Avidian Wealth Enterprises, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports a total portfolio value of approximately $753 million.
The report lists 753 individual equity positions held by the firm. The largest holding in the portfolio is Exxon Mobil Holdings Corp., for which the firm holds 20,190,000 shares valued at $201.9 million. Apple Inc. is the second-largest holding, with 62,679,691 shares valued at $188.2 million. Other significant positions include Chevron Corporation with 14,854,466 shares valued at $72.7 million, and Amazon.com Inc. with 21,260,092 shares valued at $85.3 million.
The filing also details a substantial allocation to exchange-traded funds (ETFs). The top ETF holding is Blackstone Secured Lending Fund Common Stock, with 3,173,762 shares valued at $132.35 million. Other notable ETFs include Dimensional ETF Trust International Value ETF with 8,104,610 shares valued at $141.6 million, and Blackstone Senior Floating Rate 2020 ETF with 2,339,620 shares valued at $18.1 million.
The filing lists Jeannette Escamilla as the Compliance Associate responsible for the submission, which was signed on October 8, 2026.
