Institutional Fund
Avidian Wealth Enterprises, LLC
Houston, TXCIK 14714745 filings on record
Portfolio Value
$3.15B
Q1 2026
Holdings
662
Reported positions
New Buys
110
Opened this quarter
QoQ Change
+14.8%
from $2.75B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.1%
- Ishares Tr5.0%
- Ishares Tr3.1%
- Ishares Tr2.7%
- Nvidia Corporation2.7%
- Ishares Inc2.6%
- Other69.8%
Portfolio Holdings
662 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 678.6K | $443.26M | 14.1% | +46.1K | Added |
| 2 | Ishares Tr | 1.73M | $156.33M | 5.0% | −74.4K | Reduced |
| 3 | Ishares Tr | 1.46M | $98.65M | 3.1% | +391.5K | Added |
| 4 | Ishares Tr | 1.69M | $86.69M | 2.7% | +164.2K | Added |
| 5 | Nvidia Corporation | 480.3K | $83.76M | 2.7% | −169.2K | Reduced |
| 6 | Ishares Inc | 1.06M | $83.25M | 2.6% | +89.9K | Added |
| 7 | Spdr Series Trust | 1.05M | $80.39M | 2.5% | +16.6K | Added |
| 8 | Ishares Tr | 804.3K | $76.36M | 2.4% | +61.1K | Added |
| 9 | Noble Corp PLC | 1.30M | $63.87M | 2.0% | −234.7K | Reduced |
| 10 | Schwab Strategic Tr | 2.38M | $59.31M | 1.9% | +207.0K | Added |
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