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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 20 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE 3,923.0 $235K 0.01% $59.95 +1.7%
382 HUT 8 CORP COM 2,000.0 $231K 0.01% NEW $115.44
383 SNOW SNOWFLAKE INC COM SHS Technology 893.0 $227K 0.01% NEW $254.50 +26.2%
384 AMLP ALERIAN MLP ETF 4,374.0 $227K 0.01% +76.0 +1.8% $51.85 +5.9%
385 IDCC INTERDIGITAL INC COM Technology 800.0 $227K 0.01% $283.13 +20.8%
386 EL LAUDER ESTEE COS INC CL A Consumer Defensive 2,867.0 $226K 0.01% NEW $78.95 +21.8%
387 GWW WW GRAINGER INC COM Industrials 162.0 $221K 0.01% NEW $1361.17 -4.5%
388 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 16,553.0 $220K 0.01% +5K +43.3% $13.31 +62.1%
389 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 1,607.0 $220K 0.01% $136.95 +30.3%
390 AZO AUTOZONE INC COM Consumer Cyclical 69.0 $220K 0.01% NEW $3186.03 -7.0%
391 PYPL PAYPAL HLDGS INC COM Financial Services 5,086.0 $220K 0.01% +1K +25.8% $43.18 +44.3%
392 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 575.0 $219K 0.01% NEW $380.37 -30.0%
393 ECL ECOLAB INC COM Basic Materials 783.0 $218K 0.01% $278.68 +1.0%
394 DAL DELTA AIR LINES INC COM NEW Industrials 2,326.0 $218K 0.01% NEW $93.64 -13.4%
395 SEIC SEI INVTS CO COM Financial Services 2,443.0 $214K 0.01% -3K -53.5% $87.70 +22.7%
396 ESI ELEMENT SOLUTIONS INC COM Basic Materials 4,479.0 $214K 0.01% -510.0 -10.2% $47.76 -25.6%
397 VOOG VANGUARD S&P 500 GROWTH ETF 2,580.0 $213K 0.01% NEW $82.62 +0.7%
398 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 4,718.0 $213K 0.01% NEW $45.11 +17.2%
399 VST VISTRA CORP COM Utilities 1,327.0 $211K 0.01% NEW $158.63 -12.4%
400 EUHY ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF 3,907.0 $210K 0.01% -836.0 -17.6% $53.86 -0.9%
Page 20 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%