Exit Wealth Advisors, Llc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $8.75B, Microsoft Corp with a value of $8.17B, Ishares Gold Trust with a value of $7.88B, Spdr Bloomberg 1 3 Month T Bil with a value of $6.77B, and I Shares Silver Trust with a value of $5.99B.

Examining the 13F form we can see an increase of $150B in the current position value.

Exit Wealth Advisors, Llc. is based out at Atlanta, GA

Below you can find more details about Exit Wealth Advisors, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $57.7 Billion
Technology: $29.7 Billion
Consumer Cyclical: $20.9 Billion
Financial Services: $12 Billion
Consumer Defensive: $5.07 Billion
Communication Services: $4.98 Billion
Healthcare: $3.35 Billion
Industrials: $1.45 Billion
Other: $540 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $150 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 124 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Exit Wealth Advisors, Llc. Portfolio

Follow Exit Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exit Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Exit Wealth Advisors, Llc. with notifications on news.