Exit Wealth Advisors, LLC.

CIK 0002082744 · Q1 2026

13F Equity AUM

$194.5M

+15.0% QoQ

Positions

130

+5 QoQ

AUM Rank

#7,517

Top 60%

Skill Alpha (FF)

—

Building track record (1q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 39.3%Top 10: 51.8%Top 20: 65.9%

USFR21.5%

IAU*5.5%

SGOV4.7%

TSLA4.4%

AAPL3.2%

NVDA3.2%

MSFT3.1%

ILF2.1%

BTC2.1%

AMZN2.0%

Others (120)48.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services58.9%

Technology14.1%

Consumer Cyclical7.4%

Financials6.0%

Healthcare3.4%

Communication Services2.5%

Energy2.4%

Consumer Defensive2.3%

Other3.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 130Median: 0.29%Avg: 0.77%

0–0.5%

91(20.2%)

0.5–1%

17(11.8%)

1–3%

15(22.5%)

3–5%

5(18.6%)

5%+

2(27.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 125Unique: 5vs 20 funds

1.7%Low

130

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.3%

BANK OF AMERICA CORP /DE/

2.4%

2.3%

2.4%

3.2%

1.9%

VANGUARD CAPITAL MANAGEMENT LLC

1.8%

GEODE CAPITAL MANAGEMENT, LLC

1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New40Increased69Decreased19Exited35

New Positions

SGOV4.7%

+91K

CHV1.4%

+13K

EX91.4%

+63K

VTIP1.3%

+51K

USO0.9%

+14K

JT50.7%

+47K

CROX0.5%

+13K

JAAA0.5%

+20K

VDE0.5%

+6K

TLT0.4%

+10K

Increased

USFR21.5%

+689K(+480%)

GSOL0.3%

+47K(+78%)

DBB0.6%

+35K(+325%)

TBIL0.8%

+21K(+264%)

IBIT0.5%

+18K(+254%)

BTC2.1%

+14K(+12%)

ETH0.4%

+8K(+27%)

IGLD0.2%

+7K(+67%)

NVDA3.2%

+7K(+23%)

RSP1.2%

+6K(+91%)

Decreased

BIL0.7%

-118,818(-90%)

PSLV/U0.5%

-81,512(-66%)

SLV1.7%

-36,021(-42%)

UGA1.1%

-11,498(-36%)

WDC0.4%

-10,434(-78%)

BITW0.8%

-9,971(-23%)

LRCX0.9%

-4,979(-38%)

MEDP0.2%

-3,322(-78%)

BITB0.2%

-2,783(-18%)

SSK0.1%

-2,033(-12%)

Exited

-28,320

-41,346

-6,172

-73,603

-45,316

-16,230

-38,331

-22,761

-6,243

-18,812

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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