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CIK: 0001471474
Total reported value
$3.6B
$3.6B
662 檔
24.1%
As reported in its official Q1 2026 Form 13F filing, Avidian Wealth Enterprises, LLC's tracked investment portfolio stood at $3.6B with 662 total positions.
In Q1 2026, Avidian Wealth Enterprises, LLC displayed an active expansion posture, initiating 34 new positions and adding to 131 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 662 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.03% | +0.47% | +7.33% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.95% | -0.14% | -4.13% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.12% | +0.10% | +36.64% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.74% | -0.25% | +10.75% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | +0.13% | -25.27% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.63% | +0.39% | +9.28% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | -0.17% | +1.61% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.42% | -1.25% | +8.22% | |
| 9 | NE | Noble Corporation plc | Stock-Energy | 2.02% | -0.62% | -15.28% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.88% | -0.21% | +9.52% | |
| 11 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.84% | +0.12% | +27.95% | |
| 12 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.83% | +0.15% | +14.28% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.67% | +0.04% | +0.42% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.04% | +20.26% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.61% | -0.15% | +6.87% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -0.36% | +15.77% | |
| 17 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.21% | -0.15% | -0.60% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.15% | -0.10% | +10.10% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.15% | -0.02% | +475.89% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.11% | +0.01% | +93.75% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | — | +5.17% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.99% | -0.02% | -9.59% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | — | +24.44% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.06% | +51.00% | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.75% | -0.04% | +11.64% | |
| 26 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.74% | -0.07% | +0.86% | |
| 27 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.73% | -0.02% | +22.12% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | +0.04% | -43.13% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.68% | -0.07% | +4.07% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | — | +20.78% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.08% | +125.31% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.52% | — | +1.13% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.08% | +38.41% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.49% | -0.05% | +7.74% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.11% | +42.63% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | +0.02% | +140.18% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | +0.03% | -14.81% | |
| 38 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.45% | -0.09% | -4.45% | |
| 39 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.44% | -0.04% | +3.64% | |
| 40 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.43% | -0.03% | -9.89% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | +0.02% | -1.61% | |
| 42 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.40% | -0.09% | -0.56% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.05% | +38.31% | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.38% | -0.02% | — | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.38% | +0.02% | -0.50% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | +95.53% | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.38% | -0.01% | +5.40% | |
| 48 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.35% | -0.04% | -0.37% | |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.34% | +0.07% | +370.53% | |
| 50 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.34% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.9% | +475.89% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +36.64% | Add |
| 3 | NE | Noble Corporation plc | +0.4% | -15.28% | Trim |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +93.75% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +15.77% | Add |
| 6 | LRCX | Lam Research CORP | +0.3% | +674.60% | Add |
| 7 | FVAL | Fidelity Value Factor ETF | +0.3% | +4165.95% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +125.31% | Add |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | +370.53% | Add |
| 10 | EFA | Ishares Msci Eafe ETF | +0.2% | +140.18% | Add |
| 11 | CVX | Chevron CORP | +0.2% | +42.63% | Add |
| 12 | PRF | Invesco Rafi US 1000 ETF | +0.2% | +2495.04% | Add |
| 13 | RTX | Rtx CORP | +0.2% | +210.20% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +95.53% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +85.96% | Add |
| 16 | CMI | Cummins Inc | +0.1% | +1032.35% | Add |
| 17 | JQUA | Jpmorgan US Quality Factor | +0.1% | +27.95% | Add |
| 18 | JPST | Jpmorgan Ultra-short Income | +0.1% | +244.89% | Add |
| 19 | KMI | Kinder Morgan, Inc. | +0.1% | +205.83% | Add |
| 20 | C | Citigroup Inc | +0.1% | +400.47% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +159.42% | Add |
| 22 | WMB | Williams Cos Inc | +0.1% | +266.01% | Add |
| 23 | PM | Philip Morris International | +0.1% | +409.98% | Add |
| 24 | BLK | Blackrock Inc | +0.1% | +376.33% | Add |
| 25 | LMT | Lockheed Martin CORP | +0.1% | +228.89% | Add |
| 26 | AMGN | Amgen Inc | +0.1% | +125.06% | Add |
| 27 | DUK | Duke Energy CORP | +0.1% | +313.58% | Add |
| 28 | NEE | Nextera Energy Inc | +0.1% | +253.27% | Add |
| 29 | ABBV | Abbvie Inc | +0.1% | +82.23% | Add |
| 30 | HON | Honeywell International Inc | +0.1% | +160.44% | Add |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +9.28% | Add |
| 32 | BAC | Bank Of America CORP | +0.1% | +168.30% | Add |
| 33 | PEP | Pepsico Inc | +0.1% | +89.08% | Add |
| 34 | MCD | Mcdonald's CORP | +0.1% | +107.89% | Add |
| 35 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +746.64% | Add |
| 36 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +78.92% | Add |
| 37 | QCOM | Qualcomm Inc | +0.1% | +263.13% | Add |
| 38 | COST | Costco Wholesale CORP | +0.1% | +81.79% | Add |
| 39 | VZ | Verizon Communications Inc | +0.1% | +265.33% | Add |
| 40 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | +313.48% | Add |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +94.29% | Add |
| 42 | MET | Metlife Inc | +0.1% | +719.10% | Add |
| 43 | LNG | Cheniere Energy Inc | +0.1% | +288.68% | Add |
| 44 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +22.12% | Add |
| 45 | DFLV | Dim US Large Cap Value ETF | +0.1% | +95.13% | Add |
| 46 | V | Visa Inc-class A Shares | +0.1% | +89.71% | Add |
| 47 | MA | Mastercard Inc - A | +0.1% | +152.41% | Add |
| 48 | MDT | Medtronic plc | +0.1% | +148.05% | Add |
| 49 | MS | Morgan Stanley | +0.1% | +100.17% | Add |
| 50 | ACN | Accenture plc | +0.1% | +388.69% | Add |
According to official SEC Form 13F filings, Avidian Wealth Enterprises, LLC reported a total U.S. public equity portfolio value of $3.6B across 662 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 24.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
DON
市值: $12.1M
Top Position Liquidated / Trimmed
SPLV
前期市值: $7.8M
During Q1 2026, Avidian Wealth Enterprises, LLC's top holdings by market value included IVV (14.0%)、IEFA (5.0%)、IJH (3.1%). The largest single position, IVV, represented 14.0% of total portfolio value.
In Q1 2026, Avidian Wealth Enterprises, LLC made 199 total portfolio adjustments, initiating 34 new buys, adding to 131 positions, trimming 28 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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