Icon Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1963212
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.7B
Holdings
420
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Icon Wealth Advisors, LLC disclosed 420 positions worth $1.7B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 49 new positions and exited 19. The portfolio is most concentrated in Other (57.0% of disclosed assets). All figures are sourced directly from Icon Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1963212.
AI Fund Analysis
StableISHARES CORE S&P 500 ETF -
11.7% weight
Held 10 quarters
ISHARES U.S. EQUITY FACTOR
4.1% weight
Held 10 quarters
ISHARES CORE TOTAL USD BON
4.0% weight
Held 10 quarters
ISHARES S&P 500 GROWTH ETF
4.0% weight
Held 10 quarters
ISHARES S&P 500 VALUE ETF
3.2% weight
Held 10 quarters
$MSDL7 quarters accumulating
$CMI6 quarters accumulating
ISHARES MSCI USA MIN VOL F
6 quarters accumulating
$PFE6 quarters accumulating
$DE6 quarters accumulating
Sector Allocation
OtherTechnologyEnergyFinancialsIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF - ETF
—Quality
$193.6M258,581 shISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF
—Quality
$67.8M996,280 shISHARES CORE TOTAL USD BOND MARKET ETF - ETF
—Quality
$65.9M1,428,625 shISHARES S&P 500 GROWTH ETF - ETF
—Quality
$65.6M476,929 shISHARES S&P 500 VALUE ETF - ETF
—Quality
$52.7M232,242 shISHARES CORE MSCI EMERGING MARKETS ETF - ETF
—Quality
$43.1M519,774 sh- 76.4
Quality
$39.0M134,758 sh ISHARES MSCI EAFE GROWTH ETF - ETF
—Quality
$37.5M301,262 sh- 85.9
Quality
$33.5M167,224 sh ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF
—Quality
$31.2M592,488 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF - ETF | — | $193.6M | 258,581 |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | — | $67.8M | 996,280 |
| ISHARES CORE TOTAL USD BOND MARKET ETF - ETF | — | $65.9M | 1,428,625 |
| ISHARES S&P 500 GROWTH ETF - ETF | — | $65.6M | 476,929 |
| ISHARES S&P 500 VALUE ETF - ETF | — | $52.7M | 232,242 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | — | $43.1M | 519,774 |
 Apple Inc.$AAPL | 76.4 | $39.0M | 134,758 |
| ISHARES MSCI EAFE GROWTH ETF - ETF | — | $37.5M | 301,262 |
 NVIDIA CORP$NVDA | 85.9 | $33.5M | 167,224 |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF | — | $31.2M | 592,488 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Icon Wealth Advisors, LLC's 420 positions.
Showing top 10 of 420 holdings.
Sector Allocation
Other
$946.8M
Technology
$246.0M
Energy
$114.3M
Financials
$95.5M
Industrials
$77.4M
Consumer Discretionary
$56.3M
Healthcare
$53.7M
Consumer Staples
$22.0M
Top Holdings — Icon Wealth Advisors, LLC (Q2 2026)
Top 150 of 420 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE S&P 500 ETF - ETF | $193.6M | 11.7% | +38% | — |
| 2 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $67.8M | 4.1% | +0% | — |
