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Portfolio (Quarterly) Guide ↗

Icon Wealth Advisors, LLC

· CIK 0001963212
13F Portfolio $1.5B AUM 389 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 126 Added 149 Reduced 52 Exited
Page 10 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MU MICRON TECHNOLOGY INC COM Technology 1,734.0 $899K 0.06% +278.0 +19.1% $518.37 +74.2%
182 CLX CLOROX CO DEL COM Consumer Defensive 9,482.0 $899K 0.06% NEW $94.77 +3.5%
183 GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 21,935.0 $892K 0.06% $40.68 +0.8%
184 WFC WELLS FARGO & CO COM Financial Services 10,869.0 $886K 0.06% +3K +34.3% $81.51 -7.1%
185 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 15,257.0 $877K 0.06% NEW $57.45 +11.5%
186 VRT VERTIV HOLDINGS CO COM CL A Industrials 2,853.0 $874K 0.06% $306.17 +4.1%
187 REGN REGENERON PHARMACEUTICALS COM Healthcare 1,259.0 $864K 0.06% -65.0 -4.9% $686.53 -8.2%
188 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 5,503.0 $860K 0.06% -6K -50.2% $156.19 -4.6%
189 VZ VERIZON COMMUNICATIONS INC COM Communication Services 18,436.0 $859K 0.06% +11K +144.5% $46.61 +4.6%
190 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 12,783.0 $857K 0.06% +3K +36.5% $67.08 +6.2%
191 ILMN ILLUMINA INC COM Healthcare 7,079.0 $852K 0.06% +5K +182.4% $120.38 +23.5%
192 EMR EMERSON ELEC CO COM Industrials 6,205.0 $847K 0.06% +741.0 +13.6% $136.56 +2.9%
193 STWD STARWOOD PPTY TR INC COM Real Estate 45,947.0 $829K 0.05% +6K +16.4% $18.05 -3.9%
194 T AT&T INC COM Communication Services 31,901.0 $821K 0.05% -9K -22.9% $25.75 -2.4%
195 BBJP JPMORGAN BETABUILDERS JAPAN ETF 11,396.0 $804K 0.05% $70.57 +6.0%
196 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 30,032.0 $804K 0.05% NEW $26.76 +11.2%
197 AMRIZE LTD SHS 14,065.0 $798K 0.05% +1K +11.2% $56.77
198 BLUE OWL CAPITAL CORPORATION COM 70,716.0 $797K 0.05% +3K +4.2% $11.27
199 TRP TC ENERGY CORP COM Energy 12,429.0 $795K 0.05% $63.96 +7.6%
200 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 18,672.0 $784K 0.05% $41.97 +4.6%
Page 10 of 20  ·  389 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Energy 16.8%
Financial Services 15.2%
Communication Services 7.5%
Consumer Cyclical 7.1%
Healthcare 6.9%
Industrials 6.8%
Consumer Defensive 4.3%
Utilities 3.5%
Real Estate 1.0%