§ 13F · FUND PROFILE
Avidian Wealth Enterprises, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2460.3T (13F)Positions · 550Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 632K | $433.2T | 15.8% | +2% |
| 2 | IEFA | ISHARES TR | 1.80M | $161.1T | 5.9% | −7% |
| 3 | NVDA | NVIDIA CORPORATION | 650K | $121.1T | 4.4% | −1% |
| 4 | SPYM | SPDR SERIES TRUST | 1.03M | $82.9T | 3.0% | −1% |
| 5 | USIG | ISHARES TR | 1.53M | $79.1T | 2.9% | +7% |
| 6 | MBB | ISHARES TR | 743K | $70.8T | 2.6% | +5% |
| 7 | IJH | ISHARES TR | 1.07M | $70.6T | 2.6% | +3% |
| 8 | EMXC | ISHARES INC | 968K | $70.4T | 2.6% | +2% |
| 9 | IWF | ISHARES TR | 124K | $58.5T | 2.1% | ±0% |
| 10 | SCHR | SCHWAB STRATEGIC TR | 2.17M | $54.5T | 2.0% | +6% |
§ 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 $2460300.7 trillion in assets. The fund runs a broad portfolio of 550 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed