Exit Wealth Advisors, LLC.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 219,619
- Description
- —
- Website
- —
- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 150 | 219,619 | 13F-HR | Exit Wealth Advisors, LLC. |
| 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):
336
(0.2% of total reported value)
· QoQ Δ:
-10
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 151.3 K | 69.0% | 21.76 K | 0 | 21.76 K |
| ETFs | 68.02 K | 31.0% | 3.359 K | 0 | 3.359 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
219,619
Holdings
150
QoQ value change ($000)
25,107
(12.9%)
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.