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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 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 155,708.0 $21.3M 1.28% NEW $136.72
2 IALT ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF 447,483.0 $12.6M 0.76% NEW $28.05 +3.0%
3 GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF 172,073.0 $8.7M 0.52% NEW $50.29 -0.2%
4 TRV TRAVELERS COMPANIES INC COM Financial Services 9,769.0 $3.2M 0.19% NEW $330.11 +10.4%
5 RTX RTX CORPORATION COM Industrials 12,691.0 $2.4M 0.14% NEW $189.73 +11.9%
6 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 134,295.0 $2.4M 0.14% NEW $17.88 -0.8%
7 PANW PALO ALTO NETWORKS INC COM Technology 3,576.0 $1.2M 0.07% NEW $341.06 +2.5%
8 SYY SYSCO CORP COM Consumer Defensive 14,163.0 $1.2M 0.07% NEW $83.58 -0.6%
9 HONEYWELL INTL INC COM 3,578.0 $801K 0.05% NEW $223.90
10 HONEYWELL AEROSPACE INC COM 3,584.0 $792K 0.05% NEW $221.08
11 USO UNITED STATES OIL FUND LP Financial Services 7,000.0 $745K 0.04% NEW $106.44 +26.4%
12 SOXQ INVESCO PHLX SEMICONDUCTOR ETF 6,380.0 $715K 0.04% NEW $112.10 -17.1%
13 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 3,843.0 $685K 0.04% NEW $178.23 +17.8%
14 SPACE EXPLORATION TECHN CORP CLASS A COM STK 3,878.0 $663K 0.04% NEW $170.86
15 Q QNITY ELECTRONICS INC COMMON STOCK Technology 3,445.0 $563K 0.03% NEW $163.32 -18.2%
16 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 4,345.0 $496K 0.03% NEW $114.18 +1.3%
17 EQIX EQUINIX INC COM Real Estate 453.0 $472K 0.03% NEW $1042.74 +3.8%
18 OMC OMNICOM GROUP INC COM Communication Services 5,616.0 $409K 0.03% NEW $72.82 +19.6%
19 IOT SAMSARA INC COM CL A Technology 12,272.0 $398K 0.02% NEW $32.43 +20.2%
20 DELL DELL TECHNOLOGIES INC CL C Technology 771.0 $333K 0.02% NEW $431.63 +0.7%
Page 1 of 3  ·  54 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 31.8%
Financial Services 15.8%
Energy 11.5%
Healthcare 8.2%
Communication Services 7.7%
Industrials 7.6%
Consumer Cyclical 6.9%
Consumer Defensive 4.7%
Utilities 3.7%
Real Estate 1.1%