Question 1

What stocks does AVIDIAN WEALTH ENTERPRISES LLC hold in its portfolio?

Accepted Answer

AVIDIAN WEALTH ENTERPRISES LLC's top stock holdings include IVV, NVDA, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AVIDIAN WEALTH ENTERPRISES LLC's largest stock holdings?

Accepted Answer

AVIDIAN WEALTH ENTERPRISES LLC's largest stock holdings as of their last filing include IVV (valued at approximately $524.4 million), NVDA (valued at approximately $101.1 million), AAPL (valued at approximately $61.0 million), IEFA (valued at approximately $174.1 million), IJH (valued at approximately $116.4 million).

Question 3

When was AVIDIAN WEALTH ENTERPRISES LLC's last SEC filing?

Accepted Answer

AVIDIAN WEALTH ENTERPRISES LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AVIDIAN WEALTH ENTERPRISES LLC recently bought or sold?

Accepted Answer

AVIDIAN WEALTH ENTERPRISES LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AVIDIAN WEALTH ENTERPRISES LLC reported?

Accepted Answer

AVIDIAN WEALTH ENTERPRISES LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does AVIDIAN WEALTH ENTERPRISES LLC hold options positions?

Accepted Answer

Yes, AVIDIAN WEALTH ENTERPRISES LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does AVIDIAN WEALTH ENTERPRISES LLC invest in?

Accepted Answer

AVIDIAN WEALTH ENTERPRISES LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.