Avidian Wealth Enterprises, LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$2.5T
Holdings
549
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (549 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 606,257 | $376.4B | 15.30% | |
| 2 | AQLTISHARES TR | 1,919,424 | $160.2B | 6.51% | |
| 3 | NVDANVIDIA CORPORATION | 732,838 | $115.8B | 4.71% | |
| 4 | USIGISHARES TR | 1,360,396 | $70.0B | 2.84% | |
| 5 | MBBISHARES TR | 685,940 | $64.4B | 2.62% | |
| 6 | IJHISHARES TR | 990,856 | $61.5B | 2.50% | |
| 7 | EMXCISHARES INC | 946,525 | $59.8B | 2.43% | |
| 8 | SPYMSPDR SERIES TRUST | 763,291 | $55.5B | 2.26% | |
| 9 | IWFISHARES TR | 128,270 | $54.5B | 2.21% | |
| 10 | VTEBVANGUARD MUN BD FDS | 1,066,333 | $52.3B | 2.13% | |
| 11 | SCHRSCHWAB STRATEGIC TR | 1,974,812 | $49.4B | 2.01% | |
| 12 | IUSBISHARES TR | 1,000,740 | $46.3B | 1.88% | |
| 13 | JVALJ P MORGAN EXCHANGE TRADED F | 961,736 | $42.5B | 1.73% | |
| 14 | JQUAJ P MORGAN EXCHANGE TRADED F | 701,245 | $42.1B | 1.71% | |
| 15 | NENOBLE CORP PLC | 1,536,888 | $40.8B | 1.66% | |
| 16 | AAPLAPPLE INC | 156,880 | $32.2B | 1.31% | |
| 17 | IJRISHARES TR | 292,492 | $32.0B | 1.30% | |
| 18 | SCHFSCHWAB STRATEGIC TR | 1,392,588 | $30.8B | 1.25% | |
| 19 | VOOVANGUARD INDEX FDS | 51,763 | $29.4B | 1.20% | |
| 20 | JCPBJ P MORGAN EXCHANGE TRADED F | 612,874 | $28.8B | 1.17% | |
| 21 | SPSMSPDR SERIES TRUST | 547,383 | $23.3B | 0.95% | |
| 22 | SPYSPDR S&P 500 ETF TR | 37,086 | $22.9B | 0.93% | |
| 23 | JMSTJ P MORGAN EXCHANGE TRADED F | 425,380 | $21.7B | 0.88% | |
| 24 | XOMEXXON MOBIL CORP | 200,571 | $21.6B | 0.88% | |
| 25 | VLUEISHARES TR | 190,257 | $21.5B | 0.88% | |
| 26 | MSFTMICROSOFT CORP | 41,939 | $20.9B | 0.85% | |
| 27 | SPHDINVESCO EXCH TRADED FD TR II | 437,540 | $20.8B | 0.85% | |
| 28 | JMUBJ P MORGAN EXCHANGE TRADED F | 409,288 | $20.3B | 0.83% | |
| 29 | IGIBISHARES TR | 371,222 | $19.8B | 0.80% | |
| 30 | TFISPDR SERIES TRUST | 416,232 | $18.6B | 0.76% | |
| 31 | AMZNAMAZON COM INC | 76,007 | $16.7B | 0.68% | |
| 32 | IWRISHARES TR | 175,456 | $16.1B | 0.66% | |
| 33 | VOVANGUARD INDEX FDS | 54,124 | $15.1B | 0.62% | |
| 34 | ITMVANECK ETF TRUST | 318,001 | $14.5B | 0.59% | |
| 35 | SCHOSCHWAB STRATEGIC TR | 563,358 | $13.7B | 0.56% | |
| 36 | XFEBFIRST TR EXCH TRADED FD III | 722,073 | $12.9B | 0.52% | |
| 37 | BBJPJ P MORGAN EXCHANGE TRADED F | 204,506 | $12.6B | 0.51% | |
| 38 | METAMETA PLATFORMS INC | 15,300 | $11.3B | 0.46% | |
| 39 | IWDISHARES TR | 56,972 | $11.1B | 0.45% | |
| 40 | SCHXSCHWAB STRATEGIC TR | 426,335 | $10.4B | 0.42% | |
| 41 | DGRWWISDOMTREE TR | 117,955 | $9.9B | 0.40% | |
| 42 | HEFAISHARES TR | 230,338 | $8.7B | 0.36% | |
| 43 | IVEISHARES TR | 43,857 | $8.6B | 0.35% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,445 | $8.5B | 0.34% | |
| 45 | VEUVANGUARD INTL EQUITY INDEX F | 124,720 | $8.4B | 0.34% | |
| 46 | TQQQPROSHARES TR | 100,500 | $8.3B | 0.34% | |
| 47 | VEAVANGUARD TAX-MANAGED FDS | 141,607 | $8.1B | 0.33% | |
