Icon Wealth Advisors, LLC — 13F holdings

Icon Wealth Advisors, LLC reported 420 holdings worth $1.66B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. IVV ISHARES TR — $194M (11.7%)
  2. DYNF BLACKROCK ETF TRUST — $67.8M (4.1%)
  3. IUSB ISHARES TR — $65.9M (4.0%)
  4. IVW ISHARES TR — $65.6M (3.9%)
  5. IVE ISHARES TR — $52.7M (3.2%)
  6. IEMG ISHARES INC — $43.1M (2.6%)
  7. AAPL APPLE INC — $39.0M (2.3%)
  8. EFG ISHARES TR — $37.5M (2.3%)
  9. NVDA NVIDIA CORPORATION — $33.5M (2.0%)
  10. BAI BLACKROCK ETF TRUST — $31.2M (1.9%)