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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHW SHERWIN WILLIAMS CO COM Basic Materials 2,218.0 $764K 0.05% +785.0 +54.8% $344.32 +0.7%
122 CALM CAL MAINE FOODS INC COM NEW Consumer Defensive 9,342.0 $753K 0.04% +665.0 +7.7% $80.56 +2.8%
123 GM GENERAL MTRS CO COM Consumer Cyclical 9,696.0 $747K 0.04% +2K +23.0% $77.08 +14.1%
124 GS GOLDMAN SACHS GROUP INC COM Financial Services 739.0 $747K 0.04% +479.0 +184.2% $1011.31 +2.8%
125 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 7,893.0 $720K 0.04% +189.0 +2.5% $91.20 -16.6%
126 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 14,773.0 $714K 0.04% +7K +80.9% $48.34 +12.7%
127 TFC TRUIST FINL CORP COM Financial Services 14,018.0 $698K 0.04% +509.0 +3.8% $49.82 +1.2%
128 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 5,945.0 $694K 0.04% +539.0 +10.0% $116.68 +54.2%
129 AMT AMERICAN TOWER CORP COM Real Estate 4,213.0 $689K 0.04% +151.0 +3.7% $163.57 +7.5%
130 VTEB VANGUARD TAX-EXEMPT BOND ETF 13,515.0 $684K 0.04% +4K +43.8% $50.58 -2.1%
131 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 11,560.0 $682K 0.04% +474.0 +4.3% $58.98 -1.1%
132 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 17,054.0 $666K 0.04% +3K +23.2% $39.05 +1.1%
133 IWN ISHARES RUSSELL 2000 VALUE ETF 2,993.0 $662K 0.04% +1K +74.8% $221.22 +1.6%
134 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 14,347.0 $628K 0.04% +199.0 +1.4% $43.76 +10.5%
135 WM WASTE MGMT INC DEL COM Industrials 2,804.0 $625K 0.04% +1K +86.3% $222.88 +0.5%
136 PH PARKER-HANNIFIN CORP COM Industrials 631.0 $617K 0.04% +296.0 +88.4% $978.12 +2.4%
137 FCX FREEPORT MCMORAN INC CL B Basic Materials 8,865.0 $558K 0.03% +181.0 +2.1% $62.89 +21.9%
138 GLPI GAMING & LEISURE P COM Real Estate 12,221.0 $544K 0.03% +2K +23.0% $44.53 -2.2%
139 SOXX ISHARES SEMICONDUCTOR ETF 843.0 $540K 0.03% +16.0 +1.9% $640.53 -18.8%
140 BX BLACKSTONE INC COM Financial Services 4,411.0 $519K 0.03% +2K +102.4% $117.66 +21.9%
Page 7 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%