
| ETH Grayscale Ethereum Staking M | 0.25% | 9,723 | $381K | — |
| TMUS T-Mobile US Inc. | 0.25% | 1,572 | $376K | — |
| IYR iShares US Real Estate ETF | 0.25% | 3,823 | $371K | — |
| KR Kroger Co. | 0.24% | 5,407 | $364K | — |
| EPI Wisdomtree India Earnings | 0.24% | 8,110 | $358K | — |
| PGNY Progyny Inc. | 0.24% | 16,602 | $357K | — |
| SAM Boston Beer Company Inc. Class A | 0.24% | 1,672 | $353K | — |
| AMD Advanced Micro Devices | 0.23% | 2,167 | $351K | — |
| QFIN Qfin Holdings Inc.-ADR | 0.23% | 11,895 | $342K | — |
| CADE Cadence Bank | 0.23% | 9,112 | $342K | — |
| KMPR Kemper Corp. | 0.22% | 6,542 | $337K | — |
| WMT Walmart Inc. | 0.22% | 3,221 | $332K | — |
| VGT Vanguard Info Tech ETF | 0.21% | 429 | $321K | — |
| XOM Exxon Mobil Corp. | 0.21% | 2,805 | $316K | — |
| AIRR First Trust Rba American Ind | 0.20% | 3,081 | $298K | — |
| QUAL iShares MSCI USA Quality Fac | 0.19% | 1,465 | $285K | — |
| MSTR Strategy Inc. | 0.18% | 844 | $272K | — |
| HMOP Hartford Municipal Opp ETF | 0.18% | 6,736 | $263K | — |
| IGLD FT Vest Gold Strategy Target | 0.17% | 10,739 | $257K | — |
| VFVA Vanguard U.S. Value Factor | 0.17% | 2,010 | $256K | — |
| GLD SPDR Gold Shares | 0.17% | 699 | $248K | — |
| XLE SS Energy Select Sector | 0.16% | 2,724 | $243K | — |
| RTX RTX Corp. | 0.16% | 1,396 | $234K | — |
| FNV Franco-Nevada Corp. | 0.15% | 1,006 | $224K | — |
| RPV Invesco S&P 500 Pure Value E | 0.15% | 2,254 | $224K | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.15% | 2,876 | $220K | — |
| TLN Talen Energy Corp. | 0.15% | 512 | $218K | — |
| JNJ Johnson & Johnson | 0.14% | 1,162 | $215K | — |
| FTGS First Trust Grwth Strgth ETF | 0.14% | 5,977 | $215K | — |
| COST Costco Wholesale Corp. | 0.14% | 225 | $208K | — |
| DFEV Dimensional Emrg MRKT Val | 0.14% | 6,500 | $207K | — |
| GS Goldman Sachs Group Inc. | 0.14% | 258 | $206K | — |
| DFIV Dimensional International Va | 0.14% | 4,456 | $206K | — |
| AVGO Broadcom Inc. | 0.14% | 615 | $203K | — |
| MSOS Advisorshares Pure US Cann | 0.10% | 30,534 | $146K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $169 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| VSEEW Digital Health Acquist-CW23 | *W EXP 99/99/999 | 10,000 | $169 | — |
Total filed on the 13F, all lines: $149.9M.
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.