Avidian Wealth Enterprises, LLC

Q2 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
739
Total value ($000)
$3,615,863
Net value change ($000)
+455,208 (14.4%)
New positions
89
Sold out positions
27
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 81,143 18.3%
PMBS 36,323 NEW
EMXC 26,002 31.2%
IJH 17,792 18.0%
IEFA 17,762 11.4%
NVDA 17,321 20.7%
JVAL 13,553 23.4%
VLUE 13,254 143.2%
JQUA 12,614 21.6%
LRCX 10,105 103.2%
Top Reduces (Value $000, Stocks/ETFs)
MBB -33,939 -44.4%
NE -13,197 -20.7%
XOM -7,377 -18.5%
HON -3,717 -100.0%
CVX -2,125 -14.2%
SGOV -1,912 -41.5%
JMST -1,416 -11.3%
QUAL -1,388 -31.6%
EFV -1,374 -44.9%
TBIL -1,072 -7.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,528 (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