Avidian Wealth Enterprises, LLC
Q2 2026 13F filing
Updated 49 days ago739 disclosed positions worth $3.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $524.4M | 700.2K | 14.50% | Added(+350023.0%) |
| 2 | E ETHA ISHARES TR | $174.1M | 1.80M | 4.81% | Added(+4.4%) |
| 3 | E ETHA ISHARES TR | $116.4M | 1.51M | 3.22% | Added(+3.4%) |
| 4 | E ETHA ISHARES INC | $109.3M | 1.07M | 3.02% | Added(+0.9%) |
| 5 | N NVDA NVIDIA CORPORATION | $101.1M | 505.2K | 2.80% | Added(+505077.0%) |
| 6 | ? N/A ISHARES TR | $90.1M | 1.76M | 2.49% | Added(+3.9%) |
| 7 | S STT-PG SPDR SERIES TRUST | $85.5M | 973.2K | 2.37% | Trimmed(-7.3%) |
| 8 | ? N/A J P MORGAN EXCHANGE TRADED F | $71.4M | 1.22M | 1.98% | Added(+2.8%) |
| 9 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $70.9M | 980.7K | 1.96% | Added(+3.2%) |
| 10 | E ETHA ISHARES TR | $61.8M | 497.9K | 1.71% | Added(+301.4%) |
| 11 | A AAPL APPLE INC | $61M | 210.9K | 1.69% | Added(+2.9%) |
| 12 | S SCHW-PJ SCHWAB STRATEGIC TR | $60.4M | 2.45M | 1.67% | Added(+2.9%) |
| 13 | E ETHA ISHARES TR | $52.9M | 1.15M | 1.46% | Added(+4.3%) |
| 14 | N NE-WT NOBLE CORP PLC | $50.7M | 1.36M | 1.40% | Added(+4.4%) |
| 15 | E ETHA ISHARES TR | $42.4M | 448.8K | 1.17% | Trimmed(-44.2%) |
| 16 | V VGES VANGUARD TAX-MANAGED FDS | $41M | 575.3K | 1.13% | Added(+1.4%) |
| 17 | ? N/A VANGUARD MUN BD FDS | $40.5M | 800.4K | 1.12% | Added(+13.4%) |
| 18 | ? N/A SCHWAB STRATEGIC TR | $38.3M | 1.48M | 1.06% | Trimmed(-0.9%) |
| 19 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $37.8M | 805.7K | 1.05% | Added(+4.4%) |
| 20 | V VGES VANGUARD INDEX FDS | $37.2M | 54.2K | 1.03% | Trimmed(-0.2%) |
| 21 | ? N/A PIMCO ETF TR | $36.3M | 735.6K | 1.00% | — |
| 22 | S SCHW-PJ SCHWAB STRATEGIC TR | $35.2M | 1.27M | 0.97% | Added(+0.7%) |
| 23 | X XOM EXXON MOBIL CORP | $32.5M | 237.5K | 0.90% | Added(+1.1%) |
| 24 | S SPY STATE STR SPDR S&P 500 ETF T | $30.9M | 41.4K | 0.85% | Added(+578.1%) |
| 25 | M MSFT MICROSOFT CORP | $26.7M | 71.6K | 0.74% | Added(+5.9%) |
| 26 | E ETHA ISHARES TR | $26.5M | 178.6K | 0.73% | Added(+2.1%) |
| 27 | ? N/A FIDELITY COVINGTON TRUST | $25.8M | 643.5K | 0.71% | Added(+3.1%) |
| 28 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $25.5M | 504.0K | 0.71% | Added(+5.7%) |
| 29 | ? N/A INVESCO EXCH TRADED FD TR II | $24.3M | 477.5K | 0.67% | Added(+1.8%) |
| 30 | A AMZN AMAZON COM INC | $24.2M | 101.6K | 0.67% | Added(+0.5%) |
| 31 | A AVGO BROADCOM INC | $23.4M | 62.1K | 0.65% | Added(+3.0%) |
| 32 | E ETHA ISHARES TR | $22.5M | 112.7K | 0.62% | Added(+73.1%) |
| 33 | ? N/A ISHARES TR | $22M | 414.2K | 0.61% | Added(+2.1%) |
| 34 | G GOOGN ALPHABET INC | $21.1M | 59.2K | 0.58% | Added(+6.7%) |
| 35 | L LRCX LAM RESEARCH CORP | $19.9M | 45.9K | 0.55% | Added(+0.2%) |
| 36 | E ETHA ISHARES TR | $18.9M | 171.4K | 0.52% | Added(+0.6%) |
| 37 | E ETHA ISHARES INC | $17.2M | 207.4K | 0.48% | Added(+1.2%) |
| 38 | E ETHA ISHARES TR | $16.7M | 161.1K | 0.46% | Added(+9.7%) |
| 39 | V VGES VANGUARD INDEX FDS | $16.3M | 202.8K | 0.45% | Added(+330.1%) |
| 40 | ? N/A SCHWAB STRATEGIC TR | $15.7M | 652.3K | 0.44% | Added(+2.3%) |
| 41 | ? N/A INVESCO EXCH TRADED FD TR II | $15M | 92.8K | 0.41% | Trimmed(-4.3%) |
| 42 | E ETHA ISHARES TR | $14.5M | 59.7K | 0.40% | Added(+7.0%) |
| 43 | F FPF FIRST TR EXCH TRADED FD III | $14.3M | 799.7K | 0.40% | Added(+2.0%) |
| 44 | ? N/A VANECK ETF TRUST | $14.3M | 304.0K | 0.40% | Added(+4.2%) |
| 45 | J JPM-PM JPMORGAN CHASE & CO | $13.5M | 41.2K | 0.37% | Added(+1.9%) |
| 46 | B BTCW WISDOMTREE TR | $13.4M | 139.7K | 0.37% | Added(+3.3%) |
| 47 | ? N/A RBB FD INC | $13.2M | 264.3K | 0.36% | Trimmed(-7.5%) |
| 48 | G GOOGN ALPHABET INC | $13M | 36.7K | 0.36% | Added(+1496.0%) |
| 49 | ? N/A WISDOMTREE TR | $13M | 229.4K | 0.36% | Trimmed(-0.8%) |
| 50 | C CVX CHEVRON CORPORATION | $12.8M | 77.4K | 0.35% | Added(+7.1%) |