1y return+18.7%S&P 500 +20.9%
3y return+47.6%S&P 500 +68.5%
5y return+40.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2018: $178 against $284 in the S&P 500.2
Avidian Wealth Enterprises, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $524.4M | 14.5% | +3.2% |
| IEFAIshares Tr | $174.1M | 4.8% | +4.4% |
| IJHIshares Tr | $116.4M | 3.2% | +3.4% |
| EMXCIshares Inc | $109.3M | 3.0% | |
| NVDANvidia Corporation | $101.1M | 2.8% | +5.2% |
| USIGIshares Tr | $90.1M | 2.5% | +3.9% |
| SPYMSpdr Series Trust | $85.5M | 2.4% | −7.3% |
| JVALJ P Morgan Exchange Traded F | $71.4M | 2.0% | +2.8% |
| JQUAJ P Morgan Exchange Traded F | $70.9M | 2.0% | +3.2% |
| IWFIshares Tr | $61.8M | 1.7% | |
| AAPLApple Inc | $61.0M | 1.7% | +2.9% |
| SCHRSchwab Strategic Tr | $60.4M | 1.7% | +2.9% |
| IUSBIshares Tr | $52.9M | 1.5% | +4.2% |
| Noble Corp PLCCUSIP G65431127 | $50.7M | 1.4% | +4.4% |
| MBBIshares Tr | $42.4M | 1.2% | −44.2% |
| VEAVanguard Tax-managed Fds | $41.0M | 1.1% | +1.4% |
| VTEBVanguard Mun Bd Fds | $40.5M | 1.1% | +13.4% |
| SCMBSchwab Strategic Tr | $38.3M | 1.1% | |
| JCPBJ P Morgan Exchange Traded F | $37.8M | 1.0% | +4.4% |
| VOOVanguard Index Fds | $37.2M | 1.0% | |
| PMBSPimco Etf Tr | $36.3M | 1.0% | New |
| SCHFSchwab Strategic Tr | $35.2M | 1.0% | |
| Exxon Mobil CorpCUSIP 30231G102 | $32.5M | 0.9% | +1.1% |
| SPYState Str Spdr S&p 500 Etf T | $30.9M | 0.9% | |
| MSFTMicrosoft Corp | $26.7M | 0.7% | +5.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $101.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $23.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $19.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $21.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $61.0M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $32.5M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $61.8M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $37.2M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $524.4M |
| EMXCIshares Inc | September 30, 2022 | +131.0% | $109.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $3.7M
- IAGGIshares Tr was $956K
- SVOLSimplify Exchange Traded Fun was $477K
- POWLPowell Inds Inc was $364K
- ADBEAdobe Inc was $349K
- HPIHancock John Pfd Income Fd was $345K
- DPZDominos Pizza Inc was $285K
- PRIPrimerica Inc was $278K
- LBLandbridge Company LLC was $277K
- Carnival CorpCUSIP 143658300 was $271K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.8% | +14.8% |
| March 31, 2026 | −0.0% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −12.8% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
| December 31, 2021 | +5.1% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Avidian Wealth Enterprises, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1471474&type=13F-HR&dateb=&owner=include&count=40CIK 1471474
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1471474/000208585326000851/Filed July 24, 2026 · accession 0002085853-26-000851