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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPGI S&P GLOBAL INC COM Financial Services 2,955.0 $1.3M 0.08% -2K -39.5% $433.21 -4.8%
82 PR PERMIAN RESOURCES CORP CLASS A COM Energy 57,608.0 $1.2M 0.08% -7K -10.2% $21.65 -9.3%
83 VOO VANGUARD S&P 500 ETF 1,707.0 $1.1M 0.07% -111.0 -6.1% $654.31 +5.5%
84 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 2,461.0 $1.1M 0.07% -4K -61.9% $453.77 -3.8%
85 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,616.0 $1.1M 0.07% -630.0 -28.1% $661.43 +10.4%
86 URI UNITED RENTALS INC COM Industrials 1,122.0 $1.1M 0.07% -538.0 -32.4% $952.13 +1.1%
87 PGR PROGRESSIVE CORP COM Financial Services 5,007.0 $1.0M 0.07% -3K -35.1% $200.66 -0.9%
88 AZN ASTRAZENECA PLC ORD Healthcare 5,248.0 $972K 0.06% -9K -62.8% $185.20 +1.1%
89 BSM BLACK STONE MINERALS L P COM UNIT Energy 67,989.0 $971K 0.06% -2K -2.6% $14.28 -3.9%
90 COF CAPITAL ONE FINL CORP COM Financial Services 4,928.0 $941K 0.06% -2K -27.8% $190.85 -2.3%
91 IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF 20,473.0 $922K 0.06% -4K -14.9% $45.01 +0.0%
92 REGN REGENERON PHARMACEUTICALS COM Healthcare 1,259.0 $864K 0.06% -65.0 -4.9% $686.53 -7.6%
93 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 5,503.0 $860K 0.06% -6K -50.2% $156.19 -3.6%
94 T AT&T INC COM Communication Services 31,901.0 $821K 0.05% -9K -22.9% $25.75 -2.8%
95 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 8,373.0 $764K 0.05% -1K -13.6% $91.21 +6.2%
96 UBER UBER TECHNOLOGIES INC COM Technology 10,054.0 $749K 0.05% -10K -50.0% $74.47 -5.8%
97 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 3,656.0 $733K 0.05% -428.0 -10.5% $200.41 +3.6%
98 ENB ENBRIDGE INC COM Energy 13,674.0 $730K 0.05% -518.0 -3.6% $53.42 +6.7%
99 AMGN AMGEN INC COM Healthcare 2,136.0 $722K 0.05% -52.0 -2.4% $337.99 -0.6%
100 ANET ARISTA NETWORKS INC COM SHS Technology 4,158.0 $701K 0.05% -2K -30.5% $168.68 -6.3%
Page 5 of 8  ·  149 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%