Exit Wealth Advisors, LLC.
131 holdingsFiling period: 2026-03-31Current AUM: $203.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 832.4K | $41.9M | $41.9M | 20.62% | +689.0K | 2026-03-31 |
| 2 | IAU | ISHARES GOLD TR | 120.2K | $10.6M | $9.2M | 4.50% | +5.5K | 2026-03-31 |
| 3 | SGOV | ISHARES TR | 90.8K | $9.1M | $9.1M | 4.50% | -- | 2026-03-31 |
| 4 | TSLA | TESLA INC | 23.0K | $8.6M | $7.2M | 3.53% | +1.6K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 24.7K | $6.3M | $7.6M | 3.76% | +2.2K | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 35.4K | $6.2M | $7.1M | 3.50% | +6.6K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 16.3K | $6.0M | $7.6M | 3.73% | +255 | 2026-03-31 |
| 8 | ILF | ISHARES TR | 115.7K | $4.1M | $4.1M | 2.01% | +2.0K | 2026-03-31 |
| 9 | BTC | GRAYSCALE BITCOIN MINI TR ET | 134.9K | $4.0M | $3.8M | 1.84% | +14.0K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 18.6K | $3.9M | $5.1M | 2.49% | +1.2K | 2026-03-31 |
| 11 | SLV | ISHARES SILVER TR | 49.5K | $3.4M | $2.6M | 1.27% | -36,021 | 2026-03-31 |
| 12 | QQQ | INVESCO QQQ TR | 5.6K | $3.2M | $3.9M | 1.90% | -1,042 | 2026-03-31 |
| 13 | MO | ALTRIA GROUP INC | 47.1K | $3.1M | $3.2M | 1.58% | +2.4K | 2026-03-31 |
| 14 | CVX | CHEVRON CORPORATION | 13.4K | $2.8M | $2.6M | 1.29% | -- | 2026-03-31 |
| 15 | BMY | BRISTOL-MYERS SQUIBB CO | 45.0K | $2.7M | $2.9M | 1.44% | -1,025 | 2026-03-31 |
| 16 | EXEL | EXELIXIS INC | 62.8K | $2.7M | $3.3M | 1.64% | -- | 2026-03-31 |
| 17 | VTIP | VANGUARD MALVERN FDS | 51.3K | $2.6M | $2.5M | 1.25% | -- | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 4.0K | $2.4M | $2.8M | 1.36% | +331 | 2026-03-31 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | 11.9K | $2.3M | $2.6M | 1.25% | +5.6K | 2026-03-31 |
| 20 | ANET | ARISTA NETWORKS INC | 18.5K | $2.3M | $3.3M | 1.64% | +3.0K | 2026-03-31 |
| 21 | LQD | ISHARES TR | 19.9K | $2.2M | $2.1M | 1.04% | +941 | 2026-03-31 |
| 22 | UGA | UNITED STS GASOLINE FD LP | 20.3K | $2.1M | $2.4M | 1.18% | -11,498 | 2026-03-31 |
| 23 | LRCX | LAM RESEARCH CORP | 8.2K | $1.8M | $2.4M | 1.18% | -4,979 | 2026-03-31 |
| 24 | USO | UNITED STS OIL FD LP | 13.6K | $1.7M | $1.8M | 0.87% | -- | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 5.9K | $1.7M | $2.1M | 1.03% | +444 | 2026-03-31 |
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