Avidian Wealth Solutions, LLC
Sector Allocation
- Other70.1%$2.5B
- Technology11.4%$408.6M
- Financials6.4%$229.5M
- Energy4.2%$150.5M
- Healthcare2.1%$74.6M
- Industrials1.7%$60.5M
- Consumer Discretionary1.6%$58.0M
- Consumer Staples1.1%$41.2M
- Utilities0.5%$18.0M
- Materials0.4%$14.4M
AUM History
13fpro.ai/research/fund/avidian-wealth-solutions-llc-1471474
Conviction and streaks
Stable · top 10 = 38.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$531.6M
- ISHARES$175.8M
- ISHARES$109.9M
- ISHARES$101.5M
NVDA
$100.6M- ISHARES$90.6M
- SPDR$77.4M
- J$73.0M
- J$69.3M
AAPL
$62.7M- ISHARES$62.3M
- SCHWAB$59.9M
NE
$55.8M- SCHWAB$53.9M
- ISHARES$48.8M
- VANGUARD$39.9M
- VANGUARD$39.4M
- ISHARES$39.4M
MSFT
$38.0M- J$37.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/avidian-wealth-solutions-llc-1471474
Avidian Wealth Solutions, LLC 13F holdings — Q3 2026
$3.6B portfolio (-0.8% QoQ) · 753 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
Includes $6.7M of put/call options ($5.3M puts, $1.3M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $3.6B. Weights use the stock portfolio.
- 1
ISHARES TR - CORE S&P500 ETF
$531.6M
14.8% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE MSCI EAFE
$175.8M
4.9% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE S&P MCP ETF
$109.9M
3.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES INC - MSCI EMRG CHN
$101.5M
2.8% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $100.6M
2.8% of stocks
-13%This quarter-6.3%Since filed11+ qtrsHeld- 6
ISHARES TR - USD INV GRDE ETF
$90.6M
2.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR P500ETF
$77.4M
2.2% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
$73.0M
2.0% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
J P MORGAN EXCHANGE TRADED F - US VALUE FACTR
$69.3M
1.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $62.7M
1.8% of stocks
-11%This quarter+1.0%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $531.6M | 14.8% | -0.9% | — | — | — | — | |
| 2 | ISHARES TR - CORE MSCI EAFE | $175.8M | 4.9% | +0.7% | — | — | — | — | |
| 3 | ISHARES TR - CORE S&P MCP ETF | $109.9M | 3.1% | +1% | — | — | — | — | |
| 4 | ISHARES INC - MSCI EMRG CHN | $101.5M | 2.8% | -4% | — | — | — | — | |
| 5 | $100.6M | 2.8% | -13% | -6.3% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - USD INV GRDE ETF | $90.6M | 2.5% | +6% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR P500ETF | $77.4M | 2.2% | -11% | — | — | — | — | |
| 8 | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $73.0M | 2.0% | +0.9% | — | — | — | — | |
| 9 | J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | $69.3M | 1.9% | -2% | — | — | — | — | |
| 10 | $62.7M | 1.8% | -11% | +1.0% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Avidian Wealth Solutions, LLC (Q3 2026)
753 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $62.3M | 1.7% | 497K | -0.2% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $59.9M | 1.7% | 2.53M | +3% | — | — | 13F |
| 13 | Noble Corp plc | Energy | $55.8M | 1.6% | 1.34M | -2% | 11+ qtrs | — | 13F | |
| 14 | — | SCHWAB STRATEGIC TR - MUN BD ETFetf/fund | — | $53.9M | 1.5% | 2.23M | +50% | — | — | 13F |
| 15 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $48.8M | 1.4% | 1.11M | -3% | — | — | 13F |
| 16 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $39.9M | 1.1% | 565K | -2% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $39.4M | 1.1% | 56K | +4% | — | — | 13F |
