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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 12 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TFC TRUIST FINL CORP COM Financial Services 13,509.0 $684K 0.04% $50.65 -4.2%
222 MCK MCKESSON CORP COM Healthcare 827.0 $680K 0.04% +299.0 +56.6% $822.65 -8.1%
223 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 7,164.0 $679K 0.04% +186.0 +2.7% $94.81 -0.5%
224 CLOA ISHARES AAA CLO ACTIVE ETF 12,999.0 $675K 0.04% +2K +14.9% $51.93 +0.1%
225 GEV GE VERNOVA INC COM Utilities 626.0 $665K 0.04% -652.0 -51.0% $1062.97 -1.5%
226 NVO NOVO-NORDISK A S ADR Healthcare 16,490.0 $664K 0.04% -8K -32.8% $40.29 +11.6%
227 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 11,086.0 $657K 0.04% $59.23 -0.4%
228 IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 7,652.0 $656K 0.04% $85.79 +3.3%
229 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,897.0 $654K 0.04% $225.63 +3.3%
230 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 8,677.0 $651K 0.04% +4K +87.9% $75.07 +2.6%
231 NVS NOVARTIS AG SPONSORED ADR Healthcare 4,479.0 $640K 0.04% -189.0 -4.0% $142.94 +6.0%
232 SMURFIT WESTROCK PLC SHS 16,052.0 $637K 0.04% $39.68
233 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 14,296.0 $622K 0.04% -1K -8.1% $43.51 +4.9%
234 VTR VENTAS INC COM Real Estate 6,981.0 $610K 0.04% NEW $87.37 +1.4%
235 WDC WESTERN DIGITAL CORP COM Technology 1,477.0 $610K 0.04% +213.0 +16.9% $412.89 +29.0%
236 GM GENERAL MTRS CO COM Consumer Cyclical 7,882.0 $604K 0.04% +5K +147.9% $76.62 +9.2%
237 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 14,148.0 $597K 0.04% +3K +31.3% $42.21 +6.6%
238 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 12,347.0 $586K 0.04% -5K -28.6% $47.49 -0.0%
239 OMF ONEMAIN HLDGS INC COM Financial Services 10,091.0 $584K 0.04% +6K +140.9% $57.91 -5.3%
240 TEM TEMPUS AI INC CL A Healthcare 11,654.0 $583K 0.04% -550.0 -4.5% $50.02 -6.7%
Page 12 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%