AWE
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Avidian Wealth Enterprises’s Diamondback Energy FANG Stock Holding History

Avidian Wealth Enterprises’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$707K Buy
3,847
+370
+11% +$72.4K 0.02% 403
2026
Q2 		$611K Sell
3,477
-13
-0.4% -$2.52K 0.02% 427
2026
Q1 		$690K Buy
3,490
+6
+0.2% +$1.02K 0.02% 371
2025
Q4 		$524K Buy
3,484
+59
+2% +$8.7K 0.02% 362
2025
Q3 		$490K Buy
3,425
+269
+9% +$38.3K 0.02% 371
2025
Q2 		$434K Buy
3,156
+60
+2% +$8.31K 0.02% 368
2025
Q1 		$495K Buy
3,096
+27
+0.9% +$4.35K 0.02% 311
2024
Q4 		$503K Sell
3,069
-50
-2% -$8.81K 0.02% 294
2024
Q3 		$538K Sell
3,119
-838
-21% -$161K 0.02% 285
2024
Q2 		$792K Buy
+3,957
New +$786K 0.03% 214
2023
Q2 		– Sell
-1,581
Closed -$214K – 437
2023
Q1 		$214K Sell
1,581
-57
-3% -$7.94K 0.01% 441
2022
Q4 		$224K Sell
1,638
-153
-9% -$22.4K 0.01% 412
2022
Q3 		$216K Sell
1,791
-14
-0.8% -$1.75K 0.02% 378
2022
Q2 		$219K Buy
1,805
+199
+12% +$27.3K 0.02% 405
2022
Q1 		$220K Buy
+1,606
New +$209K 0.01% 442

Other funds holding FANG

BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

Avidian Wealth Enterprises increased its Diamondback Energy (FANG) stake by 11% in Q3 2026, buying an estimated $72.4K and bringing the position to 3,847 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #403.

Avidian Wealth Enterprises first reported a position in FANG in Q1 2022 and has held it in 15 quarters since. The position peaked at $792K in Q2 2024. 32 funds tracked by Wall St. Rank hold FANG as of Q3 2026.

  • Avidian Wealth Enterprises held 3,847 shares of Diamondback Energy worth $707K as of Q3 2026.
  • Avidian Wealth Enterprises bought 370 Diamondback Energy shares in Q3 2026, an estimated $72.4K.
  • Diamondback Energy made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #403 holding.
  • Avidian Wealth Enterprises first reported a position in Diamondback Energy in Q1 2022 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Diamondback Energy position peaked at $792K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2026.

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