Icon Wealth Advisors
$1.7B 13F equity value
438 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Icon Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 258,581 | $194M | 11.7% |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 996,280 | $68M | 4.1% |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 1,428,625 | $66M | 4.0% |
| IVW | ISHARES S&P 500 GROWTH ETF | 476,929 | $66M | 3.9% |
| IVE | ISHARES S&P 500 VALUE ETF | 232,242 | $53M | 3.2% |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 519,774 | $43M | 2.6% |
| AAPL | APPLE INC COM | 134,758 | $39M | 2.3% |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 301,262 | $37M | 2.3% |
| NVDA | NVIDIA CORPORATION COM | 167,224 | $33M | 2.0% |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 592,488 | $31M | 1.9% |
Track Icon Wealth Advisors's 13F portfolio: $1.7B in reported holdings, 438 positions. Top holdings and quarterly changes on SentiSense.
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