Avidian Wealth Enterprises, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by Compliance Associate Jeannette Escamilla on October 8, 2026, lists 753 separate equity positions held by the firm.
The filing details a portfolio that includes a mix of large-cap technology companies, energy firms, and various exchange-traded funds (ETFs). Among the largest individual stock holdings listed in the information table are Apple Inc., with 188,216 shares; Chevron Corporation, with 72,741 shares; and Amazon.com Inc., with 85,330 shares. The filing also includes significant positions in BlackRock Inc., with 4,181 shares, and Blackstone Inc., with 16,680 shares.
The portfolio also features a substantial number of ETFs, including various funds from iShares, BlackRock, and Dimensional. Notable ETF holdings include the iShares Core S&P 500 ETF with 40,825 shares, the iShares International Treasury Bond ETF with 27,147 shares, and the Dimensional International Value ETF with 141,627 shares.
Other notable individual stock positions include Visa Inc. with 39,440 shares, Microsoft Corporation with 36,015 shares, and Eli Lilly & Co. with 8,944 shares. The filing provides a comprehensive list of all securities held, including the number of shares, the total value of the position, and the sole voting and dispositive power associated with each holding.
