Notify me when Etesian Wealth Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 134 | $318,930,576 | +$18,075,378 | -$6,268,540 | +$11,806,838 | USFR, MOAT, QGRW, VEA, UCON | 13F-HR | 10 Feb 2026, 19:11 |
| Q3 2025 | 133 | $302,795,834 | +$30,103,008 | -$10,067,091 | +$20,035,917 | USFR, MOAT, QGRW, UCON, VEA | 13F-HR | 23 Oct 2025, 09:14 |
| Q2 2025 | 135 | $268,156,828 | +$30,208,392 | -$10,616,356 | +$19,592,036 | MOAT, USFR, UCON, VEA, QGRW | 13F-HR | 24 Jul 2025, 08:33 |
| Q1 2025 | 138 | $231,993,293 | +$17,816,382 | -$8,301,950 | +$9,514,432 | MOAT, UCON, VEA, IVV, QGRW | 13F-HR | 24 Apr 2025, 08:52 |
| Q4 2024 | 141 | $226,093,595 | +$16,999,004 | -$10,345,115 | +$6,653,889 | MOAT, UCON, IVV, VEA, AAPL | 13F-HR | 27 Jan 2025, 16:05 |
| Q3 2024 | 140 | $220,890,134 | +$46,613,609 | -$12,403,661 | +$34,209,948 | MOAT, VEA, UCON, AAPL, IJR | 13F-HR | 18 Oct 2024, 16:11 |
| Q2 2024 | 115 | $177,948,722 | +$11,607,797 | -$6,924,288 | +$4,683,509 | VEA, IJR, AAPL, UCON, MOAT | 13F-HR | 25 Jul 2024, 11:41 |
| Q1 2024 | 112 | $174,336,659 | +$4,883,127 | -$4,880,818 | +$2,309 | VEA, IJR, UCON, MOAT, SPY | 13F-HR | 12 Apr 2024, 17:56 |
| Q4 2023 | 110 | $166,496,239 | +$5,967,893 | -$2,879,070 | +$3,088,823 | VEA, IJR, AAPL, UCON, SPY | Restatement | 16 Jan 2024, 16:13 |
| Q3 2023 | 106 | $148,597,517 | +$3,136,636 | -$3,524,657 | -$388,021 | VEA, IJR, AAPL, UCON, SPY | Restatement | 16 Jan 2024, 16:11 |
| Q2 2023 | 107 | $153,220,082 | +$3,975,361 | -$7,405,381 | -$3,430,020 | VEA, IJR, AAPL, SPY, UCON | Restatement | 16 Jan 2024, 16:09 |
| Q1 2023 | 105 | $150,228,759 | +$10,371,340 | -$3,357,465 | +$7,013,875 | USFR, VEA, IJR, AAPL, SPY | Restatement | 16 Jan 2024, 16:07 |
| Q4 2022 | 104 | $137,301,192 | $0 | $0 | $0 | VEA, IJR, SPY, AAPL, FMB | Restatement | 16 Jan 2024, 16:05 |