Exit Wealth Advisors, LLC.: 13F holdings
CIK 20827442026Q2
| Positions | 149 |
|---|
| Reported value | $219.6m |
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| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 149 (+19 vs prior quarter) |
|---|
| Reported value | $219.6m (+12.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| USFR WISDOMTREE TR | 376,007 | $18.9m | 8.6% |
| TSLA TESLA INC | 25,255 | $10.6m | 4.8% |
| IAU ISHARES GOLD TR | 112,372 | $8.5m | 3.9% |
| NVDA NVIDIA CORPORATION | 39,979 | $8.0m | 3.6% |
| AAPL APPLE INC | 26,716 | $7.7m | 3.5% |
| MSFT MICROSOFT CORP | 16,140 | $6.0m | 2.7% |
| JAAA JANUS DETROIT STR TR | 117,150 | $5.9m | 2.7% |
| QQQ INVESCO QQQ TR | 7,038 | $5.2m | 2.4% |
| AMZN AMAZON COM INC | 19,413 | $4.6m | 2.1% |
| ILF ISHARES TR | 128,058 | $4.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2082744")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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