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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 9 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRM SALESFORCE INC COM Technology 5,903.0 $1.1M 0.07% +688.0 +13.2% $181.22 -0.8%
162 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,616.0 $1.1M 0.07% -630.0 -28.1% $661.43 +10.1%
163 URI UNITED RENTALS INC COM Industrials 1,122.0 $1.1M 0.07% -538.0 -32.4% $952.13 +3.1%
164 LNG CHENIERE ENERGY INC COM NEW Energy 3,906.0 $1.1M 0.07% +1K +51.0% $272.23 -14.4%
165 LOW LOWES COS INC COM Consumer Cyclical 4,385.0 $1.0M 0.07% $233.50 -6.7%
166 ROST ROSS STORES INC COM Consumer Cyclical 4,479.0 $1.0M 0.07% NEW $225.08 +4.3%
167 PGR PROGRESSIVE CORP COM Financial Services 5,007.0 $1.0M 0.07% -3K -35.1% $200.66 -0.9%
168 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 10,276.0 $988K 0.06% NEW $96.10 +4.7%
169 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 19,667.0 $983K 0.06% $49.96 +1.1%
170 VTV VANGUARD VALUE ETF 4,779.0 $973K 0.06% +884.0 +22.7% $203.57 +4.1%
171 AZN ASTRAZENECA PLC ORD Healthcare 5,248.0 $972K 0.06% -9K -62.8% $185.20 +1.2%
172 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 11,962.0 $972K 0.06% $81.23 +5.7%
173 BSM BLACK STONE MINERALS L P COM UNIT Energy 67,989.0 $971K 0.06% -2K -2.6% $14.28 -5.5%
174 AMAT APPLIED MATLS INC COM Technology 2,507.0 $959K 0.06% +832.0 +49.7% $382.65 +17.2%
175 IBIT ISHARES BITCOIN TRUST ETF Financial Services 22,404.0 $958K 0.06% +2K +10.0% $42.75 -0.7%
176 VNT VONTIER CORPORATION COM Technology 27,421.0 $952K 0.06% +11K +67.1% $34.72 -14.9%
177 COF CAPITAL ONE FINL CORP COM Financial Services 4,928.0 $941K 0.06% -2K -27.8% $190.85 -0.7%
178 DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER 20,633.0 $938K 0.06% $45.47 +2.2%
179 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 20,473.0 $922K 0.06% -4K -14.9% $45.01 +0.1%
180 SYSB ISHARES SYSTEMATIC BOND ETF 10,342.0 $918K 0.06% +1K +12.1% $88.76 -0.2%
Page 9 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%