Avidian Wealth Enterprises, LLC ETF holdings
Houston, TX
Reported $2.7B in 354 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.7B
ETFs held
354
Change from prior quarter
+14.3%
With price moves
ETFs as a share of its 13F
75.1%
of $3.6B
Top 10 of 354 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $524.4M | 700,246 | +21,652 shares |
| IEFA | iShares Core MSCI EAFE ETF | $174.1M | 1,802,606 | +75,728 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $116.4M | 1,510,126 | +49,235 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $109.3M | 1,067,982 | +9,590 shares |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | $90.1M | 1,757,289 | +65,149 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $85.5M | 973,176 | −77,147 shares |
| JVAL | JPMorgan U.S. Value Factor ETF | $71.4M | 1,217,925 | +33,603 shares |
| JQUA | JPMorgan U.S. Quality Factor ETF | $70.9M | 980,654 | +30,428 shares |
| IWF | iShares Russell 1000 Growth ETF | $61.8M | 497,910 | +373,863 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $60.4M | 2,450,348 | +69,346 shares |
344 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001471474. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Avidian Wealth Enterprises, LLC own?
Avidian Wealth Enterprises, LLC reported 354 ETF positions worth $2.7B in its Form 13F for June 30, 2026. The largest was IVV, at $524.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.