Exit Wealth Advisors, LLC.
•CIK: 2082744•Filing: Q4 2025
**Exit Wealth Advisors, LLC.** manages $169M across a diversified portfolio of 125 positions. The fund exhibits notable exposure to fixed income and technology, with top holdings including BIL at $12.1M and MSFT at $7.8M. Significant allocations are also visible in growth sectors, evidenced by $9.6M in TSLA and $9.3M in IAU*. The concentration suggests a tactical blend of defensive income generation and high-growth technology plays.
Total AUM
$169.1M
QoQ Performance
+12.8%
Positions
108
Top 10 Concentration
42.5%
Latest Filing
Q4 2025
Top Holdings Allocation
BIL
TSLA
IAU*
BIL7.2%
TSLA5.7%
IAU*5.5%
MSFT4.6%
USFR4.3%
AAPL3.6%
SLV3.3%
NVDA3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.6%
Technology16.9%
Consumer8.5%
Consumer Staples1.9%
Healthcare1.9%
ETF1.4%
Communication0.8%
Financial0.7%
🚪 Exited Positionssold since Q3 2025
+34 more exited positions
Changes from Q3 2025
NEW40 new positions
↑53 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025