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 201–250 of 394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO COM | 2K | $500K+ | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 16K | $500K+ | SH |
| GLD | SPDR GOLD SHARES | 2K | $500K+ | SH |
| WFC | WELLS FARGO & CO COM | 8K | $500K+ | SH |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 11K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 4K | $500K+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 19K | $500K+ | SH |
| EMR | EMERSON ELEC CO COM | 5K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 4K | $500K+ | SH |
| PWR | QUANTA SVCS INC COM | 2K | $500K+ | SH |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 15K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 3K | $500K+ | SH |
| TEM | TEMPUS AI INC CL A | 12K | $500K+ | SH |
| FAST | FASTENAL CO COM | 18K | $500K+ | SH |
| AMGN | AMGEN INC COM | 2K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 2K | $500K+ | SH |
| TJX | TJX COS INC NEW COM | 5K | $500K+ | SH |
| STWD | STARWOOD PPTY TR INC COM | 39K | $500K+ | SH |
| EXE | EXPAND ENERGY CORPORATION COM | 6K | $500K+ | SH |
| TRP | TC ENERGY CORP COM | 12K | $500K+ | SH |
| AMRZ | AMRIZE LTD SHS | 13K | $500K+ | SH |
| ENB | ENBRIDGE INC COM | 14K | $500K+ | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 7K | $500K+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 11K | $500K+ | SH |
| TFC | TRUIST FINL CORP COM | 13K | $500K+ | SH |
| BLD | TOPBUILD CORP COM | 2K | $500K+ | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 5K | $500K+ | SH |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | 16K | $500K+ | SH |
| GSBD | GOLDMAN SACHS BDC INC SHS | 69K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3K | $500K+ | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | 14K | $500K+ | SH |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | 8K | $500K+ | SH |
| NUE | NUCOR CORP COM | 4K | $500K+ | SH |
| SW | SMURFIT WESTROCK PLC SHS | 16K | $500K+ | SH |
| JBHT | HUNT J B TRANS SVCS INC COM | 3K | $500K+ | SH |
| VNT | VONTIER CORPORATION COM | 16K | $500K+ | SH |
| XYL | XYLEM INC COM | 4K | $500K+ | SH |
| CLOA | ISHARES AAA CLO ACTIVE ETF | 11K | $500K+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9K | $500K+ | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 4K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP COM | 6K | $500K+ | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 3K | $500K+ | SH |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | 6K | $500K+ | SH |
| MAIN | MAIN STR CAP CORP COM | 9K | $500K+ | SH |
| IDCC | INTERDIGITAL INC COM | 2K | $500K+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 6K | $500K+ | SH |
| NKE | NIKE INC CL B | 8K | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC COM | 2K | $500K+ | SH |
| EXPD | EXPEDITORS INTL WASH INC COM | 3K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 618 | $500K+ | SH |