Exit Wealth Advisors, LLC.
SEC Form 13F institutional filer · CIK 0002082744
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
59.2%
Exit Wealth Advisors, LLC. — $82.8M AUM allocation strategy
Exit Wealth Advisors, LLC. files SEC Form 13F and reports $82.8M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.2%, followed by Consumer Discretionary 15.0% and Financials 12.4%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Exit Wealth Advisors, LLC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$82.8M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +51.6K sh · +$2.65M+$USB +21.4K sh · +$1.07M+$IVZ +8.13K sh · +$1.52M
Biggest trims (shares)
−$BLK −26.3K sh · −$1.64M−$WDC −10.4K sh · −$1.52M−$LRCX −4.98K sh · −$504K
Exited to nil (held last quarter, gone now)
$MPC ($2.21M last qtr)$ADBE ($2.16M last qtr)$LNT ($527K last qtr)$JBHT ($515K last qtr)$CMCSA ($509K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Automobile Manufacturers10.3%—
- Asset Management & Custody Banks8.5%—
- Technology Hardware, Storage & Peripherals7.6%—
- Semiconductors7.5%—
- Systems Software7.3%—
- Broadline Retail4.7%—
- Interactive Media & Services4.0%—
- Tobacco3.7%—
- Other holdings46.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TSLA | Tesla Inc | 23K | $8.57M | +1.65K | 10.3% |
| $AAPL | Apple Inc | 24.7K | $6.27M | +2.19K | 7.6% |
| $NVDA | NVIDIA Corporation | 35.4K | $6.18M | +6.59K | 7.5% |
| $MSFT | Microsoft Corporation | 16.3K | $6.04M | +255 | 7.3% |
| $BLK | BlackRock Inc | 116K | $4.11M | -26.3K | 5.0% |
| $AMZN | Amazon.com Inc | 18.6K | $3.88M | +1.2K | 4.7% |
| $MO | Altria Group Inc | 47.1K | $3.11M | +2.44K | 3.8% |
| $IVZ | Invesco Ltd | 16.2K | $3M | +8.13K | 3.6% |
…and 47 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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