Exit Wealth Advisors, LLC.

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$194,512
Net value change ($000)
+25,363 (15.0%)
New positions
40
Sold out positions
35
Turnover %
34.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
USFR 34,684 480.3%
SGOV 9,137 NEW
CVX 2,763 NEW
EXEL 2,693 NEW
VTIP 2,561 NEW
USO 1,736 NEW
MWA 1,294 NEW
IAU 1,287 13.8%
RSP 1,086 91.2%
TBIL 1,069 264.0%
Top Reduces (Value $000, Stocks/ETFs)
BIL -10,854 -89.5%
HYG -2,283 -100.0%
MPLX -2,207 -100.0%
ADBE -2,160 -100.0%
SLV -2,136 -38.8%
UUP -1,989 -100.0%
MEDP -1,941 -81.3%
PSLV -1,898 -65.4%
MSFT -1,727 -22.2%
HYLB -1,669 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 346 (0.2% of total reported value)
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