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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 14 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GLPI GAMING & LEISURE P COM Real Estate 9,937.0 $477K 0.03% +5K +91.2% $47.99 -0.0%
262 VTEB VANGUARD TAX-EXEMPT BOND ETF 9,396.0 $473K 0.03% -10K -51.4% $50.29 -0.2%
263 BBEU JPMORGAN BETABUILDERS EUROPE ETF 6,309.0 $471K 0.03% $74.64 +4.7%
264 HRL HORMEL FOODS CORP COM Consumer Defensive 22,500.0 $469K 0.03% NEW $20.86 +0.9%
265 IDXX IDEXX LABS INC COM Healthcare 836.0 $463K 0.03% -3K -78.7% $553.66 -0.6%
266 FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 3,600.0 $461K 0.03% $128.09 +5.2%
267 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,433.0 $455K 0.03% -888.0 -38.3% $317.85 -2.5%
268 BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF 7,363.0 $445K 0.03% $60.46 +1.7%
269 MGK VANGUARD MEGA CAP GROWTH ETF 5,227.0 $437K 0.03% +4K +400.2% $83.64 +7.0%
270 ZTS ZOETIS INC CL A Healthcare 3,828.0 $436K 0.03% -13K -76.9% $113.82 -29.8%
271 TMUS T-MOBILE US INC COM Communication Services 2,184.0 $433K 0.03% +1K +99.8% $198.17 -2.9%
272 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 5,211.0 $429K 0.03% $82.39 -0.2%
273 BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 12,898.0 $422K 0.03% NEW $32.69 +4.2%
274 MSCI MSCI INC COM Financial Services 696.0 $416K 0.03% -4K -85.6% $597.98 +0.9%
275 STEL STELLAR BANCORP INC COM Financial Services 11,088.0 $414K 0.03% -23K -67.2% $37.32 +0.6%
276 SO SOUTHERN CO COM Utilities 4,394.0 $411K 0.03% NEW $93.51 +0.6%
277 SOUTHSTATE BK CORP COM 4,229.0 $408K 0.03% +831.0 +24.5% $96.54
278 EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 18,104.0 $408K 0.03% -1K -6.5% $22.51 -0.7%
279 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 8,167.0 $405K 0.03% NEW $49.63 -3.2%
280 BKR BAKER HUGHES COMPANY CL A Energy 5,879.0 $405K 0.03% $68.81 -8.2%
Page 14 of 20  ·  389 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%