Exit Wealth Advisors, LLC.
150 holdingsFiling period: 2026-06-30Current AUM: $229.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 376.0K | $18.9M | $19.0M | 8.26% | -456,442 | 2026-06-30 |
| 2 | TSLA | TESLA INC | 26.1K | $11.0M | $9.3M | 4.04% | +3.0K | 2026-06-30 |
| 3 | IAU | ISHARES GOLD TR | 112.4K | $8.5M | $9.1M | 3.95% | -7,870 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 40.0K | $8.0M | $8.5M | 3.69% | +4.5K | 2026-06-30 |
| 5 | AAPL | APPLE INC | 26.7K | $7.7M | $8.9M | 3.85% | +2.0K | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 16.1K | $6.0M | $8.0M | 3.49% | -166 | 2026-06-30 |
| 7 | JAAA | JANUS DETROIT STR TR | 117.2K | $5.9M | $5.9M | 2.58% | +96.7K | 2026-06-30 |
| 8 | QQQ | INVESCO QQQ TR | 7.0K | $5.2M | $5.0M | 2.16% | +1.4K | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 19.4K | $4.6M | $4.8M | 2.10% | +797 | 2026-06-30 |
| 10 | ILF | ISHARES TR | 128.1K | $4.3M | $4.5M | 1.98% | +12.3K | 2026-06-30 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | 20.2K | $4.3M | $4.3M | 1.88% | +8.3K | 2026-06-30 |
| 12 | BTC | GRAYSCALE BITCOIN MINI TR ET | 161.7K | $4.2M | $5.4M | 2.37% | +26.8K | 2026-06-30 |
| 13 | MO | ALTRIA GROUP INC | 52.3K | $3.8M | $3.7M | 1.59% | +5.2K | 2026-06-30 |
| 14 | LLY | ELI LILLY & CO | 2.9K | $3.5M | $3.3M | 1.44% | -- | 2026-06-30 |
| 15 | ANET | ARISTA NETWORKS INC | 20.1K | $3.4M | $3.9M | 1.69% | +1.6K | 2026-06-30 |
| 16 | SLV | ISHARES SILVER TR | 62.6K | $3.3M | $3.6M | 1.57% | +13.1K | 2026-06-30 |
| 17 | VOD | VODAFONE GROUP PLC | 236.0K | $3.1M | $4.2M | 1.82% | +210.1K | 2026-06-30 |
| 18 | VOO | VANGUARD INDEX FDS | 4.5K | $3.1M | $3.2M | 1.37% | +505 | 2026-06-30 |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | 53.0K | $3.1M | $3.4M | 1.47% | +8.0K | 2026-06-30 |
| 20 | VTIP | VANGUARD MALVERN FDS | 58.2K | $2.9M | $2.9M | 1.25% | +6.9K | 2026-06-30 |
| 21 | UGA | UNITED STS GASOLINE FD LP | 27.4K | $2.8M | $3.9M | 1.72% | +7.1K | 2026-06-30 |
| 22 | LQD | ISHARES TR | 25.2K | $2.7M | $2.6M | 1.14% | +5.3K | 2026-06-30 |
| 23 | LAMR | LAMAR ADVERTISING CO | 17.6K | $2.7M | $2.6M | 1.13% | -- | 2026-06-30 |
| 24 | CVX | CHEVRON CORPORATION | 16.5K | $2.7M | $3.6M | 1.56% | +3.2K | 2026-06-30 |
| 25 | USO | UNITED STS OIL FD LP | 23.6K | $2.5M | $3.8M | 1.66% | +9.9K | 2026-06-30 |
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