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CIK: 0001471474
Total reported value
$3.6B
$3.6B
722 檔
28.6%
During the Q2 2026 filing period, Avidian Wealth Enterprises, LLC (CIK: 0001471474) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.6B across 722 reported positions.
In Q2 2026, Avidian Wealth Enterprises, LLC displayed an active expansion posture, initiating 24 new positions and adding to 139 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 28.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
PMBS
市值: $36.3M
Top Position Liquidated / Trimmed
HON
前期市值: $3.7M
Showing top 200 holdings (of 722 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.50% | +0.33% | +3.16% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.81% | +0.09% | +4.39% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.22% | -0.16% | +3.37% | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.02% | -0.19% | +0.91% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.81% | +0.02% | +4.72% | |
| 6 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.49% | +0.03% | +3.85% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | -0.21% | -7.35% | |
| 8 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.98% | -0.05% | +2.84% | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.96% | +0.07% | +3.20% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.71% | +0.03% | +301.39% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.06% | +2.94% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.67% | — | +2.91% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.46% | -0.10% | +4.25% | |
| 14 | NE | Noble Corporation plc | Stock-Energy | 1.40% | +0.16% | +4.37% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.17% | -0.07% | -44.19% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.13% | -0.02% | +1.43% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.12% | -0.57% | +13.41% | |
| 18 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.06% | +0.44% | -0.90% | |
| 19 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.05% | -0.02% | +4.37% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.07% | -0.23% | |
| 21 | PMBS | Pimco Mbs Active ETF | ETF-Other | 1.00% | -0.02% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.07% | -0.18% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.97% | -0.03% | +0.70% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.90% | EXIT | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | +0.32% | +4.36% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.02% | +2.28% | |
| 27 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.71% | -0.06% | +3.10% | |
| 28 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.71% | -0.07% | +5.74% | |
| 29 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.67% | -0.08% | +1.81% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.08% | +0.45% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | -0.02% | +6.33% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.62% | -0.61% | +73.07% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.61% | -0.03% | +2.08% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.03% | +6.73% | |
| 35 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | -0.13% | +0.21% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.52% | +0.01% | +0.58% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | -0.03% | +1.19% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | — | +9.63% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.45% | -0.05% | +330.05% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.44% | +0.01% | +2.26% | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.41% | +0.19% | -4.34% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | +0.01% | +6.99% | |
| 43 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.40% | -0.05% | +1.97% | |
| 44 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.40% | -0.04% | +4.21% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.02% | +1.86% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.37% | +0.02% | +3.32% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | -0.03% | +3.01% | |
| 48 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.36% | -0.20% | -7.52% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.36% | -0.03% | -0.77% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.35% | +0.05% | +7.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PMBS | Pimco Mbs Active ETF | +1% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +3.16% | Add |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +0.91% | Add |
| 4 | VLUE | Ishares Msci USA Value Facto | +0.3% | +73.07% | Add |
| 5 | LRCX | Lam Research CORP | +0.2% | +0.21% | Add |
| 6 | MU | Micron Technology Inc | +0.2% | +54.99% | Add |
| 7 | JVAL | Jpmorgan US Value Factor ETF | +0.2% | +2.84% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +4.72% | Add |
| 9 | AMD | Advanced Micro Devices | +0.1% | +7.64% | Add |
| 10 | JQUA | Jpmorgan US Quality Factor | +0.1% | +3.20% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.37% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +6.33% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.73% | Add |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | -4.34% | Trim |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +6.20% | Add |
| 16 | MRVL | Marvell Technology Inc | +0.1% | +5.96% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +3.76% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +8.69% | Add |
| 19 | STX | Seagate Technology Holdings plc | +0.1% | -5.47% | Trim |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +53.55% | Add |
| 21 | ✓ | +0.1% | NEW | New buy | |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | INTC | Intel CORP | +0.1% | +17.33% | Add |
| 24 | AAPL | Apple Inc | 0% | +2.94% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | +301.39% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | 0% | +2.28% | Add |
| 27 | TQQQ | Proshares Ultrapro Qqq | 0% | -32.41% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +3.01% | Add |
| 29 | JPST | Jpmorgan Ultra-short Income | 0% | +40.83% | Add |
| 30 | VGT | Vanguard Info Tech ETF | 0% | +778.87% | Add |
| 31 | CAT | Caterpillar Inc | 0% | +2.78% | Add |
| 32 | ASML | ASML Holding N.V. | 0% | +18.45% | Add |
| 33 | VB | Vanguard Small-cap ETF | 0% | +147.91% | Add |
| 34 | ✓ | 0% | NEW | New buy | |
| 35 | VTEI | Vanguard Int Tax-exempt Bond | 0% | NEW | New buy |
| 36 | IEMG | Ishares Core Msci Emerging | 0% | +1.19% | Add |
| 37 | VUG | Vanguard Growth ETF | 0% | +559.00% | Add |
| 38 | VTV | Vanguard Value ETF | 0% | +20.73% | Add |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 0% | +9.40% | Add |
| 40 | IYW | Ishares Ustechnology ETF | 0% | -1.14% | Trim |
| 41 | CMI | Cummins Inc | 0% | +0.77% | Add |
| 42 | QCOM | Qualcomm Inc | 0% | +2.46% | Add |
| 43 | SMH | Vaneck Semiconductor ETF | 0% | +7.12% | Add |
| 44 | NSC | Norfolk Southern CORP | 0% | +43.00% | Add |
| 45 | AMAT | Applied Materials Inc | 0% | +17.69% | Add |
| 46 | DFAC | Dimensional US Core Equity 2 | 0% | +209.59% | Add |
| 47 | IALT | Ishrs Sys Alt Act ETF | 0% | NEW | New buy |
| 48 | PBP | Invesco S&p 500 Buywrite ETF | 0% | NEW | New buy |
| 49 | MKTN | Fed Hrms Mdt Mkt Neutral ETF | 0% | NEW | New buy |
| 50 | VO | Vanguard Mid-cap ETF | 0% | +330.05% | 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 722 disclosed positions in Q2 2026.
During Q2 2026, Avidian Wealth Enterprises, LLC's top holdings by market value included IVV (14.5%)、IEFA (4.8%)、IJH (3.2%). The largest single position, IVV, represented 14.5% of total portfolio value.
In Q2 2026, Avidian Wealth Enterprises, LLC made 199 total portfolio adjustments, initiating 24 new buys, adding to 139 positions, trimming 33 holdings, and fully liquidating 3 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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