CIK 1471474
Avidian Wealth Enterprises, LLC
Institutional 13F holdings & portfolio
Holdings
575
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 575
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 632K | $1M+ | SH |
| IEFA | ISHARES TR | 1.8M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 650K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 1.0M | $1M+ | SH |
| USIG | ISHARES TR | 1.5M | $1M+ | SH |
| MBB | ISHARES TR | 743K | $1M+ | SH |
| IJH | ISHARES TR | 1.1M | $1M+ | SH |
| EMXC | ISHARES INC | 968K | $1M+ | SH |
| IWF | ISHARES TR | 124K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 2.2M | $1M+ | SH |
| JVAL | J P MORGAN EXCHANGE TRADED F | 1.0M | $1M+ | SH |
| IUSB | ISHARES TR | 1.0M | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 743K | $1M+ | SH |
| AAPL | APPLE INC | 170K | $1M+ | SH |
| NE | NOBLE CORP PLC | 1.5M | $1M+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 1.5M | $1M+ | SH |
| IJR | ISHARES TR | 308K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 1.4M | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 701K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 52K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 38K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 203K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 465K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 45K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 427K | $1M+ | SH |
| IGIB | ISHARES TR | 390K | $1M+ | SH |
| VLUE | ISHARES TR | 146K | $1M+ | SH |
| AMZN | AMAZON COM INC | 84K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 511K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 364K | $1M+ | SH |
| IWR | ISHARES TR | 169K | $1M+ | SH |
| IEMG | ISHARES INC | 241K | $1M+ | SH |
| ITM | VANECK ETF TRUST | 324K | $1M+ | SH |
| TBIL | RBB FD INC | 299K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 592K | $1M+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 213K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 48K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 757K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 248K | $1M+ | SH |
| GOOGL | ALPHABET INC | 40K | $1M+ | SH |
| IWD | ISHARES TR | 56K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 128K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 422K | $1M+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 487K | $1M+ | SH |
| META | META PLATFORMS INC | 16K | $1M+ | SH |
| IVE | ISHARES TR | 49K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 20K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 210K | $1M+ | SH |
| TQQQ | PROSHARES TR | 177K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 134K | $1M+ | SH |