Icon Wealth Advisors, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.5B

Holdings

515

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (515 positions)

StockValue
AMRZAMRIZE LTD SHS
$792K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$777K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$775K
APOAPOLLO GLOBAL MGMT INC COM
$770K
PLTRPALANTIR TECHNOLOGIES INC CL A
$761K
OBDCBLUE OWL CAPITAL CORPORATION COM
$761K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$760K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$756K
BBJPJPMORGAN BETABUILDERS JAPAN ETF
$755K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$725K
VTVVANGUARD VALUE ETF
$725K
VNTVONTIER CORPORATION COM
$718K
CBCHUBB LIMITED COM
$716K
ENBENBRIDGE INC COM
$715K
NKENIKE INC CL B
$710K
PWRQUANTA SVCS INC COM
$709K
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF
$702K
EMREMERSON ELEC CO COM
$695K
GSBDGOLDMAN SACHS BDC INC SHS
$694K
UPSUNITED PARCEL SERVICE INC CL B
$688K
SWSMURFIT WESTROCK PLC SHS
$683K
FMCFMC CORP COM NEW
$675K
BLDTOPBUILD CORP COM
$674K
EXEEXPAND ENERGY CORPORATION COM
$674K
TRPTC ENERGY CORP COM
$673K
TJXTJX COS INC NEW COM
$672K
WFCWELLS FARGO CO NEW COM
$672K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$668K
TFCTRUIST FINL CORP COM
$664K
ANETARISTA NETWORKS INC COM SHS
$652K
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$651K
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$645K
REGNREGENERON PHARMACEUTICALS COM
$642K
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$642K
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM
$636K
TTTRANE TECHNOLOGIES PLC SHS
$627K
AMGNAMGEN INC COM
$624K
IGROISHARES INTERNATIONAL DIVIDEND GROWTH ETF
$610K
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$597K
AMDADVANCED MICRO DEVICES INC COM
$591K
PANWPALO ALTO NETWORKS INC COM
$585K
MAINMAIN STR CAP CORP COM
$579K
NVSNNOVARTIS AG SPONSORED ADR
$570K
IWNISHARES RUSSELL 2000 VALUE ETF
$556K
SCHWSCHWAB CHARLES CORP COM
$546K
HYGWISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF
$543K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$521K
BBCAJPMORGAN BETABUILDERS CANADA ETF
$516K
IBOCINTERNATIONAL BANCSHARES CORP COM
$515K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$513K
NOCNORTHROP GRUMMAN CORP COM
$507K
GEVGE VERNOVA INC COM
$500K
IETCISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
$481K
ODFLOLD DOMINION FREIGHT LINE INC COM
$467K
SYKSTRYKER CORPORATION COM
$464K
ULUNILEVER PLC SPON ADR NEW
$464K
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF
$462K
CALMCAL MAINE FOODS INC COM NEW
$461K
AMTAMERICAN TOWER CORP NEW COM
$456K
VRTVERTIV HOLDINGS CO COM CL A
$452K
CLOAISHARES AAA CLO ACTIVE ETF
$451K
LNGCHENIERE ENERGY INC COM NEW
$448K
MTNVAIL RESORTS INC COM
$445K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$442K
HLTHILTON WORLDWIDE HLDGS INC COM
$428K
MCKMCKESSON CORP COM
$426K
SONYSONY GROUP CORP SPONSORED ADR
$425K
VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF
$423K
IFRAISHARES U.S. INFRASTRUCTURE ETF
$422K
ARGXARGENX SE SPONSORED ADR
$422K
MGKVANGUARD MEGA CAP GROWTH ETF
$421K
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
$421K
GSGOLDMAN SACHS GROUP INC COM
$419K
SAPSAP SE SPON ADR
$418K
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$417K
BBAXJPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF
$415K
CPCANADIAN PACIFIC KANSAS CITY COM
$410K
SEICSEI INVTS CO COM
$405K
DHRDANAHER CORPORATION COM
$403K
JBHTHUNT J B TRANS SVCS INC COM
$398K
EIPIFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
$393K
EXPDEXPEDITORS INTL WASH INC COM
$390K
BXBLACKSTONE INC COM
$390K
COWZPACER US CASH COWS 100 ETF
$386K
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$385K
DTEDTE ENERGY CO COM
$385K
SAIASAIA INC COM
$383K
CRWDCROWDSTRIKE HLDGS INC CL A
$381K
XJUNFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE
$378K
RELXRELX PLC SPONSORED ADR
$378K
BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN
$378K
MPLXMPLX LP COM UNIT REP LTD
$364K
GBTCGRAYSCALE BITCOIN TRUST ETF
$363K
SHELSHELL PLC SPON ADS
$363K
TFISTATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
$362K
SESEA LTD SPONSORD ADS
$354K
ALSALLSTATE CORP COM
$351K
SHMSTATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF
$351K
ELLAUDER ESTEE COS INC CL A
$341K
SCWO374WATER INC COM
$338K
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