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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
+3.57%
1 Year Est. Return
+37.51%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$169M
AUM Growth
+$19.2M
(+13%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
10.06%
Top 10 Holdings %
Top 10 Hldgs %
42.47%
Holding
164
New
40
Increased
53
Reduced
28
Closed
39
Avg Time Held
0.7
quarters
Top 10 Avg Time Held
0.8
quarters
Top 20 Avg Time Held
0.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$5.4M |
| 2 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$5.36M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$3.62M |
| 4 |
BITW
Bitwise 10 Crypto Index ETF
BITW
|
+$2.57M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$2.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$3.38M |
| 2 |
Shopify
SHOP
|
+$3.04M |
| 3 |
iShares Silver Trust
SLV
|
+$2.8M |
| 4 |
Exelixis
EXEL
|
+$2.34M |
| 5 |
Expedia Group
EXPE
|
+$2.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 50.25% |
| 2 | Technology | 19.96% |
| 3 | Consumer Discretionary | 10.03% |
| 4 | Healthcare | 4.41% |
| 5 | Communication Services | 3.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Advanced Micro Devices
AMD
$1.06T
| $496K | 0.29% |
2,317
+150
| +7% | +$33.7K |
2025 Q3
1 quarter
|
|
77
eBay
EBAY
$47.6B
| $480K | 0.28% |
+5,509
| New | +$477K |
2025 Q4
0 quarters
|
|
78
Home Depot
HD
$286B
| $476K | 0.28% |
1,385
+5
| +0.4% | +$1.83K |
2025 Q3
1 quarter
|
|
79
iShares S&P 500 Value ETF
IVE
$49B
| $465K | 0.27% |
2,193
-494
| -18% | -$104K |
2025 Q3
1 quarter
|
|
80
Vontier
VNT
$4.44B
| $458K | 0.27% |
+12,324
| New | +$472K |
2025 Q4
0 quarters
|
|
81
Vipshop
VIPS
$6.06B
| $452K | 0.27% |
+25,527
| New | +$491K |
2025 Q4
0 quarters
|
|
82
Invesco NASDAQ 100 ETF
QQQM
$113B
| $451K | 0.27% |
1,783
-29
| -2% | -$7.33K |
2025 Q3
1 quarter
|
|
83
Supernus Pharmaceuticals
SUPN
$2.49B
| $430K | 0.25% |
+8,651
| New | +$421K |
2025 Q4
0 quarters
|
|
84
Power Integrations
POWI
$2.98B
| $429K | 0.25% |
+12,074
| New | +$458K |
2025 Q4
0 quarters
|
|
85
IBM
IBM
$208B
| $426K | 0.25% |
1,439
+5
| +0.3% | +$1.5K |
2025 Q3
1 quarter
|
|
86
Kroger
KR
$34.5B
| $415K | 0.25% |
6,637
+1,230
| +23% | +$80.4K |
2025 Q3
1 quarter
|
|
87
British American Tobacco
BTI
$114B
| $411K | 0.24% |
7,257
+59
| +0.8% | +$3.22K |
2025 Q3
1 quarter
|
|
|
TBIL
88
F/m US Treasury 3 Month Bill Fund
TBIL
$7.44B
| $405K | 0.24% |
+8,116
| New | +$405K |
2025 Q4
0 quarters
|
|
89
Palantir
PLTR
$462B
| $402K | 0.24% |
2,264
-69
| -3% | -$12.5K |
2025 Q3
1 quarter
|
|
|
STXF
90
Strive 500 ETF
STXF
$1.19B
| $398K | 0.24% |
9,019
+25
| +0.3% | +$1.09K |
2025 Q3
1 quarter
|
|
91
CrowdStrike
CRWD
$286B
| $395K | 0.23% |
3,372
+32
| +1% | +$4.07K |
2025 Q3
1 quarter
|
|
92
WisdomTree India Earnings Fund ETF
EPI
$1.81B
| $375K | 0.22% |
8,110
| – | – |
2025 Q3
1 quarter
|
|
93
Vanguard Information Technology ETF
VGT
$159B
| $364K | 0.22% |
3,864
+432
| +13% | +$41K |
2025 Q3
1 quarter
|
|
94
iShares Bitcoin Trust
IBIT
$68.6B
| $355K | 0.21% |
7,142
-15,679
| -69% | -$891K |
2025 Q3
1 quarter
|
|
95
SPDR Gold Trust
GLD
$142B
| $336K | 0.2% |
849
+150
| +21% | +$57.3K |
2025 Q3
1 quarter
|
|
96
VanEck Gold Miners ETF
GDX
$26.4B
| $331K | 0.2% |
3,860
-4,133
| -52% | -$326K |
2025 Q3
1 quarter
|
|
97
ExxonMobil
XOM
$676B
| $331K | 0.2% |
2,751
-54
| -2% | -$6.26K |
2025 Q3
1 quarter
|
|
|
BMNR
98
BitMine Immersion Technologies
BMNR
$15.8B
| $329K | 0.19% |
+12,131
| New | +$492K |
2025 Q4
0 quarters
|
|
99
Walmart Inc
WMT
$850B
| $324K | 0.19% |
2,904
-317
| -10% | -$34K |
2025 Q3
1 quarter
|
|
|
SSK
100
REX-Osprey SOL + Staking ETF
SSK
$108M
| $319K | 0.19% |
16,725
-35,649
| -68% | -$881K |
2025 Q3
1 quarter
|
|
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Exit Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Exit Wealth Advisors held 164 positions worth $169M, up 13% from $150M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Exit Wealth Advisors deployed $17M of net new capital in Q4 2025, opening 40 new positions and adding to 53 existing holdings. Its largest new stake was Grayscale Bitcoin Mini Trust ETF: 120,890 shares worth $4.68M.
By sector, the portfolio is most concentrated in Miscellaneous at 50% of assets, up from 47% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Shopify, an estimated $3.04M trimmed.
- Exit Wealth Advisors's largest Q4 2025 buy was Grayscale Bitcoin Mini Trust ETF: 120,890 shares worth $4.68M.
- Exit Wealth Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025, an estimated $5.4M increase.
- Exit Wealth Advisors's biggest Q4 2025 reduction was Shopify, cutting an estimated $3.04M.
- Exit Wealth Advisors fully exited Fidelity Wise Origin Bitcoin Fund in Q4 2025, selling an estimated $3.38M.
- Exit Wealth Advisors's ten largest holdings make up 42% of its $169M portfolio in Q4 2025.
- Exit Wealth Advisors opened 40 new positions and closed 39 in Q4 2025.
- Exit Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $169M.
Based on Exit Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.