Icon Wealth Advisors, LLC: 13F holdings
CIK 19632122026Q2
| Positions | 420 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 420 (+31 vs prior quarter) |
|---|
| Reported value | $1.7bn (+7.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES CORE S&P 500 ETF | 258,581 | $193.6m | 11.7% |
| DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 996,280 | $67.8m | 4.1% |
| IUSB ISHARES CORE TOTAL USD BOND MARKET ETF | 1,428,625 | $65.9m | 4.0% |
| IWF ISHARES S&P 500 GROWTH ETF | 476,929 | $65.6m | 3.9% |
| IVE ISHARES S&P 500 VALUE ETF | 232,242 | $52.7m | 3.2% |
| IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 519,774 | $43.1m | 2.6% |
| AAPL APPLE INC COM | 134,758 | $39.0m | 2.3% |
| EFG ISHARES MSCI EAFE GROWTH ETF | 301,262 | $37.5m | 2.3% |
| NVDA NVIDIA CORPORATION COM | 167,224 | $33.5m | 2.0% |
| BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 592,488 | $31.2m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963212")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples