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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 700,246 | US$524.41M | 14.54% |
| ISHARES TRCORE MSCI EAFE | Added | 1,802,606 | US$174.1M | 4.83% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,510,126 | US$116.45M | 3.23% |
| EMXCISHARES INCMSCI EMRG CHN | Added | 1,067,982 | US$109.25M | 3.03% |
| NVDANvidiaCOM | Added | 505,177 | US$101.08M | 2.80% |
| ISHARES TRUSD INV GRDE ETF | Added | 1,757,289 | US$90.13M | 2.50% |
| SPDR SERIES TRUSTST STR P500ETF | Cut | 973,176 | US$85.52M | 2.37% |
| J P MORGAN EXCHANGE TRADED FUS VALUE FACTR | Added | 1,217,925 | US$71.42M | 1.98% |
| J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | Added | 980,654 | US$70.88M | 1.96% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 4:1 | 497,910 | US$61.83M | 1.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.