Institutional Investor · CIK 0001471474
AVIDIAN WEALTH SOLUTIONS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
702
Total Value
$3.57B
Total Shares
39.29M
Latest Filing
Jul 24, 2026
CIK
0001471474
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 700,246 | $524.41M | 0.0604% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,510,126 | $116.45M | 0.0928% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 1,067,982 | $109.25M | 0.3826% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 505,177 | $101.08M | 0.0021% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 505,177 | $101.08M | 0.0021% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 1,757,289 | $90.13M | 0.5008% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 973,176 | $85.52M | 0.0885% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 1,217,925 | $71.42M | 8.5609% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 980,654 | $70.88M | 0.8670% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 497,910 | $61.83M | 0.0457% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 210,920 | $61.03M | 0.0014% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-24 | 210,920 | $61.03M | 0.0014% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 2,450,348 | $60.43M | 0.4495% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 1,146,437 | $52.91M | 0.1216% | SH | — | View | |
iShares MBS ETF(MBB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 448,842 | $42.42M | 0.1052% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 575,288 | $40.99M | 0.0129% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 800,354 | $40.48M | 0.0813% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 1,483,825 | $38.31M | 0.9431% | SH | — | View | |
JPMorgan Core Plus Bond…(JCPB) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 805,719 | $37.82M | 0.2728% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 54,203 | $37.23M | 0.0022% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 1,270,732 | $35.20M | 0.0530% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 237,519 | $32.47M | 0.0057% | SH | — | View |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 41,365 | $30.89M | 0.0040% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-24 | 71,580 | $26.70M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 178,566 | $26.48M | 0.0237% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 643,546 | $25.83M | 0.2441% | SH | — | View | |
JPMorgan Municipal ETF(JMUB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 504,030 | $25.53M | 0.2956% | SH | — | View |
Invesco S&P 500 High…(SPHD) | Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 477,457 | $24.27M | 0.7577% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 101,553 | $24.20M | 0.0009% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-24 | 101,553 | $24.20M | 0.0009% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 62,064 | $23.44M | 0.0013% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 414,219 | $22.02M | 0.1167% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 59,180 | $21.15M | 0.0005% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 45,906 | $19.89M | 0.0035% | SH | — | View |
Lam Research Corp. R(LAR0.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 45,906 | $19.89M | 0.0037% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 171,429 | $18.91M | 0.0334% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 207,391 | $17.18M | 0.0101% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 161,113 | $16.74M | 0.0221% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 202,787 | $16.34M | 0.0073% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 652,259 | $15.75M | 0.1213% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 92,795 | $14.99M | 0.0896% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 59,721 | $14.48M | 0.0190% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 799,715 | $14.30M | 0.2246% | SH | — | View | |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-24 | 41,212 | $13.49M | 0.0015% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-24 | 41,212 | $13.49M | 0.0015% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 139,746 | $13.36M | 0.0812% | SH | — | View | |
F/m US Treasury 3…(TBIL) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 264,283 | $13.18M | 0.1862% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 36,707 | $12.97M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 229,415 | $12.97M | 0.3328% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-24 | 77,432 | $12.84M | 0.0039% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 423,226 | $12.46M | 0.0174% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 21,470 | $12.09M | 0.0008% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-24 | 21,470 | $12.09M | 0.0008% | SH | — | View |
ProShares UltraPro QQQ(TQQQ) | Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 146,668 | $11.88M | 0.0239% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 173,900 | $11.75M | 0.3037% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 480,354 | $11.30M | 0.2562% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 218,332 | $11.13M | 0.1563% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 191,067 | $11.02M | 0.0639% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 8,670 | $10.40M | 0.0010% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 129,437 | $10.09M | 0.8297% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 123,839 | $10.04M | 0.0410% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-24 | 19,918 | $9.97M | 0.0009% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 43,731 | $9.93M | 0.0207% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 113,493 | $9.78M | 0.0025% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 38,004 | $9.65M | 0.0016% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Medical - Pharmaceuticals | 2026-06-30 | 2026-07-24 | 38,004 | $9.65M | 0.0016% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 206,923 | $9.48M | 0.2974% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 7,886 | $9.10M | 0.0007% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 7,886 | $9.10M | 0.0007% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-24 | 35,331 | $8.89M | 0.0020% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 115,370 | $8.74M | 0.0219% | SH | — | View | |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-07-24 | 73,969 | $8.69M | 0.0019% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 167,663 | $8.48M | 0.0209% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 20,038 | $8.43M | 0.0005% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-24 | 20,038 | $8.43M | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 100,476 | $8.41M | 0.0088% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 27,959 | $8.40M | 0.0102% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 112,544 | $8.37M | 1.0472% | SH | — | View | |
RTX Corporation(RTX) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 43,799 | $8.31M | 0.0032% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-24 | 43,799 | $8.31M | 0.0032% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 11,021 | $8.12M | 1.1312% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 11,021 | $8.12M | 0.0015% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 20,249 | $7.98M | 0.0525% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 302,082 | $7.92M | 0.0724% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 153,219 | $7.62M | 0.6249% | SH | — | View | |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-24 | 12,939 | $7.52M | 0.0008% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 33,124 | $7.22M | 0.0029% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 131,505 | $7.11M | 0.0750% | SH | — | View | |
Cummins Inc.(CMI) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-24 | 9,665 | $6.89M | 0.0070% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 55,457 | $6.63M | 0.0048% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 25,661 | $6.47M | 0.0259% | SH | — | View | |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-24 | 18,359 | $6.30M | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 45,762 | $6.29M | 0.0084% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 80,889 | $6.26M | 0.5096% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 25,317 | $6.15M | 0.0091% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-24 | 52,003 | $5.89M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-24 | 231,178 | $5.88M | 0.1852% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-24 | 464,773 | $5.78M | 0.4082% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-24 | 107,006 | $5.78M | 0.0308% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-24 | 84,803 | $5.77M | 0.0148% | SH | — | View |
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