Avidian Wealth Enterprises’s Akre Focus ETF AKRE Stock Holding History

Avidian Wealth Enterprises’s Portfolio AKRE Stock Details AKRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$520K	Buy	+9,873	New	+$566K	0.01%	473

Other funds holding AKRE

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Avidian Wealth Enterprises's AKRE Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in Akre Focus ETF (AKRE) in Q3 2026: 9,873 shares worth $520K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings.

23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

Avidian Wealth Enterprises held 9,873 shares of Akre Focus ETF worth $520K as of Q3 2026.
Akre Focus ETF was a new Avidian Wealth Enterprises position in Q3 2026.
Akre Focus ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #473 holding.
23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.