Icon Wealth Advisors, LLC

Position in V — Visa Inc.

CIK 1963212 HOUSTON, TX

Position in V

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$8,722,377

+$1,374,621 QoQ

Shares Held

25,423

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,321

of 4,515 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $17,700,244 across 7 Credit Services names. V ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	25,423	$8,722,377
2	MA	Mastercard Inc	7,625	$3,916,200
3	AXP	American Express Co	8,228	$2,783,121
4	COF	Capital One Financial Corp	5,143	$1,031,788
5	OMF	OneMain Holdings, Inc.	12,637	$770,477
6	SYF	Synchrony Financial	3,375	$256,668
7	PYPL	PayPal Holdings, Inc.	5,086	$219,613

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,722,377	25,423	+4.6%	Shares	Sole	2026-08-05
2026-03-31	$7,347,756	24,311	-19.2%	Shares	Sole	2026-05-12
2025-12-31	$10,554,617	30,095	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$10,260,175	30,055	-13.5%	Shares	Sole	2025-11-14
2025-06-30	$12,339,762	34,755	+11.5%	Shares	Sole	2025-08-14
2025-03-31	$10,928,043	31,182	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$9,804,508	31,023	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$8,523,724	31,001	-1.5%	Shares	Sole	2024-11-14
2024-06-30	$8,262,555	31,480	+15.3%	Shares	Sole	2024-08-14
2024-03-31	$7,621,953	27,311	+30.9%	Shares	Sole	2024-05-15
2023-12-31	$5,433,764	20,871	-19.7%	Shares	Sole	2024-02-14
2022-12-31	$5,403,006	26,006	-19.2%	Shares	Sole	2023-02-14
2022-09-30	$5,718,908	32,192	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.