account_balance
Investment manager · 13F filer · SEC CIK 1471474
Avidian Wealth Enterprises, LLC
Reported value$3.58Bas of Sep 30, 2026
Positions743 70 new, 49 sold out
Top 10 weight38.9%IVV alone is 15%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
14.8%
IEFAiShares Tr
4.9%
IJHiShares Tr
3.1%
EMXCiShares Inc
2.8%Trimmed −4%
NVDANVIDIA Corp
2.8%Trimmed −13%
USIGiShares Tr
2.5%Added +6%
SPYMSPDR Series Trust
2.2%Trimmed −11%
JQUAJ P Morgan Exchange Traded F
2.0%
JVALJ P Morgan Exchange Traded F
1.9%
AAPLApple Inc.
1.8%
IWFiShares Tr
1.7%
SCHRSchwab Strategic Tr
1.7%+3%
IVViShares Tr
14.8%
IEFAiShares Tr
4.9%
IJHiShares Tr
3.1%
EMXC2.8%
NVDANVIDIA Corp
2.8%
USIGiShares Tr
2.5%
SPYM2.2%
JQUA2.0%
JVAL
AAPLIWF1.7%
SCHR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 14.8% Held
IEFA iShares Tr 4.9% Held
IJH iShares Tr 3.1% Held
EMXC iShares Inc 2.8% Trimmed −4%
NVDA NVIDIA Corp 2.8% Trimmed −13%USIG iShares Tr 2.5% Added +6%
SPYM SPDR Series Trust 2.2% Trimmed −11%
JQUA J P Morgan Exchange Traded F 2.0% Held
JVAL J P Morgan Exchange Traded F 1.9% Held
AAPL Apple Inc. 1.8% Trimmed −11%IWF iShares Tr 1.7% Held
SCHR Schwab Strategic Tr 1.7% Added +3%
What changed
Biggest moves since Jun 30, 2026
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