Avidian Wealth Enterprises, LLC
Avidian Wealth Enterprises, LLC reported 739 positions worth $3.62B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (14.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $524.4M | 14.50% | 700,246 | — | — | |
| ▸ 2 | IEFA | SH | $174.1M | 4.81% | 1,802,606 | — | — | |
| ▸ 3 | IJH | SH | $116.4M | 3.22% | 1,510,126 | — | — | |
| ▸ 4 | EMXC | SH | $109.3M | 3.02% | 1,067,982 | — | — | |
| ▸ 5 | NVDA | SH | $101.1M | 2.80% | 505,177 | — | — | |
| ▸ 6 | USIG | SH | $90.1M | 2.49% | 1,757,289 | — | — | |
| ▸ 7 | SPYM | SH | $85.5M | 2.37% | 973,176 | — | — | |
| ▸ 8 | JVAL | SH | $71.4M | 1.98% | 1,217,925 | — | — | |
| ▸ 9 | JQUA | SH | $70.9M | 1.96% | 980,654 | — | — | |
| ▸ 10 | IWF | SH | $61.8M | 1.71% | 497,910 | — | — |
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Frequently Asked Questions
What stocks does Avidian Wealth Enterprises, LLC hold as of Q2 2026?
Avidian Wealth Enterprises, LLC reported 739 positions worth $3.62B in its Q2 2026 13F filing. Largest positions: IVV (14.5%), IEFA (4.8%), IJH (3.2%), EMXC (3.0%) and NVDA (2.8%).
What did Avidian Wealth Enterprises, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Avidian Wealth Enterprises, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.