Avidian Wealth Enterprises, LLC
•CIK: 1471474•Filing: Q4 2025
**Avidian Wealth Enterprises, LLC** manages $2.7B across a diversified portfolio of 575 positions. The fund exhibits significant exposure to core market indices and technology leaders, evidenced by the top holdings including IVV at $433.2M and NVDA at $121.1M. Notable allocations also include international exposure via IEFA ($161.1M) and sector-specific plays such as SPYM ($82.9M). This structure suggests a strategy balancing broad market capture with targeted, high-conviction growth bets.
Total AUM
$2.7B
QoQ Performance
+3.5%
Positions
353
Top 10 Concentration
47.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEFA
IVV15.8%
IEFA5.9%
NVDA4.4%
SPYM3.0%
USIG2.9%
MBB2.6%
IJH2.6%
EMXC2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.0%
ETF19.3%
Technology9.4%
Consumer1.6%
Energy1.2%
Financial1.0%
Healthcare0.9%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+376 more exited positions
Changes from Q3 2025
NEW2 new positions
↑122 increased
↓74 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023