Avidian Wealth Enterprises, LLC

Est. AUM

$3.16B

13F long equity, this entity only

Positions

677

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$443.3M	678594	14.02%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$156.3M	1726878	4.95%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$98.7M	1460891	3.12%	SOLE
4	ISHARES TR	USD INV GRDE ETF	$86.7M	1692140	2.74%	SOLE
5	NVIDIA CORPORATION	COM	$83.8M	480273	2.65%	SOLE
6	ISHARES INC	MSCI EMRG CHN	$83.3M	1058392	2.63%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$80.4M	1050323	2.54%	SOLE
8	ISHARES TR	MBS ETF	$76.4M	804256	2.42%	SOLE
9	NOBLE CORP PLC	ORD SHS A	$63.9M	1301679	2.02%	SOLE
10	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$59.3M	2381002	1.88%	SOLE
11	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$58.3M	950226	1.84%	SOLE
12	J P MORGAN EXCHANGE TRADED F	US VALUE FACTR	$57.9M	1184322	1.83%	SOLE
13	ISHARES TR	RUS 1000 GRW ETF	$52.9M	124047	1.67%	SOLE
14	APPLE INC	COM	$52.0M	204904	1.65%	SOLE
15	ISHARES TR	CORE UNIVRSL USD	$50.8M	1099709	1.61%	SOLE
16	EXXON MOBIL CORP	COM	$39.9M	234886	1.26%	SOLE
17	SCHWAB STRATEGIC TR	MUN BD ETF	$38.2M	1497325	1.21%	SOLE
18	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$36.3M	771998	1.15%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$36.3M	567178	1.15%	SOLE
20	VANGUARD MUN BD FDS	TAX EXEMPT BD	$35.2M	705710	1.11%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$32.5M	54329	1.03%	SOLE
22	SCHWAB STRATEGIC TR	INTL EQTY ETF	$31.2M	1261856	0.99%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$27.1M	41652	0.86%	SOLE
24	MICROSOFT CORP	COM	$25.0M	67587	0.79%	SOLE
25	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$23.8M	476674	0.75%	SOLE
26	INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$23.3M	468957	0.74%	SOLE
27	FIDELITY COVINGTON TRUST	ENHANCED INTL	$23.2M	624192	0.73%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$21.7M	174878	0.69%	SOLE
29	ISHARES TR	ISHS 5-10YR INVT	$21.6M	405793	0.68%	SOLE
30	AMAZON COM INC	COM	$21.1M	101102	0.67%	SOLE
31	BROADCOM INC	COM	$18.6M	60250	0.59%	SOLE
32	ISHARES TR	RUS MID CAP ETF	$16.6M	170441	0.52%	SOLE
33	ALPHABET INC	CAP STK CL A	$15.9M	55449	0.50%	SOLE
34	SCHWAB STRATEGIC TR	SHT TM US TRES	$15.5M	637834	0.49%	SOLE
35	CHEVRON CORPORATION	COM	$15.0M	72303	0.47%	SOLE
36	ISHARES INC	CORE MSCI EMKT	$14.3M	204962	0.45%	SOLE
37	ISHARES TR	MSCI EAFE ETF	$14.3M	146875	0.45%	SOLE
38	RBB FD INC	F/M US TREASURY	$14.2M	285774	0.45%	SOLE
39	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$13.9M	784275	0.44%	SOLE
40	VANECK ETF TRUST	INTRMDT MUNI ETF	$13.5M	291752	0.43%	SOLE
41	VANGUARD INDEX FDS	MID CAP ETF	$13.5M	47154	0.43%	SOLE
42	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$12.6M	246195	0.40%	SOLE
43	WISDOMTREE TR	US MIDCAP DIVID	$12.1M	231196	0.38%	SOLE
44	META PLATFORMS INC	CL A	$11.9M	20849	0.38%	SOLE
45	ISHARES TR	RUS 1000 VAL ETF	$11.9M	55818	0.38%	SOLE
46	JPMORGAN CHASE & CO	COM	$11.9M	40458	0.38%	SOLE
47	WISDOMTREE TR	US QTLY DIV GRT	$11.9M	135254	0.38%	SOLE
48	INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$11.1M	484955	0.35%	SOLE
49	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$10.9M	97009	0.34%	SOLE
50	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$10.9M	169904	0.34%	SOLE

1–50 of 676

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.