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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 5 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 54,269.0 $2.9M 0.20% NEW $53.83 +13.8%
82 TXN TEXAS INSTRS INC COM Technology 16,593.0 $2.8M 0.19% NEW $171.38 +89.6%
83 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 172,106.0 $2.8M 0.19% NEW $16.49 +18.9%
84 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 154,838.0 $2.8M 0.19% NEW $18.22 -1.4%
85 INTU INTUIT COM Technology 4,192.0 $2.8M 0.18% NEW $663.54 -54.1%
86 MSCI MSCI INC COM Financial Services 4,831.0 $2.8M 0.18% NEW $573.73 +2.6%
87 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 29,239.0 $2.8M 0.18% NEW $94.16 +2.5%
88 BA BOEING CO COM Industrials 12,630.0 $2.7M 0.18% NEW $216.32 +1.2%
89 IDXX IDEXX LABS INC COM Healthcare 3,919.0 $2.7M 0.18% NEW $676.53 -17.6%
90 IXN ISHARES GLOBAL TECH ETF 25,059.0 $2.6M 0.17% NEW $105.00 +33.0%
91 CME CME GROUP INC COM Financial Services 9,573.0 $2.6M 0.17% NEW $272.43 +3.7%
92 PNC PNC FINL SVCS GROUP INC COM Financial Services 12,319.0 $2.6M 0.17% NEW $207.21 +6.6%
93 TEL TE CONNECTIVITY PLC ORD SHS Technology 11,217.0 $2.6M 0.17% NEW $227.51 -8.3%
94 FSK FS KKR CAP CORP COM Financial Services 168,231.0 $2.5M 0.17% NEW $14.81 -26.9%
95 SPGI S&P GLOBAL INC COM Financial Services 4,881.0 $2.5M 0.17% NEW $509.29 -19.0%
96 ESGU ISHARES ESG AWARE MSCI USA ETF 16,570.0 $2.5M 0.16% NEW $148.98 +10.0%
97 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 2,822.0 $2.4M 0.16% NEW $862.59 +16.3%
98 GD GENERAL DYNAMICS CORP COM Industrials 7,163.0 $2.4M 0.16% NEW $336.67 +2.4%
99 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 23,875.0 $2.3M 0.15% NEW $96.28 -0.7%
100 BERKSHIRE HATHAWAY INC DEL CL A 3.0 $2.3M 0.15% NEW $754800.00
Page 5 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%