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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 3 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC COM CL A Financial Services 25,423.0 $8.7M 0.53% +1K +4.6% $343.09 +6.6%
42 GGOV ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF 172,073.0 $8.7M 0.52% NEW $50.29 -0.2%
43 CSCO CISCO SYS INC COM Technology 73,185.0 $8.6M 0.52% -4K -5.1% $117.46 -6.7%
44 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 152,890.0 $8.0M 0.48% -81K -34.6% $52.34 -0.6%
45 BAC BANK OF AMER CORP COM Financial Services 137,396.0 $7.8M 0.47% +2K +1.2% $56.98 +8.6%
46 WMB WILLIAMS COS INC COM Energy 101,494.0 $7.5M 0.45% $74.34 -3.6%
47 LRCX LAM RESEARCH CORP COM NEW Technology 17,050.0 $7.4M 0.45% +139.0 +0.8% $433.34 -28.3%
48 JNJ JOHNSON & JOHNSON COM Healthcare 28,114.0 $7.1M 0.43% +777.0 +2.8% $253.97 +5.3%
49 OKE ONEOK INC NEW COM Energy 77,695.0 $6.8M 0.41% -2K -2.5% $86.94 +8.8%
50 IWF ISHARES RUSSELL 1000 GROWTH ETF 50,879.0 $6.3M 0.38% $124.17 -1.9%
51 IAU ISHARES GOLD TRUST Financial Services 83,422.0 $6.3M 0.38% +12K +16.3% $75.51 +12.7%
52 ASML ASML HLDG NV N Y REGISTRY SHS Technology 2,893.0 $5.8M 0.35% +900.0 +45.2% $1989.48 -12.0%
53 ETN EATON CORP PLC SHS Industrials 13,485.0 $5.7M 0.35% +724.0 +5.7% $426.11 -2.5%
54 HD HOME DEPOT INC COM Consumer Cyclical 16,182.0 $5.7M 0.34% +2K +13.4% $352.69 -5.2%
55 PM PHILIP MORRIS INTL INC COM Consumer Defensive 31,526.0 $5.7M 0.34% +8K +33.3% $180.91 +5.9%
56 TPYP TORTOISE NORTH AMERICAN PIPELINE ETF 135,865.0 $5.7M 0.34% -3K -2.2% $41.93 +3.4%
57 CMI CUMMINS INC COM Industrials 7,781.0 $5.5M 0.33% +54.0 +0.7% $713.17 -16.8%
58 PNC PNC FINL SVCS GROUP INC COM Financial Services 22,427.0 $5.5M 0.33% +1K +6.4% $246.22 -1.9%
59 TRGP TARGA RES CORP COM Energy 20,424.0 $5.5M 0.33% +170.0 +0.8% $268.13 +12.7%
60 META META PLATFORMS INC CL A Communication Services 9,393.0 $5.3M 0.32% -3K -22.9% $563.29 -3.1%
Page 3 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%