| 18 | — | ISHARES TR - MBS ETFetf/fund | — | $39.4M | 1.1% | 439K | -2% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $38.0M | 1.1% | 74K | +4% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETFetf/fund | — | $37.0M | 1.0% | 827K | +3% | — | — | 13F |
| 21 | — | PIMCO ETF TR - MTG BKD SECS ACTetf/fund | — | $35.1M | 1.0% | 758K | +3% | — | — | 13F |
| 22 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $33.7M | 0.9% | 1.23M | -3% | — | — | 13F |
| 23 | EXXON MOBIL CORP | Energy | $32.9M | 0.9% | 202K | -15% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SPDR S&P 500 ETF TRUSTetf/fund | — | $28.1M | 0.8% | 37K | -11% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $27.0M | 0.8% | 199K | +11% | — | — | 13F |
| 26 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $23.4M | 0.7% | 587K | -9% | |||
| 27 | $AVGO | Broadcom Inc. | Technology | $23.2M | 0.7% | 66K | +7% | |||
| 28 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $22.9M | 0.6% | 481K | -5% | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $22.0M | 0.6% | 64K | +8% | |||
| 30 | $IVZ | Invesco Ltd. | Financials | $21.6M | 0.6% | 143K | +54% | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $21.3M | 0.6% | 85K | -16% | |||
| 32 | $IVZ | Invesco Ltd. | Financials | $21.1M | 0.6% | 437K | -8% | |||
| 33 | — | ISHARES TR - ISHS 5-10YR INVT | — | $20.8M | 0.6% | 412K | -0.4% | |||
| 34 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $19.7M | 0.6% | 218K | New | |||
| 35 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $19.7M | 0.6% | 416K | -48% | |||
| 36 | — | ISHARES TR - RUS MID CAP ETF | — | $18.9M | 0.5% | 177K | +3% | |||
| 37 | — | ISHARES TR - MSCI EAFE ETF | — | $17.0M | 0.5% | 163K | +1% | |||
| 38 | — | ISHARES INC - CORE MSCI EMKT | — | $16.1M | 0.5% | 199K | -4% | |||
| 39 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $16.1M | 0.5% | 673K | +3% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $15.8M | 0.4% | 22K | +1% | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $15.1M | 0.4% | 46K | +0.3% | |||
| 42 | $CVX | CHEVRON CORP | Energy | $14.9M | 0.4% | 73K | -6% | |||
| 43 | — | ISHARES TR - RUS 1000 VAL ETF | — | $14.8M | 0.4% | 60K | -0.0% | |||
| 44 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $14.5M | 0.4% | 185K | -9% | |||
| 45 | $JPM | JPMORGAN CHASE & CO | Financials | $14.1M | 0.4% | 42K | +3% | |||
| 46 | $WT | WisdomTree, Inc. | Financials | $13.9M | 0.4% | 143K | +2% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $13.8M | 0.4% | 645K | +34% | |||
| 48 | — | VANECK ETF TRUST - INTRMDT MUNI ETF | — | $12.9M | 0.4% | 294K | -3% | |||
| 49 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $12.7M | 0.4% | 253K | +51% | |||
| 50 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $12.7M | 0.3% | 746K | -7% | |||
| 51 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $12.6M | 0.3% | 420K | -0.7% | |||
| 52 | $GOOG | Alphabet Inc. | Technology | $12.1M | 0.3% | 35K | -4% | |||
| 53 | $WT | WisdomTree, Inc. | Financials | $11.8M | 0.3% | 219K | -4% | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | — | $11.5M | 0.3% | 147K | -7% | |||
| 55 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $11.5M | 0.3% | 227K | +4% | |||
| 56 | — | PROSHARES TR - ULTRAPRO QQQ | — | $11.4M | 0.3% | 147K | -0.0% | |||
| 57 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $10.9M | 0.3% | 121K | +6% | |||
| 58 | — | ISHARES TR - HDG MSCI EAFE | — | $10.5M | 0.3% | 226K | +3% | |||
| 59 | $LLY | ELI LILLY & Co | Healthcare | $10.3M | 0.3% | 8,944 | +3% | |||
| 60 | $MU | MICRON TECHNOLOGY INC | Technology | $10.2M | 0.3% | 9,614 | +22% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $10.2M | 0.3% | 147K | -15% | |||
| 62 | $JNJ | JOHNSON & JOHNSON | Healthcare | $10.2M | 0.3% | 39K | +1% | |||
| 63 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $9.8M | 0.3% | 20K | -1% | |||
| 64 | $ABBV | AbbVie Inc. | Healthcare | $9.5M | 0.3% | 36K | +2% | |||
| 65 | — | SPDR SERIES TRUST - ST STR P400MID | — | $9.4M | 0.3% | 149K | New | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $8.4M | 0.2% | 14K | +6% | |||
| 67 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $8.4M | 0.2% | 107K | -14% | |||
| 68 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $8.2M | 0.2% | 54K | +562% | |||
| 69 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $8.1M | 0.2% | 145K | +36% | |||
| 70 | $RTX | RTX Corp | Industrials | $8.0M | 0.2% | 43K | -1% | |||
| 71 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.0M | 0.2% | 74K | +0.0% | |||
| 72 | — | ISHARES TR - CORE DIV GRWTH | — | $7.9M | 0.2% | 105K | -9% | |||
| 73 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $7.9M | 0.2% | 95K | -5% | |||
| 74 | — | VANGUARD WORLD FD - INF TECH ETF | — | $7.9M | 0.2% | 63K | +13% | |||
| 75 | — | ISHARES TR - RUSSELL 2000 ETF | — | $7.9M | 0.2% | 28K | +1% | |||
| 76 | $WT | WisdomTree, Inc. | Financials | $7.8M | 0.2% | 105K | -7% | |||
| 77 | $TSLA | Tesla, Inc. | Consumer Discretionary | $7.7M | 0.2% | 22K | +8% | |||
| 78 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $7.7M | 0.2% | 35K | +7% | |||
| 79 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $7.6M | 0.2% | 320K | +6% | |||
| 80 | — | ISHARES TR - S&P 500 VAL ETF | — | $7.3M | 0.2% | 32K | -26% | |||
| 81 | — | ISHARES TR - RUS 2000 GRW ETF | — | $7.1M | 0.2% | 20K | -1% | |||
| 82 | — | PROSHARES TR - S&P 500 DV ARIST | — | $7.1M | 0.2% | 132K | -3% | |||
| 83 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $7.1M | 0.2% | 9,608 | -13% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $6.8M | 0.2% | 124K | -5% | |||
| 85 | $V | VISA INC. | Financials | $6.6M | 0.2% | 18K | -0.0% | |||
| 86 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | — | $6.6M | 0.2% | 142K | -7% | |||
| 87 | — | ISHARES TR - RUS 1000 ETF | — | $6.3M | 0.2% | 15K | +16% | |||
| 88 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $6.2M | 0.2% | 191K | +17% | |||
| 89 | $PANW | Palo Alto Networks Inc | Technology | $6.1M | 0.2% | 15K | -0.4% | |||
| 90 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $6.0M | 0.2% | 141K | -32% | |||
| 91 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $6.0M | 0.2% | 75K | -7% | |||
| 92 | — | ISHARES TR - MSCI INDIA ETF | — | $6.0M | 0.2% | 128K | -2% | |||
| 93 | — | TIDAL TRUST II - YIELDMAX NVDA | — | $5.9M | 0.2% | 460K | -1% | |||
| 94 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $5.8M | 0.2% | 25K | -1.0% | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $5.8M | 0.2% | 19K | +19% | |||
| 96 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $5.7M | 0.2% | 61K | -4% | |||
| 97 | — | RBB FD INC - F/M US TREASURY | — | $5.7M | 0.2% | 114K | -57% | |||
| 98 | $AMGN | AMGEN INC | Healthcare | $5.6M | 0.2% | 13K | +0.0% | |||
