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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 11 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPFI SOUTH PLAINS FINANCIAL INC COM Financial Services 19,250.0 $782K 0.05% NEW $40.60 +0.4%
202 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 16,426.0 $780K 0.05% $47.46 +0.7%
203 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 15,118.0 $765K 0.05% $50.57 +5.1%
204 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 8,373.0 $764K 0.05% -1K -13.6% $91.21 +5.9%
205 UBER UBER TECHNOLOGIES INC COM Technology 10,054.0 $749K 0.05% -10K -50.0% $74.47 -5.5%
206 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 5,406.0 $746K 0.05% +1K +31.0% $137.98 -3.1%
207 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,158.0 $745K 0.05% +98.0 +9.2% $643.35 +35.2%
208 MTN VAIL RESORTS INC COM Consumer Cyclical 6,068.0 $741K 0.05% +3K +105.3% $122.17 +6.3%
209 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 3,656.0 $733K 0.05% -428.0 -10.5% $200.41 +3.7%
210 ENB ENBRIDGE INC COM Energy 13,674.0 $730K 0.05% -518.0 -3.6% $53.42 +6.1%
211 AMT AMERICAN TOWER CORP COM Real Estate 4,062.0 $724K 0.05% +2K +93.6% $178.19 +4.9%
212 SHEL SHELL PLC SPON ADS Energy 8,140.0 $724K 0.05% +3K +65.0% $88.91 -5.8%
213 GSBD GOLDMAN SACHS BDC INC SHS Financial Services 74,489.0 $723K 0.05% +5K +7.6% $9.71 -8.0%
214 AMGN AMGEN INC COM Healthcare 2,136.0 $722K 0.05% -52.0 -2.4% $337.99 +0.5%
215 EMO CLEARBRIDGE ENERGY MIDSTREAM O COM Financial Services 14,216.0 $721K 0.05% $50.70 -0.1%
216 POOL POOL CORP COM Industrials 3,372.0 $707K 0.05% +2K +216.3% $209.60 -11.6%
217 TROW PRICE T ROWE GROUP INC COM Financial Services 7,000.0 $703K 0.05% NEW $100.47 +3.9%
218 ANET ARISTA NETWORKS INC COM SHS Technology 4,158.0 $701K 0.05% -2K -30.5% $168.68 -8.0%
219 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 7,704.0 $695K 0.04% +2K +43.8% $90.16 +6.9%
220 VWO VANGUARD FTSE EMERGING MARKETS ETF 11,922.0 $692K 0.04% +3K +34.1% $58.08 +3.8%
Page 11 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%