Icapital Wealth LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $175 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.4M, Microsoft Corp with a value of $10.3M, Crowd Strike Holdings, Inc. with a value of $8.53M, First Trust Nasdaq Technology with a value of $8.04M, and Vaneck Morningstar Wide Moat E with a value of $7.55M.
Examining the 13F form we can see an increase of $8.78M in the current position value, from $166M to 175M.
Icapital Wealth LLC is based out at Walnut Creek, CA
Below you can find more details about Icapital Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$175 Million
ETFs: $60 Million
Technology: $58.4 Million
Consumer Cyclical: $21.4 Million
Financial Services: $10.7 Million
Communication Services: $9.75 Million
Consumer Defensive: $4.66 Million
Healthcare: $4.11 Million
Energy: $3.59 Million
Other: $2.73 Million
Stock Holdings Table Market Cap. of $200 Billions or more
