Exit Wealth Advisors, LLC.
ATLANTA, GA
$219m in 149 US stocks at the end of 30 June 2026. The top 10 are 36.4% of the money. It changed about 31.8% of the portfolio this quarter.
Value
$219m
Stocks
149
Top 10 share
36.4%
Turnover
31.8%
What changed this quarter
New
Bought for the first time this quarter.
- Eli LillyLLY1.6% of the fund
- Lamar AdvertisingLAMR1.3% of the fund
- Micron TechnologyMU1.0% of the fund
- TechnipFMCFTI0.8% of the fund
- Invesco Exch Traded FD TR IIBKLN0.8% of the fund
- Barrick MiningB0.7% of the fund
- Penguin SolutionsPENG0.7% of the fund
- Ishares TRMBB0.6% of the fund
- Agnico Eagle MinesAEM0.6% of the fund
- Ryanair HoldingsRYAAY0.6% of the fund
- ASML Holding NVASML0.5% of the fund
- 10x GenomicsTXG0.5% of the fund
- EntegrisENTG0.5% of the fund
- EatonETN0.5% of the fund
- CumminsCMI0.5% of the fund
- Ishares TREEM0.4% of the fund
- Taiwan Semiconductor ManufacturingTSM0.4% of the fund
- Cenovus EnergyCVE0.4% of the fund
- Solaredge TechnologiesSEDG0.4% of the fund
- Axcelis TechnologiesACLS0.4% of the fund
- FerrariRACE0.4% of the fund
- IamgoldIAG0.4% of the fund
- Petrobras - Petroleo Brasileiro SAPBR0.3% of the fund
- NXP SemiconductorsNXPI0.3% of the fund
- Bank of Nova ScotiaBNS0.3% of the fund
Added
Bought more of a stock they already held.
- TeslaTSLA4.8% of the fund+10%
- NvidiaNVDA3.6% of the fund+13%
- AppleAAPL3.5% of the fund+8%
- Janus Detroit STR TRJAAA2.7% of the fund+472%
- Invesco QQQ TRQQQ2.4% of the fund+40%
- Amazon.comAMZN2.1% of the fund+4%
- Ishares TRILF2.0% of the fund+11%
- Invesco Exchange Traded FD TRSP2.0% of the fund+70%
- Grayscale Bitcoin Mini TR ETBTC1.9% of the fund+20%
- Altria GroupMO1.7% of the fund+11%
- Arista NetworksANET1.6% of the fund+9%
- Ishares Silver TRSLV1.5% of the fund+27%
- Vodafone GroupVOD1.4% of the fund+812%
- Vanguard Index FDSVOO1.4% of the fund+13%
- Bristol-Myers SquibbBMY1.4% of the fund+18%
- Vanguard Malvern FDSVTIP1.3% of the fund+13%
- United STS Gasoline FD LPUGA1.3% of the fund+35%
- Ishares TRLQD1.3% of the fund+27%
- ChevronCVX1.2% of the fund+24%
- United STS Oil FD LPUSO1.1% of the fund+73%
- AlphabetGOOGL1.0% of the fund+7%
- CorningGLW0.9% of the fund+33%
- ShopifySHOP0.8% of the fund+761%
- Simplify Exchange Traded FUNKNRG0.7% of the fund+148%
- Ishares TRTIP0.7% of the fund+19%
Cut
Sold some of their stake.
- Wisdomtree TRUSFR8.6% of the fund-55%
- Ishares Gold TRIAU3.9% of the fund-7%
- AlphabetGOOG0.9% of the fund-4%
- Western DigitalWDC0.8% of the fund-7%
- Vanguard Star FDSVXUS0.6% of the fund-5%
- RBB FDTBIL0.6% of the fund-15%
- Ishares TRSGOV0.5% of the fund-88%
- Bitwise 10 Crypto Index ETFBITW0.5% of the fund-11%
- Spdr Series TrustSPYM0.4% of the fund-16%
- Invesco DB Multi-Sector CommDBB0.3% of the fund-33%
- First TR Exchange Traded FDRDVY0.3% of the fund-24%
- Ishares TRITOT0.3% of the fund-12%
- Vanguard World FDVDE0.3% of the fund-28%
- Ishares TRTLT0.3% of the fund-31%
- Grayscale Ethereum StakingETH0.2% of the fund-13%
- Meta PlatformsMETA0.2% of the fund-7%
- Vanguard World FDVGT0.2% of the fund-2%
- Home DepotHD0.2% of the fund-21%
- First TR Exchange-Traded FDIGLD0.1% of the fund-17%
- Cincinnati FinancialCINF0.1% of the fund-15%
- JPMorgan ChaseJPM0.1% of the fund-5%
- Spdr Series TrustBIL0.1% of the fund-79%
- Vaneck ETF TrustGDX0.1% of the fund-6%
- VisaV<0.1% of the fund-9%
- Grayscale Ethereum Staking EETHE<0.1% of the fund-47%
Sold out
Sold their entire stake.
