Universe · entity
Avidian Wealth Enterprises, LLC
Institutional manager (13F) · CIK 1471474
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $443M | 678,594 |
| 2 | ISHARES TR | $156M | 1,726,878 |
| 3 | ISHARES TR | $99M | 1,460,891 |
| 4 | ISHARES TR | $87M | 1,692,140 |
| 5 | NVIDIA CORPORATION | $84M | 480,273 |
| 6 | ISHARES INC | $83M | 1,058,392 |
| 7 | SPDR SERIES TRUST | $80M | 1,050,323 |
| 8 | ISHARES TR | $76M | 804,256 |
| 9 | NOBLE CORP PLC | $64M | 1,301,679 |
| 10 | SCHWAB STRATEGIC TR | $59M | 2,381,002 |
| 11 | J P MORGAN EXCHANGE TRADED F | $58M | 950,226 |
| 12 | J P MORGAN EXCHANGE TRADED F | $58M | 1,184,322 |
| 13 | ISHARES TR | $53M | 124,047 |
| 14 | APPLE INC | $52M | 204,904 |
| 15 | ISHARES TR | $51M | 1,099,709 |
| 16 | EXXON MOBIL CORP | $40M | 234,886 |
| 17 | SCHWAB STRATEGIC TR | $38M | 1,497,325 |
| 18 | J P MORGAN EXCHANGE TRADED F | $36M | 771,998 |
| 19 | VANGUARD TAX-MANAGED FDS | $36M | 567,178 |
| 20 | VANGUARD MUN BD FDS | $35M | 705,710 |
| 21 | VANGUARD INDEX FDS | $32M | 54,329 |
| 22 | SCHWAB STRATEGIC TR | $31M | 1,261,856 |
| 23 | STATE STR SPDR S&P 500 ETF T | $27M | 41,652 |
| 24 | MICROSOFT CORP | $25M | 67,587 |
| 25 | J P MORGAN EXCHANGE TRADED F | $24M | 476,674 |
| 26 | INVESCO EXCH TRADED FD TR II | $23M | 468,957 |
| 27 | FIDELITY COVINGTON TRUST | $23M | 624,192 |
| 28 | ISHARES TR | $22M | 174,878 |
| 29 | ISHARES TR | $22M | 405,793 |
| 30 | AMAZON COM INC | $21M | 101,102 |
| 31 | BROADCOM INC | $19M | 60,250 |
| 32 | ISHARES TR | $17M | 170,441 |
| 33 | ALPHABET INC | $16M | 55,449 |
| 34 | SCHWAB STRATEGIC TR | $15M | 637,834 |
| 35 | CHEVRON CORPORATION | $15M | 72,303 |
| 36 | ISHARES INC | $14M | 204,962 |
| 37 | ISHARES TR | $14M | 146,875 |
| 38 | RBB FD INC | $14M | 285,774 |
| 39 | FIRST TR EXCH TRADED FD III | $14M | 784,275 |
| 40 | VANECK ETF TRUST | $14M | 291,752 |
| 41 | VANGUARD INDEX FDS | $14M | 47,154 |
| 42 | J P MORGAN EXCHANGE TRADED F | $13M | 246,195 |
| 43 | WISDOMTREE TR | $12M | 231,196 |
| 44 | META PLATFORMS INC | $12M | 20,849 |
| 45 | ISHARES TR | $12M | 55,818 |
| 46 | JPMORGAN CHASE & CO | $12M | 40,458 |
| 47 | WISDOMTREE TR | $12M | 135,254 |
| 48 | INVESCO EXCH TRADED FD TR II | $11M | 484,955 |
| 49 | INVESCO EXCH TRADED FD TR II | $11M | 97,009 |
| 50 | J P MORGAN EXCHANGE TRADED F | $11M | 169,904 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.