Avidian Wealth Enterprises, LLC - Portfolio Stock Holdings
Avidian Wealth Enterprises, LLC disclosed 792 stock positions in a recent SEC 13F filing. $3,581,591,005 of stock holdings were filed, with the largest holdings including IVV, IEFA, and IJH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $4,764,235,121 and has 59 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
792Est. Stock Holding Value:
$3,581,591,005Top Stock Holdings By Sector
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Portfolio Stock Holdings - Avidian Wealth Enterprises, LLC
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Portfolio Options Holdings - Avidian Wealth Enterprises, LLC
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