Etesian Wealth Advisors, Inc. Portfolio Holdings

Etesian Wealth Advisors, Inc.

  • $303 Billion
  • Q3 2025

Etesian Wealth Advisors, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $303 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $20.9B, Vaneck Morningstar Wide Moat E with a value of $18.8B, Wisdomtree Tr with a value of $14.4B, First Tr ETF Viii Tcw Unconstr with a value of $13.8B, and Vanguard Ftse Developed Market with a value of $13.3B.

Examining the 13F form we can see an increase of $34.6B in the current position value, from $268B to 303B.

Etesian Wealth Advisors, Inc. is based out at West Linn, OR

Below you can find more details about Etesian Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $303 Billion
ETFs: $192 Billion
Technology: $26.2 Billion
Financial Services: $12.6 Billion
Healthcare: $10.6 Billion
Consumer Defensive: $10.3 Billion
Consumer Cyclical: $8.62 Billion
Communication Services: $7.09 Billion
Industrials: $4.32 Billion
Other: $4.79 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.02B
$353 Million 0.12% of portfolio
3,270
Q2 2025 Added 1,400.0%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $303 Billion
  • Prior Value $268 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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