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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 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CWEN CLEARWAY ENERGY INC CL C Utilities 10,377.0 $396K 0.03% NEW $38.19 +4.5%
22 WM WASTE MGMT INC DEL COM Industrials 1,505.0 $347K 0.02% NEW $230.31 -6.1%
23 DDOG DATADOG INC CL A COM Technology 2,573.0 $345K 0.02% NEW $133.98 +67.9%
24 CWS ADVISORSHARES FOCUSED EQUITY ETF 5,112.0 $343K 0.02% NEW $67.06 +0.8%
25 DOW DOW HLDGS INC COM Basic Materials 8,515.0 $337K 0.02% NEW $39.55 -10.9%
26 VIKING HOLDINGS LTD ORD SHS 4,216.0 $331K 0.02% NEW $78.54
27 TKO TKO GROUP HOLDINGS INC CL A Communication Services 1,729.0 $318K 0.02% NEW $183.71 +3.1%
28 BUNGE GLOBAL SA COM SHS 2,317.0 $293K 0.02% NEW $126.31
29 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 5,192.0 $286K 0.02% NEW $55.13 +1.9%
30 OKLO OKLO INC COM CL A Utilities 3,981.0 $259K 0.02% NEW $64.97 +8.3%
31 SECU ISHARES SECURITIZED INCOME ACTIVE ETF 5,051.0 $252K 0.02% NEW $49.89 -0.4%
32 EUHY ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF 4,743.0 $252K 0.02% NEW $53.13 +0.7%
33 NXPI NXP SEMICONDUCTORS N V COM Technology 841.0 $243K 0.02% NEW $289.42 +13.4%
34 HWM HOWMET AEROSPACE INC COM Industrials 1,023.0 $242K 0.02% NEW $236.52 +10.0%
35 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 11,553.0 $239K 0.01% NEW $20.66 -6.8%
36 IXC ISHARES GLOBAL ENERGY ETF 4,223.0 $237K 0.01% NEW $56.03 -1.8%
37 SLB SLB LIMITED COM STK Energy 4,164.0 $232K 0.01% NEW $55.70 +4.9%
38 KLAC KLA CORP COM NEW Technology 127.0 $231K 0.01% NEW $1816.31 +9.6%
39 NET CLOUDFLARE INC CL A COM Technology 1,086.0 $230K 0.01% NEW $211.97 +4.0%
40 AMLP ALERIAN MLP ETF 4,298.0 $228K 0.01% NEW $53.13 +0.8%
Page 2 of 3  ·  47 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%