Avidian Wealth Enterprises, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$2.7B

Holdings

575

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (575 positions)

StockValue
IVVISHARES TR
$433K
AQLTISHARES TR
$161K
NVDANVIDIA CORPORATION
$121K
SPYMSPDR SERIES TRUST
$83K
USIGISHARES TR
$79K
MBBISHARES TR
$71K
IJHISHARES TR
$71K
EMXCISHARES INC
$70K
IWFISHARES TR
$58K
SCHRSCHWAB STRATEGIC TR
$55K
JVALJ P MORGAN EXCHANGE TRADED F
$51K
IUSBISHARES TR
$48K
JQUAJ P MORGAN EXCHANGE TRADED F
$47K
AAPLAPPLE INC
$46K
NENOBLE CORP PLC
$43K
SCMBSCHWAB STRATEGIC TR
$39K
IJRISHARES TR
$37K
SCHFSCHWAB STRATEGIC TR
$34K
JCPBJ P MORGAN EXCHANGE TRADED F
$33K
VOOVANGUARD INDEX FDS
$32K
SPYSPDR S&P 500 ETF TR
$26K
XOMEXXON MOBIL CORP
$24K
SPHDINVESCO EXCH TRADED FD TR II
$22K
MSFTMICROSOFT CORP
$22K
JMUBJ P MORGAN EXCHANGE TRADED F
$22K
IGIBISHARES TR
$21K
VLUEISHARES TR
$20K
AMZNAMAZON COM INC
$19K
FENIFIDELITY COVINGTON TRUST
$19K
VTEBVANGUARD MUN BD FDS
$18K
IWRISHARES TR
$16K
IEMGISHARES INC
$16K
ITMVANECK ETF TRUST
$15K
TBILRBB FD INC
$15K
SCHOSCHWAB STRATEGIC TR
$14K
BBJPJ P MORGAN EXCHANGE TRADED F
$14K
VOVANGUARD INDEX FDS
$14K
XFEBFIRST TR EXCH TRADED FD III
$14K
JMSTJ P MORGAN EXCHANGE TRADED F
$13K
GOOGLALPHABET INC
$13K
IWDISHARES TR
$12K
DGRWWISDOMTREE TR
$11K
SCHXSCHWAB STRATEGIC TR
$11K
PZAINVESCO EXCH TRADED FD TR II
$11K
METAMETA PLATFORMS INC
$10K
IVEISHARES TR
$10K
BRK/BBERKSHIRE HATHAWAY INC DEL
$10K
TFISPDR SERIES TRUST
$10K
TQQQPROSHARES TR
$9K
RDVYFIRST TR EXCHANGE TRADED FD
$9K
AVGOBROADCOM INC
$9K
HEFAISHARES TR
$9K
SPSMSPDR SERIES TRUST
$9K
DGROISHARES TR
$8K
GOOGALPHABET INC
$8K
DOLWISDOMTREE TR
$8K
SPLVINVESCO EXCH TRADED FD TR II
$8K
CVXCHEVRON CORP NEW
$8K
IWMISHARES TR
$7K
VEUVANGUARD INTL EQUITY INDEX F
$7K
VUGVANGUARD INDEX FDS
$7K
SPTLSPDR SERIES TRUST
$7K
RWOSPDR INDEX SHS FDS
$7K
JPMJPMORGAN CHASE & CO.
$7K
NOBLPROSHARES TR
$7K
TSLATESLA INC
$6K
IWOISHARES TR
$6K
INDAISHARES TR
$6K
VEAVANGUARD TAX-MANAGED FDS
$6K
LLYELI LILLY & CO
$6K
DYNFBLACKROCK ETF TRUST
$6K
EFAISHARES TR
$6K
INVXINNOVEX INTERNATIONAL INC
$6K
AGGISHARES TR
$6K
MGKVANGUARD WORLD FD
$5K
IYWISHARES TR
$5K
WMTWALMART INC
$5K
IVWISHARES TR
$5K
QUALISHARES TR
$5K
VBRVANGUARD INDEX FDS
$5K
VGTVANGUARD WORLD FD
$5K
BGIGETF SER SOLUTIONS
$5K
IWBISHARES TR
$5K
HDHOME DEPOT INC
$5K
SCHDSCHWAB STRATEGIC TR
$5K
HYMBSPDR SERIES TRUST
$5K
DFIVDIMENSIONAL ETF TRUST
$4K
MUBISHARES TR
$4K
JNJJOHNSON & JOHNSON
$4K
ABBVABBVIE INC
$4K
GQ9SPDR GOLD TR
$4K
PLTRPALANTIR TECHNOLOGIES INC
$4K
EFVISHARES TR
$4K
NVDYTIDAL TRUST II
$4K
VTVVANGUARD INDEX FDS
$4K
NDQINVESCO QQQ TR
$4K
GSLCGOLDMAN SACHS ETF TR
$4K
USFRWISDOMTREE TR
$4K
SGOVISHARES TR
$4K
SUBISHARES TR
$4K
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