Avidian Wealth Enterprises, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1471474 HOUSTON, TX

Position in SOFI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$527,608

+$159,467 QoQ

Shares Held

29,426

-57.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#436

of 912 holders

Holding Since

Jun 2022

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $13,594,420 across 5 Credit Services names. SOFI ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,359	$6,298,789
2	MA	Mastercard Inc	7,585	$3,895,656
3	COF	Capital One Financial Corp	9,487	$1,903,281
4	AXP	American Express Co	2,865	$969,086
5	SOFI	SoFi Technologies, Inc. This page	29,426	$527,608

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,608	29,426	-57.9%	Shares	Sole	2026-07-24
2022-06-30	$368,141	69,856	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.