Exit Wealth Advisors, Llc. Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Exit Wealth Advisors, Llc. disclosed 149 stock positions valued at approximately $219.28M as of quarter-end June 30, 2026. The largest holdings include WISDOMTREE TR, TESLA INC, and ISHARES GOLD TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 149
- Portfolio Value
- $219.28M
Holdings by Sector
Exit Wealth Advisors, Llc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 8.63% | 376,007 | -456,442 | -54.83% | $18,931,961 |
| TESLA INC | TSLA | Consumer Cyclical | 4.84% | 25,255 | +2,212 | +9.60% | $10,622,265 |
| ISHARES GOLD TR | IAU | Other | 3.87% | 112,372 | -7,870 | -6.55% | $8,485,210 |
| NVIDIA CORPORATION | NVDA | Technology | 3.65% | 39,979 | +4,535 | +12.79% | $7,999,379 |
| APPLE INC | AAPL | Technology | 3.53% | 26,716 | +1,992 | +8.06% | $7,730,536 |
| MICROSOFT CORP | MSFT | Technology | 2.75% | 16,140 | -166 | -1.02% | $6,020,574 |
| JANUS DETROIT STR TR | JAAA | Other | 2.70% | 117,150 | +96,671 | +472.05% | $5,914,904 |
| INVESCO QQQ TR | QQQ | Other | 2.36% | 7,038 | +2,025 | +40.39% | $5,182,777 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.11% | 19,413 | +797 | +4.28% | $4,626,908 |
| ISHARES TR | ILF | Other | 1.97% | 128,058 | +12,318 | +10.64% | $4,321,966 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.96% | 20,175 | +8,310 | +70.04% | $4,292,639 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 1.91% | 161,725 | +26,824 | +19.88% | $4,196,764 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 1.72% | 52,293 | +5,167 | +10.96% | $3,762,450 |
| ELI LILLY & CO | LLY | Healthcare | 1.60% | 2,922 | +2,922 | +100.00% | $3,504,734 |
| ARISTA NETWORKS INC | ANET | Other | 1.56% | 20,121 | +1,592 | +8.59% | $3,418,155 |
| ISHARES SILVER TR | SLV | Other | 1.53% | 62,592 | +13,136 | +26.56% | $3,346,794 |
| VODAFONE GROUP PLC | VOD | Communication Services | 1.42% | 236,004 | +210,117 | +811.67% | $3,121,154 |
| VANGUARD INDEX FDS | VOO | Other | 1.42% | 4,533 | +505 | +12.54% | $3,113,074 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.39% | 53,008 | +8,037 | +17.87% | $3,054,315 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.33% | 58,191 | +6,916 | +13.49% | $2,922,931 |
| UNITED STS GASOLINE FD LP | UGA | Other | 1.28% | 27,355 | +7,059 | +34.78% | $2,816,744 |
| ISHARES TR | LQD | Other | 1.25% | 25,168 | +5,295 | +26.64% | $2,745,074 |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 1.25% | 17,575 | +17,575 | +100.00% | $2,741,396 |
| CHEVRON CORPORATION | CVX | Energy | 1.25% | 16,512 | +3,158 | +23.65% | $2,737,104 |
| UNITED STS OIL FD LP | USO | Other | 1.14% | 23,587 | +9,942 | +72.86% | $2,510,600 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.00% | 1,896 | +1,896 | +100.00% | $2,188,612 |
| ALPHABET INC | GOOGL | Communication Services | 0.99% | 6,085 | +388 | +6.81% | $2,174,753 |
| ALPHABET INC | GOOG | Communication Services | 0.92% | 5,681 | -219 | -3.71% | $2,007,441 |
| CORNING INC | GLW | Technology | 0.89% | 7,672 | +1,890 | +32.69% | $1,959,665 |
| TECHNIPFMC PLC | FTI | Energy | 0.82% | 27,243 | +27,243 | +100.00% | $1,806,211 |
Showing 30 of 149 holdings in the latest reporting period.
Exit Wealth Advisors, Llc. Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | TSLA | Tesla, Inc. | CALL | 800 | $336,480 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.