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EWA
Exit Wealth Advisors Portfolio holdings
AUM
$220M
1-Year Est. Return
37.51%
This Fund
S&P 500
This Quarter
Est. Return
+14.07%
1 Year Est. Return
+37.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
94.31%
Top 10 Holdings %
Top 10 Hldgs %
37.97%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$8.04M |
| 2 |
iShares Gold Trust
IAU
|
+$7.07M |
| 3 |
Tesla
TSLA
|
+$6.82M |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$6.76M |
| 5 |
iShares Silver Trust
SLV
|
+$5.08M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.82% |
| 2 | Consumer Discretionary | 13.96% |
| 3 | Financials | 7.62% |
| 4 | Consumer Staples | 3.38% |
| 5 | Communication Services | 3.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
3M
MMM
$91.8B
| $440K | 0.29% |
+2,833
| New | +$437K |
|
|
CNR
77
Core Natural Resources Inc
CNR
$4.65B
| $427K | 0.28% |
+5,114
| New | +$383K |
|
78
Palantir
PLTR
$418B
| $426K | 0.28% |
+2,333
| New | +$378K |
|
79
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
| $424K | 0.28% |
+4,114
| New | +$416K |
|
80
CrowdStrike
CRWD
$194B
| $409K | 0.27% |
+3,340
| New | +$380K |
|
81
Monster Beverage
MNST
$93B
| $408K | 0.27% |
+12,122
| New | +$378K |
|
82
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $405K | 0.27% |
+5,171
| New | +$418K |
|
83
IBM
IBM
$220B
| $405K | 0.27% |
+1,434
| New | +$375K |
|
84
Coca-Cola
KO
$389B
| $404K | 0.27% |
+6,092
| New | +$419K |
|
85
Lithia Motors
LAD
$8.15B
| $393K | 0.26% |
+1,243
| New | +$401K |
|
|
STXF
86
Strive 500 ETF
STXF
$1.17B
| $389K | 0.26% |
+8,994
| New | +$373K |
|
87
Vodafone
VOD
$37B
| $386K | 0.26% |
+33,235
| New | +$379K |
|
88
British American Tobacco
BTI
$122B
| $382K | 0.25% |
+7,198
| New | +$391K |
|
|
ETH
89
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.03B
| $381K | 0.25% |
+9,723
| New | +$359K |
|
90
T-Mobile US
TMUS
$194B
| $376K | 0.25% |
+1,572
| New | +$381K |
|
91
iShares US Real Estate ETF
IYR
$4.62B
| $371K | 0.25% |
+3,823
| New | +$368K |
|
92
Kroger
KR
$34.5B
| $364K | 0.24% |
+5,407
| New | +$376K |
|
93
WisdomTree India Earnings Fund ETF
EPI
$2.03B
| $358K | 0.24% |
+8,110
| New | +$368K |
|
94
Progyny
PGNY
$1.99B
| $357K | 0.24% |
+16,602
| New | +$377K |
|
95
Boston Beer
SAM
$1.96B
| $353K | 0.24% |
+1,672
| New | +$356K |
|
96
Advanced Micro Devices
AMD
$766B
| $351K | 0.23% |
+2,167
| New | +$350K |
|
97
Qfin Holdings
QFIN
$1.39B
| $342K | 0.23% |
+11,895
| New | +$404K |
|
|
CADE
98
DELISTED
Cadence Bank
CADE
| $342K | 0.23% |
+9,112
| New | +$328K |
|
99
Kemper
KMPR
$1.61B
| $337K | 0.22% |
+6,542
| New | +$367K |
|
100
Walmart Inc
WMT
$826B
| $332K | 0.22% |
+3,221
| New | +$321K |
|
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Exit Wealth Advisors's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Exit Wealth Advisors, which disclosed 124 positions worth $150M. Its ten largest holdings account for 38% of the portfolio.
Its largest position is Microsoft: 15,770 shares worth $8.17M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Consumer Discretionary and Financials.
- Exit Wealth Advisors's largest Q3 2025 buy was Microsoft: 15,770 shares worth $8.17M.
- Exit Wealth Advisors's ten largest holdings make up 38% of its $150M portfolio in Q3 2025.
- Exit Wealth Advisors disclosed 124 positions in Q3 2025, its first 13F filing on record.
Based on Exit Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.