Icapital Wealth LLC Portfolio Holdings
Icapital Wealth LLC
- $203 Million
- Q4 2025
Icapital Wealth LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $203 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.7M, Nvidia Corp with a value of $14.2M, Amazon Com Inc with a value of $12.1M, Crowd Strike Holdings, Inc. with a value of $9.57M, and Apple Inc. with a value of $8.42M.
Examining the 13F form we can see an increase of $27.9M in the current position value, from $175M to 203M.
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
$203 Million
Technology: $83.2 Million
ETFs: $59.3 Million
Consumer Cyclical: $20.9 Million
Financial Services: $12.6 Million
Communication Services: $12 Million
Healthcare: $6.32 Million
Consumer Defensive: $5.77 Million
Real Estate: $1.17 Million
Other: $2.02 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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