| 99 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $5.5M | 0.1% | 15K | +13% | |||
| 100 | $WMT | Walmart Inc. | Consumer Staples | $5.5M | 0.1% | 53K | +2% | |||
| 101 | $GLD | SPDR GOLD TRUST | Financials | $5.4M | 0.1% | 14K | +21% | |||
| 102 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $5.4M | 0.1% | 98K | +2% | |||
| 103 | — | ISHARES TR - CORE US AGGBD ET | — | $5.3M | 0.1% | 56K | -4% | |||
| 104 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $5.3M | 0.1% | 225K | -3% | |||
| 105 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $5.2M | 0.1% | 23K | -2% | |||
| 106 | $C | CITIGROUP INC | Financials | $5.2M | 0.1% | 40K | +2% | |||
| 107 | — | ISHARES TR - U.S. TECH ETF | — | $5.1M | 0.1% | 19K | -24% | |||
| 108 | $CMI | CUMMINS INC | Industrials | $5.1M | 0.1% | 9,796 | +1% | |||
| 109 | $MRK | Merck & Co., Inc. | Healthcare | $5.1M | 0.1% | 35K | +2% | |||
| 110 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $5.0M | 0.1% | 11K | +0.9% | |||
| 111 | $QCOM | QUALCOMM INC/DE | Technology | $5.0M | 0.1% | 27K | -1% | |||
| 112 | $KMI | KINDER MORGAN, INC. | Energy | $4.8M | 0.1% | 159K | +3% | |||
| 113 | $PM | Philip Morris International Inc. | Consumer Staples | $4.7M | 0.1% | 25K | -2% | |||
| 114 | $STX | Seagate Technology Holdings plc | Technology | $4.7M | 0.1% | 5,058 | +1.0% | |||
| 115 | $SPY PUT | SPDR S&P 500 ETF TRUST | — | $4.7M | — | 6,100 | -3% | |||
| 116 | $MA | Mastercard Inc | Financials | $4.5M | 0.1% | 8,171 | +8% | |||
| 117 | $BLK | BlackRock, Inc. | Financials | $4.4M | 0.1% | 4,181 | -0.3% | |||
| 118 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $4.3M | 0.1% | 81K | +67% | |||
| 119 | $CAT | CATERPILLAR INC | Industrials | $4.3M | 0.1% | 5,302 | -1% | |||
| 120 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $4.3M | 0.1% | 107K | -4% | |||
| 121 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.2M | 0.1% | 4,592 | +9% | |||
| 122 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $4.2M | 0.1% | 70K | +64% | |||
| 123 | $PLTR | Palantir Technologies Inc. | Technology | $4.1M | 0.1% | 22K | -0.1% | |||
| 124 | $ASML | ASML HOLDING NV | Technology | $4.1M | 0.1% | 2,237 | +25% | |||
| 125 | $PEP | PEPSICO INC | Consumer Staples | $4.0M | 0.1% | 32K | -2% | |||
| 126 | $VLO | VALERO ENERGY CORP/TX | Energy | $4.0M | 0.1% | 10K | -0.9% | |||
| 127 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $4.0M | 0.1% | 13K | -2% | |||
| 128 | — | ETF SER SOLUTIONS - BAHL GA GROW ETF | — | $3.9M | 0.1% | 112K | -15% | |||
| 129 | $MPC | Marathon Petroleum Corp | Energy | $3.9M | 0.1% | 9,925 | -29% | |||
| 130 | $MDT | Medtronic plc | Healthcare | $3.9M | 0.1% | 45K | -14% | |||
| 131 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $3.8M | 0.1% | 57K | -0.1% | |||
| 132 | $DUK | Duke Energy CORP | Utilities | $3.7M | 0.1% | 33K | +13% | |||
| 133 | $KO | COCA COLA CO | Consumer Staples | $3.7M | 0.1% | 43K | +6% | |||
| 134 | $MS | MORGAN STANLEY | Financials | $3.7M | 0.1% | 20K | -17% | |||
| 135 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $3.6M | 0.1% | 59K | +10% | |||
| 136 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $3.6M | 0.1% | 100K | -2% | |||
| 137 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $3.6M | 0.1% | 5,831 | +15% | |||
| 138 | $WT | WisdomTree, Inc. | Financials | $3.5M | 0.1% | 69K | -1% | |||
| 139 | — | ISHARES TR - SHRT NAT MUN ETF | — | $3.4M | 0.1% | 33K | +0.5% | |||
