Viewing historical filing for 2026Q1. View latest →
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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…