Avidian Wealth Enterprises, LLC
Q3 2026 13F filing
Updated 11 days ago753 disclosed positions worth $3.6B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $531.6M | 694.2K | 14.82% | Trimmed(-0.9%) |
| 2 | E ISHARES TR | $175.8M | 1.82M | 4.90% | Added(+0.7%) |
| 3 | E ISHARES TR | $109.9M | 1.53M | 3.06% | Added(+1.1%) |
| 4 | E ISHARES INC | $101.5M | 1.02M | 2.83% | Trimmed(-4.1%) |
| 5 | N NVIDIA CORPORATION | $100.6M | 440.5K | 2.80% | Trimmed(-12.8%) |
| 6 | E ISHARES TR | $90.6M | 1.86M | 2.52% | Added(+5.8%) |
| 7 | S SPDR SERIES TRUST | $77.4M | 862.4K | 2.16% | Trimmed(-11.4%) |
| 8 | J J P MORGAN EXCHANGE TRADED F | $73M | 989.3K | 2.03% | Added(+0.9%) |
| 9 | ? N/A J P MORGAN EXCHANGE TRADED F | $69.3M | 1.20M | 1.93% | Trimmed(-1.8%) |
| 10 | A APPLE INC | $62.7M | 188.2K | 1.75% | Trimmed(-10.8%) |
| 11 | E ISHARES TR | $62.3M | 497.0K | 1.74% | Trimmed(-0.2%) |
| 12 | S SCHWAB STRATEGIC TR | $59.9M | 2.53M | 1.67% | Added(+3.2%) |
| 13 | N NOBLE CORP PLC | $55.8M | 1.34M | 1.56% | Trimmed(-1.6%) |
| 14 | ? N/A SCHWAB STRATEGIC TR | $53.9M | 2.23M | 1.50% | Added(+50.4%) |
| 15 | E ISHARES TR | $48.8M | 1.11M | 1.36% | Trimmed(-3.4%) |
| 16 | V VANGUARD TAX-MANAGED FDS | $39.9M | 565.4K | 1.11% | Trimmed(-1.7%) |
| 17 | V VANGUARD INDEX FDS | $39.4M | 56.2K | 1.10% | Added(+3.6%) |
| 18 | E ISHARES TR | $39.4M | 439.2K | 1.10% | Trimmed(-2.1%) |
| 19 | M MICROSOFT CORP | $38M | 74.1K | 1.06% | Added(+3.5%) |
| 20 | J J P MORGAN EXCHANGE TRADED F | $37M | 827.2K | 1.03% | Added(+2.7%) |
| 21 | ? N/A PIMCO ETF TR | $35.1M | 758.4K | 0.98% | Added(+3.1%) |
| 22 | S SCHWAB STRATEGIC TR | $33.7M | 1.23M | 0.94% | Trimmed(-3.4%) |
| 23 | X EXXONMOBIL HOLDINGS CORP | $32.9M | 201.9K | 0.92% | — |
| 24 | S STATE STR SPDR S&P 500 ETF T | $28.1M | 36.9K | 0.78% | Trimmed(-10.8%) |
| 25 | E ISHARES TR | $27M | 198.6K | 0.75% | Added(+11.2%) |
| 26 | F FIDELITY COVINGTON TRUST | $23.4M | 587.1K | 0.65% | Trimmed(-8.8%) |
| 27 | A BROADCOM INC | $23.2M | 66.2K | 0.65% | Added(+6.6%) |
| 28 | J J P MORGAN EXCHANGE TRADED F | $22.9M | 481.1K | 0.64% | Trimmed(-4.5%) |
| 29 | G ALPHABET INC | $22M | 64.0K | 0.61% | Added(+8.2%) |
| 30 | I INVESCO EXCH TRADED FD TR II | $21.6M | 142.6K | 0.60% | Added(+53.7%) |
| 31 | A AMAZON COM INC | $21.3M | 85.3K | 0.59% | Trimmed(-16.0%) |
| 32 | ? N/A INVESCO EXCH TRADED FD TR II | $21.1M | 437.2K | 0.59% | Trimmed(-8.4%) |
| 33 | E ISHARES TR | $20.8M | 412.4K | 0.58% | Trimmed(-0.4%) |
| 34 | ? N/A AMERICAN CENTY ETF TR | $19.7M | 217.7K | 0.55% | — |
| 35 | V VANGUARD MUN BD FDS | $19.7M | 415.8K | 0.55% | Trimmed(-48.0%) |
| 36 | E ISHARES TR | $18.9M | 176.8K | 0.53% | Added(+3.1%) |
| 37 | E ISHARES TR | $17M | 163.4K | 0.47% | Added(+1.4%) |
| 38 | E ISHARES INC | $16.1M | 198.8K | 0.45% | Trimmed(-4.2%) |
| 39 | S SCHWAB STRATEGIC TR | $16.1M | 672.7K | 0.45% | Added(+3.1%) |
| 40 | M META PLATFORMS INC | $15.8M | 21.8K | 0.44% | Added(+2078.6%) |
| 41 | L LAM RESEARCH CORP | $15.1M | 46.0K | 0.42% | Added(+0.3%) |
| 42 | C CHEVRON CORPORATION | $14.9M | 72.7K | 0.41% | Trimmed(-6.1%) |
| 43 | E ISHARES TR | $14.8M | 59.7K | 0.41% | Trimmed(-0.0%) |
| 44 | V VANGUARD INDEX FDS | $14.5M | 185.3K | 0.40% | Trimmed(-8.7%) |
| 45 | J JPMORGAN CHASE & CO | $14.1M | 42.5K | 0.39% | Added(+3.1%) |
| 46 | B WISDOMTREE TR | $13.9M | 143.1K | 0.39% | Added(+2.4%) |
| 47 | I INVESCO EXCH TRADED FD TR II | $13.8M | 644.9K | 0.38% | Added(+34.3%) |
| 48 | V VANECK ETF TRUST | $12.9M | 294.2K | 0.36% | Trimmed(-3.2%) |
| 49 | J J P MORGAN EXCHANGE TRADED F | $12.7M | 253.1K | 0.36% | Added(+51.0%) |
| 50 | F FIRST TR EXCH TRADED FD III | $12.7M | 745.5K | 0.35% | Trimmed(-6.8%) |