Avidian Wealth Enterprises, LLC

Q4 2025 13F-HR Holdings

Location
Houston, TX
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
576
Total value ($000)
$2,747,903
Net value change ($000)
+92,645 (3.5%)
New positions
29
Sold out positions
33
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 19,102 4.6%
FENI 18,697 NEW
IEMG 7,484 86.1%
EMXC 6,143 9.6%
TBIL 5,903 65.5%
INVX 5,821 NEW
USIG 4,298 5.7%
GOOGL 4,024 47.3%
AAPL 3,946 9.3%
JVAL 3,545 7.5%
Top Reduces (Value $000, Stocks/ETFs)
IEFA -8,523 -5.0%
EWW -7,405 -100.0%
VEA -2,528 -29.1%
GSLC -2,497 -40.2%
QUAL -2,423 -33.1%
FNDX -2,338 -47.4%
NVDA -1,629 -1.3%
MSFT -1,557 -6.6%
NVDY -1,424 -27.1%
META -1,370 -11.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,346 (0.0% 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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type