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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GWW WW GRAINGER INC COM Industrials 162.0 $221K 0.01% NEW $1361.17 -4.5%
42 AZO AUTOZONE INC COM Consumer Cyclical 69.0 $220K 0.01% NEW $3186.03 -7.0%
43 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 575.0 $219K 0.01% NEW $380.37 -30.0%
44 DAL DELTA AIR LINES INC COM NEW Industrials 2,326.0 $218K 0.01% NEW $93.64 -13.4%
45 VOOG VANGUARD S&P 500 GROWTH ETF 2,580.0 $213K 0.01% NEW $82.62 +0.7%
46 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 4,718.0 $213K 0.01% NEW $45.11 +17.3%
47 VST VISTRA CORP COM Utilities 1,327.0 $211K 0.01% NEW $158.63 -12.4%
48 FIX COMFORT SYS USA INC COM Industrials 104.0 $206K 0.01% NEW $1983.15 -15.6%
49 GPC GENUINE PARTS CO COM Consumer Cyclical 1,728.0 $204K 0.01% NEW $117.98 +12.7%
50 IX ORIX CORP SPONSORED ADR Financial Services 5,337.0 $203K 0.01% NEW $38.04 -1.3%
51 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 2,444.0 $201K 0.01% NEW $82.41 -5.5%
52 STIP ISHARES 0-5 YEAR TIPS BOND ETF 1,970.0 $201K 0.01% NEW $102.14 -1.1%
53 NOK NOKIA CORP SPONSORED ADR Technology 14,373.0 $191K 0.01% NEW $13.28 -23.6%
54 PCG PG&E CORP COM Utilities 10,699.0 $180K 0.01% NEW $16.82 +6.8%
Page 3 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%