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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 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APH AMPHENOL CORP CL A Technology 1,552.0 $274K 0.02% +183.0 +13.4% $176.32 -11.0%
162 BEACON FINANCIAL CORP. COM 8,957.0 $273K 0.02% +2K +26.2% $30.45
163 MSDL MORGAN STANLEY DIRECT LENDING COM SHS Financial Services 17,928.0 $271K 0.02% +516.0 +3.0% $15.12 +1.6%
164 FMB FIRST TRUST MANAGED MUNICIPAL ETF 5,267.0 $271K 0.02% +48.0 +0.9% $51.37 -2.3%
165 SAN BANCO SANTANDER SA ADR Financial Services 19,500.0 $269K 0.02% +2K +13.1% $13.80 +5.7%
166 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2,418.0 $264K 0.02% +16.0 +0.7% $109.08 -2.9%
167 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2,564.0 $254K 0.01% +394.0 +18.2% $99.00 -1.7%
168 FTSL FIRST TRUST SENIOR LOAN FUND 5,453.0 $244K 0.01% +84.0 +1.6% $44.75 +0.0%
169 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 944.0 $236K 0.01% +8.0 +0.8% $249.98 -4.1%
170 AMLP ALERIAN MLP ETF 4,374.0 $227K 0.01% +76.0 +1.8% $51.85 +5.6%
171 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 16,553.0 $220K 0.01% +5K +43.3% $13.31 +71.5%
172 PYPL PAYPAL HLDGS INC COM Financial Services 5,086.0 $220K 0.01% +1K +25.8% $43.18 +42.6%
173 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 15,910.0 $152K 0.01% +310.0 +2.0% $9.57 +2.3%
Page 9 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%