Icon Wealth Advisors
$1.5B Assets Reported
438 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 187,804 | $134M | 8.8% |
| IVW | ISHARES S&P 500 GROWTH ETF | 492,926 | $64M | 4.1% |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 992,611 | $63M | 4.1% |
| IVE | ISHARES S&P 500 VALUE ETF | 275,383 | $61M | 4.0% |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 696,636 | $54M | 3.5% |
| EFV | ISHARES MSCI EAFE VALUE ETF | 636,575 | $48M | 3.1% |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 1,026,040 | $47M | 3.1% |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 290,554 | $34M | 2.2% |
| NVDA | NVIDIA CORPORATION COM | 157,670 | $33M | 2.2% |
| MSFT | MICROSOFT CORP COM | 75,606 | $32M | 2.1% |
Track Icon Wealth Advisors's 13F portfolio: $1.5B in reported holdings, 438 positions. Top holdings, AUM, and quarterly changes on SentiSense.