§ 13F · FUND PROFILE
Exit Wealth Advisors, LLC..
AUM · $220M (13F)Positions · 150Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 376K | $19M | — | — |
| 2 | TSLA | TESLA INC | 25K | $11M | — | — |
| 3 | IAU | ISHARES GOLD TR | 112K | $8M | — | — |
| 4 | NVDA | NVIDIA CORPORATION | 40K | $8M | — | — |
| 5 | AAPL | APPLE INC | 27K | $8M | — | — |
| 6 | MSFT | MICROSOFT CORP | 16K | $6M | — | — |
| 7 | JAAA | JANUS DETROIT STR TR | 117K | $6M | — | — |
| 8 | QQQ | INVESCO QQQ TR | 7K | $5M | — | — |
| 9 | AMZN | AMAZON COM INC | 19K | $5M | — | — |
| 10 | ILF | ISHARES TR | 128K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EXIT SIGNAL
AC read
Exit Wealth Advisors, LLC. is a Other fund managing $220 million in assets. The fund runs a portfolio of 150 positions.
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