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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 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AFL AFLAC INC Financial Services 6,182.0 $725K 0.21% -224.0 -3.5% $117.25 -0.6%
82 MUB ISHARES TR 6,478.0 $697K 0.21% -908.0 -12.3% $107.62 -2.2%
83 LEIDOS HOLDINGS INC 6,365.0 $655K 0.19% $102.97
84 JNJ JOHNSON & JOHNSON Healthcare 2,351.0 $597K 0.18% -289.0 -10.9% $253.97 +5.5%
85 VWO VANGUARD INTL EQUITY INDEX F 9,397.0 $561K 0.17% -274.0 -2.8% $59.69 +1.8%
86 PEP PEPSICO INC Consumer Defensive 3,825.0 $518K 0.15% -248.0 -6.1% $135.40 +4.2%
87 XOM EXXON MOBIL CORP Energy 3,560.0 $487K 0.14% -178.0 -4.8% $136.72 +14.6%
88 AVIV AMERICAN CENTY ETF TR 6,268.0 $485K 0.14% $77.42 +7.2%
89 PGX INVESCO EXCH TRADED FD TR II 43,799.0 $475K 0.14% -6K -12.5% $10.84 -2.2%
90 WM WASTE MGMT INC DEL Industrials 2,003.0 $446K 0.13% -74.0 -3.6% $222.88 -1.4%
91 VB VANGUARD INDEX FDS 1,463.0 $443K 0.13% -79.0 -5.1% $303.12 -0.8%
92 GLDM WORLD GOLD TR Financial Services 5,501.0 $437K 0.13% -118.0 -2.1% $79.42 +11.1%
93 CEG CONSTELLATION ENERGY CORP Utilities 1,740.0 $432K 0.13% $248.37 +11.4%
94 ESGD ISHARES TR 4,153.0 $427K 0.13% +221.0 +5.6% $102.81 +3.7%
95 NUBD NUSHARES ETF TR 18,549.0 $411K 0.12% +1K +6.2% $22.14 -1.6%
96 HYEM VANECK ETF TRUST 20,301.0 $408K 0.12% -5K -20.7% $20.11 -0.1%
97 SAIC SCIENCE APPLICATIONS INTL CO Technology 3,681.0 $406K 0.12% $110.41 +14.1%
98 SRE SEMPRA Utilities 4,260.0 $395K 0.12% -112.0 -2.6% $92.71 -9.0%
99 IWB ISHARES TR 940.0 $385K 0.11% $409.50 +2.8%
100 QQQ INVESCO QQQ TR Financial Services 513.0 $378K 0.11% $736.42 -2.7%
Page 5 of 8  ·  141 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%