Avidian Wealth Solutions, LLC
13F Reported Value
ⓘ$3.6B
incl. option notional
Equity Holdings
ⓘ$3.6B
Option Notional
ⓘ$8.5M
$4.8M puts / $3.8M calls
Holdings
739
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Avidian Wealth Solutions, LLC disclosed 739 positions worth $3.6B in its Form 13F-HR for Q2 2026 — $3.6B in common stock plus $8.5M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 92 new positions and exited 30. The portfolio is most concentrated in Other (71.5% of disclosed assets). All figures are sourced directly from Avidian Wealth Solutions, LLC’s Form 13F-HR filing with the SEC under CIK 1471474.
AI Fund Analysis
Stable
$NVDA
$AMZNSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$524.4M700,246 shISHARES TR - CORE MSCI EAFE
—Quality
$174.1M1,802,606 shISHARES TR - CORE S&P MCP ETF
—Quality
$116.4M1,510,126 shISHARES INC - MSCI EMRG CHN
—Quality
$109.3M1,067,982 sh- 85.9
Quality
$101.1M505,177 sh ISHARES TR - USD INV GRDE ETF
—Quality
$90.1M1,757,289 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$85.5M973,176 shJ P MORGAN EXCHANGE TRADED F - US VALUE FACTR
—Quality
$71.4M1,217,925 shJ P MORGAN EXCHANGE TRADED F - US QUALTY FCTR
—Quality
$70.9M980,654 shISHARES TR - RUS 1000 GRW ETF
—Quality
$61.8M497,910 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $524.4M | 700,246 |
| ISHARES TR - CORE MSCI EAFE | — | $174.1M | 1,802,606 |
| ISHARES TR - CORE S&P MCP ETF | — | $116.4M | 1,510,126 |
| ISHARES INC - MSCI EMRG CHN | — | $109.3M | 1,067,982 |
| NVIDIA CORP$NVDA | 85.9 | $101.1M | 505,177 |
| ISHARES TR - USD INV GRDE ETF | — | $90.1M | 1,757,289 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $85.5M | 973,176 |
| J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | — | $71.4M | 1,217,925 |
| J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $70.9M | 980,654 |
| ISHARES TR - RUS 1000 GRW ETF | — | $61.8M | 497,910 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Avidian Wealth Solutions, LLC's 739 positions.
Showing top 10 of 739 holdings.
Sector Allocation
Other
$2.6B
Technology
$362.2M
Financials
$218.3M
Energy
$136.6M
Industrials
$98.7M
Consumer Discretionary
$68.5M
Healthcare
$66.1M
Consumer Staples
$26.0M
Top Holdings — Avidian Wealth Solutions, LLC (Q2 2026)
Top 150 of 739 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $524.4M | 14.5% | +3% | — |
| 2 | — | ISHARES TR - CORE MSCI EAFE | $174.1M | 4.8% | +4% | — |
| 3 | — | ISHARES TR - CORE S&P MCP ETF | $116.4M | 3.2% | +3% | — |
| 4 | — | ISHARES INC - MSCI EMRG CHN | $109.3M | 3.0% | +1% | — |
| 5 | $NVDA | NVIDIA CORP | $101.1M | 2.8% | +5% | 85.9 |
| 6 | — | ISHARES TR - USD INV GRDE ETF | $90.1M | 2.5% | +4% | — |
| 7 | — | SPDR SERIES TRUST - ST STR P500ETF | $85.5M | 2.4% | -7% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - US VALUE FACTR | $71.4M | 2.0% | +3% | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $70.9M | 2.0% | +3% | — |
| 10 | — | ISHARES TR - RUS 1000 GRW ETF | $61.8M | 1.7% | +301% | — |
| 11 |  $AAPL | Apple Inc. | $61.0M | 1.7% | +3% | 76.4 |
| 12 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $60.4M | 1.7% | +3% | — |
| 13 | — | ISHARES TR - CORE UNIVRSL USD | $52.9M | 1.5% | +4% | — |
| 14 |  $NE | Noble Corp plc | $50.7M | 1.4% | +4% | — |
| 15 | — | ISHARES TR - MBS ETF | $42.4M | 1.2% | -44% | — |
| 16 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $41.0M | 1.1% | +1% | — |
| 17 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $40.5M | 1.1% | +13% | — |
| 18 | — | SCHWAB STRATEGIC TR - MUN BD ETF | $38.3M | 1.1% | -1% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $37.8M | 1.1% | +4% | — |
| 20 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $37.2M | 1.0% | -0% | — |
| 21 | — | PIMCO ETF TR - MTG BKD SECS ACT | $36.3M | 1.0% | NEW | — |
| 22 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $35.2M | 1.0% | +1% | — |
| 23 |  $XOM.R34088 | EXXON MOBIL CORP | $32.5M | 0.9% | +1% | 57.9 |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $30.9M | 0.9% | -1% | — |
| 25 |  $MSFT | MICROSOFT CORP | $26.7M | 0.7% | +6% | 79.8 |
| 26 | — | ISHARES TR - CORE S&P SCP ETF | $26.5M | 0.7% | +2% | — |
| 27 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $25.8M | 0.7% | +3% | — |
| 28 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $25.5M | 0.7% | +6% | — |
| 29 |  $IVZ | Invesco Ltd. | $24.3M | 0.7% | +2% | — |
| 30 | $AMZN | AMAZON COM INC | $24.2M | 0.7% | +0% | 68.7 |
| 31 |  $AVGO | Broadcom Inc. | $23.4M | 0.7% | +3% | 84.5 |
| 32 | — | ISHARES TR - MSCI USA VALUE | $22.5M | 0.6% | +73% | — |
| 33 | — | ISHARES TR - ISHS 5-10YR INVT | $22.0M | 0.6% | +2% | — |
| 34 |  $GOOG | Alphabet Inc. | $21.1M | 0.6% | +7% | 78.2 |
| 35 |  $LRCX | LAM RESEARCH CORP | $19.9M | 0.6% | +0% | 79.4 |
| 36 | — | ISHARES TR - RUS MID CAP ETF | $18.9M | 0.5% | +1% | — |
| 37 | — | ISHARES INC - CORE MSCI EMKT | $17.2M | 0.5% | +1% | — |
| 38 | — | ISHARES TR - MSCI EAFE ETF | $16.7M | 0.5% | +10% | — |
| 39 | — | VANGUARD INDEX FDS - MID CAP ETF | $16.3M | 0.5% | +330% | — |
| 40 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $15.7M | 0.4% | +2% | — |
| 41 | $IVZ | Invesco Ltd. | $15.0M | 0.4% | -4% | — |
| 42 | — | ISHARES TR - RUS 1000 VAL ETF | $14.5M | 0.4% | +7% | — |
| 43 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $14.3M | 0.4% | +2% | — |
| 44 | — | VANECK ETF TRUST - INTRMDT MUNI ETF | $14.3M | 0.4% | +4% | — |
| 45 |  $JPM | JPMORGAN CHASE & CO | $13.5M | 0.4% | +2% | 70.7 |
| 46 |  $WT | WisdomTree, Inc. | $13.4M | 0.4% | +3% | 59.9 |
| 47 | — | RBB FD INC - F/M US TREASURY | $13.2M | 0.4% | -8% | — |
| 48 |  $GOOGL | Alphabet Inc. | $13.0M | 0.4% | +7% | 78.2 |
| 49 | $WT | WisdomTree, Inc. | $13.0M | 0.4% | -1% | 59.9 |
| 50 |  $CVX | CHEVRON CORP | $12.8M | 0.4% | +7% | 62.8 |
| 51 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $12.5M | 0.3% | +0% | — |
| 52 |  $META | Meta Platforms, Inc. | $12.1M | 0.3% | +3% | 79.6 |
| 53 | — | PROSHARES TR - ULTRAPRO QQQ | $11.9M | 0.3% | -32% | — |
| 54 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | $11.8M | 0.3% | +1% | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $11.8M | 0.3% | +2% | — |
| 56 | $IVZ | Invesco Ltd. | $11.3M | 0.3% | -1% | — |
| 57 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $11.1M | 0.3% | -11% | — |
| 58 | — | SPDR SERIES TRUST - ST STR SP600 SML | $11.0M | 0.3% | +0% | — |
| 59 |  $LLY | ELI LILLY & Co | $10.4M | 0.3% | +9% | 87.5 |
| 60 | — | ISHARES TR - HDG MSCI EAFE | $10.3M | 0.3% | -1% | — |
| 61 | — | FIDELITY COVINGTON TRUST - VLU FACTOR ETF | $10.1M | 0.3% | +2% | — |
| 62 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $10.0M | 0.3% | -1% | — |
| 63 |  $BRK.B | BERKSHIRE HATHAWAY INC | $10.0M | 0.3% | -6% | 73.8 |
| 64 | — | ISHARES TR - S&P 500 VAL ETF | $9.9M | 0.3% | -6% | — |
| 65 | — | VANGUARD INDEX FDS - GROWTH ETF | $9.8M | 0.3% | +559% | — |
| 66 |  $JNJ | JOHNSON & JOHNSON | $9.7M | 0.3% | +0% | 69 |
| 67 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $9.5M | 0.3% | +14% | — |
| 68 |  $MU | MICRON TECHNOLOGY INC | $9.1M | 0.3% | +55% | 86.2 |
| 69 |  $ABBV | AbbVie Inc. | $8.9M | 0.3% | +5% | 72.6 |
| 70 | — | ISHARES TR - CORE DIV GRWTH | $8.7M | 0.2% | +1% | — |
| 71 |  $CSCO | CISCO SYSTEMS, INC. | $8.7M | 0.2% | +4% | 70.3 |
| 72 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $8.5M | 0.2% | +41% | — |
| 73 |  $TSLA | Tesla, Inc. | $8.4M | 0.2% | +12% | 53.9 |
| 74 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $8.4M | 0.2% | +3% | — |
| 75 | — | ISHARES TR - RUSSELL 2000 ETF | $8.4M | 0.2% | -4% | — |
| 76 | $WT | WisdomTree, Inc. | $8.4M | 0.2% | +1% | 59.9 |
| 77 |  $RTX | RTX Corp | $8.3M | 0.2% | +1% | 73.2 |
| 78 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.1M | 0.2% | +1% | — |
| 79 | — | ISHARES TR - RUS 2000 GRW ETF | $8.0M | 0.2% | -1% | — |
| 80 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $7.9M | 0.2% | +6% | — |
| 81 | — | PROSHARES TR - S&P 500 DV ARIST | $7.7M | 0.2% | +110% | — |
| 82 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $7.6M | 0.2% | +1% | — |
| 83 |  $AMD | ADVANCED MICRO DEVICES INC | $7.5M | 0.2% | +8% | 79.8 |
| 84 | — | VANGUARD INDEX FDS - VALUE ETF | $7.2M | 0.2% | +21% | — |
| 85 | $IVZ | Invesco Ltd. | $7.1M | 0.2% | +2% | — |
| 86 |  $CMI | CUMMINS INC | $6.9M | 0.2% | +1% | 58.1 |
| 87 | — | VANGUARD WORLD FD - INF TECH ETF | $6.6M | 0.2% | +779% | — |
| 88 | — | ISHARES TR - U.S. TECH ETF | $6.5M | 0.2% | -1% | — |
| 89 | — | ISHARES TR - MSCI INDIA ETF | $6.4M | 0.2% | +2% | — |
| 90 |  $V | VISA INC. | $6.3M | 0.2% | +10% | 82.9 |
| 91 | — | ISHARES TR - S&P 500 GRWT ETF | $6.3M | 0.2% | +9% | — |
| 92 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | $6.3M | 0.2% | -1% | — |
| 93 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $6.2M | 0.2% | +3% | — |
| 94 |  $WMT | Walmart Inc. | $5.9M | 0.2% | -2% | 60.2 |
| 95 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $5.9M | 0.2% | +7% | — |
| 96 | — | TIDAL TRUST II - YIELDMAX NVDA | $5.8M | 0.2% | +26% | — |
| 97 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $5.8M | 0.2% | +9% | — |
| 98 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $5.8M | 0.2% | +8% | — |
| 99 | — | ISHARES TR - CORE US AGGBD ET | $5.7M | 0.2% | +1% | — |
| 100 |  $CAT | CATERPILLAR INC | $5.7M | 0.2% | +3% | 66.5 |
| 101 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $5.6M | 0.2% | +396% | — |
| 102 |  $C | CITIGROUP INC | $5.5M | 0.1% | +2% | 65 |
| 103 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.5M | 0.1% | +5% | 67.6 |
| 104 |  $WSM | WILLIAMS SONOMA INC | $5.4M | 0.1% | +0% | 66.1 |
| 105 | — | ISHARES TR - RUS 1000 ETF | $5.3M | 0.1% | +1% | — |
| 106 |  $PANW | Palo Alto Networks Inc | $5.2M | 0.1% | +6% | 65.5 |
| 107 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.2M | 0.1% | +9% | — |
| 108 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $5.2M | 0.1% | -6% | — |
| 109 |  $QCOM | QUALCOMM INC/DE | $5.1M | 0.1% | +2% | 70.5 |
| 110 |  $MS | MORGAN STANLEY | $5.0M | 0.1% | +5% | 75.8 |
| 111 |  $KMI | KINDER MORGAN, INC. | $5.0M | 0.1% | +2% | 71.3 |
| 112 |  $STX | Seagate Technology Holdings plc | $4.8M | 0.1% | -5% | — |
| 113 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.8M | 0.1% | +3% | — |
| 114 |  $AMGN | AMGEN INC | $4.8M | 0.1% | -6% | 79.2 |
| 115 | $IVZ | Invesco Ltd. | $4.8M | 0.1% | +54% | — |
| 116 | — | ETF SER SOLUTIONS - BAHL GA GROW ETF | $4.8M | 0.1% | -10% | — |
| 117 |  $HD | HOME DEPOT, INC. | $4.7M | 0.1% | -2% | 60.3 |
| 118 | $SPYPUT | SPDR S&P 500 ETF TRUST | $4.7M | — | +3% | — |
| 119 |  $PM | Philip Morris International Inc. | $4.6M | 0.1% | +4% | 75.9 |
| 120 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $4.4M | 0.1% | +1% | — |
| 121 |  $PEP | PEPSICO INC | $4.4M | 0.1% | -0% | 63.4 |
| 122 |  $MRK | Merck & Co., Inc. | $4.4M | 0.1% | +11% | 59.9 |
| 123 |  $GLD | SPDR GOLD TRUST | $4.3M | 0.1% | +6% | — |
| 124 |  $MCD | MCDONALDS CORP | $4.2M | 0.1% | +0% | 69 |
| 125 |  $WMB | WILLIAMS COMPANIES, INC. | $4.2M | 0.1% | -4% | 64.3 |
| 126 |  $MDT | Medtronic plc | $4.1M | 0.1% | +43% | 68.7 |
| 127 |  $NSC | NORFOLK SOUTHERN CORP | $4.1M | 0.1% | +43% | 63.2 |
| 128 |  $BLK | BlackRock, Inc. | $4.0M | 0.1% | -3% | 70 |
| 129 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.9M | 0.1% | +5% | 66.2 |
| 130 |  $MA | Mastercard Inc | $3.9M | 0.1% | +9% | 85.1 |
| 131 |  $MRVL | Marvell Technology, Inc. | $3.9M | 0.1% | -2% | 76.5 |
| 132 |  $DUK | Duke Energy CORP | $3.7M | 0.1% | +3% | 56.4 |
| 133 |  $NEE | NEXTERA ENERGY INC | $3.6M | 0.1% | +1% | 64.6 |
| 134 |  $ASML | ASML HOLDING NV | $3.6M | 0.1% | +18% | — |
| 135 |  $MPC | Marathon Petroleum Corp | $3.6M | 0.1% | -1% | 61 |
| 136 | $WT | WisdomTree, Inc. | $3.5M | 0.1% | -3% | 59.9 |
| 137 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $3.5M | 0.1% | -1% | — |
| 138 | — | ISHARES TR - SHRT NAT MUN ETF | $3.5M | 0.1% | -1% | — |
| 139 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $3.5M | 0.1% | -4% | — |
| 140 | $WT | WisdomTree, Inc. | $3.5M | 0.1% | -3% | 59.9 |
| 141 |  $LMT | LOCKHEED MARTIN CORP | $3.4M | 0.1% | -1% | 65.6 |
| 142 | — | ISHARES TR - SP SMCP600VL ETF | $3.4M | 0.1% | +1% | — |
| 143 |  $UNH | UNITEDHEALTH GROUP INC | $3.4M | 0.1% | +5% | 62.7 |
| 144 |  $ETN | Eaton Corp plc | $3.3M | 0.1% | +20% | — |
| 145 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $3.3M | 0.1% | +7% | — |
| 146 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $3.3M | 0.1% | -7% | — |
| 147 |  $KO | COCA COLA CO | $3.3M | 0.1% | +14% | 69.5 |
| 148 | — | ISHARES TR - ISHS 1-5YR INVS | $3.3M | 0.1% | +13% | — |
| 149 | — | ISHARES TR - MSCI USA QLT FCT | $3.0M | 0.1% | -40% | — |
| 150 |  $GE | GENERAL ELECTRIC CO | $3.0M | 0.1% | +14% | 73.8 |
New Positions (92)
$HONA Honeywell Aerospace Inc.$2.0M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.4M$AVGOCALL Broadcom Inc.$755,500
$HPE Hewlett Packard Enterprise Co$612,830
$SOFI SoFi Technologies, Inc.$527,612
$FITB FIFTH THIRD BANCORP$506,220Exited Positions (30)
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$POWL POWELL INDUSTRIES INC
$ADBE ADOBE INC.
$HPI JOHN HANCOCK PREFERRED INCOME FUND
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$PRI Primerica, Inc.
$LB LandBridge Co LLC
$CRH CRH PUBLIC LTD CO
$FBTC Fidelity Wise Origin Bitcoin Fund
$J JACOBS SOLUTIONS INC.
$ZTS Zoetis Inc.
$TSCO TRACTOR SUPPLY CO /DE/Browse Top Institutional Investors
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