- ExelixisEXEL-100%
- Lam ResearchLRCX-100%
- Mueller Water ProductsMWA-100%
- CrocsCROX-100%
- Gold.comGOLD-100%
- Power IntegrationsPOWI-100%
- Core Natural ResourcesCNR-100%
- Silvercorp MetalsSVM-100%
- PAN American SilverPAAS-100%
- TerexTEX-100%
- NorthWestern Energy GroupNWE-100%
- VisteonVC-100%
- Medpace HoldingsMEDP-100%
- Ryder SystemR-100%
- FoxFOX-100%
- Dollar TreeDLTR-100%
- RTXRTX-100%
- Wisdomtree TREPI-100%
- J P Morgan Exchange Traded FJCPB-100%
- Capital Group Dividend ValueCGDV-100%
- NetflixNFLX-100%
- Select Sector Spdr TRXLE-100%
- Vanguard BD Index FDSBND-100%
- Constellation EnergyCEG-100%
- BPBP-100%
Holdings
- Wisdomtree TRUSFR
- Share
- 8.6%
- Value
- $19m
- Shares
- 376,007
-55%
- Ishares Gold TRIAU
- Share
- 3.9%
- Value
- $8m
- Shares
- 112,372
-7%
- Janus Detroit STR TRJAAA
- Share
- 2.7%
- Value
- $6m
- Shares
- 117,150
+472%
- Invesco QQQ TRQQQ
- Share
- 2.4%
- Value
- $5m
- Shares
- 7,038
+40%
- Ishares TRILF
- Share
- 2.0%
- Value
- $4m
- Shares
- 128,058
+11%
- Invesco Exchange Traded FD TRSP
- Share
- 2.0%
- Value
- $4m
- Shares
- 20,175
+70%
- Grayscale Bitcoin Mini TR ETBTC
- Share
- 1.9%
- Value
- $4m
- Shares
- 161,725
+20%
- Ishares Silver TRSLV
- Share
- 1.5%
- Value
- $3m
- Shares
- 62,592
+27%
- Vodafone GroupVOD
- Share
- 1.4%
- Value
- $3m
- Shares
- 236,004
+812%
- Vanguard Index FDSVOO
- Share
- 1.4%
- Value
- $3m
- Shares
- 4,533
+13%
- Vanguard Malvern FDSVTIP
- Share
- 1.3%
- Value
- $3m
- Shares
- 58,191
+13%
- United STS Gasoline FD LPUGA
- Share
- 1.3%
- Value
- $3m
- Shares
- 27,355
+35%
- Ishares TRLQD
- Share
- 1.3%
- Value
- $3m
- Shares
- 25,168
+27%
- United STS Oil FD LPUSO
- Share
- 1.1%
- Value
- $3m
- Shares
- 23,587
+73%
- Invesco Exch Traded FD TR IIBKLN
- Share
- 0.8%
- Value
- $2m
- Shares
- 84,516
New
- Barrick MiningB
- Share
- 0.7%
- Value
- $2m
- Shares
- 44,144
New
- Simplify Exchange Traded FUNKNRG
- Share
- 0.7%
- Value
- $2m
- Shares
- 59,998
+148%
- Ishares TRTIP
- Share
- 0.7%
- Value
- $1m
- Shares
- 13,642
+19%
- Vanguard Star FDSVXUS
- Share
- 0.6%
- Value
- $1m
- Shares
- 16,478
-5%
- Ishares TRIYR
- Share
- 0.6%
- Value
- $1m
- Shares
- 13,570
+113%
- Ishares TRMBB
- Share
- 0.6%
- Value
- $1m
- Shares
- 14,237
New
- Alps ETF TRAMLP
- Share
- 0.6%
- Value
- $1m
- Shares
- 25,395
+2%
- Agnico Eagle MinesAEM
- Share
- 0.6%
- Value
- $1m
- Shares
- 8,447
New
- RBB FDTBIL
- Share
- 0.6%
- Value
- $1m
- Shares
- 25,071
-15%
- Goldman Sachs Physical GoldAAAU
- Share
- 0.6%
- Value
- $1m
- Shares
- 31,334
Held
- Ryanair HoldingsRYAAY
- Share
- 0.6%
- Value
- $1m
- Shares
- 18,733
New
- Ishares TRSGOV
- Share
- 0.5%
- Value
- $1m
- Shares
- 11,046
-88%
- Bitwise 10 Crypto Index ETFBITW
- Share
- 0.5%
- Value
- $1m
- Shares
- 29,387
