Avidian Wealth Enterprises, LLC

Q3 2026 13F-HR Holdings

Location
Houston, TX
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
753
Total value ($000)
$3,588,252
Net value change ($000)
-27,611 (-0.8%)
New positions
72
Sold out positions
51
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HOLDINGS CORP 32,859 NEW
AVLV 19,692 NEW
SCMB 15,615 40.8%
MSFT 11,300 42.3%
SPMD 9,372 NEW
IVV 7,214 1.4%
SPACE EXPLORATION TECHN CORP 6,773 484.1%
SPMO 6,629 44.2%
NE 5,126 10.1%
JPST 4,270 50.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -32,474 -100.0%
VLUE -22,143 -98.4%
VTEB -20,790 -51.4%
SPSM -10,629 -96.5%
FVAL -9,821 -97.4%
SPYM -8,111 -9.5%
EMXC -7,730 -7.1%
TBIL -7,498 -56.9%
IJH -6,548 -5.6%
LRCX -4,772 -24.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6,683 (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