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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BKR BAKER HUGHES COMPANY CL A Energy 5,839.0 $324K 0.02% -40.0 -0.7% $55.50 +12.3%
82 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,204.0 $322K 0.02% -199.0 -8.3% $146.11 -2.1%
83 MSCI MSCI INC COM Financial Services 552.0 $309K 0.02% -144.0 -20.7% $560.24 +0.6%
84 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 5,851.0 $309K 0.02% -627.0 -9.7% $52.76 +5.8%
85 CLH CLEAN HARBORS INC COM Industrials 1,025.0 $306K 0.02% -97.0 -8.7% $298.75 +5.8%
86 ABNB AIRBNB INC COM CL A Consumer Cyclical 2,010.0 $288K 0.02% -212.0 -9.5% $143.10 +30.9%
87 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 10,813.0 $276K 0.02% -2K -17.5% $25.56 +1.1%
88 EXPD EXPEDITORS INTL WASH INC COM Industrials 1,633.0 $266K 0.02% -2K -53.2% $162.96 +15.2%
89 SF STIFEL FINL CORP COM Financial Services 3,629.0 $253K 0.01% -30.0 -0.8% $69.78 +16.0%
90 UNILEVER PLC SPON ADR NEW 3,963.0 $238K 0.01% -3K -42.3% $60.11
91 SEIC SEI INVTS CO COM Financial Services 2,443.0 $214K 0.01% -3K -53.5% $87.70 +24.9%
92 ESI ELEMENT SOLUTIONS INC COM Basic Materials 4,479.0 $214K 0.01% -510.0 -10.2% $47.76 -26.1%
93 EUHY ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF 3,907.0 $210K 0.01% -836.0 -17.6% $53.86 -0.7%
94 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 2,211.0 $210K 0.01% -1K -35.8% $95.09 +9.5%
95 SECU ISHARES SECURITIZED INCOME ACTIVE ETF 4,167.0 $208K 0.01% -884.0 -17.5% $49.86 -0.6%
96 CSGP COSTAR GROUP INC COM Real Estate 7,217.0 $204K 0.01% -296.0 -3.9% $28.32 +13.9%
Page 5 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%