Etesian Wealth Advisors, Inc.

Est. AUM

$313.4M

13F long equity, this entity only

Positions

138

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANECK ETF TRUST	MRNGSTR WDE MOAT	$19.0M	196364	6.06%	SOLE
2	WISDOMTREE TR	FLOATNG RAT TREA	$18.2M	361062	5.80%	SOLE
3	WISDOMTREE TR	US QUALITY GROW	$15.8M	294796	5.03%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.0M	233742	4.78%	SOLE
5	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$14.0M	567078	4.48%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$13.0M	19841	4.13%	SOLE
7	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.4M	14432	2.99%	SOLE
8	BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.4M	144560	2.68%	SOLE
9	APPLE INC	COM	$7.6M	30108	2.44%	SOLE
10	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$7.6M	99968	2.42%	SOLE
11	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$7.0M	151356	2.22%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$6.1M	79641	1.94%	SOLE
13	TCW ETF TRUST	FLEXIBLE INCOME	$5.9M	149515	1.87%	SOLE
14	COSTCO WHOLESALE CORPORATION	COM	$5.6M	5639	1.79%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$5.6M	44717	1.77%	SOLE
16	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$5.2M	136959	1.67%	SOLE
17	WISDOMTREE TR	US LARGECAP DIVD	$5.0M	56416	1.61%	SOLE
18	MICROSOFT CORP	COM	$4.6M	12554	1.48%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.4M	7388	1.41%	SOLE
20	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$4.4M	86698	1.40%	SOLE
21	ISHARES TR	RUS 1000 GRW ETF	$4.3M	10028	1.36%	SOLE
22	AMAZON COM INC	COM	$4.2M	20326	1.35%	SOLE
23	ISHARES TR	MSCI USA QLT FCT	$3.7M	19136	1.17%	SOLE
24	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.6M	24590	1.16%	SOLE
25	JPMORGAN CHASE & CO	COM	$3.4M	11639	1.09%	SOLE
26	WALMART INC	COM	$3.3M	26871	1.07%	SOLE
27	ISHARES TR	MSCI EAFE ETF	$3.2M	32572	1.01%	SOLE
28	ELI LILLY & CO	COM	$3.2M	3427	1.01%	SOLE
29	NVIDIA CORPORATION	COM	$3.1M	17876	0.99%	SOLE
30	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$2.9M	60929	0.93%	SOLE
31	ISHARES TR	0-5YR HI YL CP	$2.8M	66622	0.90%	SOLE
32	AMERICAN CENTY ETF TR	US SML CP VALU	$2.8M	25479	0.90%	SOLE
33	WISDOMTREE TR	US QTLY DIV GRT	$2.7M	30979	0.87%	SOLE
34	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.6M	78339	0.82%	SOLE
35	ALPHABET INC	CAP STK CL A	$2.5M	8852	0.81%	SOLE
36	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$2.3M	127010	0.72%	SOLE
37	FLEXSHARES TR	MORNSTAR UPSTR	$2.2M	39574	0.70%	SOLE
38	ISHARES TR	7-10 YR TRSY BD	$2.2M	22751	0.69%	SOLE
39	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$2.2M	45704	0.69%	SOLE
40	ISHARES TR	10-20 YR TRS ETF	$2.1M	20745	0.67%	SOLE
41	ABBVIE INC	COM	$2.1M	9515	0.66%	SOLE
42	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$2.0M	89146	0.65%	SOLE
43	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.0M	36070	0.65%	SOLE
44	CHEVRON CORPORATION	COM	$1.9M	9049	0.60%	SOLE
45	VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	5589	0.57%	SOLE
46	ISHARES TR	EAFE VALUE ETF	$1.8M	24038	0.57%	SOLE
47	MCDONALDS CORP	COM	$1.8M	5690	0.56%	SOLE
48	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.7M	19297	0.55%	SOLE
49	BANK AMERICA CORP	COM	$1.7M	34882	0.54%	SOLE
50	ALPHABET INC	CAP STK CL C	$1.7M	5832	0.53%	SOLE

1–50 of 138

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.