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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 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVW ISHARES S&P 500 GROWTH ETF 476,929.0 $65.6M 3.95% -16K -3.2% $137.53 +1.0%
2 IVE ISHARES S&P 500 VALUE ETF 232,242.0 $52.7M 3.17% -43K -15.7% $227.06 +4.5%
3 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 519,774.0 $43.1M 2.59% -177K -25.4% $82.84 -1.5%
4 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 592,488.0 $31.2M 1.88% -129K -17.9% $52.72 -16.0%
5 EFV ISHARES MSCI EAFE VALUE ETF 367,357.0 $28.1M 1.69% -269K -42.3% $76.55 +7.4%
6 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 67,815.0 $23.2M 1.40% -18K -21.2% $342.83 -11.0%
7 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 165,465.0 $20.6M 1.24% -6K -3.4% $124.44 +48.9%
8 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 470,283.0 $20.3M 1.22% -202K -30.1% $43.11 +1.1%
9 SPY STATE STREET SPDR S&P 500 ETF Financial Services 26,236.0 $19.6M 1.18% -417.0 -1.6% $746.78 +2.5%
10 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 159,156.0 $16.0M 0.96% -44K -21.6% $100.35 -3.7%
11 EPD ENTERPRISE PRODS PARTNERS L P COM 343,606.0 $12.6M 0.76% -59K -14.6% $36.76
12 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 55,365.0 $12.1M 0.73% -100K -64.3% $219.43 +1.7%
13 CSCO CISCO SYS INC COM Technology 73,185.0 $8.6M 0.52% -4K -5.1% $117.46 -5.5%
14 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 152,890.0 $8.0M 0.48% -81K -34.6% $52.34 -0.6%
15 OKE ONEOK INC NEW COM Energy 77,695.0 $6.8M 0.41% -2K -2.5% $86.94 +7.4%
16 TPYP TORTOISE NORTH AMERICAN PIPELINE ETF 135,865.0 $5.7M 0.34% -3K -2.2% $41.93 +2.1%
17 META META PLATFORMS INC CL A Communication Services 9,393.0 $5.3M 0.32% -3K -22.9% $563.29 -2.4%
18 KMI KINDER MORGAN INC DEL COM Energy 129,090.0 $4.1M 0.25% -9K -6.6% $31.97 -3.1%
19 IYW ISHARES U.S. TECHNOLOGY ETF 15,600.0 $3.9M 0.24% -308.0 -1.9% $252.23 -2.0%
20 IXN ISHARES GLOBAL TECH ETF 23,977.0 $3.5M 0.21% -436.0 -1.8% $144.48 -3.5%
Page 1 of 5  ·  96 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%