Exit Wealth Advisors, LLC.
Annual return '25
+4.6%
SPY '25
+17.7%
Alpha
-13.1ptsvs SPY
Invested
$494.7M
Holdings
131
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 64%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USFR
WISDOMTREE TR
Held since at least Q1 2024
21.5%
02
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
5.4%
03
$SGOV
ISHARES TR
Held since at least Q1 2024
4.7%
04
$TSLA
TESLA INC
Held since at least Q1 2024
4.4%
05
$AAPL
APPLE INC
Held since at least Q1 2024
3.2%
06
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
3.2%
07
$WRB
W. R. Berkley Corp. (WRB)
Held since at least Q1 2024
3.1%
08
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.1%
09
$ILF
ISHARES TR
Held since at least Q1 2024
2.1%
10
$BTC
GRAYSCALE BITCOIN MINI TR ET
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:19 UTC.