Icon Wealth Advisors, LLC

DOSSIER · 13F-HR · Q2 2026

Icon Wealth Advisors, LLC

$1.7B in tracked AUM across 420 positions as of Q2 2026.

IW

CIK 0001963212 · last filed Jun 30, 2026

Total AUM

$1.7B

as of Q2 2026

Holdings

420

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Icon Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$194M259K11.7%02

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$68M996K4.1%03

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

$66M1.4M4.0%04

IVW

ISHARES S&P 500 GROWTH ETF

$66M477K3.9%05

IVE

ISHARES S&P 500 VALUE ETF

$53M232K3.2%06

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

$43M520K2.6%07

AAPL

APPLE INC COM

$39M135K2.3%08

EFG

ISHARES MSCI EAFE GROWTH ETF

$37M301K2.3%09

NVDA

NVIDIA CORPORATION COM

$33M167K2.0%10

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF