Avidian Wealth Enterprises, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.16B
Q ending 2026-03-31
Prior quarter
$2.75B
Q ending 2025-12-31
Change
+15.0% QoQ · +40.7% YoY
Positions
676
reported holdings
Largest positions
Top 100 of 676 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $443.3M | 679K |
| Ishares Tr | IEFA | Shares | $156.3M | 1.7M |
| Ishares Tr | IJH | Shares | $98.7M | 1.5M |
| Ishares Tr | USIG | Shares | $86.7M | 1.7M |
| Nvidia Corporation | NVDA | Shares | $83.8M | 480K |
| Ishares Inc | EMXC | Shares | $83.3M | 1.1M |
| Spdr Series Trust | SPYM | Shares | $80.4M | 1.1M |
| Ishares Tr | MBB | Shares | $76.4M | 804K |
| Noble Corp Plc | Shares | $63.9M | 1.3M | |
| Schwab Strategic Tr | SCHR | Shares | $59.3M | 2.4M |
| J P Morgan Exchange Traded F | JQUA | Shares | $58.3M | 950K |
| J P Morgan Exchange Traded F | JVAL | Shares | $57.9M | 1.2M |
| Ishares Tr | IWF | Shares | $52.9M | 124K |
| Apple Inc | AAPL | Shares | $52.0M | 205K |
| Ishares Tr | IUSB | Shares | $50.8M | 1.1M |
| Exxon Mobil Corp | XOM | Shares | $39.9M | 235K |
| Schwab Strategic Tr | SCMB | Shares | $38.2M | 1.5M |
| J P Morgan Exchange Traded F | JCPB | Shares | $36.3M | 772K |
| Vanguard Tax-Managed Fds | VEA | Shares | $36.3M | 567K |
| Vanguard Mun Bd Fds | VTEB | Shares | $35.2M | 706K |
| Vanguard Index Fds | VOO | Shares | $32.5M | 54K |
| Schwab Strategic Tr | SCHF | Shares | $31.2M | 1.3M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $27.1M | 42K |
| Microsoft Corp | MSFT | Shares | $25.0M | 68K |
| J P Morgan Exchange Traded F | JMUB | Shares | $23.8M | 477K |
| Invesco Exch Traded Fd Tr Ii | SPHD | Shares | $23.3M | 469K |
| Fidelity Covington Trust | FENI | Shares | $23.2M | 624K |
| Ishares Tr | IJR | Shares | $21.7M | 175K |
| Ishares Tr | IGIB | Shares | $21.6M | 406K |
| Amazon Com Inc | AMZN | Shares | $21.1M | 101K |
| Broadcom Inc | AVGO | Shares | $18.6M | 60K |
| Ishares Tr | IWR | Shares | $16.6M | 170K |
| Alphabet Inc | GOOGL | Shares | $15.9M | 55K |
| Schwab Strategic Tr | SCHO | Shares | $15.5M | 638K |
| Chevron Corporation | CVX | Shares | $15.0M | 72K |
| Ishares Inc | IEMG | Shares | $14.3M | 205K |
| Ishares Tr | EFA | Shares | $14.3M | 147K |
| Rbb Fd Inc | TBIL | Shares | $14.2M | 286K |
| First Tr Exch Traded Fd Iii | FPE | Shares | $13.9M | 784K |
| Vaneck Etf Trust | ITM | Shares | $13.5M | 292K |
| Vanguard Index Fds | VO | Shares | $13.5M | 47K |
| J P Morgan Exchange Traded F | JMST | Shares | $12.6M | 246K |
| Wisdomtree Tr | DON | Shares | $12.1M | 231K |
| Meta Platforms Inc | META | Shares | $11.9M | 21K |
| Ishares Tr | IWD | Shares | $11.9M | 56K |
| Jpmorgan Chase & Co | JPM | Shares | $11.9M | 40K |
| Wisdomtree Tr | DGRW | Shares | $11.9M | 135K |
