Avidian Wealth Enterprises
$3.2B 13F equity value
683 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 678,594 | $443M | 14.1% |
| IEFA | ISHARES TR | 1,726,878 | $156M | 5.0% |
| IJH | ISHARES TR | 1,460,891 | $99M | 3.1% |
| USIG | ISHARES TR | 1,692,140 | $87M | 2.7% |
| NVDA | NVIDIA CORPORATION | 480,273 | $84M | 2.7% |
| EMXC | ISHARES INC | 1,058,392 | $83M | 2.6% |
| SPYM | SPDR SERIES TRUST | 1,050,323 | $80M | 2.5% |
| MBB | ISHARES TR | 804,256 | $76M | 2.4% |
| NE | NOBLE CORP PLC | 1,301,679 | $64M | 2.0% |
| SCHR | SCHWAB STRATEGIC TR | 2,381,002 | $59M | 1.9% |
Track Avidian Wealth Enterprises's 13F portfolio: $3.2B in reported holdings, 683 positions. Top holdings and quarterly changes on SentiSense.