Etesian Wealth Advisors, Inc. — 13F holdings

Etesian Wealth Advisors, Inc. reported 141 holdings worth $338M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. QGRW WISDOMTREE TR — $19.7M (5.8%)
  2. MOAT VANECK ETF TRUST — $19.4M (5.7%)
  3. VEA VANGUARD TAX-MANAGED FDS — $16.8M (5.0%)
  4. USFR WISDOMTREE TR — $16.1M (4.8%)
  5. IVV ISHARES TR — $14.4M (4.2%)
  6. UCON FIRST TR EXCHNG TRADED FD VI — $13.3M (3.9%)
  7. SPY SPDR S&P 500 ETF TR — $10.7M (3.2%)
  8. DYNF BLACKROCK ETF TRUST — $10.6M (3.1%)
  9. AAPL APPLE INC — $8.39M (2.5%)
  10. JIRE J P MORGAN EXCHANGE TRADED F — $8.29M (2.5%)