| 3 | — | ISHARES CORE TOTAL USD BOND MARKET ETF - ETF | $65.9M | 4.0% | +39% | — |
| 4 | — | ISHARES S&P 500 GROWTH ETF - ETF | $65.6M | 4.0% | -3% | — |
| 5 | — | ISHARES S&P 500 VALUE ETF - ETF | $52.7M | 3.2% | -16% | — |
| 6 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $43.1M | 2.6% | -25% | — |
| 7 | $AAPL | Apple Inc. | $39.0M | 2.4% | +23% | 76.4 |
| 8 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | $37.5M | 2.3% | +4% | — |
| 9 | $NVDA | NVIDIA CORP | $33.5M | 2.0% | +6% | 85.9 |
| 10 | — | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF | $31.2M | 1.9% | -18% | — |
| 11 |  $MSFT | MICROSOFT CORP | $30.3M | 1.8% | +7% | 79.8 |
| 12 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $28.1M | 1.7% | -42% | — |
| 13 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $25.1M | 1.5% | +1% | — |
| 14 | — | ISHARES LARGE CAP CORE ACTIVE ETF - ETF | $24.1M | 1.4% | +8% | — |
| 15 |  $AMZN | AMAZON COM INC | $23.9M | 1.4% | +15% | 68.7 |
| 16 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $23.2M | 1.4% | -21% | — |
| 17 |  $XOM.R34088 | EXXON MOBIL CORP | $21.3M | 1.3% | +2% | 57.9 |
| 18 | — | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF | $20.6M | 1.2% | +674% | — |
| 19 |  $ACN | Accenture plc | $20.6M | 1.2% | -3% | — |
| 20 | — | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - ETF | $20.3M | 1.2% | -30% | — |
| 21 |  $GOOG | Alphabet Inc. | $19.9M | 1.2% | +5% | 78.2 |
| 22 |  $CVX | CHEVRON CORP | $19.8M | 1.2% | +3% | 62.8 |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $19.6M | 1.2% | -2% | — |
| 24 | — | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF - ETF | $17.9M | 1.1% | +17% | — |
| 25 | — | ISHARES 10-20 YEAR TREASURY BOND ETF - ETF | $16.0M | 1.0% | -22% | — |
| 26 |  $GOOGL | Alphabet Inc. | $15.9M | 1.0% | +20% | 78.2 |
| 27 | — | ISHARES LONG-TERM NATIONAL MUNI BOND ETF - ETF | $15.5M | 0.9% | +4% | — |
| 28 | — | ISHARES MBS ETF - ETF | $14.4M | 0.9% | +11% | — |
| 29 | — | ISHARES U.S. TREASURY BOND ETF - ETF | $14.3M | 0.9% | +11% | — |
| 30 |  $JPM | JPMORGAN CHASE & CO | $13.0M | 0.8% | +15% | 70.7 |
| 31 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $12.6M | 0.8% | -15% | 61.4 |
| 32 |  $WTTR | Select Water Solutions, Inc. | $12.6M | 0.8% | +0% | 42.9 |
| 33 | — | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - ETF | $12.6M | 0.8% | NEW | — |
| 34 |  $AVGO | Broadcom Inc. | $12.3M | 0.7% | +14% | 84.5 |
| 35 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $12.1M | 0.7% | -64% | — |
| 36 |  $LLY | ELI LILLY & Co | $11.0M | 0.7% | +9% | 87.5 |
| 37 |  $ABBV | AbbVie Inc. | $10.9M | 0.7% | +22% | 72.6 |
| 38 |  $UNH | UNITEDHEALTH GROUP INC | $10.7M | 0.7% | +14% | 62.7 |
| 39 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $9.1M | 0.6% | +2% | — |
| 40 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.7M | 0.5% | +3% | 73.8 |
| 41 |  $V | VISA INC. | $8.7M | 0.5% | +5% | 82.9 |
