Exit Wealth Advisors, LLC.

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$169,149
Net value change ($000)
+19,221 (12.8%)
New positions
40
Sold out positions
38
Turnover %
43.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 5,360 79.2%
BTC 4,682 NEW
USFR 3,623 100.7%
BITW 2,536 NEW
BMY 2,481 NEW
AAPL 2,297 60.0%
WDC 2,293 NEW
HYG 2,283 NEW
LRCX 2,255 NEW
MPLX 2,207 NEW
Top Reduces (Value $000, Stocks/ETFs)
FBTC -3,383 -100.0%
SHOP -2,796 -90.9%
EXEL -2,341 -100.0%
EXPE -2,095 -100.0%
SNEX -1,835 -100.0%
RSP -1,739 -59.4%
JBL -1,698 -100.0%
CRM -1,675 -100.0%
V -1,652 -89.2%
TLT -1,622 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type