13F

Investor

Etesian Wealth Advisors, Inc.

CIK 0001997586 · filed 2026-02-11 · SEC filing

13F book

$318.9M

Positions

134

Largest name

6.7%

Wisdomtree Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Wisdomtree Tr422.3K$21.2M6.7%Held
Vaneck Etf Trust191.3K$19.8M6.2%Held
Wisdomtree Tr285.3K$16.7M5.2%Held
Vanguard Tax-Managed Fds230.1K$14.4M4.5%Held
First Tr Exchng Traded Fd Vi563.5K$14.2M4.4%Held
Ishares Tr19K$13M4.1%Held
Spdr S&P 500 Etf Tr14.3K$9.72M3.0%Held
Blackrock Etf Trust139.4K$8.48M2.7%Held
Apple Inc.AAPL30.3K$8.22M2.6%Held
J P Morgan Exchange Traded F97.9K$7.33M2.3%Held
J P Morgan Exchange Traded F149K$6.9M2.2%Held
Microsoft CorpMSFT12.5K$6.03M1.9%Held
Spdr Series Trust75K$6.01M1.9%Held
Ishares Tr47.9K$5.75M1.8%Held
Costco Whsl Corp New6.61K$5.7M1.8%Held
Vanguard Index Fds7.93K$4.97M1.6%Held
Ishares Tr10.4K$4.94M1.5%Held
Schwab Strategic Tr131.9K$4.76M1.5%Held
Amazon Com IncAMZN20.4K$4.71M1.5%Held
Wisdomtree Tr48.6K$4.28M1.3%Held
First Tr Exch Traded Fd Iii83.3K$4.26M1.3%Held
Tcw Etf Trust103K$4.08M1.3%Held
Jpmorgan Chase & Co.12K$3.86M1.2%Held
Eli Lilly & CoLLY3.56K$3.82M1.2%Held
Nvidia CorpNVDA17.8K$3.32M1.0%Held
Ishares Tr32.6K$3.13M1.0%Held
Walmart Inc.WMT27.2K$3.03M0.9%Held
Ishares Tr65.7K$2.81M0.9%Held
Alphabet Inc8.86K$2.77M0.9%Held
J P Morgan Exchange Traded F54.8K$2.67M0.8%Held
Vanguard Whitehall Fds18.3K$2.63M0.8%Held
Wisdomtree Tr29.2K$2.61M0.8%Held
American Centy Etf Tr25.4K$2.6M0.8%Held
Ishares Tr13K$2.58M0.8%Held
Schwab Strategic Tr77.1K$2.53M0.8%Held
First Tr Exch Traded Fd Iii130.2K$2.37M0.7%Held
Ishares Tr22.3K$2.27M0.7%Held
AbbVie Inc.ABBV9.53K$2.18M0.7%Held
J P Morgan Exchange Traded F44.8K$2.12M0.7%Held
J P Morgan Exchange Traded F35.4K$2.03M0.6%Held
Bank America Corp35.9K$1.98M0.6%Held
Flexshares Tr41.7K$1.91M0.6%Held
Alphabet Inc5.82K$1.83M0.6%Held
Ishares Tr19K$1.83M0.6%Held
Vanguard Index Fds5.45K$1.83M0.6%Held
Vanguard Index Fds20.3K$1.8M0.6%Held
First Tr Exchange Traded Fd75.8K$1.79M0.6%Held
Mcdonalds CorpMCD5.82K$1.78M0.6%Held
Visa Inc.V4.72K$1.66M0.5%Held
Oracle Corp8.36K$1.63M0.5%Held
Dover CorpDOV7.84K$1.53M0.5%Held
Cisco Sys Inc19.5K$1.5M0.5%Held
International Business Machs5.03K$1.49M0.5%Held
Chevron Corp NewCVX9.47K$1.44M0.5%Held
Meta Platforms, Inc.META2.17K$1.43M0.4%Held
Gilead Sciences, Inc.GILD11.4K$1.39M0.4%Held
J P Morgan Exchange Traded F23.9K$1.39M0.4%Held
Vanguard Index Fds4.65K$1.35M0.4%Held
Ishares Tr15.4K$1.34M0.4%Held
Ishares Tr17.5K$1.25M0.4%Held
Flexshares Tr30.5K$1.24M0.4%Held
Ishares Tr39.8K$1.23M0.4%Held
Exelon CorpEXC28.2K$1.23M0.4%Held
Wisdomtree Tr12.8K$1.19M0.4%Held
Abbott LabsABT9.39K$1.18M0.4%Held
Netflix IncNFLX12.4K$1.16M0.4%Held