| 42 | — | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF - ETF | $8.7M | 0.5% | NEW | — |
| 43 |  $CSCO | CISCO SYSTEMS, INC. | $8.6M | 0.5% | -5% | 70.3 |
| 44 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $8.0M | 0.5% | -35% | — |
| 45 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.8M | 0.5% | +1% | 67.6 |
| 46 |  $WMB | WILLIAMS COMPANIES, INC. | $7.5M | 0.5% | -0% | 64.3 |
| 47 |  $LRCX | LAM RESEARCH CORP | $7.4M | 0.4% | +1% | 79.4 |
| 48 |  $JNJ | JOHNSON & JOHNSON | $7.1M | 0.4% | +3% | 69 |
| 49 |  $OKE | ONEOK INC /NEW/ | $6.8M | 0.4% | -2% | 71.7 |
| 50 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $6.3M | 0.4% | -0% | — |
| 51 |  $IAU | ISHARES GOLD TRUST | $6.3M | 0.4% | +16% | — |
| 52 |  $ASML | ASML HOLDING NV | $5.8M | 0.3% | +45% | — |
| 53 |  $ETN | Eaton Corp plc | $5.7M | 0.3% | +6% | — |
| 54 |  $HD | HOME DEPOT, INC. | $5.7M | 0.3% | +13% | 60.3 |
| 55 |  $PM | Philip Morris International Inc. | $5.7M | 0.3% | +33% | 75.9 |
| 56 | — | TORTOISE NORTH AMERICAN PIPELINE ETF - ETF | $5.7M | 0.3% | -2% | — |
| 57 | $CMI | CUMMINS INC | $5.5M | 0.3% | +1% | 58.1 |
| 58 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5.5M | 0.3% | +6% | 73.7 |
| 59 |  $TRGP | Targa Resources Corp. | $5.5M | 0.3% | +1% | 63.3 |
| 60 |  $META | Meta Platforms, Inc. | $5.3M | 0.3% | -23% | 79.6 |
| 61 |  $TXN | TEXAS INSTRUMENTS INC | $5.0M | 0.3% | +22% | 73.4 |
| 62 |  $WMT | Walmart Inc. | $4.8M | 0.3% | +29% | 60.2 |
| 63 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $4.2M | 0.3% | +0% | — |
| 64 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | $4.2M | 0.3% | +0% | — |
| 65 |  $ET | Energy Transfer LP | $4.2M | 0.3% | -0% | 64.4 |
| 66 |  $DIS | Walt Disney Co | $4.1M | 0.3% | +52% | 60.1 |
| 67 |  $KMI | KINDER MORGAN, INC. | $4.1M | 0.3% | -7% | 71.3 |
| 68 |  $APO | Apollo Global Management, Inc. | $4.0M | 0.2% | +47% | 52.1 |
| 69 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | $3.9M | 0.2% | -2% | — |
| 70 |  $MA | Mastercard Inc | $3.9M | 0.2% | +18% | 85.1 |
| 71 |  $BE | Bloom Energy Corp | $3.9M | 0.2% | +0% | 66.2 |
| 72 |  $PG | PROCTER & GAMBLE Co | $3.8M | 0.2% | +1% | 64.6 |
| 73 |  $TEL | TE Connectivity plc | $3.7M | 0.2% | +24% | — |
| 74 |  $EOG | EOG RESOURCES INC | $3.7M | 0.2% | +3% | 71.9 |
| 75 |  $MU | MICRON TECHNOLOGY INC | $3.5M | 0.2% | +74% | 86.2 |
| 76 | — | ISHARES GLOBAL TECH ETF - ETF | $3.5M | 0.2% | -2% | — |
| 77 |  $INTC | INTEL CORP | $3.4M | 0.2% | -8% | 45.6 |
| 78 |  $MCD | MCDONALDS CORP | $3.3M | 0.2% | +0% | 69 |
| 79 |  $NEE | NEXTERA ENERGY INC | $3.3M | 0.2% | -11% | 64.6 |
| 80 |  $TRV | TRAVELERS COMPANIES, INC. | $3.2M | 0.2% | -0% | 75.9 |
| 81 |  $GD | GENERAL DYNAMICS CORP | $3.2M | 0.2% | -0% | 68.7 |
| 82 |  $TSLA | Tesla, Inc. | $3.1M | 0.2% | -36% | 53.9 |
| 83 |  $GLW | CORNING INC /NY | $3.1M | 0.2% | +27% | 73.7 |
