account_balance
Investment manager · 13F filer · SEC CIK 1997586
Etesian Wealth Advisors, Inc.
Reported value$344Mas of Sep 30, 2026
Positions141 3 new, 3 sold out
Top 10 weight40.6%QGRW alone is 6%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QGRWWisdomtree Tr
6.1%
MOATVaneck ETF Trust
5.7%
VEAVanguard Tax-Managed FDS
5.0%Added +2%
USFRWisdomtree Tr
4.7%
IVViShares Tr
4.1%Trimmed −3%
UCONFirst Tr Exchng Traded Fd Vi
3.7%
DYNFBlackRock ETF Trust
3.2%
SPYSPDR S&P 500 ETF Trust
3.1%
AAPLApple Inc.
2.8%
JIREJ P Morgan Exchange Traded F
2.4%
FLXRTCW ETF Trust
2.3%Added +12%
SPYMSPDR Series Trust
2.2%Added +3%
QGRWWisdomtree Tr
6.1%
MOATVaneck ETF Trust
5.7%
VEAVanguard Tax-Managed FDS
5.0%Added +2%
USFRWisdomtree Tr
4.7%
IVViShares Tr
4.1%Trimmed −3%
UCONFirst Tr Exchng Traded Fd Vi
3.7%
DYNFBlackRock ETF Trust
3.2%
SPYSPDR S&P 500 ETF Trust
3.1%
AAPLApple Inc.
2.8%
JIRE
FLXR
SPYM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QGRW Wisdomtree Tr 6.1% Held
MOAT Vaneck ETF Trust 5.7% Held
VEA Vanguard Tax-Managed FDS 5.0% Added +2%
USFR Wisdomtree Tr 4.7% Held
IVV iShares Tr 4.1% Trimmed −3%
UCON First Tr Exchng Traded Fd Vi 3.7% Held
DYNF BlackRock ETF Trust 3.2% Held
SPY SPDR S&P 500 ETF Trust 3.1% HeldAAPL Apple Inc. 2.8% HeldJIRE J P Morgan Exchange Traded F 2.4% Held
FLXR TCW ETF Trust 2.3% Added +12%
SPYM SPDR Series Trust 2.2% Added +3%
What changed
Biggest moves since Jun 30, 2026
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