Avidian Wealth Solutions is an SEC-registered investment adviser based in Houston, TX that reports managing 1 hedge fund on Form ADV. It reports $4.8 billion in regulatory assets under management. Its private funds, of all types, hold $28.4 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +10.1% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +29.0% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $4.8 billionForm ADV Item 5.F
- Gross assets of private funds
- $28.4 millionAll private fund types, Form ADV
- Hedge funds managed
- 17 private funds in total
- Employees
- 59Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 127186
- Latest Form ADV
- 06/09/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +10.0% | +14.8% |
| Q1 2026 | +0.0% | -4.6% |
| Q4 2025 | +1.5% | +2.4% |
| Q3 2025 | +6.5% | +7.8% |
| Q2 2025 | +8.4% | +10.4% |
| Q1 2025 | -2.9% | -4.5% |
| Q4 2024 | -1.3% | +2.1% |
| Q3 2024 | +4.3% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Ishares Core S&P 500 ETF$524.4 million
- Ishares TR Core MSCI Eafe$174.1 million
- Ishares Core S&P Mid-cap ETF$116.4 million
- Ishares MSCI Emerging Markets$109.3 million
- Nvidia Corp$101.1 million
- Ishares Broad Usd Investment$90.1 million
- SPDR Series Trust State Street$85.5 million
- Jpmorgan US Value Factor ETF$71.4 million
- Jpmorgan US Quality Factor ETF$70.9 million
- Ishares Russell 1000 Growth$61.8 million
As of 2026-06-30, from 13F filing by Avidian Wealth Enterprises, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures