Etesian Wealth Advisors, Inc.: 13F holdings
CIK 19975862026Q2
| Positions | 141 |
|---|---|
| Reported value | $338.3m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WISDOMTREE TR | 297,728 | $19.7m | 5.8% |
| MOAT VANECK ETF TRUST | 186,600 | $19.4m | 5.7% |
| VEA VANGUARD TAX-MANAGED FDS | 236,419 | $16.8m | 5.0% |
| USFR WISDOMTREE TR | 319,338 | $16.1m | 4.8% |
| IVV ISHARES TR | 19,184 | $14.4m | 4.2% |
| UCON FIRST TR EXCHNG TRADED FD VI | 536,383 | $13.3m | 3.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 14,375 | $10.7m | 3.2% |
| DYNF BLACKROCK ETF TRUST | 155,815 | $10.6m | 3.1% |
| AAPL APPLE INC | 28,992 | $8.4m | 2.5% |
| JIRE J P MORGAN EXCHANGE TRADED F | 100,509 | $8.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1997586")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.