§ 13F · FUND PROFILE
Avidian Wealth Enterprises, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.7B (13F)Positions · 580Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$92M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 679K | $443M | 14.0% | +7% |
| 2 | IEFA | ISHARES TR | 1.73M | $156M | 4.9% | −4% |
| 3 | IJH | ISHARES TR | 1.46M | $99M | 3.1% | +37% |
| 4 | USIG | ISHARES TR | 1.69M | $87M | 2.7% | +11% |
| 5 | NVDA | NVIDIA CORPORATION | 480K | $84M | 2.7% | −25% |
| 6 | EMXC | ISHARES INC | 1.06M | $83M | 2.6% | +9% |
| 7 | SPYM | SPDR SERIES TRUST | 1.05M | $80M | 2.5% | +2% |
| 8 | MBB | ISHARES TR | 804K | $76M | 2.4% | +8% |
| 9 | NE | NOBLE CORP PLC | 1.30M | $64M | 2.0% | −15% |
| 10 | SCHR | SCHWAB STRATEGIC TR | 2.38M | $59M | 1.9% | +10% |
§ 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 $2.7 billion in assets. The fund runs a broad portfolio of 580 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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