13F Insight
DOSSIER · 13F-HR · Q3 2026

Avidian Wealth Enterprises, LLC

$3.6B in tracked AUM across 753 positions as of Q3 2026.

AW
CIK 0001471474 · last filed Sep 30, 2026
Total AUM
$3.6B
as of Q3 2026
Holdings
753
+21 QoQ
positions
Whale Score
57
57
tracked
Activity
726
+72 new, −51 sold
changes this Q
AI Analysis · Q3 2026

Avidian Wealth Enterprises, LLC filed its latest 13F-HR for Q3 2026. 726 position changes this quarter — 72 new, 51 exited, 358 added, 245 trimmed.

Quarter at a glance — Q3 2026

726 material changes this filing.

NEW
XOMEXXONMOBIL HOLDINGS CORP
+202K sh
+$33M
0.9%
EXIT
XOMEXXON MOBIL CORP
-238K sh
$-32M
—
TRIM
VLUEISHARES TR
-111K sh
$-22M
0.0%
TRIM
VTEBVANGUARD MUN BD FDS
-385K sh
$-21M
0.5%
NEW
AVLVAMERICAN CENTY ETF TR
+218K sh
+$20M
0.5%
ADD
SCMBSCHWAB STRATEGIC TR
+748K sh
+$16M
1.5%
ADD
MSFTMICROSOFT CORP
+3K sh
+$11M
1.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$532M695K14.8%02
IEFA
ISHARES TR
$176M1.8M4.9%03
IJH
ISHARES TR
$110M1.5M3.1%04
EMXC
ISHARES INC
$102M1.0M2.8%05
NVDA
NVIDIA CORPORATION
$101M444K2.8%06
USIG
ISHARES TR
$91M1.9M2.5%07
SPYM
SPDR SERIES TRUST
$77M862K2.2%08
JQUA
J P MORGAN EXCHANGE TRADED F
$73M989K2.0%09
JVAL
J P MORGAN EXCHANGE TRADED F
$69M1.2M1.9%10
AAPL
APPLE INC
$63M188K1.7%

Filing history

2026Q3Sep 30
$3.6B▼ 0.8%
753 positionsView →2026Q2Jun 30
$3.6B▲ 14.4%
739 positionsView →2026Q1Mar 31
$3.2B▲ 15.0%
677 positionsView →2025Q4Dec 31
$2.7B▲ 3.5%
576 positionsView →2025Q3Sep 30
$2.7B▲ 7.9%
580 positionsLocked2025Q2Jun 30
$2.5B▲ 9.5%
550 positionsLocked2025Q1Mar 31
$2.2B▲ 0.9%
519 positionsLocked2024Q4Dec 31
$2.2B▲ 1.1%
507 positionsLocked2024Q3Sep 30
$2.2B▼ 8.6%
499 positionsLocked2024Q2Jun 30
$2.4B▲ 16.8%
499 positionsLocked2024Q1Mar 31
$2.1B▲ 26.8%
440 positionsLocked2023Q4Dec 31
$1.6B▲ 14.5%
416 positionsLocked
Showing 12 of 49