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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 19 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HCA HCA HEALTHCARE INC COM Healthcare 692.0 $270K 0.02% NEW $390.17 +4.1%
362 SAN BANCO SANTANDER SA ADR Financial Services 19,500.0 $269K 0.02% +2K +13.1% $13.80 +3.0%
363 EXPD EXPEDITORS INTL WASH INC COM Industrials 1,633.0 $266K 0.02% -2K -53.2% $162.96 +14.4%
364 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,649.0 $266K 0.02% NEW $100.28 -5.2%
365 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 2,418.0 $264K 0.02% +16.0 +0.7% $109.08 -2.8%
366 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 2,593.0 $261K 0.02% $100.81 -0.1%
367 ROK ROCKWELL AUTOMATION INC COM Industrials 527.0 $261K 0.02% NEW $495.08 -12.9%
368 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 2,717.0 $261K 0.02% NEW $95.98 +36.0%
369 SYF SYNCHRONY FINANCIAL COM Financial Services 3,375.0 $257K 0.01% $76.05 +0.9%
370 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2,564.0 $254K 0.01% +394.0 +18.2% $99.00 -1.5%
371 DUPONT DE NEMOURS INC COMMON STOCK 1,868.0 $253K 0.01% NEW $135.64
372 SF STIFEL FINL CORP COM Financial Services 3,629.0 $253K 0.01% -30.0 -0.8% $69.78 +14.5%
373 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 861.0 $250K 0.01% $290.55 -6.9%
374 FTSL FIRST TRUST SENIOR LOAN FUND 5,453.0 $244K 0.01% +84.0 +1.6% $44.75 +0.6%
375 LITE LUMENTUM HLDGS INC COM Technology 284.0 $244K 0.01% NEW $858.06 +2.5%
376 SMH VANECK SEMICONDUCTOR ETF 364.0 $239K 0.01% NEW $656.04 -14.2%
377 UNILEVER PLC SPON ADR NEW 3,963.0 $238K 0.01% -3K -42.3% $60.11
378 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 2,855.0 $238K 0.01% NEW $83.32 +12.4%
379 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 2,576.0 $237K 0.01% NEW $92.09 -3.3%
380 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 944.0 $236K 0.01% +8.0 +0.8% $249.98 -3.9%
Page 19 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%