-11%
- American Centy ETF TRAVUV
- Share
- 0.5%
- Value
- $1m
- Shares
- 8,267
+295%
- Ishares TRIJH
- Share
- 0.5%
- Value
- $993,654
- Shares
- 12,886
+22%
- Ishares TREEM
- Share
- 0.4%
- Value
- $985,111
- Shares
- 14,400
New
- United STS Commodity Index FCPER
- Share
- 0.4%
- Value
- $967,737
- Shares
- 25,649
+232%
- Select Sector Spdr TRXLU
- Share
- 0.4%
- Value
- $966,647
- Shares
- 21,320
+23%
- Spdr Series TrustSPYM
- Share
- 0.4%
- Value
- $966,371
- Shares
- 10,996
-16%
- Select Sector Spdr TRXLP
- Share
- 0.4%
- Value
- $949,513
- Shares
- 11,430
+26%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.4%
- Value
- $943,044
- Shares
- 3,113
+14%
- Cenovus EnergyCVE
- Share
- 0.4%
- Value
- $890,307
- Shares
- 35,885
New
- Invesco Exchange Traded FD TPPA
- Share
- 0.4%
- Value
- $857,509
- Shares
- 4,854
+12%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.4%
- Value
- $837,576
- Shares
- 25,160
Held
- IamgoldIAG
- Share
- 0.4%
- Value
- $836,241
- Shares
- 52,793
New
- Grayscale Solana Staking ETFGSOL
- Share
- 0.4%
- Value
- $824,573
- Shares
- 149,109
+38%
- Ishares TRIVE
- Share
- 0.4%
- Value
- $793,892
- Shares
- 3,496
Held
- Sprott Asset Management LPPSLV
- Share
- 0.4%
- Value
- $777,104
- Shares
- 41,182
Held
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $767,600
- Shares
- 2,074
+9%
- First Majestic SilverAG
- Share
- 0.3%
- Value
- $755,415
- Shares
- 44,541
+78%
- Invesco DB Multi-Sector CommDBB
- Share
- 0.3%
- Value
- $734,060
- Shares
- 30,459
-33%
- First TR Exchange Traded FDRDVY
- Share
- 0.3%
- Value
- $727,160
- Shares
- 8,971
-24%
- Bank of Nova ScotiaBNS
- Share
- 0.3%
- Value
- $717,212
- Shares
- 8,259
New
- Leggett & PlattLEG
- Share
- 0.3%
- Value
- $704,883
- Shares
- 60,195
New
- Grayscale Bitcoin Trust ETFGBTC
- Share
- 0.3%
- Value
- $702,465
- Shares
- 15,432
Held
- Ishares TRITOT
- Share
- 0.3%
- Value
- $683,491
- Shares
- 4,161
-12%
- Canadian Natural ResourcesCNQ
- Share
- 0.3%
- Value
- $682,086
- Shares
- 17,268
+304%
- Vanguard World FDVDE
- Share
- 0.3%
- Value
- $604,482
- Shares
- 4,026
-28%
- Ishares TRTLT
- Share
- 0.3%
- Value
- $573,742
- Shares
- 6,639
-31%
- Invesco Exch Traded FD TR IITAN
- Share
- 0.2%
- Value
- $511,352
- Shares
- 8,645
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Wisdomtree TRUSFR | 8.6% | $19m | 376,007 | -55% |
| TeslaTSLA | 4.8% | $11m | 25,255 | +10% |
| Ishares Gold TRIAU | 3.9% | $8m | 112,372 | -7% |
| NvidiaNVDA | 3.6% | $8m | 39,979 | +13% |
| AppleAAPL | 3.5% | $8m | 26,716 | +8% |
| MicrosoftMSFT | 2.7% | $6m | 16,140 | Held |
| Janus Detroit STR TRJAAA | 2.7% | $6m | 117,150 | +472% |
| Invesco QQQ TRQQQ | 2.4% | $5m | 7,038 | +40% |
| Amazon.comAMZN | 2.1% | $5m | 19,413 | +4% |
