Etesian Wealth Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists 141 separate equity securities held by the firm.
The portfolio is diversified across various sectors, with notable positions in large-cap technology and healthcare companies. The filing indicates holdings in Apple Inc. with 28,754 shares, Microsoft Corporation with 12,364 shares, and NVIDIA Corporation with 26,374 shares. In the healthcare sector, Eli Lilly & Co. is listed with 3,242 shares, while Johnson & Johnson holds 1,806 shares.
Significant exposure is also evident in the energy and financial sectors. The firm holds positions in Exxon Mobil Holdings Corp with 3,417 shares and Exelon Corp with 21,481 shares. Financial holdings include JPMorgan Chase & Co with 10,239 shares and Bank of America Corp with 32,436 shares.
Additionally, the filing details substantial investments in exchange-traded funds (ETFs). Notable ETF holdings include the SPDR S&P 500 ETF Trust with 84,967 shares, the Vanguard S&P 500 ETF Shares with 7,178 shares, and the Vanguard Tax-Managed Funds Van FTSE Dev Mk with 241,201 shares.
