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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 1 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES CORE S&P 500 ETF 258,581.0 $193.6M 11.66% +71K +37.7% $748.89 +2.7%
2 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1,428,625.0 $65.9M 3.97% +403K +39.2% $46.15 -1.6%
3 AAPL APPLE INC COM Technology 134,758.0 $39.0M 2.35% +25K +22.6% $289.36 +6.9%
4 EFG ISHARES MSCI EAFE GROWTH ETF 301,262.0 $37.5M 2.26% +11K +3.7% $124.42 +0.9%
5 NVDA NVIDIA CORPORATION COM Technology 167,224.0 $33.5M 2.02% +10K +6.1% $200.09 +7.3%
6 MSFT MICROSOFT CORP COM Technology 81,234.0 $30.3M 1.82% +6K +7.4% $373.02 +29.5%
7 MUB ISHARES NATIONAL MUNI BOND ETF 232,862.0 $25.1M 1.51% +3K +1.3% $107.62 -2.1%
8 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 479,110.0 $24.1M 1.45% +37K +8.4% $50.37 -2.5%
9 AMZN AMAZON COM INC COM Consumer Cyclical 100,227.0 $23.9M 1.44% +13K +14.8% $238.34 +8.5%
10 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 564,102.0 $20.6M 1.24% +491K +674.2% $36.60
11 GOOGL ALPHABET INC CAP STK CL A Communication Services 55,697.0 $19.9M 1.20% +3K +5.2% $357.37 -3.5%
12 CVX CHEVRON CORPORATION COM Energy 119,507.0 $19.8M 1.19% +4K +3.4% $165.76 +23.8%
13 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 562,235.0 $17.9M 1.08% +81K +16.9% $31.78
14 GOOG ALPHABET INC CAP STK CL C 44,918.0 $15.9M 0.96% +7K +19.8% $353.33
15 LMUB ISHARES LONG-TERM NATIONAL MUNI BOND ETF 303,512.0 $15.5M 0.94% +10K +3.5% $51.22 -3.3%
16 MBB ISHARES MBS ETF 151,946.0 $14.4M 0.86% +15K +10.8% $94.52 -1.5%
17 GOVT ISHARES U.S. TREASURY BOND ETF 628,739.0 $14.3M 0.86% +65K +11.5% $22.78 -1.5%
18 JPM JPMORGAN CHASE & CO COM Financial Services 39,608.0 $13.0M 0.78% +5K +15.1% $327.33 +7.4%
19 AVGO BROADCOM INC COM Technology 32,693.0 $12.3M 0.74% +4K +13.9% $377.75 -2.5%
20 LLY ELI LILLY & CO COM Healthcare 9,178.0 $11.0M 0.66% +754.0 +8.9% $1199.38 +4.6%
Page 1 of 9  ·  173 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%