Institutional Fund
Exit Wealth Advisors, LLC.
Atlanta, GACIK 20827443 filings on record
Portfolio Value
$194.17M
Q1 2026
Holdings
130
Reported positions
New Buys
40
Opened this quarter
QoQ Change
+14.8%
from $169.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr21.6%
- Ishares Gold Tr5.5%
- Ishares Tr4.7%
- Tesla Inc4.4%
- Apple Inc3.2%
- Nvidia Corporation3.2%
- Other57.4%
Portfolio Holdings
130 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 832.4K | $41.91M | 21.6% | +689.0K | Added |
| 2 | Ishares Gold Tr | 120.2K | $10.60M | 5.5% | +5.5K | Added |
| 3 | Ishares Tr | 90.8K | $9.14M | 4.7% | +90.8K | New |
| 4 | Tesla Inc | 23.0K | $8.57M | 4.4% | +1.6K | Added |
| 5 | Apple Inc | 24.7K | $6.27M | 3.2% | +2.2K | Added |
| 6 | Nvidia Corporation | 35.4K | $6.18M | 3.2% | +6.6K | Added |
| 7 | Microsoft Corp | 16.3K | $6.04M | 3.1% | +255 | Added |
| 8 | Ishares Tr | 115.7K | $4.11M | 2.1% | +2.0K | Added |
| 9 | Grayscale Bitcoin Mini Tr Et | 134.9K | $4.05M | 2.1% | +14.0K | Added |
| 10 | Amazon Com Inc | 18.6K | $3.88M | 2.0% | +1.2K | Added |
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