Avidian Wealth Enterprises, LLC
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$6.3B
Holdings
661
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Sold 92.3% (618.7k → 47.9k shares)
14.2%
02
$IEFA
ISHARES TR
Q4 2025: Exited (was 1.94M shares)
5.0%
03
$IJH
ISHARES TR
Q1 2026: Sold 1.5% (57.9k → 57.1k shares)
3.2%
04
$USIG
ISHARES TR
Q4 2025: Exited (was 1.43M shares)
2.8%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +54.7% (2.7k → 4.2k shares)
2.7%
06
$EMXC
ISHARES INC
Q4 2025: Exited (was 951.7k shares)
2.7%
07
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 1.04M shares)
2.6%
08
$MBB
ISHARES TR
Q4 2025: Exited (was 709.4k shares)
2.4%
09
$SCHR
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 2.05M shares)
1.9%
10
$JQUA
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 720.7k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.