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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 18 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CLH CLEAN HARBORS INC COM Industrials 1,025.0 $306K 0.02% -97.0 -8.7% $298.75 +7.8%
342 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 5,192.0 $306K 0.02% $58.92 -4.9%
343 JPMORGAN ULTRA-SHORT INCOME ETF 6,023.0 $305K 0.02% NEW $50.57
344 NINE NINE ENERGY SERVICE INC COMMON STOCK Energy 23,157.0 $301K 0.02% NEW $13.01 -21.8%
345 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 1,880.0 $298K 0.02% $158.66 +8.7%
346 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 1,507.0 $289K 0.02% $191.70 -5.5%
347 ABNB AIRBNB INC COM CL A Consumer Cyclical 2,010.0 $288K 0.02% -212.0 -9.5% $143.10 +29.3%
348 HWM HOWMET AEROSPACE INC COM Industrials 1,058.0 $284K 0.02% +35.0 +3.4% $268.86 +1.8%
349 DASH DOORDASH INC CL A Communication Services 1,541.0 $284K 0.02% NEW $184.53 +20.5%
350 DOW DOW HLDGS INC COM Basic Materials 10,340.0 $283K 0.02% +2K +21.4% $27.36 +20.3%
351 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 14,133.0 $281K 0.02% +3K +25.0% $19.89 +8.4%
352 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 2,232.0 $278K 0.02% $124.73 +0.7%
353 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 10,813.0 $276K 0.02% -2K -17.5% $25.56 +0.6%
354 APH AMPHENOL CORP CL A Technology 1,552.0 $274K 0.02% +183.0 +13.4% $176.32 -13.2%
355 BEACON FINANCIAL CORP. COM 8,957.0 $273K 0.02% +2K +26.2% $30.45
356 DHR DANAHER CORP DEL COM Healthcare 1,429.0 $272K 0.02% NEW $190.49 +13.3%
357 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 2,532.0 $271K 0.02% $107.13 +3.3%
358 MSDL MORGAN STANLEY DIRECT LENDING COM SHS Financial Services 17,928.0 $271K 0.02% +516.0 +3.0% $15.12 +1.7%
359 IJH ISHARES CORE S&P MID-CAP ETF 3,511.0 $271K 0.02% $77.12 -1.0%
360 FMB FIRST TRUST MANAGED MUNICIPAL ETF 5,267.0 $271K 0.02% +48.0 +0.9% $51.37 -2.0%
Page 18 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%