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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC COM Technology 3,701.0 $2.1M 0.13% +325.0 +9.6% $580.92 -18.5%
62 PFE PFIZER INC COM Healthcare 88,537.0 $2.1M 0.13% +20K +30.1% $24.08 +16.6%
63 IEFA ISHARES CORE MSCI EAFE ETF 22,074.0 $2.1M 0.13% +3K +15.1% $96.58 +4.4%
64 HRL HORMEL FOODS CORP COM Consumer Defensive 85,000.0 $2.1M 0.13% +62K +277.8% $24.82 -3.8%
65 DE DEERE & CO COM Industrials 3,282.0 $2.1M 0.12% +192.0 +6.2% $634.38 +2.1%
66 UNP UNION PAC CORP COM Industrials 7,628.0 $2.1M 0.12% +2K +35.0% $272.00 +13.3%
67 WDC WESTERN DIGITAL CORP COM Technology 3,168.0 $2.0M 0.12% +2K +114.5% $638.66 -28.1%
68 VICI VICI PPTYS INC COM Real Estate 75,723.0 $2.0M 0.12% +3K +3.5% $26.55 -0.2%
69 PPL PPL CORP COM Utilities 54,894.0 $2.0M 0.12% +307.0 +0.6% $36.35 -5.4%
70 KO COCA COLA CO COM Consumer Defensive 24,422.0 $2.0M 0.12% +5K +27.0% $81.27 +12.1%
71 CLX CLOROX CO DEL COM Consumer Defensive 20,496.0 $2.0M 0.12% +11K +116.2% $95.44 +11.8%
72 MPWR MONOLITHIC PWR SYS INC COM Technology 1,404.0 $1.9M 0.12% +256.0 +22.3% $1382.78 -4.8%
73 PSX PHILLIPS 66 COM Energy 11,117.0 $1.9M 0.11% +731.0 +7.0% $169.05 +43.7%
74 SPGI S&P GLOBAL INC COM Financial Services 4,451.0 $1.8M 0.11% +1K +50.6% $407.27 +5.9%
75 TER TERADYNE INC COM Technology 3,727.0 $1.8M 0.11% +2K +99.4% $483.79 -22.3%
76 GE GE AEROSPACE COM NEW Industrials 4,807.0 $1.8M 0.11% +512.0 +11.9% $373.69 -6.8%
77 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 28,111.0 $1.7M 0.10% +13K +84.2% $61.76 -9.0%
78 ABT ABBOTT LABORATORIES COM Healthcare 18,446.0 $1.7M 0.10% +3K +19.9% $90.74 +28.5%
79 QQQ INVESCO QQQ TRUST SERIES I Financial Services 2,257.0 $1.7M 0.10% +641.0 +39.7% $736.29 -3.1%
80 TKO TKO GROUP HOLDINGS INC CL A Communication Services 8,030.0 $1.6M 0.10% +6K +364.4% $201.30 -4.1%
Page 4 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%