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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
Cap. Flow
+$17M
Cap. Flow %
10.06%
Top 10 Hldgs %
42.47%
Holding
164
New
40
Increased
53
Reduced
28
Closed
39

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.4M
2
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$5.36M
3
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.62M
4
BITW
Bitwise 10 Crypto Index ETF
BITW
+$2.57M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.28M

Top Sells

Rank Stock Value
1
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$3.38M
2
SHOP icon
Shopify
SHOP
+$3.04M
3
SLV icon
iShares Silver Trust
SLV
+$2.8M
4
EXEL icon
Exelixis
EXEL
+$2.34M
5
EXPE icon
Expedia Group
EXPE
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 19.96%
2 Consumer Discretionary 10.03%
3 Healthcare 4.41%
4 Communication Services 3.75%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
76
Advanced Micro Devices
AMD
$766B
$496K 0.29%
2,317
+150
+7% +$33.7K
EBAY icon
77
eBay
EBAY
$46.6B
$480K 0.28%
+5,509
New +$477K
HD icon
78
Home Depot
HD
$334B
$476K 0.28%
1,385
+5
+0.4% +$1.83K
IVE icon
79
iShares S&P 500 Value ETF
IVE
$50.2B
$465K 0.27%
2,193
-494
-18% -$104K
VNT icon
80
Vontier
VNT
$4.44B
$458K 0.27%
+12,324
New +$472K
VIPS icon
81
Vipshop
VIPS
$6.87B
$452K 0.27%
+25,527
New +$491K
QQQM icon
82
Invesco NASDAQ 100 ETF
QQQM
$103B
$451K 0.27%
1,783
-29
-2% -$7.33K
SUPN icon
83
Supernus Pharmaceuticals
SUPN
$2.76B
$430K 0.25%
+8,651
New +$421K
POWI icon
84
Power Integrations
POWI
$3.06B
$429K 0.25%
+12,074
New +$458K
IBM icon
85
IBM
IBM
$220B
$426K 0.25%
1,439
+5
+0.3% +$1.5K
KR icon
86
Kroger
KR
$34.5B
$415K 0.25%
6,637
+1,230
+23% +$80.4K
BTI icon
87
British American Tobacco
BTI
$122B
$411K 0.24%
7,257
+59
+0.8% +$3.22K
TBIL
88
F/m US Treasury 3 Month Bill Fund
TBIL
$7.27B
$405K 0.24%
+8,116
New +$405K
PLTR icon
89
Palantir
PLTR
$418B
$402K 0.24%
2,264
-69
-3% -$12.5K
STXF
90
Strive 500 ETF
STXF
$1.17B
$398K 0.24%
9,019
+25
+0.3% +$1.09K
CRWD icon
91
CrowdStrike
CRWD
$194B
$395K 0.23%
3,372
+32
+1% +$4.07K
EPI icon
92
WisdomTree India Earnings Fund ETF
EPI
$2.03B
$375K 0.22%
8,110
– –
VGT icon
93
Vanguard Information Technology ETF
VGT
$145B
$364K 0.22%
3,864
+432
+13% +$41K
IBIT icon
94
iShares Bitcoin Trust
IBIT
$57.7B
$355K 0.21%
7,142
-15,679
-69% -$891K
GLD icon
95
SPDR Gold Trust
GLD
$152B
$336K 0.2%
849
+150
+21% +$57.3K
GDX icon
96
VanEck Gold Miners ETF
GDX
$31.8B
$331K 0.2%
3,860
-4,133
-52% -$326K
XOM icon
97
ExxonMobil
XOM
$683B
$331K 0.2%
2,751
-54
-2% -$6.26K
BMNR
98
BitMine Immersion Technologies
BMNR
$13B
$329K 0.19%
+12,131
New +$492K
WMT icon
99
Walmart Inc
WMT
$826B
$324K 0.19%
2,904
-317
-10% -$34K
SSK
100
REX-Osprey SOL + Staking ETF
SSK
$85.9M
$319K 0.19%
16,725
-35,649
-68% -$881K
2 3
4
5 6

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ORP
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WAL
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WMRU
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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 Technology at 20% of assets, down from 21% a quarter earlier, followed by Consumer Discretionary and Healthcare.

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.