DOSSIER · 13F-HR · Q2 2026

Exit Wealth Advisors, LLC.

$220M in tracked AUM across 150 positions as of Q2 2026.

EW
CIK 0002082744 · last filed Jun 30, 2026
Total AUM
$220M
as of Q2 2026
Holdings
150
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Exit Wealth Advisors, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$19M376K8.6%
02
TSLA
TESLA INC
$11M26K5.0%
03
IAU
ISHARES GOLD TR
$8M112K3.9%
04
NVDA
NVIDIA CORPORATION
$8M40K3.6%
05
AAPL
APPLE INC
$8M27K3.5%
06
MSFT
MICROSOFT CORP
$6M16K2.7%
07
JAAA
JANUS DETROIT STR TR
$6M117K2.7%
08
QQQ
INVESCO QQQ TR
$5M7K2.4%
09
AMZN
AMAZON COM INC
$5M19K2.1%
10
ILF
ISHARES TR
$4M128K2.0%

Filing history

2026Q2Jun 30
$220M 12.9%
150 positionsView →
2026Q1Mar 31
$195M 15.0%
131 positionsView →
2025Q4Dec 31
$169M 98.9%
125 positionsView →
2025Q3Sep 30
$85M
70 positionsView →