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Streettalk Advisors

Latest statistics and disclosures from Avidian Wealth Enterprises's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, IJH, EMXC, NVDA, and represent 28.45% of Avidian Wealth Enterprises's stock portfolio.
Added to shares of these 10 stocks: XOM (+$33M), AVLV (+$20M), SCMB (+$18M), SPMD (+$9.4M), SPMO (+$7.6M), SPCX (+$6.9M), USIG, JPST, PZA, IOO.
Started 72 new stock positions in IOO, WDAY, HYT, DBA, BOIL, CFG, KHC, REGN, APA, VGIT.
Reduced shares in these 10 stocks: , VLUE (-$22M), VTEB (-$18M), NVDA (-$15M), FVAL (-$10M), SPYM (-$9.9M), SPSM (-$9.7M), AAPL (-$7.6M), TBIL (-$7.5M), EMXC.
Sold out of its positions in APP, BB, XTEN, CVE, DKS, EMN, EW, Exxon Mobil Corporation, FSS, ONEQ.
Avidian Wealth Enterprises was a net seller of stock by $-26M.
Avidian Wealth Enterprises has $3.6B in assets under management (AUM), dropping by -0.76%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Enterprises

Avidian Wealth Enterprises holds 743 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Avidian Wealth Enterprises has 743 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avidian Wealth Enterprises Sept. 30, 2026 positions
Download the Avidian Wealth Enterprises September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.8	$532M		695k	765.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$176M		1.8M	96.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$110M		1.5M	71.95	View chart
Ishares Msci Emrg Chn (EMXC)	2.8	$102M	-4%	1.0M	99.08	View chart
NVIDIA Corporation Call Option (NVDA)	2.8	$101M	-12%	444k	228.38	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.5	$91M	+5%	1.9M	48.71	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.2	$77M	-11%	862k	89.76	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.0	$73M		989k	73.80	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.9	$69M		1.2M	57.92	View chart
Apple (AAPL)	1.7	$63M	-10%	188k	333.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$62M		497k	125.26	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.7	$60M	+3%	2.5M	23.70	View chart
Noble Corp Ord Shs A (NE)	1.6	$56M		1.3M	41.74	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.5	$54M	+50%	2.2M	24.16	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.4	$49M	-3%	1.1M	44.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$40M		565k	70.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$39M	+3%	56k	700.86	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$39M	-2%	439k	89.62	View chart
Microsoft Corporation (MSFT)	1.1	$38M	+3%	74k	512.90	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$37M	+2%	827k	44.78	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	1.0	$35M	+3%	758k	46.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$34M	-3%	1.2M	27.47	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.9	$33M	NEW	202k	162.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$33M	-9%	43k	762.62	View chart
Ishares Tr Core S&p Scp Etf Call Option (IJR)	0.8	$27M	+11%	199k	136.04	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$23M	-8%	587k	39.91	View chart
Broadcom (AVGO)	0.6	$23M	+3%	66k	351.19	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.6	$23M	-4%	481k	47.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$22M	+8%	64k	344.08	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$22M	+53%	143k	151.58	View chart
Amazon (AMZN)	0.6	$21M	-15%	85k	249.15	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.6	$21M	-8%	437k	48.18	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$21M		412k	50.35	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$20M	NEW	218k	90.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$20M	-48%	416k	47.36	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$19M	+3%	177k	106.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$17M		163k	103.89	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$16M	-4%	199k	81.16	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$16M	+3%	673k	23.86	View chart
Meta Platforms Cl A (META)	0.4	$16M	-3%	22k	725.18	View chart
Lam Research Corp Com New (LRCX)	0.4	$15M		46k	328.51	View chart
Chevron Corporation (CVX)	0.4	$15M	-6%	73k	204.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$15M		60k	247.93	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.4	$15M	-8%	185k	78.42	View chart
JPMorgan Chase & Co. (JPM)	0.4	$14M	+3%	43k	330.83	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$14M	+2%	143k	97.24	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$14M	+34%	645k	21.39	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$13M	-3%	294k	44.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$13M	+50%	253k	50.37	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$13M	-6%	746k	17.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$13M		420k	30.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$12M	-6%	35k	340.74	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$12M	-4%	219k	53.95	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.3	$12M	-6%	147k	78.50	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$12M	+4%	227k	50.56	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$11M		147k	78.03	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$11M	+6%	121k	90.11	View chart
Micron Technology (MU)	0.3	$11M	+25%	9.9k	1065.15	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$11M	+2%	226k	46.39	View chart
Eli Lilly & Co. (LLY)	0.3	$10M	+3%	8.9k	1157.07	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$10M	-15%	148k	69.17	View chart
Johnson & Johnson (JNJ)	0.3	$10M		39k	264.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$9.8M		20k	497.96	View chart
Abbvie (ABBV)	0.3	$9.5M	+2%	36k	261.59	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$9.4M	NEW	149k	63.04	View chart
Advanced Micro Devices (AMD)	0.2	$8.4M	+5%	14k	611.76	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$8.4M	-13%	107k	78.29	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$8.2M	+538%	54k	150.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$8.1M	+35%	145k	55.86	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.0M		43k	185.65	View chart
