StockDriftsStockDriftsTop 50 Avidian Wealth Enterprises, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.54% | 700.2K | $524.4M | +3.19%(+21.65K) | $435.05(+79.04%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.83% | 1.80M | $174.1M | +4.39%(+75.73K) | $69.22(+46.37%) | 2026-06-30 | |
| IJH | ISHARES TR | 3.23% | 1.51M | $116.4M | +3.37%(+49.23K) | $56.51(+39.00%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.03% | 1.07M | $109.3M | +0.91%(+9.59K) | $58.73(+69.28%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.8% | 505.2K | $101.1M | +5.19%(+24.90K) | $62.84(+259.77%) | 2026-06-30 | |
| USIG | ISHARES TR | 2.5% | 1.76M | $90.1M | +3.85%(+65.15K) | $53.25(-5.57%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.37% | 973.2K | $85.5M | -7.35%(-77.15K) | $54.28(+68.11%) | 2026-06-30 | |
| JVAL | J P MORGAN EXCHANGE TRADED F | 1.98% | 1.22M | $71.4M | +2.84%(+33.60K) | $43.56(+38.90%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 1.96% | 980.7K | $70.9M | +3.20%(+30.43K) | $50.74(+47.77%) | 2026-06-30 | |
| IWF | ISHARES TR | 1.71% | 497.9K | $61.8M | +0.35%(+1.72K) | $47.35(+160.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.68% | +50.82% | +7.26% | +41.97% |
| Top 20 Holdings Unweighted | +12.18% | +41.17% | +5.57% | +31.16% |
Avidian Wealth Enterprises, LLC reports $3.62B in US-listed equity holdings across 722 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.5%), IEFA (4.8%) and IJH (3.2%). The top 20 holdings account for 51.77% of reported assets. Its disclosed equity book has returned +50.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avidian Wealth Enterprises, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1471474). View Avidian Wealth Enterprises, LLC’s 13F filings on SEC