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Portfolio (Quarterly) Guide ↗

Etesian Wealth Advisors, Inc.

· CIK 0001997586
13F Portfolio $338M AUM 141 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 29 Added 80 Reduced 2 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 16,794.0 $2.0M 0.58% -2K -12.7% $117.46 -6.4%
22 JCPB J P MORGAN EXCHANGE TRADED F 41,786.0 $2.0M 0.58% -4K -8.6% $46.94 -1.5%
23 BAC BANK OF AMER CORP Financial Services 32,616.0 $1.9M 0.55% -2K -6.5% $56.98 +9.4%
24 VNQ VANGUARD INDEX FDS 17,291.0 $1.7M 0.49% -2K -10.4% $96.43 +0.8%
25 V VISA INC Financial Services 4,470.0 $1.5M 0.45% -114.0 -2.5% $343.09 +11.2%
26 CVX CHEVRON CORPORATION Energy 8,795.0 $1.5M 0.43% -254.0 -2.8% $165.76 +21.8%
27 DOV DOVER CORP Industrials 6,490.0 $1.5M 0.43% -432.0 -6.2% $224.28 -11.4%
28 MCD MCDONALDS CORP Consumer Cyclical 5,025.0 $1.4M 0.40% -665.0 -11.7% $270.31 -2.0%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 4,711.0 $1.3M 0.39% -146.0 -3.0% $281.21 -16.2%
30 GILD GILEAD SCIENCES INC Healthcare 9,721.0 $1.2M 0.36% -558.0 -5.4% $126.34 +15.3%
31 META META PLATFORMS INC Communication Services 2,166.0 $1.2M 0.36% -29.0 -1.3% $563.29 +2.6%
32 VOTE TCW ETF TRUST 13,489.0 $1.2M 0.35% -244.0 -1.8% $88.17 +2.9%
33 HYGV FLEXSHARES TR 29,154.0 $1.2M 0.35% -947.0 -3.1% $40.26 -0.2%
34 ORCL ORACLE CORP Technology 7,633.0 $1.1M 0.33% -249.0 -3.2% $146.56 +2.8%
35 PFF ISHARES TR 36,592.0 $1.1M 0.33% -3K -6.9% $30.49 +0.2%
36 TLT ISHARES TR 12,660.0 $1.1M 0.32% -1K -7.4% $86.42 -4.1%
37 EXC EXELON CORP Utilities 22,379.0 $1.0M 0.31% -1K -4.8% $46.62 -5.8%
38 VXUS VANGUARD STAR FDS 11,843.0 $1.0M 0.30% -3K -18.9% $85.49 +2.4%
39 ORI OLD REP INTL CORP Financial Services 24,272.0 $993K 0.29% -156.0 -0.6% $40.92 +2.8%
40 GS GOLDMAN SACHS GROUP INC Financial Services 976.0 $987K 0.29% -72.0 -6.9% $1011.37 +2.2%
Page 2 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Financial Services 25.3%
Healthcare 12.4%
Consumer Defensive 10.4%
Consumer Cyclical 8.1%
Communication Services 5.8%
Industrials 4.1%
Utilities 2.4%
Energy 2.2%
Real Estate 0.3%