Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USFRWisdomtree Tr | $18.9M | 8.6% | −54.8% |
| TSLATesla Inc | $10.6M | 4.8% | +9.6% |
| IAUIshares Gold Tr | $8.5M | 3.9% | −6.5% |
| NVDANvidia Corporation | $8.0M | 3.6% | +12.8% |
| AAPLApple Inc | $7.7M | 3.5% | +8.1% |
| MSFTMicrosoft Corp | $6.0M | 2.7% | −1.0% |
| JAAAJanus Detroit Str Tr | $5.9M | 2.7% | +472.0% |
| QQQInvesco Qqq Tr | $5.2M | 2.4% | +40.4% |
| AMZNAmazon Com Inc | $4.6M | 2.1% | +4.3% |
| ILFIshares Tr | $4.3M | 2.0% | +10.6% |
| RSPInvesco Exchange Traded Fd T | $4.3M | 2.0% | +70.0% |
| BTCGrayscale Bitcoin Mini Tr Et | $4.2M | 1.9% | +19.9% |
| MOAltria Group Inc | $3.8M | 1.7% | +11.0% |
| LLYEli Lilly & Co | $3.5M | 1.6% | New |
| ANETArista Networks Inc | $3.4M | 1.6% | +8.6% |
| SLVIshares Silver Tr | $3.3M | 1.5% | +26.6% |
| VODVodafone Group PLC | $3.1M | 1.4% | +811.7% |
| VOOVanguard Index Fds | $3.1M | 1.4% | +12.5% |
| BMYBristol-myers Squibb Co | $3.1M | 1.4% | +17.9% |
| VTIPVanguard Malvern Fds | $2.9M | 1.3% | +13.5% |
| UGAUnited Sts Gasoline Fd LP | $2.8M | 1.3% | +34.8% |
| LQDIshares Tr | $2.7M | 1.3% | +26.6% |
| LAMRLamar Advertising Co | $2.7M | 1.3% | New |
| CVXChevron Corporation | $2.7M | 1.2% | +23.6% |
| USOUnited Sts Oil Fd LP | $2.5M | 1.1% | +72.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $1.7M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $1.4M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $2.0M |
| UGAUnited Sts Gasoline Fd LP | September 30, 2025 | +59.7% | $2.8M |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $2.2M |
| GOOGAlphabet Inc | September 30, 2025 | +45.1% | $2.0M |
| SLVIshares Silver Tr | September 30, 2025 | +26.2% | $3.3M |
| QQQInvesco Qqq Tr | September 30, 2025 | +22.7% | $5.2M |
| ILFIshares Tr | September 30, 2025 | +16.8% | $4.3M |
| ANETArista Networks Inc | September 30, 2025 | +16.6% | $3.4M |
Sold off last quarter
- EXELExelixis Inc was $2.7M
- LRCXLam Research Corp was $1.8M
- MWAMueller Wtr Prods Inc was $1.3M
- CROXCrocs Inc was $1.1M
- GOLDGold Com Inc was $826K
- POWIPower Integrations Inc was $646K
- CNRCore Natural Resources Inc was $645K
- SVMSilvercorp Metals Inc was $567K
- PAASPan Amern Silver Corp was $553K
- TEXTerex Corp New was $510K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.8% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Exit Wealth Advisors, LLC. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2082744&type=13F-HR&dateb=&owner=include&count=40CIK 2082744
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2082744/000176538026000340/Filed August 11, 2026 · accession 0001765380-26-000340