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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 2,688.0 $1.1M 0.06% +227.0 +9.2% $397.63 -4.7%
102 INTU INTUIT COM Technology 4,007.0 $1.0M 0.06% +490.0 +13.9% $260.99 +40.6%
103 COF CAPITAL ONE FINL CORP COM Financial Services 5,143.0 $1.0M 0.06% +215.0 +4.4% $200.64 +8.6%
104 TROW PRICE T ROWE GROUP INC COM Financial Services 9,036.0 $1.0M 0.06% +2K +29.1% $113.69 -1.9%
105 LNG CHENIERE ENERGY INC COM NEW Energy 4,089.0 $977K 0.06% +183.0 +4.7% $239.02 +16.1%
106 KLAC KLA CORP COM NEW Technology 3,233.0 $975K 0.06% +3K +2445.7% $301.72 -39.0%
107 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 2,632.0 $975K 0.06% +1K +67.6% $370.59 -3.8%
108 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 2,118.0 $972K 0.06% +2K +335.8% $459.13 +16.2%
109 DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF 17,640.0 $964K 0.06% +3K +16.7% $54.63 +2.2%
110 SYSB ISHARES SYSTEMATIC BOND ETF 10,746.0 $953K 0.06% +404.0 +3.9% $88.72 -1.7%
111 WFC WELLS FARGO & CO COM Financial Services 11,188.0 $925K 0.06% +319.0 +2.9% $82.64 +1.5%
112 CB CHUBB LIMITED COM Financial Services 2,592.0 $883K 0.05% +953.0 +58.1% $340.72 +0.1%
113 SO SOUTHERN CO COM Utilities 8,976.0 $859K 0.05% +5K +104.3% $95.71 -7.1%
114 UBER UBER TECHNOLOGIES INC COM Technology 11,735.0 $847K 0.05% +2K +16.7% $72.16 +9.2%
115 VNT VONTIER CORPORATION COM Technology 28,681.0 $832K 0.05% +1K +4.6% $29.00 +13.7%
116 BLUE OWL CAPITAL CORPORATION COM 75,940.0 $825K 0.05% +5K +7.4% $10.87
117 IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 9,358.0 $823K 0.05% +2K +22.3% $87.93 +5.5%
118 TT TRANE TECHNOLOGIES PLC SHS Industrials 1,665.0 $818K 0.05% +1K +202.2% $491.16 -7.7%
119 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 8,426.0 $804K 0.05% +53.0 +0.6% $95.44 +2.6%
120 OMF ONEMAIN HLDGS INC COM Financial Services 12,637.0 $770K 0.05% +3K +25.2% $60.97 +3.6%
Page 6 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%