Etesian Wealth Advisors, Inc.
All 13F Filings
- Location
- West Linn, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 338,299
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 141 | 338,299 | 13F-HR | Etesian Wealth Advisors, Inc. |
| Q1 2026 | 4/23/2026 | 138 | 313,423 | 13F-HR | Etesian Wealth Advisors, Inc. |
| Q4 2025 | 2/11/2026 | 134 | 318,931 | 13F-HR | Etesian Wealth Advisors, Inc. |
| Q3 2025 | 10/23/2025 | 133 | 302,796 | 13F-HR | Etesian Wealth Advisors, Inc. |
| Q2 2025 | 7/24/2025 | 135 | 268,157 | 13F-HR | Etesian Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 128.2 K | 37.9% | 0 | 8.097 K | -8.097 K |
| ETFs | 210.1 K | 62.1% | 32.97 K | 0 | 32.97 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
338,299
Holdings
141
QoQ value change ($000)
24,876
(7.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.