CIK 1963212
Icon Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
394
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HD | HOME DEPOT INC COM | 16K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 18K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 198K | $1M+ | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 34K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 17K | $1M+ | SH |
| TSLA | TESLA INC COM | 12K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 67K | $1M+ | SH |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE FUND | 142K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 35K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 27K | $1M+ | SH |
| BEN | FRANKLIN RESOURCES INC COM | 177K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 14K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 32K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 19K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 11K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 6K | $1M+ | SH |
| TRGP | TARGA RES CORP COM | 20K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 31K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 42K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 21K | $1M+ | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 3K | $1M+ | SH |
| PEP | PEPSICO INC COM | 22K | $1M+ | SH |
| NFLX | NETFLIX INC. COM | 31K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 12K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 8K | $1M+ | SH |
| SBUX | STARBUCKS CORP COM | 36K | $1M+ | SH |
| EOG | EOG RES INC COM | 29K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 18K | $1M+ | SH |
| WMT | WALMART INC COM | 27K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 3K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC CL A | 54K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 17K | $1M+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 172K | $1M+ | SH |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 155K | $1M+ | SH |
| INTU | INTUIT COM | 4K | $1M+ | SH |
| MSCI | MSCI INC COM | 5K | $1M+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 29K | $1M+ | SH |
| BA | BOEING CO COM | 13K | $1M+ | SH |
| IDXX | IDEXX LABS INC COM | 4K | $1M+ | SH |
| IXN | ISHARES GLOBAL TECH ETF | 25K | $1M+ | SH |
| CME | CME GROUP INC COM | 10K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 12K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 11K | $1M+ | SH |
| FSK | FS KKR CAP CORP COM | 168K | $1M+ | SH |
| SPGI | S&P GLOBAL INC COM | 5K | $1M+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 17K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 3K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 7K | $1M+ | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 24K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 3 | $1M+ | SH |