★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Avidian Wealth Enterprises, LLC

Houston, TX · CIK 1471474 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.59BReported 13F valueQ3 2026 · as filed
753Holdings listed
-0.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 08Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $2.5B$2.5BQ2 2025550 holdingsQ3 2025: $2.7B$2.7BQ3 2025580 holdingsQ4 2025: $2.7B$2.7BQ4 2025576 holdingsQ1 2026: $3.2B$3.2BQ1 2026677 holdingsQ2 2026: $3.6B$3.6BQ2 2026739 holdingsQ3 2026: $3.6B$3.6BQ3 2026753 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 08 2026 13F-HR · period Q3 2026

$3.59B · 753 holdings listed · View original SEC filing ↗
Jul 24 2026 13F-HR · period Q2 2026

$3.62B · 739 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$3.16B · 677 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$2.75B · 576 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$2.66B · 580 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$2.46B · 550 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 08, 2026 · Change methodology