13F Insight
DOSSIER · 13F-HR · Q1 2026

Icon Wealth Advisors, LLC

Icon Wealth's asset manager based in Chicago, IL — $1.5B in tracked AUM across 389 positions as of Q1 2026.

IW
Icon Wealth·Chicago, IL·Asset Manager
CIK 0001963212 · last filed Mar 31, 2026
Total AUM
$1.5B
▼ 16.5%
vs prior
Holdings
389
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Financials
52% weight
concentration
AI Analysis · Q1 2026 · 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
$47M1.0M3.1%
08
EFG
ISHARES MSCI EAFE GROWTH ETF
$34M291K2.2%
09
NVDA
NVIDIA CORPORATION COM
$33M158K2.1%
10
MSFT
MICROSOFT CORP COM
$32M76K2.1%

Filing history

Filing history loading…