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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GEV GE VERNOVA INC COM Utilities 626.0 $665K 0.04% -652.0 -51.0% $1062.97 +0.7%
102 NVO NOVO-NORDISK A S ADR Healthcare 16,490.0 $664K 0.04% -8K -32.8% $40.29 +9.7%
103 NVS NOVARTIS AG SPONSORED ADR Healthcare 4,479.0 $640K 0.04% -189.0 -4.0% $142.94 +5.5%
104 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 14,296.0 $622K 0.04% -1K -8.1% $43.51 +5.1%
105 QLTA ISHARES AAA-A RATED CORPORATE BOND ETF 12,347.0 $586K 0.04% -5K -28.6% $47.49 -0.1%
106 TEM TEMPUS AI INC CL A Healthcare 11,654.0 $583K 0.04% -550.0 -4.5% $50.02 -6.7%
107 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 10,785.0 $560K 0.04% -6K -35.9% $51.92 -0.1%
108 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 1,570.0 $556K 0.04% -1K -41.6% $353.95 +5.6%
109 CB CHUBB LTD SWITZ COM Financial Services 1,639.0 $534K 0.04% -956.0 -36.8% $325.73 -0.1%
110 BBCA JPMORGAN BETABUILDERS CANADA ETF 5,323.0 $520K 0.03% -795.0 -13.0% $97.68 +3.1%
111 IFRA ISHARES U.S. INFRASTRUCTURE ETF 7,922.0 $479K 0.03% -83.0 -1.0% $60.43 +2.2%
112 VTEB VANGUARD TAX-EXEMPT BOND ETF 9,396.0 $473K 0.03% -10K -51.4% $50.29 -0.4%
113 IDXX IDEXX LABS INC COM Healthcare 836.0 $463K 0.03% -3K -78.7% $553.66 +0.6%
114 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,433.0 $455K 0.03% -888.0 -38.3% $317.85 -2.1%
115 ZTS ZOETIS INC CL A Healthcare 3,828.0 $436K 0.03% -13K -76.9% $113.82 -28.6%
116 MSCI MSCI INC COM Financial Services 696.0 $416K 0.03% -4K -85.6% $597.98 -1.6%
117 STEL STELLAR BANCORP INC COM Financial Services 11,088.0 $414K 0.03% -23K -67.2% $37.32 +1.0%
118 EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 18,104.0 $408K 0.03% -1K -6.5% $22.51 -0.0%
119 UNILEVER PLC SPON ADR NEW 6,867.0 $391K 0.03% -438.0 -6.0% $56.90
120 GLD SPDR GOLD SHARES Financial Services 929.0 $388K 0.03% -975.0 -51.2% $417.54 -0.8%
Page 6 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%