| 84 |  $ORCL | ORACLE CORP | $3.0M | 0.2% | -27% | 66.2 |
| 85 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $3.0M | 0.2% | +1% | — |
| 86 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $3.0M | 0.2% | +4% | — |
| 87 | — | ISHARES HIGH YIELD MUNI ACTIVE ETF - ETF | $3.0M | 0.2% | -8% | — |
| 88 |  $FET | FORUM ENERGY TECHNOLOGIES, INC. | $2.9M | 0.2% | +0% | 51 |
| 89 |  $AXP | AMERICAN EXPRESS CO | $2.8M | 0.2% | +27% | 69.4 |
| 90 |  $BLK | BlackRock, Inc. | $2.8M | 0.2% | +39% | 70 |
| 91 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | $2.7M | 0.2% | +0% | — |
| 92 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.7M | 0.2% | +6% | 69.8 |
| 93 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.6M | 0.2% | +1% | 66.2 |
| 94 |  $GRMN | GARMIN LTD | $2.6M | 0.2% | +11% | — |
| 95 |  $AMAT | APPLIED MATERIALS INC /DE | $2.6M | 0.1% | +41% | 72.3 |
| 96 |  $BA | BOEING CO | $2.6M | 0.1% | -22% | 61.6 |
| 97 |  $MRK | Merck & Co., Inc. | $2.5M | 0.1% | +27% | 59.9 |
| 98 |  $LIN | LINDE PLC | $2.5M | 0.1% | +33% | — |
| 99 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $2.4M | 0.1% | -0% | 59.1 |
| 100 |  $CAT | CATERPILLAR INC | $2.4M | 0.1% | +43% | 66.5 |
| 101 |  $RTX | RTX Corp | $2.4M | 0.1% | +19% | 73.2 |
| 102 |  $MDLZ | Mondelez International, Inc. | $2.4M | 0.1% | -0% | 56.4 |
| 103 | — | FIRST TRUST PREFERRED SECURITIES & INCOME ETF - ETF | $2.4M | 0.1% | NEW | — |
| 104 |  $DRI | DARDEN RESTAURANTS INC | $2.4M | 0.1% | -0% | 64.1 |
| 105 | — | VANGUARD GROWTH ETF - ETF | $2.3M | 0.1% | +12% | — |
| 106 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $2.3M | 0.1% | +0% | — |
| 107 |  $CME | CME GROUP INC. | $2.3M | 0.1% | +18% | 69.5 |
| 108 |  $SRE | SEMPRA | $2.3M | 0.1% | -0% | 41.9 |
| 109 | — | ISHARES EXPANDED TECH SECTOR ETF - ETF | $2.3M | 0.1% | +0% | — |
| 110 |  $WEC | WEC ENERGY GROUP, INC. | $2.3M | 0.1% | +34% | 60.1 |
| 111 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.1% | +0% | 73.8 |
| 112 |  $AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.1% | +10% | 79.8 |
| 113 | $PFE | PFIZER INC | $2.1M | 0.1% | +30% | 62 |
| 114 | — | ISHARES CORE MSCI EAFE ETF - ETF | $2.1M | 0.1% | +15% | — |
| 115 |  $HRL | HORMEL FOODS CORP /DE/ | $2.1M | 0.1% | +278% | 51.8 |
| 116 | $DE | DEERE & CO | $2.1M | 0.1% | +6% | 55.4 |
| 117 |  $UNP | UNION PACIFIC CORP | $2.1M | 0.1% | +35% | 69.7 |
| 118 |  $NFLX | NETFLIX INC | $2.0M | 0.1% | -14% | 78.8 |
| 119 |  $WDC | WESTERN DIGITAL CORP | $2.0M | 0.1% | +114% | 80.7 |
| 120 |  $VICI | VICI PROPERTIES INC. | $2.0M | 0.1% | +3% | 65.8 |
| 121 |  $PPL | PPL Corp | $2.0M | 0.1% | +1% | 55.7 |
| 122 |  $KO | COCA COLA CO | $2.0M | 0.1% | +27% | 69.5 |
| 123 |  $CLX | CLOROX CO /DE/ | $2.0M | 0.1% | +116% | 54.1 |
| 124 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $1.9M | 0.1% | +22% | 73.3 |
| 125 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $1.9M | 0.1% | -0% | — |