| 140 | $ETN | Eaton Corp plc | Industrials | $3.4M | 0.1% | 7,979 | +2% | |||
| 141 | $WT | WisdomTree, Inc. | Financials | $3.4M | 0.1% | 30K | -0.0% | |||
| 142 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.4M | 0.1% | 6,642 | -1% | |||
| 143 | $MRVL | Marvell Technology, Inc. | Technology | $3.3M | 0.1% | 13K | -2% | |||
| 144 | — | ISHARES TR - S&P 500 GRWT ETF | — | $3.3M | 0.1% | 23K | -49% | |||
| 145 | — | ISHARES TR - ISHS 1-5YR INVS | — | $3.2M | 0.1% | 63K | +1% | |||
| 146 | — | ISHARES TR - GLOBAL 100 ETF | — | $3.2M | 0.1% | 22K | New | |||
| 147 | $BXSL | Blackstone Secured Lending Fund | Other | $3.2M | 0.1% | 132K | +25% | |||
| 148 | $NEE | NEXTERA ENERGY INC | Utilities | $3.2M | 0.1% | 42K | +0.6% | |||
| 149 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $3.1M | 0.1% | 26K | +2% | |||
| 150 | $META | Meta Platforms, Inc. | Technology | $3.1M | 0.1% | 41K | +16% |
What changed in Q3 2026
Against the previous quarter's 13F: 72 new, 362 added to, 246 trimmed, 57 sold out. Share-count changes; largest moves by dollar size first.
New positions (72)
- AMERICAN CENTY ETF TR - US LARGE CAP VLU$19.7M
first bought this quarter
- SPDR SERIES TRUST - ST STR P400MID$9.4M
first bought this quarter
- ISHARES TR - GLOBAL 100 ETF$3.2M
first bought this quarter
- ISHARES TR - NORTH AMERN NAT$1.4M
first bought this quarter
$BAHBooz Allen Hamilton Holding Corp$1.1M
first bought this quarter
$LIVNLivaNova PLC$752K
first bought this quarter
+66 more in the Excel export
Added to (362)
- SCHWAB STRATEGIC TR - MUN BD ETF+50%
now $53.9M
$IVZInvesco Ltd.+54%
now $21.6M · held 11+ qtrs, 6 adds in a row
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+562%now $8.2M · held 2 qtrs, 2 adds in a row
- ISHARES TR - USD INV GRDE ETF+6%
now $90.6M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+51%
now $12.7M
- ISHARES TR - CORE S&P SCP ETF+11%
now $27.0M
+356 more in the Excel export
Trimmed (246)
- ISHARES TR - MSCI USA VALUE-98%
now $366K
- VANGUARD MUN BD FDS - TAX EXEMPT BD-48%
now $19.7M
now $100.6M · held 11+ qtrs
- FIDELITY COVINGTON TRUST - VLU FACTOR ETF-97%
now $267K
- SPDR SERIES TRUST - ST STR P500ETF-11%
now $77.4M
- SPDR SERIES TRUST - ST STR SP600 SML-96%
now $390K
+240 more in the Excel export
Holdings by quarter
Every 13F Avidian Wealth Solutions, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Avidian Wealth Solutions?
Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Avidian Wealth Solutions's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.0%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 14% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Avidian Wealth Solutions, LLC disclosed 753 positions worth $3.6B in its Form 13F-HR for Q3 2026 — $3.6B in common stock plus $6.7M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 72 new positions and exited 57. The portfolio is most concentrated in Other (70.1% of disclosed assets). All figures are sourced directly from Avidian Wealth Solutions, LLC’s Form 13F-HR filing with the SEC under CIK 1471474.
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AI-Powered Hedge Fund Analysis: Avidian Wealth Solutions, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Avidian Wealth Solutions, LLC (SEC CIK: 1471474), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Avidian Wealth Solutions, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.