Cisco Systems (CSCO)	0.2	$8.0M		74k	107.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$7.9M	+13%	63k	125.67	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$7.9M	-8%	105k	75.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$7.9M	-5%	95k	82.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$7.9M		28k	277.89	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.2	$7.8M	-6%	105k	74.31	View chart
Tesla Motors (TSLA)	0.2	$7.7M	+8%	22k	354.81	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$7.7M	+5%	35k	216.08	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$7.6M	+5%	320k	23.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$7.3M	-26%	32k	228.28	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$7.1M		20k	356.89	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$7.1M	-3%	132k	54.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$7.1M	-12%	9.6k	739.76	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$6.8M	-5%	124k	54.43	View chart
Visa Com Cl A (V)	0.2	$6.6M		18k	359.32	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.2	$6.6M	-7%	142k	46.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$6.3M	+16%	15k	416.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.2M	+16%	192k	32.53	View chart
Palo Alto Networks (PANW)	0.2	$6.1M		15k	397.31	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.2	$6.0M	-31%	141k	42.77	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$6.0M	-6%	75k	79.63	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$6.0M		128k	46.68	View chart
Tidal Trust Ii Yieldmax Nvda (NVDY)	0.2	$5.9M		460k	12.74	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.2	$5.8M		25k	231.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$5.8M	+19%	19k	304.64	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.2	$5.7M	-3%	61k	92.65	View chart
RBB F/m Us Treasury (TBIL)	0.2	$5.7M	-56%	114k	49.85	View chart
Amgen (AMGN)	0.2	$5.6M		13k	421.50	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$5.5M	+12%	15k	374.25	View chart
Wal-Mart Stores (WMT)	0.2	$5.5M	+2%	53k	103.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$5.4M	+20%	14k	380.85	View chart
Ishares Tr Core Us Aggbd Et Call Option (AGG)	0.2	$5.4M	-3%	57k	94.54	View chart
Bank of America Corporation (BAC)	0.1	$5.4M	+2%	98k	54.43	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$5.3M	-2%	225k	23.47	View chart
Williams-Sonoma (WSM)	0.1	$5.2M		23k	227.94	View chart
Citigroup Com New (C)	0.1	$5.2M		40k	129.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$5.1M	-24%	19k	264.90	View chart
Cummins (CMI)	0.1	$5.1M		9.8k	516.56	View chart
Merck & Co (MRK)	0.1	$5.1M	+2%	35k	145.31	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$5.0M		11k	456.18	View chart
Qualcomm (QCOM)	0.1	$5.0M		27k	184.04	View chart
Kinder Morgan (KMI)	0.1	$4.8M	+2%	159k	30.15	View chart
Philip Morris International (PM)	0.1	$4.7M	-2%	25k	190.82	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$4.7M		5.1k	922.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.5M	+7%	8.2k	551.46	View chart
Blackrock (BLK)	0.1	$4.4M		4.2k	1058.25	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$4.3M	+67%	81k	53.17	View chart
Caterpillar (CAT)	0.1	$4.3M		5.3k	810.83	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$4.3M	-3%	107k	40.17	View chart
Costco Wholesale Corporation (COST)	0.1	$4.2M	+8%	4.6k	910.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.2M	+63%	70k	59.31	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.1M		22k	187.05	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.1M	+24%	2.2k	1811.60	View chart
Pepsi (PEP)	0.1	$4.0M	-2%	32k	126.72	View chart
Valero Energy Corporation (VLO)	0.1	$4.0M		10k	387.60	View chart
Norfolk Southern (NSC)	0.1	$4.0M		13k	308.99	View chart
Etf Ser Solutions Bahl Ga Grow Etf (BGIG)	0.1	$3.9M	-15%	112k	35.16	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.9M	-28%	9.9k	395.40	View chart
Medtronic SHS (MDT)	0.1	$3.9M	-13%	45k	86.29	View chart
Williams Companies (WMB)	0.1	$3.8M		57k	67.97	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.7M	+12%	33k	114.01	View chart
Coca-Cola Company (KO)	0.1	$3.7M	+6%	43k	86.08	View chart
Morgan Stanley Com New (MS)	0.1	$3.7M	-17%	20k	188.08	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.6M	+10%	59k	61.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.6M	-2%	100k	35.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.6M	+15%	5.8k	608.99	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.5M		70k	50.39	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.4M		33k	104.54	View chart
Eaton Corp SHS (ETN)	0.1	$3.4M	+2%	8.0k	429.72	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.4M		30k	111.97	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.4M		6.6k	509.23	View chart
Marvell Technology (MRVL)	0.1	$3.3M	-9%	13k	264.21	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$3.3M	-49%	23k	142.26	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.2M		63k	51.23	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$3.2M	NEW	22k	144.01	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$3.2M	+25%	132k	23.98	View chart
Nextera Energy (NEE)	0.1	$3.2M		42k	75.74	View chart
Dollar General (DG)	0.1	$3.1M		26k	119.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$3.1M	+15%	41k	76.40	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$3.1M	+168%	62k	49.46	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$3.1M	-2%	24k	128.10	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.0M	+3%	96k	31.47	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$3.0M	+8%	58k	51.87	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.0M	-7%	63k	48.03	View chart
UnitedHealth (UNH)	0.1	$3.0M		8.1k	367.08	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.0M	+3%	54k	54.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$3.0M		21k	145.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.0M	+19%	53k	56.22	View chart
Procter & Gamble Company (PG)	0.1	$3.0M		20k	145.28	View chart
