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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 17 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GLD SPDR GOLD SHARES Financial Services 929.0 $342K 0.02% $368.49 +12.7%
322 CRM SALESFORCE INC COM Technology 2,181.0 $342K 0.02% -4K -63.0% $156.68 +31.1%
323 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,482.0 $340K 0.02% +735.0 +42.1% $136.79 -8.1%
324 LMT LOCKHEED MARTIN CORP COM Industrials 664.0 $338K 0.02% -11.0 -1.6% $509.46 +12.2%
325 ZTS ZOETIS INC CL A Healthcare 4,701.0 $338K 0.02% +873.0 +22.8% $71.86 +4.5%
326 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 4,024.0 $337K 0.02% $83.75 +1.5%
327 EFA ISHARES MSCI EAFE ETF 3,219.0 $334K 0.02% $103.88 +3.3%
328 DELL DELL TECHNOLOGIES INC CL C Technology 771.0 $333K 0.02% NEW $431.63 +0.7%
329 ADI ANALOG DEVICES INC COM Technology 831.0 $330K 0.02% NEW $397.19 -6.8%
330 SYK STRYKER CORPORATION COM Healthcare 1,042.0 $328K 0.02% +68.0 +7.0% $314.84 +4.1%
331 FITB FIFTH THIRD BANCORP COM Financial Services 5,789.0 $326K 0.02% +2K +43.5% $56.37 -3.3%
332 BKR BAKER HUGHES COMPANY CL A Energy 5,839.0 $324K 0.02% -40.0 -0.7% $55.50 +13.1%
333 IWO ISHARES RUSSELL 2000 GROWTH ETF 821.0 $323K 0.02% $393.93 -2.9%
334 JCI JOHNSON CTLS INTL PLC SHS Industrials 2,204.0 $322K 0.02% -199.0 -8.3% $146.11 -2.0%
335 CFR CULLEN FROST BANKERS INC COM Financial Services 2,049.0 $317K 0.02% NEW $154.52 +6.7%
336 AMCOR PLC COM NEW 7,282.0 $316K 0.02% NEW $43.35
337 MRVL MARVELL TECHNOLOGY INC COM Technology 1,054.0 $314K 0.02% NEW $297.89 -15.7%
338 MSCI MSCI INC COM Financial Services 552.0 $309K 0.02% -144.0 -20.7% $560.24 +1.5%
339 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 5,851.0 $309K 0.02% -627.0 -9.7% $52.76 +5.0%
340 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 2,618.0 $307K 0.02% $117.28 -0.5%
Page 17 of 21  ·  420 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%