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AI & tech investing

Avidian Wealth Enterprises, LLC

CIK 1471474

13F filing for Q2 2026・No. 1,139

Holdings
US$3.62B
Quarter change
+US$455.21M
Entries
739
Net bought (estimate)
+US$133.47M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 88
  • Sold out 28
  • Cut 151
  • Added 420
  • Corporate actions 2
  • Unchanged 63

Largest holdings

722 stocks worth US$3.61B, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFAddedUS$524.41M14.54%
ISHARES TRCORE MSCI EAFEAddedUS$174.1M4.83%
IJHISHARES TRCORE S&P MCP ETFAddedUS$116.45M3.23%
EMXCISHARES INCMSCI EMRG CHNAddedUS$109.25M3.03%
NVDANvidiaCOMAddedUS$101.08M2.80%
ISHARES TRUSD INV GRDE ETFAddedUS$90.13M2.50%
SPDR SERIES TRUSTST STR P500ETFCutUS$85.52M2.37%
J P MORGAN EXCHANGE TRADED FUS VALUE FACTRAddedUS$71.42M1.98%
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTRAddedUS$70.88M1.96%
IWFISHARES TRRUS 1000 GRW ETFAddedSplit 4:1US$61.83M1.71%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.