EdgeMarket › What Avidian Wealth Solutions, Llc reported owning
What Avidian Wealth Solutions, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.2BPositions
676Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 443.3M | 14.0% | 678.6K | 769.31 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 156.3M | 4.9% | 1.7M | 100.85 | +16.8% |
| IJH iShares Core S&P Mid-Cap ETF | 98.7M | 3.1% | 1.5M | 76.77 | +20.8% |
| USIG iShares Broad USD Investment Grade Corporate B | 86.7M | 2.7% | 1.7M | 50.20 | -2.6% |
| NVDA NVIDIA CORP | 83.8M | 2.7% | 480.3K | 214.72 | +22.4% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 83.3M | 2.6% | 1.1M | 97.80 | +53.2% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 80.4M | 2.5% | 1.1M | 90.13 | +20.1% |
| MBB iShares MBS ETF | 76.4M | 2.4% | 804.3K | 93.12 | -0.6% |
| NE Noble Corp plc | 63.9M | 2.0% | 1.3M | 46.27 | +73.9% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 59.3M | 1.9% | 2.4M | 24.38 | -2.4% |
| JQUA JPMorgan U.S. Quality Factor ETF | 58.3M | 1.8% | 950.2K | 74.75 | +22.0% |
| JVAL JPMorgan U.S. Value Factor ETF | 57.9M | 1.8% | 1.2M | 59.65 | +30.8% |
| IWF iShares Russell 1000 Growth Fund | 52.9M | 1.7% | 124.0K | 122.39 | +11.2% |
| AAPL Apple Inc. | 52.0M | 1.6% | 204.9K | 309.35 | +36.9% |
| IUSB iShares Core Universal USD Bond ETF | 50.8M | 1.6% | 1.1M | 45.43 | -1.7% |
| XOM ExxonMobil Holdings Corp | 39.9M | 1.3% | 234.9K | 165.11 | +52.1% |
| SCMB Schwab Municipal Bond ETF | 38.2M | 1.2% | 1.5M | 25.29 | +0.7% |
| JCPB JPMorgan Core Plus Bond ETF | 36.3M | 1.1% | 772.0K | 46.16 | -1.8% |
| VEA Vanguard FTSE Developed Markets ETF | 36.3M | 1.1% | 567.2K | 73.42 | +24.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 35.2M | 1.1% | 705.7K | 49.54 | +1.4% |
| VOO Vanguard S&P 500 ETF | 32.5M | 1.0% | 54.3K | 703.71 | +20.0% |
| SCHF Schwab International Equity ETF | 31.2M | 1.0% | 1.3M | 28.46 | +24.7% |
| SPY SPDR S&P 500 ETF TRUST | 27.1M | 0.9% | 41.7K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 25.0M | 0.8% | 67.6K | 483.24 | -4.4% |
| JMUB JPMorgan Municipal ETF | 23.8M | 0.8% | 476.7K | 49.69 | +0.5% |
| SPHD Invesco S&P 500 High Dividend Low Volatility E | 23.3M | 0.7% | 469.0K | 53.23 | +8.8% |
| FENI Fidelity Enhanced International ETF | 23.2M | 0.7% | 624.2K | 41.72 | +20.7% |
| IJR iShares Core S&P Small-Cap ETF | 21.7M | 0.7% | 174.9K | 147.31 | +29.0% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 21.6M | 0.7% | 405.8K | 52.14 | -2.5% |
| AMZN AMAZON COM INC | 21.1M | 0.7% | 101.1K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 18.6M | 0.6% | 60.2K | 368.45 | +26.5% |
| IWR iShares Russell Mid-Cap ETF | 16.6M | 0.5% | 170.4K | 113.44 | +20.4% |
| GOOGL Alphabet Inc. | 15.9M | 0.5% | 55.4K | 344.82 | +73.0% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 15.5M | 0.5% | 637.8K | 24.10 | -1.0% |
| CVX CHEVRON CORP | 15.0M | 0.5% | 72.3K | 205.27 | +34.0% |
| IEMG iShares Core MSCI Emerging Markets ETF | 14.3M | 0.5% | 205.0K | 81.57 | +31.9% |
| EFA iShares MSCI EAFE ETF | 14.3M | 0.5% | 146.9K | 108.24 | +17.1% |
| TBIL F/m US Treasury 3 Month Bill Fund | 14.2M | 0.5% | 285.8K | 49.99 | +0.1% |
| FPE First Trust Preferred Securities and Income ET | 13.9M | 0.4% | 784.3K | 17.66 | -2.6% |
| ITM VanEck Intermediate Muni ETF | 13.5M | 0.4% | 291.8K | 45.92 | +0.8% |
| VO Vanguard Morningstar Mid-Cap ETF | 13.5M | 0.4% | 47.2K | 82.97 | +15.9% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 12.6M | 0.4% | 246.2K | 50.92 | -0.1% |
| DON WisdomTree U.S. MidCap Dividend Fund | 12.1M | 0.4% | 231.2K | 58.26 | +12.6% |
| META Meta Platforms, Inc. | 11.9M | 0.4% | 20.8K | 549.90 | -26.5% |
| IWD iShares Russell 1000 Value ETF | 11.9M | 0.4% | 55.8K | 257.29 | +29.2% |
| JPM JPMORGAN CHASE & CO | 11.9M | 0.4% | 40.5K | 351.58 | +20.3% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 11.9M | 0.4% | 135.3K | 99.29 | +14.2% |
| PZA Invesco National AMT-Free Municipal Bond ETFo | 11.1M | 0.4% | 485.0K | 22.82 | +3.3% |
| SPMO Invesco S&P 500 Momentum ETF | 10.9M | 0.3% | 97.0K | 148.73 | +28.7% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 10.9M | 0.3% | 169.9K | 69.41 | +8.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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