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 $3.16B across 646 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($443.4M, 14.03%), IEFA ($156.3M, 4.95%), IJH ($98.7M, 3.12%), USIG ($86.7M, 2.74%), NVDA ($84.6M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $443.4M | 14.03% | 678,794 | Added |
| 2 | IEFA | ISHARES TR | $156.3M | 4.95% | 1.7M | Trimmed |
| 3 | IJH | ISHARES TR | $98.7M | 3.12% | 1.5M | Added |
| 4 | USIG | ISHARES TR | $86.7M | 2.74% | 1.7M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $84.6M | 2.68% | 485,373 | Trimmed |
| 6 | EMXC | ISHARES INC | $83.3M | 2.63% | 1.1M | Added |
| 7 | SPLG | SPDR SERIES TRUST | $80.4M | 2.54% | 1.1M | Added |
| 8 | MBB | ISHARES TR | $76.4M | 2.42% | 804,256 | Added |
| 9 | NE | NOBLE CORP PLC | $63.9M | 2.02% | 1.3M | Trimmed |
| 10 | SCHR | SCHWAB STRATEGIC TR | $59.3M | 1.88% | 2.4M | Added |
| 11 | JQUA | J P MORGAN EXCHANGE TRADED F | $58.3M | 1.84% | 950,226 | Added |
| 12 | JVAL | J P MORGAN EXCHANGE TRADED F | $57.9M | 1.83% | 1.2M | Added |
| 13 | IWF | ISHARES TR | $52.9M | 1.67% | 124,047 | Added |
| 14 | AAPL | APPLE INC | $52.0M | 1.65% | 204,904 | Added |
| 15 | IUSB | ISHARES TR | $50.8M | 1.61% | 1.1M | Added |
| 16 | XOM | EXXON MOBIL CORP | $39.9M | 1.26% | 234,886 | Added |
| 17 | SCMB | SCHWAB STRATEGIC TR | $38.2M | 1.21% | 1.5M | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $36.3M | 1.15% | 567,178 | Added |
| 19 | JCPB | J P MORGAN EXCHANGE TRADED F | $36.3M | 1.15% | 771,998 | Added |
| 20 | VTEB | VANGUARD MUN BD FDS | $35.2M | 1.11% | 705,710 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $32.5M | 1.03% | 54,329 | Added |
| 22 | SCHF | SCHWAB STRATEGIC TR | $31.2M | 0.99% | 1.3M | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $31.1M | 0.98% | 47,752 | Added |
| 24 | MSFT | MICROSOFT CORP | $25.4M | 0.80% | 68,587 | Added |
| 25 | JMUB | J P MORGAN EXCHANGE TRADED F | $23.8M | 0.75% | 476,674 | Added |
Source: SEC Form 13F filings · as of 2026-03-31