| Invesco Exch Traded Fd Tr Ii | PZA | Shares | $11.1M | 485K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $10.9M | 97K |
| J P Morgan Exchange Traded F | HELO | Shares | $10.9M | 170K |
| Schwab Strategic Tr | SCHX | Shares | $10.8M | 423K |
| J P Morgan Exchange Traded F | BBJP | Shares | $10.7M | 155K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $10.1M | 21K |
| Alphabet Inc | GOOG | Shares | $9.9M | 34K |
| Lam Research Corp | LRCX | Shares | $9.8M | 46K |
| Ishares Tr | IVE | Shares | $9.8M | 46K |
| Ishares Tr | HEFA | Shares | $9.4M | 222K |
| Johnson & Johnson | JNJ | Shares | $9.3M | 38K |
| Ishares Tr | VLUE | Shares | $9.3M | 65K |
| Spdr Series Trust | SPSM | Shares | $9.2M | 191K |
| Proshares Tr | TQQQ | Shares | $9.0M | 217K |
| Fidelity Covington Trust | FVAL | Shares | $8.8M | 127K |
| First Tr Exchange Traded Fd | RDVY | Shares | $8.5M | 125K |
| Rtx Corporation | RTX | Shares | $8.3M | 43K |
| Spdr Series Trust | TFI | Shares | $8.3M | 182K |
| Ishares Tr | DGRO | Shares | $8.0M | 114K |
| Wisdomtree Tr | DOL | Shares | $7.5M | 111K |
| Vanguard Index Fds | VUG | Shares | $7.5M | 17K |
| Spdr Series Trust | SPTL | Shares | $7.5M | 286K |
| Eli Lilly & Co | LLY | Shares | $7.3M | 8K |
| Vanguard Intl Equity Index F | VEU | Shares | $7.3M | 98K |
| Abbvie Inc | ABBV | Shares | $7.3M | 34K |
| Ishares Tr | IWM | Shares | $7.2M | 29K |
| Spdr Index Shs Fds | RWO | Shares | $6.9M | 152K |
| Proshares Tr | NOBL | Shares | $6.9M | 65K |
| Tesla Inc | TSLA | Shares | $6.7M | 18K |
| Walmart Inc | WMT | Shares | $6.6M | 53K |
| Ishares Tr | IWO | Shares | $6.4M | 20K |
| Invesco Qqq Tr | QQQ | Shares | $6.3M | 11K |
| American Centy Etf Tr | AVIV | Shares | $6.1M | 82K |
| Invesco Exchange Traded Fd T | PRF | Shares | $6.1M | 129K |
| J P Morgan Exchange Traded F | JPST | Shares | $6.0M | 119K |
| Ishares Tr | INDA | Shares | $6.0M | 128K |
| Ishares Tr | AGG | Shares | $5.7M | 58K |
| Cisco Sys Inc | CSCO | Shares | $5.5M | 71K |
| Schwab Strategic Tr | SCHD | Shares | $5.4M | 175K |
| Vanguard Index Fds | VTV | Shares | $5.4M | 27K |
| Spdr Series Trust | HYMB | Shares | $5.3M | 216K |
| Vanguard Index Fds | VBR | Shares | $5.3M | 24K |
| Dimensional Etf Trust | DFIV | Shares | $5.2M | 98K |
| Cummins Inc | CMI | Shares | $5.2M | 10K |
| Kinder Morgan Inc Del | KMI | Shares | $5.1M | 152K |
| Visa Inc | V | Shares | $5.1M | 17K |
| Pepsico Inc | PEP | Shares | $5.0M | 32K |
| Amgen Inc | AMGN | Shares | $5.0M | 14K |
| Etf Ser Solutions | BGIG | Shares | $4.9M | 147K |
| Mcdonalds Corp | MCD | Shares | $4.8M | 16K |
| Tidal Trust Ii | NVDY | Shares | $4.8M | 369K |
| Ishares Tr | IVW | Shares | $4.8M | 42K |
| Spdr Gold Tr | GLD | Shares | $4.7M | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.