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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 6 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RTX RTX CORPORATION COM Industrials 12,691.0 $2.4M 0.14% NEW $189.73 +11.9%
102 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 41,535.0 $2.4M 0.14% $57.84 +10.9%
103 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 134,295.0 $2.4M 0.14% NEW $17.88 -0.8%
104 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 11,586.0 $2.4M 0.14% $206.01 +5.8%
105 VUG VANGUARD GROWTH ETF 27,237.0 $2.3M 0.14% +3K +11.9% $86.14 +1.2%
106 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 14,139.0 $2.3M 0.14% $164.27 +1.8%
107 CME CME GROUP INC COM Financial Services 10,393.0 $2.3M 0.14% +2K +17.5% $220.83 +22.7%
108 SRE SEMPRA COM Utilities 24,553.0 $2.3M 0.14% $92.71 -5.8%
109 IGM ISHARES EXPANDED TECH SECTOR ETF 13,888.0 $2.3M 0.14% $163.58 -3.2%
110 WEC WEC ENERGY GROUP INC COM Utilities 19,271.0 $2.3M 0.14% +5K +34.3% $116.77 -7.1%
111 BERKSHIRE HATHAWAY INC DEL CL A 3.0 $2.2M 0.14% $748850.00
112 AMD ADVANCED MICRO DEVICES INC COM Technology 3,701.0 $2.1M 0.13% +325.0 +9.6% $580.92 -19.2%
113 PFE PFIZER INC COM Healthcare 88,537.0 $2.1M 0.13% +20K +30.1% $24.08 +15.4%
114 IEFA ISHARES CORE MSCI EAFE ETF 22,074.0 $2.1M 0.13% +3K +15.1% $96.58 +3.5%
115 HRL HORMEL FOODS CORP COM Consumer Defensive 85,000.0 $2.1M 0.13% +62K +277.8% $24.82 -3.0%
116 DE DEERE & CO COM Industrials 3,282.0 $2.1M 0.12% +192.0 +6.2% $634.38 -2.1%
117 UNP UNION PAC CORP COM Industrials 7,628.0 $2.1M 0.12% +2K +35.0% $272.00 +11.8%
118 NFLX NETFLIX INC. COM Communication Services 28,560.0 $2.0M 0.12% -5K -14.1% $71.40 +12.2%
119 WDC WESTERN DIGITAL CORP COM Technology 3,168.0 $2.0M 0.12% +2K +114.5% $638.66 -26.6%
120 VICI VICI PPTYS INC COM Real Estate 75,723.0 $2.0M 0.12% +3K +3.5% $26.55 +0.1%
Page 6 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%