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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 7 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PPL PPL CORP COM Utilities 54,894.0 $2.0M 0.12% +307.0 +0.6% $36.35 -3.2%
122 KO COCA COLA CO COM Consumer Defensive 24,422.0 $2.0M 0.12% +5K +27.0% $81.27 +11.4%
123 CLX CLOROX CO DEL COM Consumer Defensive 20,496.0 $2.0M 0.12% +11K +116.2% $95.44 +11.1%
124 MPWR MONOLITHIC PWR SYS INC COM Technology 1,404.0 $1.9M 0.12% +256.0 +22.3% $1382.78 -5.2%
125 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 18,718.0 $1.9M 0.12% $102.30 -5.2%
126 PSX PHILLIPS 66 COM Energy 11,117.0 $1.9M 0.11% +731.0 +7.0% $169.05 +42.0%
127 FAST FASTENAL CO COM Industrials 38,688.0 $1.9M 0.11% $48.03 +5.5%
128 FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST 32,291.0 $1.8M 0.11% -440.0 -1.3% $56.50 +1.8%
129 SPGI S&P GLOBAL INC COM Financial Services 4,451.0 $1.8M 0.11% +1K +50.6% $407.27 +6.1%
130 TER TERADYNE INC COM Technology 3,727.0 $1.8M 0.11% +2K +99.4% $483.79 -20.8%
131 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 76,036.0 $1.8M 0.11% -2K -2.6% $23.71 +4.0%
132 GE GE AEROSPACE COM NEW Industrials 4,807.0 $1.8M 0.11% +512.0 +11.9% $373.69 -7.8%
133 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 41,170.0 $1.8M 0.11% $43.50 +2.1%
134 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 28,111.0 $1.7M 0.10% +13K +84.2% $61.76 -8.2%
135 FSK FS KKR CAP CORP COM Financial Services 163,372.0 $1.7M 0.10% -8K -4.8% $10.50 +13.4%
136 OEF ISHARES S&P 100 ETF 4,643.0 $1.7M 0.10% -418.0 -8.3% $365.90 +2.9%
137 ABT ABBOTT LABORATORIES COM Healthcare 18,446.0 $1.7M 0.10% +3K +19.9% $90.74 +25.8%
138 QQQ INVESCO QQQ TRUST SERIES I Financial Services 2,257.0 $1.7M 0.10% +641.0 +39.7% $736.29 -3.4%
139 TKO TKO GROUP HOLDINGS INC CL A Communication Services 8,030.0 $1.6M 0.10% +6K +364.4% $201.30 -2.9%
140 SBUX STARBUCKS CORP COM Consumer Cyclical 15,721.0 $1.6M 0.10% -3K -14.2% $102.19 +1.8%
Page 7 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%