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Portfolio (Quarterly) Guide ↗

Etesian Wealth Advisors, Inc.

· CIK 0001997586
13F Portfolio $313M AUM 138 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 42 Added 59 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 MMM 3M CO Industrials 1,614 $258K 0.08% SOLD
2 SMOT VANECK ETF TRUST 6,564 $238K 0.07% SOLD
3 UNH UNITEDHEALTH GROUP INC Healthcare 645 $213K 0.07% SOLD
4 T AT&T INC Communication Services 8,180 $203K 0.06% SOLD
Sector Allocation
Technology 25.3%
Financial Services 23.9%
Consumer Defensive 12.1%
Healthcare 11.7%
Consumer Cyclical 8.9%
Communication Services 7.7%
Industrials 4.3%
Energy 2.9%
Utilities 2.7%
Real Estate 0.4%