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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 6 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SRE SEMPRA COM Utilities 24,642.0 $2.2M 0.14% NEW $88.29 +3.7%
102 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 58,374.0 $2.2M 0.14% NEW $36.95 +52.9%
103 ADBE ADOBE INC COM Technology 6,007.0 $2.1M 0.14% NEW $348.93 -31.1%
104 ZTS ZOETIS INC CL A Healthcare 16,602.0 $2.1M 0.14% NEW $126.19 -35.6%
105 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 78,822.0 $2.1M 0.14% NEW $26.33 -10.1%
106 LMT LOCKHEED MARTIN CORP COM Industrials 4,275.0 $2.1M 0.14% NEW $483.70 +10.2%
107 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 13,887.0 $2.1M 0.14% NEW $148.70 +10.4%
108 LIN LINDE PLC SHS Basic Materials 4,680.0 $2.0M 0.13% NEW $424.45 +21.3%
109 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 110,111.0 $2.0M 0.13% NEW $17.96 +31.2%
110 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 14,252.0 $2.0M 0.13% NEW $137.81 -1.8%
111 VUG VANGUARD GROWTH ETF 4,011.0 $2.0M 0.13% NEW $487.95 -81.9%
112 RTX RTX CORPORATION COM Industrials 10,512.0 $1.9M 0.13% NEW $182.15 -1.7%
113 PPL PPL CORP COM Utilities 54,557.0 $1.9M 0.13% NEW $35.02 +3.1%
114 IGM ISHARES EXPANDED TECH SECTOR ETF 14,688.0 $1.9M 0.13% NEW $129.16 +24.7%
115 FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 34,825.0 $1.8M 0.12% NEW $52.95 +5.9%
116 UNP UNION PAC CORP COM Industrials 7,981.0 $1.8M 0.12% NEW $227.92 +18.9%
117 QCOM QUALCOMM INC COM Technology 10,428.0 $1.8M 0.12% NEW $171.93 +44.7%
118 ABNB AIRBNB INC COM CL A Consumer Cyclical 13,027.0 $1.8M 0.12% NEW $135.72 -2.2%
119 HDV ISHARES CORE HIGH DIVIDEND ETF 14,481.0 $1.8M 0.12% NEW $121.61 -77.3%
120 KO COCA COLA CO COM Consumer Defensive 25,162.0 $1.8M 0.12% NEW $69.69 +15.4%
Page 6 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%