Avidian Wealth Enterprises, LLC: 13F holdings
CIK 14714742026Q2
| Positions | 722 |
|---|
| Reported value | $3.6bn |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 722 (+60 vs prior quarter) |
|---|
| Reported value | $3.6bn (+14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 700,246 | $524.4m | 14.5% |
| IEFA ISHARES TR | 1,802,606 | $174.1m | 4.8% |
| IJH ISHARES TR | 1,510,126 | $116.4m | 3.2% |
| EMXC ISHARES INC | 1,067,982 | $109.3m | 3.0% |
| NVDA NVIDIA CORPORATION | 505,177 | $101.1m | 2.8% |
| USIG ISHARES TR | 1,757,289 | $90.1m | 2.5% |
| SPYM SPDR SERIES TRUST | 973,176 | $85.5m | 2.4% |
| JVAL J P MORGAN EXCHANGE TRADED F | 1,217,925 | $71.4m | 2.0% |
| JQUA J P MORGAN EXCHANGE TRADED F | 980,654 | $70.9m | 2.0% |
| IWF ISHARES TR | 497,910 | $61.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1471474")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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