Exit Wealth Advisors, LLC.

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$222,475
Net value change ($000)
+2,856 (1.3%)
New positions
37
Sold out positions
40
Turnover %
33.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VDE 4,543 752.2%
XLK 4,366 NEW
JAAA 4,172 70.5%
VOO 3,322 106.7%
MSFT 2,133 35.4%
EXEL 1,964 NEW
KR 1,943 NEW
BTC 1,764 42.0%
UPS 1,658 NEW
EXPE 1,649 NEW
Top Reduces (Value $000, Stocks/ETFs)
RSP -4,293 -100.0%
USFR -4,080 -21.6%
VOD -3,121 -100.0%
BMY -3,054 -100.0%
VTIP -2,923 -100.0%
LAMR -2,741 -100.0%
USO -2,511 -100.0%
B -1,621 -100.0%
PENG -1,495 -100.0%
TSLA -1,463 -13.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 284 (0.1% 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