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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 5 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GD GENERAL DYNAMICS CORP COM Industrials 8,910.0 $3.2M 0.19% $354.24 +9.0%
82 TSLA TESLA INC COM Consumer Cyclical 7,380.0 $3.1M 0.19% -4K -36.1% $420.62 -17.9%
83 GLW CORNING INC COM Technology 12,138.0 $3.1M 0.19% +3K +27.3% $255.44 -40.7%
84 ORCL ORACLE CORP COM Technology 20,716.0 $3.0M 0.18% -8K -27.1% $146.55 -3.1%
85 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 31,310.0 $3.0M 0.18% +314.0 +1.0% $96.46 +4.4%
86 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 12,371.0 $3.0M 0.18% +484.0 +4.1% $242.42 -2.0%
87 ISHARES HIGH YIELD MUNI ACTIVE ETF 59,734.0 $3.0M 0.18% -5K -8.3% $49.80
88 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 58,374.0 $2.9M 0.18% $50.23 +56.5%
89 AXP AMERICAN EXPRESS CO COM Financial Services 8,228.0 $2.8M 0.17% +2K +26.8% $338.25 -2.1%
90 BLK BLACKROCK INC COM Financial Services 2,875.0 $2.8M 0.17% +803.0 +38.8% $961.49 +18.5%
91 ESGU ISHARES ESG AWARE MSCI USA ETF 16,638.0 $2.7M 0.16% $163.67 +2.0%
92 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 12,022.0 $2.7M 0.16% +661.0 +5.8% $223.96 +24.7%
93 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 2,814.0 $2.6M 0.16% +18.0 +0.6% $935.47 -0.2%
94 GRMN GARMIN LTD SHS Technology 10,875.0 $2.6M 0.16% +1K +10.7% $237.54 +23.4%
95 AMAT APPLIED MATLS INC COM Technology 3,536.0 $2.6M 0.15% +1K +41.0% $722.91 -31.4%
96 BA BOEING CO COM Industrials 11,797.0 $2.6M 0.15% -3K -21.6% $216.46 -0.6%
97 MRK MERCK & CO INC COM Healthcare 19,305.0 $2.5M 0.15% +4K +26.5% $128.50 +16.2%
98 LIN LINDE PLC SHS Basic Materials 4,767.0 $2.5M 0.15% +1K +32.8% $518.98 -7.3%
99 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 109,102.0 $2.4M 0.15% $22.26 +10.5%
100 CAT CATERPILLAR INC COM Industrials 2,272.0 $2.4M 0.15% +685.0 +43.2% $1064.85 -23.4%
Page 5 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%