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 101–150 of 394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SRE | SEMPRA COM | 25K | $1M+ | SH |
| FET | FORUM ENERGY TECHNOLOGIES INC COM | 58K | $1M+ | SH |
| ADBE | ADOBE INC COM | 6K | $1M+ | SH |
| ZTS | ZOETIS INC CL A | 17K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 79K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 4K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 14K | $1M+ | SH |
| LIN | LINDE PLC SHS | 5K | $1M+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 110K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC COM | 14K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 4K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 11K | $1M+ | SH |
| PPL | PPL CORP COM | 55K | $1M+ | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 15K | $1M+ | SH |
| FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | 35K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 8K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 10K | $1M+ | SH |
| ABNB | AIRBNB INC COM CL A | 13K | $1M+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 14K | $1M+ | SH |
| KO | COCA COLA CO COM | 25K | $1M+ | SH |
| SNPS | SYNOPSYS INC COM | 4K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 11K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 19K | $1M+ | SH |
| PGR | PROGRESSIVE CORP COM | 8K | $1M+ | SH |
| SCM | STELLUS CAP INVT CORP COM | 135K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 4K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 20K | $1M+ | SH |
| VICI | VICI PPTYS INC COM | 59K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 7K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 15K | $1M+ | SH |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 41K | $1M+ | SH |
| AON | AON PLC SHS CL A | 4K | $1M+ | SH |
| GLW | CORNING INC COM | 17K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC COM | 2K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 3K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 16K | $1M+ | SH |
| AVB | AVALONBAY CMNTYS INC COM | 8K | $1M+ | SH |
| PAYX | PAYCHEX INC COM | 13K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC COM | 13K | $1M+ | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 61K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC COM | 8K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 2K | $1M+ | SH |
| DE | DEERE & CO COM | 3K | $1M+ | SH |
| CRM | SALESFORCE INC COM | 5K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 19K | $1M+ | SH |
| ADSK | AUTODESK INC COM | 5K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 20K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 8K | $1M+ | SH |
| URI | UNITED RENTALS INC COM | 2K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 5K | $1M+ | SH |