Exit Wealth Advisors, LLC.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 169,149
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 125 | 169,149 | 13F-HR | Exit Wealth Advisors, LLC. |
| Q3 2025 | 11/14/2025 | 124 | 149,928 | 13F-HR | Exit Wealth Advisors, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 136.9 K | 81.0% | 14.91 K | 0 | 14.91 K |
| ETFs | 30.55 K | 18.1% | 3.281 K | 0 | 3.281 K |
| Other | 1.669 K | 1.0% | 1.025 K | 0 | 1.025 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
169,149
Holdings
125
QoQ value change ($000)
19,221
(12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.