| Ishares TRILF | 2.0% | $4m | 128,058 | +11% |
| Invesco Exchange Traded FD TRSP | 2.0% | $4m | 20,175 | +70% |
| Grayscale Bitcoin Mini TR ETBTC | 1.9% | $4m | 161,725 | +20% |
| Altria GroupMO | 1.7% | $4m | 52,293 | +11% |
| Eli LillyLLY | 1.6% | $4m | 2,922 | New |
| Arista NetworksANET | 1.6% | $3m | 20,121 | +9% |
| Ishares Silver TRSLV | 1.5% | $3m | 62,592 | +27% |
| Vodafone GroupVOD | 1.4% | $3m | 236,004 | +812% |
| Vanguard Index FDSVOO | 1.4% | $3m | 4,533 | +13% |
| Bristol-Myers SquibbBMY | 1.4% | $3m | 53,008 | +18% |
| Vanguard Malvern FDSVTIP | 1.3% | $3m | 58,191 | +13% |
| United STS Gasoline FD LPUGA | 1.3% | $3m | 27,355 | +35% |
| Ishares TRLQD | 1.3% | $3m | 25,168 | +27% |
| Lamar AdvertisingLAMR | 1.3% | $3m | 17,575 | New |
| ChevronCVX | 1.2% | $3m | 16,512 | +24% |
| United STS Oil FD LPUSO | 1.1% | $3m | 23,587 | +73% |
| Micron TechnologyMU | 1.0% | $2m | 1,896 | New |
| AlphabetGOOGL | 1.0% | $2m | 6,085 | +7% |
| AlphabetGOOG | 0.9% | $2m | 5,681 | -4% |
| CorningGLW | 0.9% | $2m | 7,672 | +33% |
| TechnipFMCFTI | 0.8% | $2m | 27,243 | New |
| ShopifySHOP | 0.8% | $2m | 15,497 | +761% |
| Invesco Exch Traded FD TR IIBKLN | 0.8% | $2m | 84,516 | New |
| Western DigitalWDC | 0.8% | $2m | 2,681 | -7% |
| Barrick MiningB | 0.7% | $2m | 44,144 | New |
| Simplify Exchange Traded FUNKNRG | 0.7% | $2m | 59,998 | +148% |
| Penguin SolutionsPENG | 0.7% | $1m | 19,667 | New |
| Ishares TRTIP | 0.7% | $1m | 13,642 | +19% |
| Vanguard Star FDSVXUS | 0.6% | $1m | 16,478 | -5% |
| Advanced Micro DevicesAMD | 0.6% | $1m | 2,393 | +3% |
| Ishares TRIYR | 0.6% | $1m | 13,570 | +113% |
| Ishares TRMBB | 0.6% | $1m | 14,237 | New |
| CoherentCOHR | 0.6% | $1m | 3,386 | +29% |
| Alps ETF TRAMLP | 0.6% | $1m | 25,395 | +2% |
| Agnico Eagle MinesAEM | 0.6% | $1m | 8,447 | New |
| RBB FDTBIL | 0.6% | $1m | 25,071 | -15% |
| Goldman Sachs Physical GoldAAAU | 0.6% | $1m | 31,334 | Held |
| Ryanair HoldingsRYAAY | 0.6% | $1m | 18,733 | New |
| ASML Holding NVASML | 0.5% | $1m | 577 | New |
| 10x GenomicsTXG | 0.5% | $1m | 29,546 | New |
| Ishares TRSGOV | 0.5% | $1m | 11,046 | -88% |
| Bitwise 10 Crypto Index ETFBITW | 0.5% | $1m | 29,387 | -11% |
| EntegrisENTG | 0.5% | $1m | 5,906 | New |
| EatonETN | 0.5% | $1m | 2,444 | New |
| American Centy ETF TRAVUV | 0.5% | $1m | 8,267 | +295% |
| CumminsCMI | 0.5% | $1m | 1,444 | New |
| Ishares TRIJH | 0.5% | $993,654 | 12,886 | +22% |
| Ishares TREEM | 0.4% | $985,111 | 14,400 | New |
| United STS Commodity Index FCPER | 0.4% | $967,737 | 25,649 | +232% |
| Select Sector Spdr TRXLU | 0.4% | $966,647 | 21,320 | +23% |
| Spdr Series TrustSPYM | 0.4% | $966,371 | 10,996 | -16% |
| Select Sector Spdr TRXLP | 0.4% | $949,513 | 11,430 | +26% |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $943,201 | 1,975 | New |
