Avidian Wealth Enterprises
$3.6B 13F equity value
749 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Avidian Wealth Enterprises covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 700,246 | $524M | 14.5% |
| IEFA | ISHARES TR | 1,802,606 | $174M | 4.8% |
| IJH | ISHARES TR | 1,510,126 | $116M | 3.2% |
| EMXC | ISHARES INC | 1,067,982 | $109M | 3.0% |
| NVDA | NVIDIA CORPORATION | 505,177 | $101M | 2.8% |
| USIG | ISHARES TR | 1,757,289 | $90M | 2.5% |
| SPYM | SPDR SERIES TRUST | 973,176 | $86M | 2.4% |
| JVAL | J P MORGAN EXCHANGE TRADED F | 1,217,925 | $71M | 2.0% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 980,654 | $71M | 2.0% |
| IWF | ISHARES TR | 497,910 | $62M | 1.7% |
Track Avidian Wealth Enterprises's 13F portfolio: $3.6B in reported holdings, 749 positions. Top holdings and quarterly changes on SentiSense.
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