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Portfolio (Quarterly) Guide ↗

Icon Wealth Advisors, LLC

· CIK 0001963212
13F Portfolio $1.5B AUM 394 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 394 New
Page 15 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 74.0 $384K 0.03% NEW $5194.03 -96.7%
282 BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN Financial Services 16,825.0 $384K 0.03% NEW $22.82 -0.0%
283 MPLX MPLX LP COM UNIT REP LTD Energy 7,077.0 $378K 0.03% NEW $53.37 +4.9%
284 SONY SONY GROUP CORP SPONSORED ADR Technology 14,499.0 $376K 0.03% NEW $25.93 -15.6%
285 SAP SAP SE SPON ADR Technology 1,527.0 $374K 0.03% NEW $245.15 -29.1%
286 AMT AMERICAN TOWER CORP COM Real Estate 2,098.0 $368K 0.03% NEW $175.64 +6.8%
287 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 4,618.0 $367K 0.02% NEW $79.58 -4.5%
288 ARGX ARGENX SE SPONSORED ADR Healthcare 432.0 $363K 0.02% NEW $840.95 -2.3%
289 SHEL SHELL PLC SPON ADS Energy 4,932.0 $363K 0.02% NEW $73.65 +13.9%
290 SOXQ INVESCO PHLX SEMICONDUCTOR ETF 6,380.0 $363K 0.02% NEW $56.91 +75.1%
291 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 7,943.0 $363K 0.02% NEW $45.71 -0.5%
292 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 7,573.0 $359K 0.02% NEW $47.35 -1.0%
293 YUM YUM BRANDS INC COM Consumer Cyclical 2,370.0 $359K 0.02% NEW $151.30 +0.8%
294 NATWEST GROUP PLC SPONS ADR 20,313.0 $350K 0.02% NEW $17.21
295 SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF 7,271.0 $349K 0.02% NEW $47.99 -0.4%
296 SNOW SNOWFLAKE INC COM SHS Technology 1,576.0 $346K 0.02% NEW $219.36 -19.8%
297 ALL ALLSTATE CORP COM Financial Services 1,654.0 $344K 0.02% NEW $208.15 +0.8%
298 DTE DTE ENERGY CO COM Utilities 2,662.0 $343K 0.02% NEW $128.98 +12.6%
299 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 5,356.0 $341K 0.02% NEW $63.73 +51.4%
300 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 13,113.0 $339K 0.02% NEW $25.82 -1.3%
Page 15 of 20  ·  394 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 33.3%
Financial Services 17.7%
Energy 12.5%
Healthcare 9.1%
Consumer Cyclical 7.4%
Communication Services 7.0%
Industrials 5.6%
Consumer Defensive 3.4%
Utilities 2.3%
Basic Materials 0.9%