Icon Wealth Advisors, LLC - Portfolio overview

Icon Wealth Advisors, LLC has 559 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 8.45%
2. IVW - ISHARES S&P 500 GROWTH ETF, 4.00%
3. DYNF - ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF, 3.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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