Avidian Wealth Enterprises
$2.9B Assets Reported
682 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 678,794 | $443M | 15.2% |
| IEFA | ISHARES TR | 1,726,878 | $156M | 5.3% |
| USIG | ISHARES TR | 1,692,140 | $87M | 3.0% |
| EMXC | ISHARES INC | 1,058,392 | $83M | 2.8% |
| SPYM | SPDR SERIES TRUST | 1,050,323 | $80M | 2.7% |
| MBB | ISHARES TR | 804,256 | $76M | 2.6% |
| NE | NOBLE CORP PLC | 1,301,679 | $64M | 2.2% |
| SCHR | SCHWAB STRATEGIC TR | 2,381,002 | $59M | 2.0% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 950,226 | $58M | 2.0% |
| JVAL | J P MORGAN EXCHANGE TRADED F | 1,184,322 | $58M | 2.0% |
Track Avidian Wealth Enterprises's 13F portfolio: $2.9B in reported holdings, 682 positions. Top holdings, AUM, and quarterly changes on SentiSense.