Institutions / Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc.
CIK 1997586 · Institution · as of Dec 31, 2025
Portfolio value
$318.93M
Positions
134
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 134 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $21.25M | 6.7% |
| VanEck ETF Trust | $19.81M | 6.2% |
| WisdomTree Tr | $16.74M | 5.2% |
| Vanguard Tax-Managed Fds | $14.38M | 4.5% |
| First Tr Exchng Traded Fd VI | $14.18M | 4.4% |
| iShares Tr | $13.04M | 4.1% |
| SPDR S&P 500 ETF Tr | $9.72M | 3.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $8.48M | 2.7% |
| Apple Inc. | $8.22M | 2.6% |
| J P Morgan Exchange Traded F | $7.33M | 2.3% |
| J P Morgan Exchange Traded F | $6.90M | 2.2% |
| Microsoft Corp | $6.03M | 1.9% |
| SPDR Series Trust | $6.01M | 1.9% |
| iShares Tr | $5.75M | 1.8% |
| Costco Wholesale Corp /New | $5.70M | 1.8% |
| Vanguard Index Fds | $4.97M | 1.6% |
| iShares Tr | $4.94M | 1.5% |
| Schwab Strategic Tr | $4.76M | 1.5% |
| Amazon.com Inc | $4.71M | 1.5% |
| WisdomTree Trust | $4.28M | 1.3% |
| First Tr Exch Traded Fd III | $4.26M | 1.3% |
| Tcw ETF Trust | $4.08M | 1.3% |
| JPMorgan Chase & Co | $3.86M | 1.2% |
| ELI LILLY & Co | $3.82M | 1.2% |
| NVIDIA Corp | $3.32M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.