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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 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BA BOEING CO Industrials 1,743.0 $377K 0.11% -78.0 -4.3% $216.50 -4.4%
102 J P MORGAN EXCHANGE TRADED F 2,659.0 $373K 0.11% -150.0 -5.3% $140.25
103 TXN TEXAS INSTRS INC Technology 1,246.0 $371K 0.11% $298.07 -12.3%
104 IVW ISHARES TR 2,640.0 $363K 0.11% $137.53 +1.3%
105 KLAC KLA CORP Technology 1,200.0 $362K 0.11% NEW $301.71 -42.1%
106 MCK MCKESSON CORP Healthcare 474.0 $358K 0.11% $755.60 +17.9%
107 TMO THERMO FISHER SCIENTIFIC INC Healthcare 702.0 $352K 0.10% -64.0 -8.4% $501.36 +22.6%
108 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,555.0 $348K 0.10% -82.0 -5.0% $223.95 +28.1%
109 CRM SALESFORCE INC Technology 2,208.0 $346K 0.10% -133.0 -5.7% $156.66 +65.4%
110 BLK BLACKROCK INC Financial Services 355.0 $341K 0.10% -38.0 -9.7% $961.56 +20.1%
111 IGM ISHARES TR 1,988.0 $325K 0.10% -2K -50.6% $163.58 -1.9%
112 LQD ISHARES TR 2,958.0 $323K 0.10% -856.0 -22.4% $109.07 -2.7%
113 VUG VANGUARD INDEX FDS 3,672.0 $316K 0.09% +3K +489.4% $86.14 +2.2%
114 ESGU ISHARES TR 1,883.0 $308K 0.09% +279.0 +17.4% $163.67 +2.7%
115 PG PROCTER & GAMBLE CO Consumer Defensive 2,054.0 $301K 0.09% -38.0 -1.8% $146.64 -1.5%
116 RAAX VANECK ETF TRUST 7,385.0 $293K 0.09% +250.0 +3.5% $39.67 +3.7%
117 VT VANGUARD INTL EQUITY INDEX F 1,844.0 $289K 0.09% -411.0 -18.2% $156.95 +2.3%
118 PNC PNC FINL SVCS GROUP INC Financial Services 1,175.0 $289K 0.09% $246.22 -2.4%
119 UNH UNITEDHEALTH GROUP INC Healthcare 654.0 $272K 0.08% NEW $415.63 -5.9%
120 ESGE ISHARES INC 4,953.0 $271K 0.08% +109.0 +2.2% $54.69 -1.1%
Page 6 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%