Avidian Wealth Solutions, LLC
CIK 1471474 · Holdings on Dec 31, 2025 · First reported Feb 2, 2026
Top ten holdings
Q4 2025- IVV15.77%
- IEFA5.87%
- NVDA4.41%
- SPYM3.02%
- USIG2.88%
- MBB2.58%
- IJH2.57%
- EMXC2.56%
- IWF2.13%
- SCHR1.99%
Share classes counted separately43.78%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IEFAWeight decreased · -0.52 pp6.39% → 5.87%Shares -141.97K (-7.31%)
- NVDAWeight decreased · -0.22 pp4.63% → 4.41%Shares -8.45K (-1.28%)
- IVVWeight increased · +0.17 pp15.60% → 15.77%Shares +13.76K (+2.22%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $433.19M | 15.77% | 632.45K shares | 15.60% → 15.77%+0.17 pp +13.76K (+2.22%) | Added | ↗▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $161.14M | 5.87% | 1.80M shares | 6.39% → 5.87%-0.52 pp -141.97K (-7.31%) | Reduced | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $121.13M | 4.41% | 649.51K shares | 4.63% → 4.41%-0.22 pp -8.45K (-1.28%) | Reduced | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $82.92M | 3.02% | 1.03M shares | 3.07% → 3.02%-0.05 pp -5.55K (-0.53%) | Reduced | ↗▾ |
| 05 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $79.10M | 2.88% | 1.53M shares | 2.82% → 2.88%+0.06 pp +95.48K (+6.67%) | Added | ↗▾ |
| 06 | MBBISHARES MBS ETFMBS ETF View history and evidence | $70.77M | 2.58% | 743.19K shares | 2.54% → 2.58%+0.04 pp +33.79K (+4.76%) | Added | ↗▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $70.58M | 2.57% | 1.07M shares | 2.56% → 2.57%+0.01 pp +29.32K (+2.82%) | Added | ↗▾ |
| 08 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $70.39M | 2.56% | 968.50K shares | 2.42% → 2.56%+0.14 pp +16.83K (+1.77%) | Added | ↗▾ |
| 09 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $58.47M | 2.13% | 123.53K shares | 2.19% → 2.13%-0.06 pp -391 (-0.32%) | Reduced | ↗▾ |
| 10 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $54.52M | 1.99% | 2.17M shares | 1.94% → 1.99%+0.05 pp +122.07K (+5.95%) | Added | ↗▾ |
Options overlay 1
$1.35M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | Put | 14.00K | $1.35M | 0 (0.00%) | ▾ |
1 / 1 options · preview only
Exited positions 33
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EWW ISHARES MSCI MEXICO ETF | Non-derivative | -108,568 | -$7.41M | SEC filing ↗ | SEC filing ↗ |
| 904767704 UNILEVER PLC | Non-derivative | -18,654 | -$1.11M | SEC filing ↗ | SEC filing ↗ |
| FTEC FIDELITY MSCI INFO TECH INDX | Non-derivative | -4,138 | -$919.25K | SEC filing ↗ | SEC filing ↗ |
3 / 33 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1471474 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2747903230
}Research all 576 reported holdings.
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