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Jeannette Escamilla

Avidian Wealth Enterprises, Llc

Assets Managed
$3.616B
Holdings
722
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.41%(2Q avg: 14.72%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Avidian Wealth Enterprises, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 722 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.616B in assets, with a quarterly growth rate of 14.41% and a 2-quarter average growth rate of 14.72%. The portfolio is managed by Jeannette Escamilla, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.17%
14.51%
$524.407M
700,246 shares@ $748.9 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.39%
4.82%
$174.096M
1.803M shares@ $96.59 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 3.37%
3.23%
$116.477M↑ Call
1.511M shares@ $77.12 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 0.91%
3.03%
$109.255M
1.068M shares@ $102.3 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.72%
2.82%
$101.701M↓ Put
508,277 shares@ $200.1 avg price
USIG
Ishares Broad Usd Investment
Recent Activity
Increased 3.86%
2.5%
$90.131M
1.757M shares@ $51.3 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -7.34%
2.37%
$85.523M
973,176 shares@ $87.88 avg price
JVAL
Jpmorgan Us Value Factor Etf
Recent Activity
Increased 2.84%
1.98%
$71.419M
1.218M shares@ $58.65 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 3.21%
1.97%
$70.882M
980,654 shares@ $72.29 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 301.39%
1.71%
$61.825M
497,910 shares@ $124.17 avg price

1-10 of 722