| 126 |  $PSX | Phillips 66 | $1.9M | 0.1% | +7% | 57.8 |
| 127 |  $FAST | FASTENAL CO | $1.9M | 0.1% | -0% | 66.9 |
| 128 | — | FT VEST U.S. EQUITY BUFFER ETF - AUGUST - ETF | $1.8M | 0.1% | -1% | — |
| 129 |  $SPGI | S&P Global Inc. | $1.8M | 0.1% | +51% | 76.1 |
| 130 |  $TER | TERADYNE, INC | $1.8M | 0.1% | +99% | 77.3 |
| 131 |  $BXSL | Blackstone Secured Lending Fund | $1.8M | 0.1% | -3% | — |
| 132 |  $GE | GENERAL ELECTRIC CO | $1.8M | 0.1% | +12% | 73.8 |
| 133 | — | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND - ETF | $1.8M | 0.1% | +0% | — |
| 134 |  $BTI | British American Tobacco p.l.c. | $1.7M | 0.1% | +84% | — |
| 135 |  $FSK | FS KKR Capital Corp | $1.7M | 0.1% | -5% | — |
| 136 | — | ISHARES S&P 100 ETF - ETF | $1.7M | 0.1% | -8% | — |
| 137 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.1% | +20% | 65.5 |
| 138 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.1% | +40% | — |
| 139 |  $TKO | TKO Group Holdings, Inc. | $1.6M | 0.1% | +364% | 68.1 |
| 140 |  $SBUX | STARBUCKS CORP | $1.6M | 0.1% | -14% | 58.2 |
| 141 |  $MS | MORGAN STANLEY | $1.6M | 0.1% | -1% | 75.8 |
| 142 |  $DDOG | Datadog, Inc. | $1.6M | 0.1% | +133% | 71.4 |
| 143 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $1.5M | 0.1% | +5% | 60.2 |
| 144 |  $SHOP | SHOPIFY INC. | $1.5M | 0.1% | -40% | 64.9 |
| 145 |  $VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.1% | +94% | 65.8 |
| 146 |  $SNPS | SYNOPSYS INC | $1.5M | 0.1% | +26% | 67.9 |
| 147 |  $AVB | AVALONBAY COMMUNITIES INC | $1.5M | 0.1% | -0% | 65.5 |
| 148 |  $CRWD | CrowdStrike Holdings, Inc. | $1.5M | 0.1% | +153% | 67.7 |
| 149 |  $PGR | PROGRESSIVE CORP/OH/ | $1.5M | 0.1% | +34% | 80.1 |
| 150 |  $VRT | Vertiv Holdings Co | $1.4M | 0.1% | +51% | 81 |
New Positions (49)
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - ETF$12.6M
ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF - ETF$8.7M
FIRST TRUST PREFERRED SECURITIES & INCOME ETF - ETF$2.4M
$PANW Palo Alto Networks Inc$1.2M
$SYY SYSCO CORP$1.2M
$HONA Honeywell Aerospace Inc.$792,351
$USO United States Oil Fund, LP$745,080
$BKNG Booking Holdings Inc.$684,936
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$662,608
$Q Qnity Electronics, Inc.$562,644
$LULU lululemon athletica inc.$496,112
$EQIX EQUINIX INC$472,359
$OMC OMNICOM GROUP INC.$408,977
$IOT Samsara Inc.$397,981
$DELL Dell Technologies Inc.$332,784Exited Positions (19)
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
$BEN FRANKLIN TEMPLETON INC
$TMUS T-Mobile US, Inc.
$YUM YUM BRANDS INC
$WPM Wheaton Precious Metals Corp.
$NKE NIKE, Inc.
$XYZ Block, Inc.
$BG Bunge Global SA
$AON Aon plc
$HL HECLA MINING CO/DE/
$GBTC Grayscale Bitcoin Trust ETF ISHARES GLOBAL ENERGY ETF
$TFPM Triple Flag Precious Metals Corp.
$SLB SLB LIMITED/NV
$BSX BOSTON SCIENTIFIC CORPBrowse Top Institutional Investors
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