Long-term investor
Etesian Wealth Advisors, Inc. @etesianwealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001997586).
Record
- Tracked since 2025-12-31 (261 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.0%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QGRW · 5.8% · long · since 2025-12-31
- MOAT · 5.7% · long · since 2025-12-31
- VEA · 5.0% · long · since 2025-12-31
- USFR · 4.8% · long · since 2025-12-31
- IVV · 4.2% · long · since 2025-12-31
- UCON · 3.9% · long · since 2025-12-31
- SPY · 3.2% · long · since 2025-12-31
- DYNF · 3.1% · long · since 2025-12-31
- AAPL · 2.5% · long · since 2025-12-31
- JIRE · 2.5% · long · since 2025-12-31
- SPYM · 2.1% · long · since 2025-12-31
- FLXR · 2.1% · long · since 2025-12-31