Exit Wealth Advisors, LLC.

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$219,619
Net value change ($000)
+25,107 (12.9%)
New positions
49
Sold out positions
30
Turnover %
26.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
JAAA 4,883 473.2%
LLY 3,505 NEW
LAMR 2,741 NEW
VOD 2,732 702.3%
QQQ 2,289 79.1%
MU 2,189 NEW
TSLA 2,056 24.0%
RSP 2,016 88.5%
NVDA 1,818 29.4%
FTI 1,806 NEW
Top Reduces (Value $000, Stocks/ETFs)
USFR -22,973 -54.8%
SGOV -8,025 -87.8%
EXEL -2,693 -100.0%
IAU -2,116 -20.0%
LRCX -1,751 -100.0%
MWA -1,294 -100.0%
CROX -1,058 -100.0%
BIL -1,002 -78.5%
GOLD -826 -100.0%
POWI -646 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 336 (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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type