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Avidian Wealth Enterprises, LLC 13F holdings

Filed 2026-07-24 · Avidian Wealth Enterprises, LLC · 739 positions · $3.6B

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TickerCompanySharesValue% of portfolio
IVVISHARES TR700.2K$524.4M14.5%
IEFAISHARES TR1.8M$174.1M4.8%
IJHISHARES TR1.5M$116.4M3.2%
EMXCISHARES INC1.1M$109.3M3.0%
NVDANVIDIA CORPORATION505.2K$101.1M2.8%
USIGISHARES TR1.8M$90.1M2.5%
SPYMSPDR SERIES TRUST973.2K$85.5M2.4%
JVALJ P MORGAN EXCHANGE TRADED F1.2M$71.4M2.0%
JQUAJ P MORGAN EXCHANGE TRADED F980.7K$70.9M2.0%
IWFISHARES TR497.9K$61.8M1.7%
AAPLAPPLE INC210.9K$61.0M1.7%
SCHRSCHWAB STRATEGIC TR2.5M$60.4M1.7%
IUSBISHARES TR1.1M$52.9M1.5%
—NOBLE CORP PLC1.4M$50.7M1.4%
MBBISHARES TR448.8K$42.4M1.2%
VEAVANGUARD TAX-MANAGED FDS575.3K$41.0M1.1%
VTEBVANGUARD MUN BD FDS800.4K$40.5M1.1%
SCMBSCHWAB STRATEGIC TR1.5M$38.3M1.1%
JCPBJ P MORGAN EXCHANGE TRADED F805.7K$37.8M1.0%
VOOVANGUARD INDEX FDS54.2K$37.2M1.0%
PMBSPIMCO ETF TR735.6K$36.3M1.0%
SCHFSCHWAB STRATEGIC TR1.3M$35.2M1.0%
EXMOCEXXON MOBIL CORP237.5K$32.5M0.9%
SPYSTATE STR SPDR S&P 500 ETF T41.4K$30.9M0.9%
MSFTMICROSOFT CORP71.6K$26.7M0.7%
IJRISHARES TR178.6K$26.5M0.7%
FENIFIDELITY COVINGTON TRUST643.5K$25.8M0.7%
JMUBJ P MORGAN EXCHANGE TRADED F504.0K$25.5M0.7%
SPHDINVESCO EXCH TRADED FD TR II477.5K$24.3M0.7%
AMZNAMAZON COM INC101.6K$24.2M0.7%
AVGOBROADCOM INC62.1K$23.4M0.6%
VLUEISHARES TR112.7K$22.5M0.6%
IGIBISHARES TR414.2K$22.0M0.6%
GOOGLALPHABET INC59.2K$21.1M0.6%
LRCXLAM RESEARCH CORP45.9K$19.9M0.6%
IWRISHARES TR171.4K$18.9M0.5%
ACWIISHARES INC207.4K$17.2M0.5%
EFAISHARES TR161.1K$16.7M0.5%
VOVANGUARD INDEX FDS202.8K$16.3M0.5%
SCHOSCHWAB STRATEGIC TR652.3K$15.7M0.4%
SPMOINVESCO EXCH TRADED FD TR II92.8K$15.0M0.4%
IWDISHARES TR59.7K$14.5M0.4%
FPEFIRST TR EXCH TRADED FD III799.7K$14.3M0.4%
ITMVANECK ETF TRUST304.0K$14.3M0.4%
JPMJPMORGAN CHASE & CO41.2K$13.5M0.4%
DGRWWISDOMTREE TR139.7K$13.4M0.4%
TBILRBB FD INC264.3K$13.2M0.4%
GOOGALPHABET INC36.7K$13.0M0.4%
DONWISDOMTREE TR229.4K$13.0M0.4%
CVXCHEVRON CORPORATION77.4K$12.8M0.4%
SCHXSCHWAB STRATEGIC TR423.2K$12.5M0.3%
METAMETA PLATFORMS INC21.5K$12.1M0.3%
TQQQPROSHARES TR146.7K$11.9M0.3%
BBJPJ P MORGAN EXCHANGE TRADED F156.9K$11.8M0.3%
HELOJ P MORGAN EXCHANGE TRADED F173.9K$11.8M0.3%
PZAINVESCO EXCH TRADED FD TR II480.4K$11.3M0.3%
JMSTJ P MORGAN EXCHANGE TRADED F218.3K$11.1M0.3%
SPSMSPDR SERIES TRUST191.1K$11.0M0.3%
LLYELI LILLY & CO8.7K$10.4M0.3%
HEFAISHARES TR220.2K$10.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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