Etesian Wealth Advisors, Inc. - Portfolio overview

Etesian Wealth Advisors, Inc. has 145 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MOAT - VANECK ETF TRUST, 5.94%
2. USFR - WISDOMTREE TR, 5.68%
3. QGRW - WISDOMTREE TR, 4.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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