Exit Wealth Advisors, LLC. - Portfolio overview

Exit Wealth Advisors, LLC. has 174 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE TR, 18.25%
2. IAU - ISHARES GOLD TR, 4.62%
3. SGOV - ISHARES TR, 3.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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