Avidian Wealth Enterprises, LLC

Q1 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
676
Total value ($000)
$3,160,655
Net value change ($000)
+412,752 (15.0%)
New positions
109
Sold out positions
23
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 30,192 490.7%
IJH 28,072 39.8%
NE 20,485 47.2%
VTEB 16,890 92.2%
XOM 15,435 63.2%
EMXC 12,863 18.3%
DON 12,147 NEW
JQUA 11,346 24.2%
HELO 10,859 NEW
IVV 10,077 2.3%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -37,373 -30.9%
IJR -15,219 -41.2%
VLUE -10,701 -53.6%
SPLV -7,835 -100.0%
INVX -5,821 -100.0%
IWF -5,573 -9.5%
IEFA -4,808 -3.0%
BBJP -3,396 -24.1%
SPYM -2,530 -3.1%
XLG -2,479 -92.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,113 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type