Avidian Wealth Enterprises, LLC 13F Holdings · Q3 2026
Avidian Wealth Enterprises, LLC reported 743 securities worth $3.59B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (14.83%), IEFA (4.90%), IJH (3.06%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $532.2M | 14.83% | 694,958 | Trimmed |
| 2 | IEFA | ISHARES TR | $175.8M | 4.90% | 1.8M | Added |
| 3 | IJH | ISHARES TR | $109.9M | 3.06% | 1.5M | Added |
| 4 | EMXC | ISHARES INC | $101.5M | 2.83% | 1.0M | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $101.4M | 2.83% | 443,996 | Trimmed |
| 6 | USIG | ISHARES TR | $90.6M | 2.52% | 1.9M | Added |
| 7 | SPYM | SPDR SERIES TRUST | $77.4M | 2.16% | 862,435 | Trimmed |
| 8 | JQUA | J P MORGAN EXCHANGE TRADED F | $73.0M | 2.03% | 989,337 | Added |
| 9 | JVAL | J P MORGAN EXCHANGE TRADED F | $69.3M | 1.93% | 1.2M | Trimmed |
| 10 | AAPL | APPLE INC | $62.7M | 1.75% | 188,216 | Trimmed |
| 11 | IWF | ISHARES TR | $62.3M | 1.74% | 497,031 | Trimmed |
| 12 | SCHR | SCHWAB STRATEGIC TR | $59.9M | 1.67% | 2.5M | Added |
| 13 | NE | NOBLE CORP PLC | $55.8M | 1.56% | 1.3M | Trimmed |
| 14 | SCMB | SCHWAB STRATEGIC TR | $53.9M | 1.50% | 2.2M | Added |
| 15 | IUSB | ISHARES TR | $48.8M | 1.36% | 1.1M | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $39.9M | 1.11% | 565,376 | Trimmed |
| 17 | MBB | ISHARES TR | $39.4M | 1.10% | 439,200 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $39.4M | 1.10% | 56,166 | Added |
| 19 | MSFT | MICROSOFT CORP | $38.0M | 1.06% | 74,090 | Added |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | $37.0M | 1.03% | 827,192 | Added |
| 21 | PMBS | PIMCO ETF TR | $35.1M | 0.98% | 758,352 | Added |
| 22 | SCHF | SCHWAB STRATEGIC TR | $33.7M | 0.94% | 1.2M | Trimmed |
| 23 | XOM | EXXONMOBIL HOLDINGS CORP | $32.9M | 0.92% | 201,900 | New |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $32.8M | 0.91% | 43,009 | Trimmed |
| 25 | IJR | ISHARES TR | $27.1M | 0.75% | 198,926 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR