Icon Wealth Advisors, LLC

DOSSIER · 13F-HR · Q1 2026

Icon Wealth Advisors, LLC

$1.5B in tracked AUM across 389 positions as of Q1 2026.

IW

CIK 0001963212 · last filed Mar 31, 2026

Total AUM

$1.5B

as of Q1 2026

Holdings

389

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Icon Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$134M188K8.7%02

IVW

ISHARES S&P 500 GROWTH ETF

$64M493K4.1%03

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$63M993K4.1%04

IVE

ISHARES S&P 500 VALUE ETF

$61M275K4.0%05

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

$54M697K3.5%06

EFV

ISHARES MSCI EAFE VALUE ETF

$48M637K3.1%07

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF