Avidian Wealth Solutions, LLC Top Holdings and 13F Report (2026)

About Avidian Wealth Solutions, LLC

Investment Activity

Avidian Wealth Solutions, LLC has $3.59 billion in total holdings as of September 30, 2026.
Avidian Wealth Solutions, LLC owns shares of 743 different stocks, but just 100 companies or ETFs make up 80% of its holdings.
Approximately 6.21% of the portfolio was purchased this quarter.
About 6.94% of the portfolio was sold this quarter.
This quarter, Avidian Wealth Solutions, LLC has purchased 722 new stocks and bought additional shares in 358 stocks.
Avidian Wealth Solutions, LLC sold shares of 245 stocks and completely divested from 51 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $532,233,213
iShares Core MSCI EAFE ETF: $175,841,435
iShares Core S&P Mid-Cap ETF: $109,897,808
iShares MSCI Emerging Markets ex China ETF: $101,524,590
NVIDIA: $101,399,795

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $32,859,228 Holding
025072349 - Avantis U.S. Large Cap Value ETF: $19,692,268 Holding
78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF: $9,371,577 Holding
464287572 - iShares Global 100 ETF: $3,213,138 Holding
464287374 - iShares North American Natural Resources ETF: $1,422,544 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP: 201,900 shares (about $32.86M)
Avantis U.S. Large Cap Value ETF: 217,738 shares (about $19.69M)
Schwab Municipal Bond ETF: 748,273 shares (about $18.08M)
SPDR Portfolio S&P 400 Mid Cap ETF: 148,661 shares (about $9.37M)
Invesco S&P 500 Momentum ETF: 49,828 shares (about $7.55M)

Largest Sales this Quarter

iShares MSCI USA Value Factor ETF: 110,801 shares (about $21.94M)
Vanguard Tax-Exempt Bond ETF: 384,564 shares (about $18.21M)
NVIDIA: 64,281 shares (about $14.68M)
Fidelity Value Factor ETF: 126,130 shares (about $10.19M)
SPDR Portfolio S&P 500 ETF: 110,741 shares (about $9.94M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$532,233,213	$4,049,812 ▼	-0.8%	694,958	14.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$175,841,435	$1,204,993 ▲	0.7%	1,815,044	4.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$109,897,808	$1,215,451 ▲	1.1%	1,527,419	3.1%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$101,524,590	$4,291,055 ▼	-4.1%	1,024,673	2.8%	ETF
NVDA NVIDIA	$101,399,795	$14,680,493 ▼	-12.6%	443,996	2.8%	Technology
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$90,555,066	$4,957,509 ▲	5.8%	1,859,065	2.5%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$77,412,142	$9,940,109 ▼	-11.4%	862,435	2.2%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$73,013,070	$640,805 ▲	0.9%	989,337	2.0%	ETF
JVAL JPMorgan U.S. Value Factor ETF	$69,303,347	$1,238,851 ▼	-1.8%	1,196,536	1.9%	ETF
AAPL Apple	$62,679,691	$7,560,886 ▼	-10.8%	188,216	1.7%	Technology
IWF iShares Russell 1000 Growth ETF	$62,258,124	$110,104 ▼	-0.2%	497,031	1.7%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$59,923,441	$1,850,188 ▲	3.2%	2,528,415	1.7%	ETF
NE Noble	$55,802,288	$906,092 ▼	-1.6%	1,336,902	1.6%	Energy
SCMB Schwab Municipal Bond ETF	$53,927,490	$18,078,276 ▲	50.4%	2,232,098	1.5%	ETF
IUSB iShares Core Total USD Bond Market ETF	$48,813,471	$1,732,958 ▼	-3.4%	1,107,132	1.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$39,921,183	$699,886 ▼	-1.7%	565,376	1.1%	ETF
VOO Vanguard S&P 500 ETF	$39,364,600	$1,375,792 ▲	3.6%	56,166	1.1%	ETF
MBB iShares MBS ETF	$39,361,085	$864,116 ▼	-2.1%	439,200	1.1%	ETF
MSFT Microsoft	$38,000,525	$1,287,371 ▲	3.5%	74,090	1.1%	Technology
J P MORGAN EXCHANGE TRADED F	$37,041,638	$961,560 ▲	2.7%	827,192	1.0%	CORE PLUS BD ETF
PIMCO ETF TR	$35,088,966	$1,053,430 ▲	3.1%	758,352	1.0%	MTG BKD SECS ACT
SCHF Schwab International Equity ETF	$33,737,511	$1,169,508 ▼	-3.4%	1,228,158	0.9%	ETF
EXXONMOBIL HOLDINGS CORP	$32,859,228	$32,859,228 ▲	New Holding	201,900	0.9%	COM SHS
SPY SPDR S&P 500 ETF Trust	$32,799,682	$3,550,776 ▼	-9.8%	43,009	0.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$27,061,937	$2,728,967 ▲	11.2%	198,926	0.8%	ETF
FIDELITY COVINGTON TRUST	$23,431,178	$2,252,761 ▼	-8.8%	587,100	0.7%	ENHANCED INTL
AVGO Broadcom	$23,241,451	$742,768 ▲	3.3%	66,179	0.6%	Technology
J P MORGAN EXCHANGE TRADED F	$22,889,803	$1,091,962 ▼	-4.6%	481,080	0.6%	MUNICIPAL ETF
GOOGL Alphabet	$22,026,408	$1,663,636 ▲	8.2%	64,015	0.6%	Communication Services
SPMO Invesco S&P 500 Momentum ETF	$21,618,869	$7,552,954 ▲	53.7%	142,623	0.6%	ETF
AMZN Amazon.com	$21,260,092	$4,041,984 ▼	-16.0%	85,330	0.6%	Consumer Discretionary
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$21,066,579	$1,937,320 ▼	-8.4%	437,247	0.6%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$20,764,617	$91,284 ▼	-0.4%	412,406	0.6%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$19,692,268	$19,692,268 ▲	New Holding	217,738	0.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$19,691,827	$18,212,963 ▼	-48.0%	415,790	0.5%	ETF
IWR iShares Russell Mid-Cap ETF	$18,862,218	$568,979 ▲	3.1%	176,761	0.5%	ETF
EFA iShares MSCI EAFE ETF	$16,976,519	$145,030 ▲	0.9%	163,409	0.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$16,133,334	$698,545 ▼	-4.2%	198,784	0.4%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$16,050,652	$487,746 ▲	3.1%	672,701	0.4%	ETF
META Meta Platforms	$15,798,725	$496,022 ▼	-3.0%	21,786	0.4%	Communication Services
LAM RESEARCH CORP	$15,121,033	$40,407 ▲	0.3%	46,029	0.4%	COM NEW
CVX Chevron	$14,854,466	$957,951 ▼	-6.1%	72,741	0.4%	Energy
IWD iShares Russell 1000 Value ETF	$14,801,845	$4,711 ▼	0.0%	59,702	0.4%	ETF
VO Vanguard Mid-Cap ETF	$14,527,338	$1,375,255 ▼	-8.6%	185,250	0.4%	ETF
JPM JPMorgan Chase & Co.	$14,055,103	$420,819 ▲	3.1%	42,484	0.4%	Finance
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$13,912,212	$323,323 ▲	2.4%	143,071	0.4%	ETF
PZA Invesco National AMT-Free Municipal Bond ETF	$13,795,255	$3,520,476 ▲	34.3%	644,939	0.4%	ETF
ITM VanEck Intermediate Muni ETF	$12,946,741	$430,672 ▼	-3.2%	294,244	0.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$12,748,606	$4,303,414 ▲	51.0%	253,099	0.4%	ETF
FPE First Trust Preferred Securities and Income ETF	$12,711,229	$923,905 ▼	-6.8%	745,527	0.4%	ETF
SCHX Schwab US Large-Cap ETF	$12,609,810	$86,970 ▼	-0.7%	420,327	0.4%	ETF
GOOG Alphabet	$12,058,995	$823,219 ▼	-6.4%	35,391	0.3%	Communication Services
DON WisdomTree U.S. MidCap Dividend Fund	$11,823,998	$552,933 ▼	-4.5%	219,166	0.3%	ETF
BBJP JPMorgan BetaBuilders Japan ETF	$11,517,924	$801,957 ▼	-6.5%	146,725	0.3%	ETF
J P MORGAN EXCHANGE TRADED F	$11,498,069	$459,187 ▲	4.2%	227,414	0.3%	ULTRA SHT MUNCPL
TQQQ ProShares UltraPro QQQ	$11,439,198	$5,306 ▼	0.0%	146,600	0.3%	ETF
VUG Vanguard Growth ETF	$10,867,300	$640,414 ▲	6.3%	120,600	0.3%	ETF
MU Micron Technology	$10,559,873	$2,160,119 ▲	25.7%	9,914	0.3%	Technology
HEFA iShares Currency Hedged MSCI EAFE ETF	$10,482,602	$267,160 ▲	2.6%	225,967	0.3%	ETF
LLY Eli Lilly and Company	$10,348,793	$317,036 ▲	3.2%	8,944	0.3%	Healthcare
J P MORGAN EXCHANGE TRADED F	$10,201,284	$1,827,406 ▼	-15.2%	147,481	0.3%	HEDG EQU LAD ETF
JNJ Johnson & Johnson	$10,197,523	$136,341 ▲	1.4%	38,519	0.3%	Healthcare
BRK.B Berkshire Hathaway	$9,780,899	$137,437 ▼	-1.4%	19,642	0.3%	Finance
ABBV AbbVie	$9,471,367	$229,152 ▲	2.5%	36,207	0.3%	Healthcare
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$9,371,577	$9,371,577 ▲	New Holding	148,661	0.3%	ETF
AMD Advanced Micro Devices	$8,366,430	$450,867 ▲	5.7%	13,676	0.2%	Technology
RDVY First Trust Rising Dividend Achievers ETF	$8,357,498	$1,337,813 ▼	-13.8%	106,751	0.2%	ETF
SPACE EXPLORATION TECHN CORP	$8,172,057	$6,892,014 ▲	538.4%	54,170	0.2%	CLASS A COM STK
DFIV Dimensional International Value ETF	$8,104,610	$2,127,259 ▲	35.6%	145,088	0.2%	ETF
RTX RTX	$8,024,074	$107,119 ▼	-1.3%	43,222	0.2%	Industrials
CSCO Cisco Systems	$7,962,452	$1,184 ▲	0.0%	73,980	0.2%	Technology
VGT Vanguard Information Technology ETF	$7,942,349	$973,063 ▲	14.0%	63,200	0.2%	ETF
DGRO iShares Core Dividend Growth ETF	$7,922,703	$775,006 ▼	-8.9%	105,090	0.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$7,909,252	$427,211 ▼	-5.1%	95,327	0.2%	ETF
IWM iShares Russell 2000 ETF	$7,852,667	$83,090 ▲	1.1%	28,258	0.2%	ETF
DOL WisdomTree International LargeCap Dividend Fund	$7,794,091	$568,828 ▼	-6.8%	104,889	0.2%	ETF
TSLA Tesla	$7,704,949	$595,363 ▲	8.4%	21,716	0.2%	Consumer Discretionary
VTV Vanguard Value ETF	$7,654,217	$431,945 ▲	6.0%	35,423	0.2%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$7,628,723	$424,076 ▲	5.9%	319,863	0.2%	ETF
IVE iShares S&P 500 Value ETF	$7,342,857	$2,640,059 ▼	-26.4%	32,166	0.2%	ETF
IWO iShares Russell 2000 Growth ETF	$7,149,975	$76,732 ▼	-1.1%	20,034	0.2%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$7,120,254	$253,620 ▼	-3.4%	131,613	0.2%	ETF
QQQ Invesco QQQ	$7,107,624	$1,045,282 ▼	-12.8%	9,608	0.2%	ETF
PRF Invesco RAFI US 1000 ETF	$6,766,404	$391,406 ▼	-5.5%	124,314	0.2%	ETF
V Visa	$6,595,737	$1,078 ▼	0.0%	18,356	0.2%	Finance
RWO SPDR Dow Jones Global Real Estate ETF	$6,581,155	$528,218 ▼	-7.4%	141,835	0.2%	ETF
IWB iShares Russell 1000 ETF	$6,313,576	$879,706 ▲	16.2%	15,172	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$6,229,398	$885,109 ▲	16.6%	191,497	0.2%	ETF
PANW Palo Alto Networks	$6,078,843	$21,455 ▼	-0.4%	15,300	0.2%	Technology
TFI SPDR Nuveen ICE Municipal Bond ETF	$6,047,061	$2,803,009 ▼	-31.7%	141,386	0.2%	ETF
AVIV Avantis International Large Cap Value ETF	$5,991,154	$450,071 ▼	-7.0%	75,237	0.2%	ETF
INDA iShares MSCI India ETF	$5,952,171	$98,682 ▼	-1.6%	127,510	0.2%	ETF
NVDY YieldMax NVDA Option Income Strategy ETF	$5,857,740	$63,471 ▼	-1.1%	459,791	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$5,792,815	$56,140 ▼	-1.0%	25,074	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$5,750,144	$934,951 ▲	19.4%	18,875	0.2%	ETF
MGK Vanguard Mega Cap Growth ETF	$5,684,304	$223,195 ▼	-3.8%	61,352	0.2%	ETF
TBIL US Treasury 3 Month Bill ETF	$5,678,558	$7,495,938 ▼	-56.9%	113,913	0.2%	ETF
AMGN Amgen	$5,617,743	$2,107 ▲	0.0%	13,328	0.2%	Healthcare
VTI Vanguard Total Stock Market ETF	$5,517,174	$629,486 ▲	12.9%	14,742	0.2%	ETF
WALMART INC	$5,515,926	$111,817 ▲	2.1%	53,079	0.2%	COM

Showing largest 100 holdings. View all holdings.

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Avidian Wealth Solutions, LLC Top Holdings and 13F Report (2026)

About Avidian Wealth Solutions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Avidian Wealth Solutions, LLC Top Holdings and 13F Report (2026)

About Avidian Wealth Solutions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAvidian Wealth Solutions, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools