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Portfolio (Quarterly) Guide ↗

ICONIQ Capital, LLC

· CIK 0001569709
13F Portfolio $4.5B AUM 96 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 5 Added 2 Reduced 5 Exited
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MGK VANGUARD WORLD FD 1,459.0 $536K 0.01% $367.44 -75.8%
62 VTV VANGUARD INDEX FDS 2,724.0 $535K 0.01% $196.23 +6.5%
63 META META PLATFORMS INC Communication Services 835.0 $478K 0.01% $572.13 +6.2%
64 VOT VANGUARD INDEX FDS 1,841.0 $474K 0.01% $257.30 +12.3%
65 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 15,586.0 $467K 0.01% $29.99 +14.5%
66 VNQ VANGUARD INDEX FDS 5,228.0 $464K 0.01% +56.0 +1.1% $88.70 +9.0%
67 SDY SPDR SER TR 3,006.0 $439K 0.01% $145.92 +2.0%
68 INTU INTUIT Technology 862.0 $373K 0.01% $432.38 -29.0%
69 XLE SELECT SECTOR SPDR TR 6,051.0 $371K 0.01% $61.26 -3.5%
70 VOE VANGUARD INDEX FDS 1,979.0 $365K 0.01% $184.32 +4.5%
71 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 1,779.0 $351K 0.01% -46.0 -2.5% $197.50 +19.8%
72 VBK VANGUARD INDEX FDS 1,130.0 $341K 0.01% $302.16 +13.7%
73 IJR ISHARES TR 2,575.0 $320K 0.01% $124.33 +9.6%
74 GS GOLDMAN SACHS GROUP INC Financial Services 377.0 $319K 0.01% $845.99 +16.8%
75 DDOG DATADOG INC Technology 2,675.0 $316K 0.01% $118.05 +84.7%
76 HDV ISHARES TR 11,565.0 $314K 0.01% $27.14 +1.9%
77 VBR VANGUARD INDEX FDS 1,399.0 $304K 0.01% $217.19 +6.3%
78 VUG VANGUARD INDEX FDS 4,080.0 $297K 0.01% $72.80 +20.2%
79 IWR ISHARES TR 2,595.0 $252K 0.01% $97.23 +8.0%
80 JPM JPMORGAN CHASE & CO. Financial Services 778.0 $229K 0.01% $294.16 +3.0%
Page 4 of 5  ·  82 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 75.5%
Financial Services 16.1%
Communication Services 5.5%
Consumer Cyclical 1.5%
Healthcare 1.3%