Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avidian Wealth Enterprises, LLC (CIK 1471474) reported $3.62B across 722 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($524.4M, 14.50%), IEFA ($174.1M, 4.81%), IJH ($116.5M, 3.22%), EMXC ($109.3M, 3.02%), NVDA ($101.7M, 2.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $524.4M | 14.50% | 700,246 | Added |
| 2 | IEFA | ISHARES TR | $174.1M | 4.81% | 1.8M | Added |
| 3 | IJH | ISHARES TR | $116.5M | 3.22% | 1.5M | Added |
| 4 | EMXC | ISHARES INC | $109.3M | 3.02% | 1.1M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $101.7M | 2.81% | 508,277 | Added |
| 6 | USIG | ISHARES TR | $90.1M | 2.49% | 1.8M | Added |
| 7 | SPLG | SPDR SERIES TRUST | $85.5M | 2.37% | 973,176 | Trimmed |
| 8 | JVAL | J P MORGAN EXCHANGE TRADED F | $71.4M | 1.98% | 1.2M | Added |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | $70.9M | 1.96% | 980,654 | Added |
| 10 | IWF | ISHARES TR | $61.8M | 1.71% | 497,910 | Added |
| 11 | AAPL | APPLE INC | $61.0M | 1.69% | 210,920 | Added |
| 12 | SCHR | SCHWAB STRATEGIC TR | $60.4M | 1.67% | 2.5M | Added |
| 13 | IUSB | ISHARES TR | $52.9M | 1.46% | 1.1M | Added |
| 14 | NE | NOBLE CORP PLC | $50.7M | 1.40% | 1.4M | Added |
| 15 | MBB | ISHARES TR | $42.4M | 1.17% | 448,842 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $41.0M | 1.13% | 575,288 | Added |
| 17 | VTEB | VANGUARD MUN BD FDS | $40.5M | 1.12% | 800,354 | Added |
| 18 | SCMB | SCHWAB STRATEGIC TR | $38.3M | 1.06% | 1.5M | Trimmed |
| 19 | JCPB | J P MORGAN EXCHANGE TRADED F | $37.8M | 1.05% | 805,719 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $37.2M | 1.03% | 54,203 | Trimmed |
| 21 | PMBS | PIMCO ETF TR | $36.3M | 1.00% | 735,585 | New |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $35.6M | 0.98% | 47,665 | Trimmed |
| 23 | SCHF | SCHWAB STRATEGIC TR | $35.2M | 0.97% | 1.3M | Added |
| 24 | XOM | EXXON MOBIL CORP | $32.5M | 0.90% | 237,519 | Added |
| 25 | MSFT | MICROSOFT CORP | $26.7M | 0.74% | 71,580 | Added |
Source: SEC Form 13F filings · as of 2026-06-30