DOSSIER · 13F-HR · Q1 2026

Exit Wealth Advisors, LLC.

Exit Wealth's family office based in New York, NY $195M in tracked AUM across 131 positions as of Q1 2026.

EW
Exit Wealth·New York, NY·Family Office
CIK 0002082744 · last filed Mar 31, 2026
Total AUM
$195M
11.2%
vs prior
Holdings
131
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Exit Wealth Advisors, LLC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
USFR
WISDOMTREE TR
$42M832K21.5%
02
IAU
ISHARES GOLD TR
$11M120K5.4%
03
SGOV
ISHARES TR
$9M91K4.7%
04
TSLA
TESLA INC
$9M23K4.4%
05
AAPL
APPLE INC
$6M25K3.2%
06
NVDA
NVIDIA CORPORATION
$6M35K3.2%
07
MSFT
MICROSOFT CORP
$6M16K3.1%
08
ILF
ISHARES TR
$4M116K2.1%
09
BTC
GRAYSCALE BITCOIN MINI TR ET
$4M135K2.1%
10
AMZN
AMAZON COM INC
$4M19K2.0%

Filing history

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