§ 13F · FUND PROFILE
Avidian Wealth Enterprises, LLC.
AUM · $3.6B (13F)Positions · 739Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$70M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 700K | $524M | 14.5% | +3% |
| 2 | IEFA | ISHARES TR | 1.80M | $174M | 4.8% | +4% |
| 3 | IJH | ISHARES TR | 1.51M | $116M | 3.2% | +3% |
| 4 | EMXC | ISHARES INC | 1.07M | $109M | 3.0% | +1% |
| 5 | NVDA | NVIDIA CORPORATION | 505K | $101M | 2.8% | +5% |
| 6 | USIG | ISHARES TR | 1.76M | $90M | 2.5% | +4% |
| 7 | SPYM | SPDR SERIES TRUST | 973K | $86M | 2.4% | −7% |
| 8 | JVAL | J P MORGAN EXCHANGE TRADED F | 1.22M | $71M | 2.0% | +3% |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | 981K | $71M | 2.0% | +3% |
| 10 | IWF | ISHARES TR | 498K | $62M | 1.7% | +301% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVIDIAN SIGNAL
AC read
Avidian Wealth Enterprises, LLC is a Other fund managing $3.6 billion in assets. The fund runs a broad portfolio of 739 positions.
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