Cintas CorpCTAS6.15K$1.16M0.4%Held
Goldman Sachs Group Inc1.28K$1.13M0.4%Held
Old Rep Intl Corp24.4K$1.11M0.4%Held
Vanguard Star Fds14.6K$1.1M0.3%Held
John Hancock Exchange Traded46.6K$1.06M0.3%Held
Blackrock Etf Trust26.1K$1.01M0.3%Held
Qualcomm Inc5.78K$988.7K0.3%Held
Tcw Etf Trust12K$965.7K0.3%Held
Vaneck Etf Trust54.3K$958.5K0.3%Held
Cardinal Health IncCAH4.63K$951.3K0.3%Held
Salesforce, Inc.CRM3.34K$884.5K0.3%Held
Home Depot, Inc.HD2.47K$851.4K0.3%Held
Berkshire Hathaway Inc Del1.62K$816.3K0.3%Held
Ishares Tr7.45K$797.8K0.3%Held
Broadcom Inc.AVGO2.14K$742K0.2%Held
Aflac IncAFL6.65K$733.4K0.2%Held
Vaneck Etf Trust36.4K$723.5K0.2%Held
Smartstop Self Storag Reit I21.7K$670.6K0.2%Held
Constellation Energy CorpCEG1.78K$629.5K0.2%Held
Pepsico IncPEP4.25K$609.5K0.2%Held
Johnson & JohnsonJNJ2.9K$601K0.2%Held
Invesco Exch Traded Fd Tr Ii50K$562.5K0.2%Held
Exxon Mobil Corp4.51K$542.5K0.2%Held
Mckesson CorpMCK657$538.9K0.2%Held
Vanguard Intl Equity Index F9.9K$532K0.2%Held
Pnc Finl Svcs Group Inc2.52K$525K0.2%Held
Ishares Tr4.03K$519.9K0.2%Held
World Gold Tr5.98K$510.3K0.2%Held
Automatic Data Processing In1.83K$470.7K0.1%Held
Waste Mgmt Inc Del2.13K$466.9K0.1%Held
Schwab Strategic Tr16.4K$450.7K0.1%Held
American Centy Etf Tr6.27K$446.5K0.1%Held
Thermo Fisher Scientific Inc.TMO766$443.9K0.1%Held
Ishares Tr3.96K$436K0.1%Held
Vanguard Index Fds1.64K$422.3K0.1%Held
BlackRock, Inc.BLK393$420.6K0.1%Held
J P Morgan Exchange Traded F3.25K$402.8K0.1%Held
Boeing Co1.84K$400K0.1%Held
Prudential Finl Inc3.48K$392.5K0.1%Held
Sempra4.37K$386K0.1%Held
Medtronic PlcMDT3.83K$367.6K0.1%Held
Archer-Daniels-Midland CoADM6.34K$364.7K0.1%Held
Ishares Tr940$351K0.1%Held
Vaneck Etf Trust11.3K$331.5K0.1%Held
Vanguard Intl Equity Index F2.25K$318.1K0.1%Held
Ishares Tr3.3K$314.1K0.1%Held
Vanguard Growth Etf619$302K0.1%Held
Mastercard IncMA524$299.1K0.1%Held
Lowes Cos Inc1.24K$298.6K0.1%Held
Nushares Etf Tr13.1K$291.7K0.1%Held
Procter And Gamble CoPG1.93K$276.2K0.1%Held
Ishares Tr3.16K$261.5K0.1%Held
3M COMMM1.61K$258.4K0.1%Held
Toyota Motor Corp1.18K$253.4K0.1%Held
Oreilly Automotive Inc2.78K$253.2K0.1%Held
Invesco Exch Traded Fd Tr Ii10.4K$252.9K0.1%Held
J P Morgan Exchange Traded F3.73K$246K0.1%Held
Vaneck Etf Trust6.56K$237.6K0.1%Held
Vaneck Etf Trust6.46K$225.8K0.1%Held
Nextera Energy Inc2.75K$220.8K0.1%Held
J P Morgan Exchange Traded F4.32K$218.3K0.1%Held
Texas Instrs Inc1.25K$216.2K0.1%Held
Ishares Inc4.84K$214K0.1%Held
Unitedhealth Group IncUNH645$212.9K0.1%Held
Capital Grp Fixed Incm Etf T9.2K$208.3K0.1%Held
At&T Inc8.18K$203.2K0.1%Held
Spdr Series Trust2.04K$202.3K0.1%Held
Nuveen Pfd & Income Opportun14K$113.5K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.