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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 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP COM Technology 24,507.0 $3.4M 0.21% -2K -8.1% $139.63 -35.5%
22 NEE NEXTERA ENERGY INC COM Utilities 37,032.0 $3.3M 0.20% -4K -10.7% $87.77 -4.7%
23 TSLA TESLA INC COM Consumer Cyclical 7,380.0 $3.1M 0.19% -4K -36.1% $420.62 -13.7%
24 ORCL ORACLE CORP COM Technology 20,716.0 $3.0M 0.18% -8K -27.1% $146.55 -0.1%
25 ISHARES HIGH YIELD MUNI ACTIVE ETF 59,734.0 $3.0M 0.18% -5K -8.3% $49.80
26 BA BOEING CO COM Industrials 11,797.0 $2.6M 0.15% -3K -21.6% $216.46 -1.0%
27 NFLX NETFLIX INC. COM Communication Services 28,560.0 $2.0M 0.12% -5K -14.1% $71.40 +11.5%
28 FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 32,291.0 $1.8M 0.11% -440.0 -1.3% $56.50 +1.9%
29 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 76,036.0 $1.8M 0.11% -2K -2.6% $23.71 +4.4%
30 FSK FS KKR CAP CORP COM Financial Services 163,372.0 $1.7M 0.10% -8K -4.8% $10.50 +13.4%
31 OEF ISHARES S&P 100 ETF 4,643.0 $1.7M 0.10% -418.0 -8.3% $365.90 +3.3%
32 SBUX STARBUCKS CORP COM Consumer Cyclical 15,721.0 $1.6M 0.10% -3K -14.2% $102.19 +4.8%
33 MS MORGAN STANLEY COM NEW Financial Services 7,584.0 $1.6M 0.10% -53.0 -0.7% $209.03 +2.5%
34 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 13,475.0 $1.5M 0.09% -9K -40.1% $114.18 +30.7%
35 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2,878.0 $1.4M 0.09% -191.0 -6.2% $501.40 +25.5%
36 DGRO ISHARES CORE DIVIDEND GROWTH ETF 19,024.0 $1.4M 0.09% -418.0 -2.1% $75.79 +5.0%
37 ITW ILLINOIS TOOL WKS INC COM Industrials 5,165.0 $1.4M 0.08% -45.0 -0.9% $270.45 +4.4%
38 PEP PEPSICO INC COM Consumer Defensive 9,698.0 $1.3M 0.08% -12K -54.6% $135.41 +6.0%
39 URI UNITED RENTALS INC COM Industrials 1,115.0 $1.3M 0.08% -7.0 -0.6% $1132.89 -3.0%
40 PWR QUANTA SVCS INC COM Industrials 1,715.0 $1.2M 0.07% -534.0 -23.7% $720.02 -11.2%
Page 2 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%