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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 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 THRO BLACKROCK ETF TRUST 22,735.0 $980K 0.29% -4K -16.4% $43.11 +1.7%
42 QCOM QUALCOMM INC Technology 5,102.0 $943K 0.28% -430.0 -7.8% $184.79 -11.1%
43 PFXF VANECK ETF TRUST 49,476.0 $883K 0.26% -5K -9.1% $17.84 +0.7%
44 NFLX NETFLIX INC. Communication Services 11,480.0 $820K 0.24% -513.0 -4.3% $71.40 +14.5%
45 CAH CARDINAL HEALTH INC Healthcare 3,399.0 $807K 0.24% -85.0 -2.4% $237.56 -1.3%
46 AVGO BROADCOM INC Technology 2,055.0 $776K 0.23% -72.0 -3.4% $377.75 -2.4%
47 ABT ABBOTT LABORATORIES Healthcare 8,312.0 $754K 0.22% -484.0 -5.5% $90.74 +23.9%
48 HD HOME DEPOT INC Consumer Cyclical 2,070.0 $730K 0.22% -314.0 -13.2% $352.72 -6.4%
49 AFL AFLAC INC Financial Services 6,182.0 $725K 0.21% -224.0 -3.5% $117.25 -0.6%
50 MUB ISHARES TR 6,478.0 $697K 0.21% -908.0 -12.3% $107.62 -2.2%
51 JNJ JOHNSON & JOHNSON Healthcare 2,351.0 $597K 0.18% -289.0 -10.9% $253.97 +5.5%
52 VWO VANGUARD INTL EQUITY INDEX F 9,397.0 $561K 0.17% -274.0 -2.8% $59.69 +1.8%
53 PEP PEPSICO INC Consumer Defensive 3,825.0 $518K 0.15% -248.0 -6.1% $135.40 +4.2%
54 XOM EXXON MOBIL CORP Energy 3,560.0 $487K 0.14% -178.0 -4.8% $136.72 +14.6%
55 PGX INVESCO EXCH TRADED FD TR II 43,799.0 $475K 0.14% -6K -12.5% $10.84 -2.2%
56 WM WASTE MGMT INC DEL Industrials 2,003.0 $446K 0.13% -74.0 -3.6% $222.88 -1.4%
57 VB VANGUARD INDEX FDS 1,463.0 $443K 0.13% -79.0 -5.1% $303.12 -0.8%
58 GLDM WORLD GOLD TR Financial Services 5,501.0 $437K 0.13% -118.0 -2.1% $79.42 +11.1%
59 HYEM VANECK ETF TRUST 20,301.0 $408K 0.12% -5K -20.7% $20.11 -0.1%
60 SRE SEMPRA Utilities 4,260.0 $395K 0.12% -112.0 -2.6% $92.71 -9.0%
Page 3 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%