Exit Wealth Advisors, LLC.

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
124
Total value ($000)
$149,928
Net value change ($000)
—
New positions
123
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
TSLA 8,748 —
MSFT 8,168 —
IAU 7,884 —
BIL 6,770 —
SLV 5,991 —
NVDA 4,899 —
AAPL 3,830 —
AMZN 3,658 —
USFR 3,598 —
FBTC 3,383 —
Top Reduces (Value $000, Stocks/ETFs)
—
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type