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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

The latest 13F from Avidian Wealth Solutions, LLC covers Q2 2026 (filed Jul 24, 2026): 722 long positions worth $3.61B. The top 10 holdings make up 39.0% of the portfolio, and the largest is iShares Core S&P 500 ETF at 14.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
87
Est. +$69.2M
Added
423
Est. +$146.0M
Reduced
148
Est. −$70.3M
Sold out
27
Est. −$10.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    14.5%$524.4M
  2. iShares Core MSCI Eafe ETF46432F842
    4.8%$174.1M
  3. iShares Core S&P Mid-Cap ETF464287507
    3.2%$116.4M
  4. iShares Inc46434G764
    3.0%$109.3M
  5. NVDANVIDIA Corp
    2.8%$101.1MHistory

Share of portfolio

Top 5 holdings and the other 717 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF14.5%
  2. iShares Core MSCI Eafe ETF4.8%
  3. iShares Core S&P Mid-Cap ETF3.2%
  4. iShares Inc3.0%
  5. NVDA2.8%
  6. Other 717 positions71.6%

Biggest buys

New and added positions, by estimated amount bought

  1. PIMCO ETF Tr72201R569
    +$36.3MNew
  2. iShares Core S&P 500 ETF464287200
    +$16.2MAdded
  3. iShares Tr46432F388
    +$9.50MAdded
  4. iShares Core MSCI Eafe ETF46432F842
    +$7.31MAdded
  5. NVDANVIDIA Corp
    +$4.98MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PIMCO ETF Tr72201R569
    +1.01 pp0.0% → 1.0%
  2. iShares Core S&P 500 ETF464287200
    +0.48 pp14.1% → 14.5%
  3. iShares Inc46434G764
    +0.39 pp2.6% → 3.0%
  4. iShares Tr46432F388
    +0.33 pp0.3% → 0.6%
  5. LRCXLam Research Corp
    +0.24 pp0.3% → 0.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464288588
    −$33.6MReduced
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    −$6.78MReduced
  3. ProShares Tr74347X831
    −$5.70MReduced
  4. HONHoneywell International Inc
    −$3.72MSold outHistory
  5. iShares MSCI USA Quality Factor ETF46432F339
    −$2.02MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288588
    −1.25 pp2.4% → 1.2%
  2. State Street SPDR Portfolio S&P 500 ETF78464A854
    −0.18 pp2.5% → 2.4%
  3. Schwab Strategic Tr808524649
    −0.15 pp1.2% → 1.1%
  4. HONHoneywell International Inc
    −0.12 pp0.1% → 0.0%History
  5. J P Morgan Exchange Traded F46641Q654
    −0.09 pp0.4% → 0.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.61B
+$453.8M (+14.4%) vs. prior quarter
Positions
722
+60 vs. prior quarter
Top 10 concentration
39.0%
Top 10 as share of value
Turnover
2.4%
Q2 2026, one quarter
Average holding period
17.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.61B (Q2 2026)

Q1 2021: $1.17BQ2 2021: $1.30BQ3 2021: $1.31BQ4 2021: $1.58BQ1 2022: $1.61BQ2 2022: $1.41BQ3 2022: $1.38BQ4 2022: $1.53BQ1 2023: $1.82BQ2 2023: $1.52BQ3 2023: $1.42BQ4 2023: $1.60BQ1 2024: $1.87BQ2 2024: $2.07BQ3 2024: $2.20BQ4 2024: $2.23BQ1 2025: $2.25BQ2 2025: $2.46BQ3 2025: $2.65BQ4 2025: $2.75BQ1 2026: $3.15BQ2 2026: $3.61B
Q1 2021Q2 2026
13F filings of Avidian Wealth Solutions, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 2026722$3.61BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core S&P Mid-Cap ETFvs. Q1 2026SEC
Q1 2026May 7, 2026662$3.15BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core S&P Mid-Cap ETFvs. Q4 2025SEC
Q4 2025Feb 2, 2026575$2.75BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFNVDAvs. Q3 2025SEC
Q3 2025Oct 30, 2025579$2.65BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFNVDAvs. Q2 2025SEC
Q2 2025Jul 30, 2025549$2.46BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFNVDAvs. Q1 2025SEC
Q1 2025Apr 25, 2025518$2.25BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFNVDAvs. Q4 2024SEC
Q4 2024Jan 29, 2025506$2.23BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFNVDAvs. Q3 2024SEC
Q3 2024Oct 30, 2024498$2.20BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFNVDAvs. Q2 2024SEC
Q2 2024Aug 6, 2024489$2.07BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFNVDAvs. Q1 2024SEC
Q1 2024May 3, 2024436$1.87BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFNVDAvs. Q4 2023SEC
Q4 2023Feb 6, 2024414$1.60BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q3 2023SEC
Q3 2023Oct 13, 2023396$1.42BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q2 2023SEC
Q2 2023Aug 3, 2023409$1.52BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q1 2023SEC
Q1 2023May 8, 2023473$1.82BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q4 2022SEC
Q4 2022Feb 6, 2023444$1.53BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Trvs. Q3 2022SEC
Q3 2022Nov 3, 2022417$1.38BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Trvs. Q2 2022SEC
Q2 2022Jul 29, 2022448$1.41BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Trvs. Q1 2022SEC
Q1 2022May 10, 2022479$1.61BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Trvs. Q4 2021SEC
Q4 2021Feb 14, 2022512$1.58BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Trvs. Q3 2021SEC
Q3 2021Nov 10, 2021380$1.31BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q2 2021SEC
Q2 2021Aug 9, 2021374$1.30BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Core MSCI Emerging Markets ETFvs. Q1 2021SEC
Q1 2021May 5, 2021358$1.17BiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFiShares Tr–SEC