MetLife (MET)	0.1	$2.9M		31k	94.16	View chart
McDonald's Corporation (MCD)	0.1	$2.9M	-18%	13k	230.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.9M		38k	77.25	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.9M		18k	158.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.8M	+4%	18k	155.20	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.8M	-51%	41k	69.26	View chart
Verizon Communications (VZ)	0.1	$2.8M	-3%	61k	45.87	View chart
Home Depot (HD)	0.1	$2.8M	-26%	9.8k	284.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.8M	-9%	12k	222.24	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.8M		43k	64.80	View chart
Intel Corporation (INTC)	0.1	$2.7M	+21%	23k	120.23	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$2.7M	-2%	104k	25.90	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$2.7M	+46%	49k	55.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.7M	+7%	40k	66.79	View chart
ConocoPhillips (COP)	0.1	$2.6M	+2%	21k	125.15	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$2.6M	+4%	18k	146.48	View chart
Ge Aerospace Com New (GE)	0.1	$2.6M	+4%	8.3k	312.31	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.6M	+15%	14k	183.37	View chart
Phillips 66 (PSX)	0.1	$2.6M	-13%	10k	255.31	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.6M	-7%	13k	195.75	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.6M	+204%	23k	113.44	View chart
Abbott Laboratories (ABT)	0.1	$2.6M		26k	98.83	View chart
Enterprise Products Partners (EPD)	0.1	$2.5M		71k	35.61	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$2.5M		51k	49.11	View chart
General Dynamics Corporation (GD)	0.1	$2.5M	-5%	7.5k	331.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.4M	+16%	16k	152.07	View chart
TJX Companies (TJX)	0.1	$2.4M		18k	132.31	View chart
Cheniere Energy Com New (LNG)	0.1	$2.4M	-4%	8.8k	269.03	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$2.4M	+203%	43k	55.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$2.4M	+621%	22k	109.38	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.4M	-4%	25k	93.44	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.3M	+17%	28k	84.96	View chart
Freeport Mcmoran CL B (FCX)	0.1	$2.3M	+165%	33k	70.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.3M		5.3k	431.62	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.3M	-9%	23k	101.10	View chart
RBB Motley Fol Etf (TMFC)	0.1	$2.3M		28k	80.08	View chart
Enbridge (ENB)	0.1	$2.3M	+364%	49k	46.49	View chart
Pfizer (PFE)	0.1	$2.3M		79k	28.52	View chart
Emerson Electric (EMR)	0.1	$2.2M	-2%	15k	155.10	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$2.2M	-17%	22k	100.68	View chart
Walt Disney Company (DIS)	0.1	$2.2M	-6%	21k	104.90	View chart
International Business Machines (IBM)	0.1	$2.2M	-5%	10k	219.93	View chart
Shell Spon Ads (SHEL)	0.1	$2.2M	+5%	23k	95.05	View chart
Amphenol Corp Cl A (APH)	0.1	$2.2M	+104%	26k	84.30	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$2.2M	+2%	7.6k	284.50	View chart
Union Pacific Corporation (UNP)	0.1	$2.2M		8.0k	272.12	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.2M	+9%	43k	50.47	View chart
Gilead Sciences (GILD)	0.1	$2.1M		14k	149.05	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.1M	-3%	13k	166.80	View chart
Oracle Corporation (ORCL)	0.1	$2.1M	-15%	16k	137.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.1M	-12%	65k	32.63	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.1M	-22%	22k	94.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.1M		50k	41.43	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$2.1M	+3%	34k	60.08	View chart
Sandisk Corp (SNDK)	0.1	$2.0M	+124%	1.2k	1739.89	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.0M	+7%	7.2k	280.09	View chart
American Water Works (AWK)	0.1	$2.0M	+2%	15k	129.47	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.9M	+721%	39k	49.47	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.9M	+34%	49k	39.85	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)	0.1	$1.9M	-2%	41k	47.34	View chart
Ares Capital Corporation (ARCC)	0.1	$1.9M	+66%	101k	19.10	View chart
Truist Financial Corp equities (TFC)	0.1	$1.9M	+8%	42k	46.30	View chart
Honeywell International (HON)	0.1	$1.9M		9.0k	210.95	View chart
Applied Materials (AMAT)	0.1	$1.9M	+23%	3.7k	511.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.9M	-11%	9.0k	208.02	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.9M	+6%	19k	97.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.9M	+6%	17k	112.09	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$1.8M	+423%	37k	49.93	View chart
At&t (T)	0.1	$1.8M	+3%	74k	24.40	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.8M		39k	45.84	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$1.8M		5.1k	351.86	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$1.8M		16k	108.84	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$1.8M	+99%	18k	100.55	View chart
Cme (CME)	0.0	$1.8M	+3%	6.7k	261.96	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$1.8M	+100%	32k	55.83	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.0	$1.7M		39k	44.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.7M	+37%	7.5k	233.32	View chart
salesforce (CRM)	0.0	$1.7M	+24%	7.5k	229.58	View chart
Capital One Financial (COF)	0.0	$1.7M	-5%	8.9k	193.06	View chart
American Tower Reit (AMT)	0.0	$1.7M	-5%	11k	163.69	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$1.7M	+61%	87k	19.77	View chart
Air Products & Chemicals (APD)	0.0	$1.7M	-5%	6.0k	278.21	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$1.7M	-7%	11k	148.22	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.6M	-5%	21k	79.14	View chart
Corteva (CTVA)	0.0	$1.6M	+2%	21k	77.65	View chart
Linde SHS (LIN)	0.0	$1.6M		3.4k	474.71	View chart
Booking Holdings (BKNG)	0.0	$1.6M	+6%	9.9k	162.92	View chart
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST)	0.0	$1.6M	+182%	32k	50.46	View chart
Starbucks Corporation (SBUX)	0.0	$1.6M	-10%	17k	93.96	View chart
Arista Networks Com Shs (ANET)	0.0	$1.6M	+13%	7.8k	203.59	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.6M	+72%	29k	54.51	View chart