| Invesco Exch Traded FD TR IIQQQM | 0.4% | $943,044 | 3,113 | +14% |
| Cenovus EnergyCVE | 0.4% | $890,307 | 35,885 | New |
| Solaredge TechnologiesSEDG | 0.4% | $880,457 | 15,066 | New |
| Axcelis TechnologiesACLS | 0.4% | $872,228 | 4,604 | New |
| FerrariRACE | 0.4% | $862,224 | 2,316 | New |
| Invesco Exchange Traded FD TPPA | 0.4% | $857,509 | 4,854 | +12% |
| Ishares Bitcoin Trust ETFIBIT | 0.4% | $837,576 | 25,160 | Held |
| IamgoldIAG | 0.4% | $836,241 | 52,793 | New |
| Grayscale Solana Staking ETFGSOL | 0.4% | $824,573 | 149,109 | +38% |
| Ishares TRIVE | 0.4% | $793,892 | 3,496 | Held |
| Sprott Asset Management LPPSLV | 0.4% | $777,104 | 41,182 | Held |
| Vanguard Index FDSVTI | 0.4% | $767,600 | 2,074 | +9% |
| Petrobras - Petroleo Brasileiro SAPBR | 0.3% | $762,235 | 47,168 | New |
| NXP SemiconductorsNXPI | 0.3% | $758,500 | 2,699 | New |
| First Majestic SilverAG | 0.3% | $755,415 | 44,541 | +78% |
| Invesco DB Multi-Sector CommDBB | 0.3% | $734,060 | 30,459 | -33% |
| First TR Exchange Traded FDRDVY | 0.3% | $727,160 | 8,971 | -24% |
| Bank of Nova ScotiaBNS | 0.3% | $717,212 | 8,259 | New |
| Leggett & PlattLEG | 0.3% | $704,883 | 60,195 | New |
| Grayscale Bitcoin Trust ETFGBTC | 0.3% | $702,465 | 15,432 | Held |
| Robinhood MarketsHOOD | 0.3% | $688,924 | 6,870 | +16% |
| Ishares TRITOT | 0.3% | $683,491 | 4,161 | -12% |
| Canadian Natural ResourcesCNQ | 0.3% | $682,086 | 17,268 | +304% |
| Patrick IndustriesPATK | 0.3% | $679,545 | 7,569 | New |
| Cardinal Infrastructure GroupCDNL | 0.3% | $660,342 | 7,010 | New |
| Berkshire HathawayBRK-B | 0.3% | $659,014 | 1,317 | +6% |
| Philip Morris InternationalPM | 0.3% | $652,847 | 3,609 | +12% |
| CrowdStrike HoldingsCRWD | 0.3% | $652,485 | 855 | Held |
| Otter TailOTTR | 0.3% | $645,876 | 7,178 | New |
| AtriCureATRC | 0.3% | $630,557 | 22,536 | New |
| Vanguard World FDVDE | 0.3% | $604,482 | 4,026 | -28% |
| CotyCOTY | 0.3% | $583,682 | 270,223 | New |
| British American Tobacco p.l.c.BTI | 0.3% | $575,772 | 9,323 | +27% |
| Ishares TRTLT | 0.3% | $573,742 | 6,639 | -31% |
| Inspire Medical SystemsINSP | 0.2% | $545,045 | 12,218 | New |
| KemperKMPR | 0.2% | $529,009 | 19,622 | New |
| Invesco Exch Traded FD TR IITAN | 0.2% | $511,352 | 8,645 | New |
| Coinbase GlobalCOIN | 0.2% | $498,654 | 3,411 | +16% |
Showing the largest 100 of 149.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 46.3% since 30 September 2025.
Where the money is
Technology19.4%
Retail & consumer8.2%
Health care4.9%
Energy3.3%
Industrials2.7%
Everyday goods2.6%
Materials2.5%
Media & telecom2.3%
Financial services1.9%
Real estate1.3%
Utilities0.5%
Other50.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.