Institutional Manager · CIK 0001471474
Avidian Wealth Solutions, LLC
Houston, TX · File #028-16078
Latest AUM
$2.75B
Positions
576
Top-10 Concentration
57.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025576 pos · $2.75B
- 13F HOLDINGS REPORTQ/E Sep 2025580 pos · $2.66B
- 13F HOLDINGS REPORTQ/E Jun 2025550 pos · $2.46B
- 13F HOLDINGS REPORTQ/E Mar 2025519 pos · $2.25B
- 13F HOLDINGS REPORTQ/E Dec 2024507 pos · $2.23B
- 13F HOLDINGS REPORTQ/E Sep 2024499 pos · $2.20B
- 13F HOLDINGS REPORTQ/E Jun 2024499 pos · $2.41B
- 13F HOLDINGS REPORTQ/E Mar 2024440 pos · $2.06B
- 13F HOLDINGS REPORTQ/E Dec 2023397 pos · $1.42B
- 13F HOLDINGS REPORTQ/E Sep 2023411 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Jun 2023475 pos · $1.82B
- 13F HOLDINGS REPORTQ/E Mar 2023446 pos · $1.54B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 632,445 | $433.2M | 20.87% |
| 2 | ISHARES TR | 46432F842 | 1,801,278 | $161.1M | 7.76% |
| 3 | NVIDIA CORPORATION | NVDA | 649,508 | $121.1M | 5.84% |
| 4 | SPDR SERIES TRUST | 78464A854 | 1,033,682 | $82.9M | 4.00% |
| 5 | ISHARES TR | 464288620 | 1,527,919 | $79.1M | 3.81% |
| 6 | ISHARES TR | 464288588 | 743,187 | $70.8M | 3.41% |
| 7 | ISHARES TR | 464287507 | 1,069,417 | $70.6M | 3.40% |
| 8 | ISHARES INC | 46434G764 | 968,498 | $70.4M | 3.39% |
| 9 | ISHARES TR | 464287614 | 123,532 | $58.5M | 2.82% |
| 10 | SCHWAB STRATEGIC TR | 808524854 | 2,174,011 | $54.5M | 2.63% |
| 11 | J P MORGAN EXCHANGE TRADED F | 46641Q753 | 1,036,358 | $50.9M | 2.45% |
| 12 | ISHARES TR | 46434V613 | 1,028,988 | $47.9M | 2.31% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 742,675 | $46.9M | 2.26% |
| 14 | APPLE INC | AAPL | 170,387 | $46.3M | 2.23% |
| 15 | NOBLE CORP PLC | NE-WT | 1,536,398 | $43.4M | 2.09% |
| 16 | SCHWAB STRATEGIC TR | 808524649 | 1,506,400 | $38.8M | 1.87% |
| 17 | ISHARES TR | 464287804 | 307,520 | $37.0M | 1.78% |
| 18 | SCHWAB STRATEGIC TR | 808524805 | 1,395,650 | $33.6M | 1.62% |
| 19 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 701,185 | $33.2M | 1.60% |
| 20 | VANGUARD INDEX FDS | 922908363 | 51,657 | $32.4M | 1.56% |