13F Insight
DOSSIER · 13F-HR · Q2 2026

Etesian Wealth Advisors, Inc.

$338M in tracked AUM across 141 positions as of Q2 2026.

EW
CIK 0001997586 · last filed Jun 30, 2026
Total AUM
$338M
as of Q2 2026
Holdings
141
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Etesian Wealth Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QGRW
WISDOMTREE TR
$20M298K5.8%02
MOAT
VANECK ETF TRUST
$19M187K5.7%03
VEA
VANGUARD TAX-MANAGED FDS
$17M236K5.0%04
USFR
WISDOMTREE TR
$16M319K4.8%05
IVV
ISHARES TR
$14M19K4.2%06
UCON
FIRST TR EXCHNG TRADED FD VI
$13M536K3.9%07
SPY
STATE STR SPDR S&P 500 ETF T
$11M14K3.2%08
DYNF
BLACKROCK ETF TRUST
$11M156K3.1%09
AAPL
APPLE INC
$8M29K2.5%10
JIRE
J P MORGAN EXCHANGE TRADED F
$8M101K2.5%

Filing history

2026Q2Jun 30
$338M▲ 7.9%
141 positionsView →2026Q1Mar 31
$313M▼ 1.7%
138 positionsView →2025Q4Dec 31
$319M▲ 5.3%
134 positionsView →2025Q3Sep 30
$303M▲ 12.9%
133 positionsView →2025Q2Jun 30
$268M▲ 15.6%
135 positionsLocked2025Q1Mar 31
$232M▲ 2.6%
138 positionsLocked2024Q4Dec 31
$226M▲ 2.4%
141 positionsLocked2024Q3Sep 30
$221M▲ 24.1%
140 positionsLocked2024Q2Jun 30
$178M▲ 2.1%
115 positionsLocked2024Q1Mar 31
$174M▲ 4.7%
112 positionsLocked2023Q4Dec 31
$166M▲ 12.0%
110 positionsLocked2023Q3Sep 30
$149M▼ 3.0%
106 positionsLocked
Showing 12 of 15