Exit Wealth Advisors, LLC.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 194,512
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 131 | 194,512 | 13F-HR | Exit Wealth Advisors, LLC. |
| 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)
Derivatives reported exposure ($000):
346
(0.2% of total reported value)
· QoQ Δ:
+346
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129.5 K | 66.7% | 0 | 7.426 K | -7.426 K |
| ETFs | 64.66 K | 33.3% | 34.11 K | 0 | 34.11 K |
| Other | 0 | 0.0% | 0 | 1.669 K | -1.669 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
194,512
Holdings
131
QoQ value change ($000)
25,363
(15.0%)
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.