Sign In
test

Kevin Kim

Exit Wealth Advisors, Llc.

Assets Managed
$194.512M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
15%(2Q avg: 13.91%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Exit Wealth Advisors, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Exit Wealth Advisors, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 194.512M in assets, with a quarterly growth rate of 15% and a 2-quarter average growth rate of 13.91%. The portfolio is managed by Kevin Kim, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 480.13%
21.55%
$41.905M
832,449 shares@ $50.35 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 4.79%
5.45%
$10.601M
120,242 shares@ $88.17 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
New Position
4.7%
$9.137M
90,770 shares@ $100.66 avg price
TSLA
Tesla Inc
Recent Activity
Increased 7.7%
4.41%
$8.566M
23,043 shares@ $371.76 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.7%
3.23%
$6.275M
24,724 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 22.84%
3.18%
$6.181M
35,444 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.59%
3.11%
$6.036M
16,306 shares@ $370.17 avg price
ILF
Ishares Latin America 40 Etf
Recent Activity
Increased 1.75%
2.12%
$4.111M
115,740 shares@ $35.52 avg price
BTC
Grayscale Bitcn Mini Tru Etf
Recent Activity
Increased 11.59%
2.08%
$4.046M
134,901 shares@ $30.0 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 6.92%
2%
$3.877M
18,616 shares@ $208.28 avg price

1-10 of 130