| 48 | RDVYFIRST TR EXCHANGE TRADED FD | 127,471 | $8.0B | 0.33% | |
| 49 | IWBISHARES TR | 23,430 | $8.0B | 0.32% | |
| 50 | TBILRBB FD INC | 156,894 | $7.8B | 0.32% | |
| 51 | IWOISHARES TR | 26,683 | $7.6B | 0.31% | |
| 52 | IEMGISHARES INC | 126,764 | $7.6B | 0.31% | |
| 53 | SPLVINVESCO EXCH TRADED FD TR II | 103,028 | $7.5B | 0.30% | |
| 54 | DGROISHARES TR | 117,214 | $7.5B | 0.30% | |
| 55 | HYMBSPDR SERIES TRUST | 299,341 | $7.4B | 0.30% | |
| 56 | DOLWISDOMTREE TR | 121,448 | $7.2B | 0.29% | |
| 57 | MGKVANGUARD WORLD FD | 19,684 | $7.2B | 0.29% | |
| 58 | IWMISHARES TR | 33,039 | $7.1B | 0.29% | |
| 59 | EWWISHARES INC | 111,232 | $6.7B | 0.27% | |
| 60 | QUALISHARES TR | 36,726 | $6.7B | 0.27% | |
| 61 | EFAISHARES TR | 75,061 | $6.7B | 0.27% | |
| 62 | AVGOBROADCOM INC | 23,850 | $6.6B | 0.27% | |
| 63 | NOBLPROSHARES TR | 63,934 | $6.4B | 0.26% | |
| 64 | VUGVANGUARD INDEX FDS | 14,618 | $6.4B | 0.26% | |
| 65 | SPTLSPDR SERIES TRUST | 238,691 | $6.3B | 0.26% | |
| 66 | RWOSPDR INDEX SHS FDS | 143,592 | $6.3B | 0.26% | |
| 67 | AGGISHARES TR | 62,631 | $6.2B | 0.25% | |
| 68 | INDAISHARES TR | 109,527 | $6.1B | 0.25% | |
| 69 | CVXCHEVRON CORP NEW | 42,310 | $6.1B | 0.25% | |
| 70 | GSLCGOLDMAN SACHS ETF TR | 47,742 | $5.8B | 0.24% | |
| 71 | JPMJPMORGAN CHASE & CO. | 19,826 | $5.7B | 0.23% | |
| 72 | IYWISHARES TR | 32,386 | $5.6B | 0.23% | |
| 73 | GOOGLALPHABET INC | 31,418 | $5.5B | 0.23% | |
| 74 | VBRVANGUARD INDEX FDS | 25,605 | $5.0B | 0.20% | |
| 75 | HDHOME DEPOT INC | 13,362 | $4.9B | 0.20% | |
| 76 | VGTVANGUARD WORLD FD | 7,134 | $4.7B | 0.19% | |
| 77 | SCHDSCHWAB STRATEGIC TR | 175,635 | $4.7B | 0.19% | |
| 78 | VWOVANGUARD INTL EQUITY INDEX F | 93,158 | $4.6B | 0.19% | |
| 79 | FNDXSCHWAB STRATEGIC TR | 186,558 | $4.6B | 0.19% | |
| 80 | EFVISHARES TR | 69,854 | $4.4B | 0.18% | |
| 81 | IVWISHARES TR | 38,542 | $4.2B | 0.17% | |
| 82 | USFRWISDOMTREE TR | 83,720 | $4.2B | 0.17% | |
| 83 | MUBISHARES TR | 39,567 | $4.1B | 0.17% | |
| 84 | TSLATESLA INC | 12,862 | $4.1B | 0.17% | |
| 85 | DYNFBLACKROCK ETF TRUST | 73,102 | $4.0B | 0.16% | |
| 86 | VTVVANGUARD INDEX FDS | 21,921 | $3.9B | 0.16% | |
| 87 | WMTWALMART INC | 39,131 | $3.8B | 0.16% | |
| 88 | LLYELI LILLY & CO | 4,806 | $3.7B | 0.15% | |
| 89 | IJSISHARES TR | 37,315 | $3.7B | 0.15% | |
| 90 | GOOGALPHABET INC | 20,559 | $3.6B | 0.15% | |
| 91 | NVDYTIDAL TR II | 209,500 | $3.5B | 0.14% | |
| 92 | SUBISHARES TR | 32,929 | $3.5B | 0.14% | |
| 93 | NDQINVESCO QQQ TR | 6,103 | $3.4B | 0.14% | |
| 94 | DFIVDIMENSIONAL ETF TRUST | 70,079 | $3.0B | 0.12% | |
| 95 | ABBVABBVIE INC | 15,977 | $3.0B | 0.12% | |
| 96 | VVISA INC | 8,317 | $3.0B | 0.12% | |
| 97 | JNJJOHNSON & JOHNSON | 18,589 | $2.8B | 0.12% | |
| 98 | PLTRPALANTIR TECHNOLOGIES INC | 20,457 | $2.8B | 0.11% | |
| 99 | VYMVANGUARD WHITEHALL FDS | 20,578 | $2.7B | 0.11% | |
| 100 | VCSHVANGUARD SCOTTSDALE FDS | 33,819 | $2.7B | 0.11% |
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