Avidian Wealth Enterprises
Avidian Wealth Enterprises reported 743 stocks worth $3.6B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (14.8%), IEFA (4.9%) and IJH (3.1%). Compared with Q2 2026, the fund opened new positions in XOM, AVLV and SPMD, added to IEFA, IJH and USIG, trimmed IVV, EMXC and NVDA and sold out of XOM, OKE and PBP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $532M | 14.8% | 694K | −6,088 (−1%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $176M | 4.9% | 1.8M | +12K (+1%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $110M | 3.1% | 1.5M | +17K (+1%) | 8 of 8 | |
| 4 |  EMXC Ishares Msci Emerging Markets EX China ETF | $102M | 2.8% | 1M | −43K (−4%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $101M | 2.8% | 440K | −65K (−13%) | 8 of 8 | |
| 6 |  USIG Ishares TR | $90.6M | 2.5% | 1.9M | +102K (+6%) | 8 of 8 | |
| 7 |  SPYM Spdr Series Trust | $77.4M | 2.2% | 862K | −111K (−11%) | 8 of 8 | |
| 8 |  JQUA J P Morgan Exchange Traded F | $73M | 2.0% | 989K | +8,683 (+1%) | 8 of 8 | |
| 9 |  JVAL J P Morgan Exchange Traded F | $69.3M | 1.9% | 1.2M | −21K (−2%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $62.7M | 1.8% | 188K | −23K (−11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $32.5M | 238K |
 OKE Oneok Inc New | $1.1M | 12K |
 PBP Invesco Exchange Traded FD T | $1M | 45K |
 XTEN Bondbloxx ETF Trust | $1M | 22K |
 GHYB Goldman Sachs Access Hghyld Bnd ETF | $953K | 21K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Put | $4.7M | 6,100 | −200 |
NVDA Nvidia Corporation | Call | $799K | 3,500 | +500 |
IVV Ishares TR | Put | $613K | 800 | +800 |
 MU Micron Technology Inc | Call | $320K | 300 | +300 |
 AGG Ishares TR | Call | $132K | 1,400 | 0 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Avidian Wealth Enterprises 13F FAQ
What does Avidian Wealth Enterprises own?
Avidian Wealth Enterprises reported 743 stocks worth $3.6B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (14.8%), IEFA (4.9%) and IJH (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did Avidian Wealth Enterprises buy and sell in Q3 2026?
Compared with Q2 2026: 72 new positions, 348 added to, 234 trimmed and 51 sold out. New positions include XOM, AVLV and SPMD. It sold all of XOM, OKE and PBP.
When will Avidian Wealth Enterprises file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Avidian Wealth Enterprises's portfolio worth?
The Q3 2026 filing reports $3.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.