Past Filings by Avidian Wealth Enterprises

SEC 13F filings are viewable for Avidian Wealth Enterprises going back to 2013

Avidian Wealth Enterprises 2026 Q3 filed Oct. 8, 2026
Avidian Wealth Enterprises 2026 Q2 filed July 24, 2026
Avidian Wealth Enterprises 2026 Q1 filed May 7, 2026
Avidian Wealth Enterprises 2025 Q4 filed Feb. 2, 2026
Avidian Wealth Enterprises 2025 Q3 filed Oct. 30, 2025
Avidian Wealth Enterprises 2025 Q2 filed July 30, 2025
Avidian Wealth Enterprises 2025 Q1 filed April 25, 2025
Avidian Wealth Enterprises 2024 Q4 filed Jan. 29, 2025
Avidian Wealth Enterprises 2024 Q3 filed Oct. 30, 2024
Avidian Wealth Solutions 2024 Q2 filed Aug. 6, 2024
Avidian Wealth Solutions 2024 Q1 filed May 3, 2024
Avidian Wealth Solutions 2023 Q4 filed Feb. 6, 2024
Avidian Wealth Solutions 2023 Q3 filed Oct. 13, 2023
Avidian Wealth Solutions 2023 Q2 filed Aug. 3, 2023
Avidian Wealth Solutions 2023 Q1 filed May 8, 2023
Avidian Wealth Solutions 2022 Q4 filed Feb. 6, 2023

View all past filings

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