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Portfolio (Quarterly) Guide ↗

Icon Wealth Advisors, LLC

· CIK 0001963212
13F Portfolio $1.7B AUM 420 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 54 New 173 Added 96 Reduced 23 Exited
Page 5 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GD GENERAL DYNAMICS CORP COM Industrials 8,910.0 $3.2M 0.19% $354.24 +8.3%
82 TSLA TESLA INC COM Consumer Cyclical 7,380.0 $3.1M 0.19% -4K -36.1% $420.62 -17.0%
83 GLW CORNING INC COM Technology 12,138.0 $3.1M 0.19% +3K +27.3% $255.44 -43.0%
84 ORCL ORACLE CORP COM Technology 20,716.0 $3.0M 0.18% -8K -27.1% $146.55 -2.8%
85 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 31,310.0 $3.0M 0.18% +314.0 +1.0% $96.46 +5.3%
86 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 12,371.0 $3.0M 0.18% +484.0 +4.1% $242.42 -3.7%
87 ISHARES HIGH YIELD MUNI ACTIVE ETF 59,734.0 $3.0M 0.18% -5K -8.3% $49.80
88 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 58,374.0 $2.9M 0.18% $50.23 +51.4%
89 AXP AMERICAN EXPRESS CO COM Financial Services 8,228.0 $2.8M 0.17% +2K +26.8% $338.25 -0.3%
90 BLK BLACKROCK INC COM Financial Services 2,875.0 $2.8M 0.17% +803.0 +38.8% $961.49 +22.0%
91 ESGU ISHARES ESG AWARE MSCI USA ETF 16,638.0 $2.7M 0.16% $163.67 +2.2%
92 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 12,022.0 $2.7M 0.16% +661.0 +5.8% $223.96 +26.4%
93 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 2,814.0 $2.6M 0.16% +18.0 +0.6% $935.47 +3.8%
94 GRMN GARMIN LTD SHS Technology 10,875.0 $2.6M 0.16% +1K +10.7% $237.54 +22.6%
95 AMAT APPLIED MATLS INC COM Technology 3,536.0 $2.6M 0.15% +1K +41.0% $722.91 -33.0%
96 BA BOEING CO COM Industrials 11,797.0 $2.6M 0.15% -3K -21.6% $216.46 -2.8%
97 MRK MERCK & CO INC COM Healthcare 19,305.0 $2.5M 0.15% +4K +26.5% $128.50 +17.3%
98 LIN LINDE PLC SHS Basic Materials 4,767.0 $2.5M 0.15% +1K +32.8% $518.98 -5.6%
99 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 109,102.0 $2.4M 0.15% $22.26 +12.1%
100 CAT CATERPILLAR INC COM Industrials 2,272.0 $2.4M 0.15% +685.0 +43.2% $1064.85 -23.8%
Page 5 of 21  ·  420 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.4%
Financial Services 16.0%
Energy 10.1%
Healthcare 8.6%
Industrials 8.0%
Consumer Cyclical 7.2%
Communication Services 5.7%
Consumer Defensive 5.0%
Utilities 3.9%
Real Estate 1.2%