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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 1 of 21  ·  420 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES CORE S&P 500 ETF 258,581.0 $193.6M 11.66% +71K +37.7% $748.89 +2.6%
2 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 996,280.0 $67.8M 4.08% $68.01 +1.5%
3 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1,428,625.0 $65.9M 3.97% +403K +39.2% $46.15 -1.5%
4 IVW ISHARES S&P 500 GROWTH ETF 476,929.0 $65.6M 3.95% -16K -3.2% $137.53 +0.7%
5 IVE ISHARES S&P 500 VALUE ETF 232,242.0 $52.7M 3.17% -43K -15.7% $227.06 +4.5%
6 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 519,774.0 $43.1M 2.59% -177K -25.4% $82.84 -2.4%
7 AAPL APPLE INC COM Technology 134,758.0 $39.0M 2.35% +25K +22.6% $289.36 +9.4%
8 EFG ISHARES MSCI EAFE GROWTH ETF 301,262.0 $37.5M 2.26% +11K +3.7% $124.42 +0.2%
9 NVDA NVIDIA CORPORATION COM Technology 167,224.0 $33.5M 2.02% +10K +6.1% $200.09 +8.2%
10 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 592,488.0 $31.2M 1.88% -129K -17.9% $52.72 -16.0%
11 MSFT MICROSOFT CORP COM Technology 81,234.0 $30.3M 1.82% +6K +7.4% $373.02 +29.3%
12 EFV ISHARES MSCI EAFE VALUE ETF 367,357.0 $28.1M 1.69% -269K -42.3% $76.55 +6.4%
13 MUB ISHARES NATIONAL MUNI BOND ETF 232,862.0 $25.1M 1.51% +3K +1.3% $107.62 -2.1%
14 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 479,110.0 $24.1M 1.45% +37K +8.4% $50.37 -2.5%
15 AMZN AMAZON COM INC COM Consumer Cyclical 100,227.0 $23.9M 1.44% +13K +14.8% $238.34 +9.7%
16 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 67,815.0 $23.2M 1.40% -18K -21.2% $342.83 -11.3%
17 EXXONMOBIL HOLDINGS CORP COM SHS 155,708.0 $21.3M 1.28% NEW $136.72
18 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 564,102.0 $20.6M 1.24% +491K +674.2% $36.60
19 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 165,465.0 $20.6M 1.24% -6K -3.4% $124.44 +48.4%
20 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 470,283.0 $20.3M 1.22% -202K -30.1% $43.11 +1.0%
Page 1 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%