Avidian Wealth Solutions, LLC
Avidian Wealth Solutions, LLC is a Houston-based registered investment adviser founded in 2002, providing comprehensive wealth management, portfolio management, and financial planning services to individuals, families, foundations, and institutions. The firm is headquartered in Texas, employs around 51 professionals, and is dedicated to delivering customized investment solutions and fiduciary advice. Avidian Wealth caters primarily to high-net-worth clients, business owners, and corporate executives, helping them achieve financial goals and manage complex wealth needs.
Investment Strategy
Avidian Wealth Solutions focuses on building diversified, risk-controlled portfolios tailored to each client’s financial objectives and tolerance. The firm allocates assets across equities, fixed income, and alternative investments, leveraging both strategic and tactical approaches. Investment decisions are driven by fundamental research, macroeconomic analysis, and continuous portfolio monitoring. Avidian emphasizes tax efficiency, long-term growth, and downside protection, and frequently uses exchange-traded funds (ETFs), mutual funds, and direct securities to optimize outcomes for high-net-worth individuals and institutions.
Latest 13F Filing Activity
Avidian Wealth Solutions, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 545 equity positions and 1 options positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, J P Morgan Exchange Traded F, Nvidia Corporation among other positions. Avidian Wealth Solutions, LLC reduced exposure to Fidelity Covington Trust, Proshares TR, SPDR Series Trust among others.
Top Holdings
Equity Positions (545)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 15.30% | $376.4M | 606,257 | $413.42 | $620.90 | +$54.0M |
I IEFA | ISHARES TR | 6.51% | $160.2M | 1,919,424 | $68.30 | $83.48 | +$18.5M |
N NVDA | NVIDIA CORPORATION | 4.71% | $115.8M | 732,838 | $62.82 | $157.99 | +$20.6M |
U USIG | ISHARES TR | 2.84% | $70.0M | 1,360,396 | $53.65 | $51.44 | +$4.9M |
M MBB | ISHARES TR | 2.62% | $64.4M | 685,940 | $104.35 | $93.89 | +$2.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IEF | ISHARES TR | — | Put | $1.3M | 140 | $95.77 | $92.67 | 0 | +$1.3M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
A Andrei Costas | Senior Investment Analyst | Houston, TX , United States | |
 | Partner | Houston, TX , United States | |
 | Managing Partner | Austin, TX , United States | |
 | Senior Portfolio Manager | Houston, TX , United States | |
 | Trading Supervisor | Houston, TX , United States | |
J Jake Borbidge | Chief Investment Officer | Houston, TX , United States | |
N Nan Lu | Senior Portfolio Manager | Houston, TX , United States |