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Hope Edick

Avidian Wealth Enterprises, Llc

Assets Managed
$3.161B
Holdings
662
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
15.03%(2Q avg: 9.26%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Avidian Wealth Enterprises, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 662 positions.

Assets under management

The assets under management (AUM) of Avidian Wealth Enterprises, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.161B in assets, with a quarterly growth rate of 15.03% and a 2-quarter average growth rate of 9.26%. The portfolio is managed by Hope Edick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 7.33%
14.03%
$443.395M
678,794 shares@ $653.21 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -4.13%
4.95%
$156.334M
1.727M shares@ $90.54 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 36.65%
3.13%
$98.681M↑ Call
1.461M shares@ $67.53 avg price
USIG
Ishares Broad Usd Investment
Recent Activity
Increased 10.75%
2.75%
$86.688M
1.692M shares@ $51.23 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -25.27%
2.68%
$84.649M↑ Call
485,373 shares@ $174.41 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 9.29%
2.64%
$83.253M
1.058M shares@ $78.66 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.61%
2.55%
$80.392M
1.05M shares@ $76.54 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 8.22%
2.42%
$76.364M
804,256 shares@ $94.95 avg price
NE
Noble Corp Plc
Recent Activity
Decreased -15.27%
2.03%
$63.873M
1.302M shares@ $49.08 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 9.53%
1.88%
$59.311M
2.381M shares@ $24.91 avg price

1-10 of 662