Icon Wealth Advisors, LLC - Portfolio Stock Holdings
Icon Wealth Advisors, LLC disclosed 471 stock positions in a recent SEC 13F filing. $1,659,551,900 of stock holdings were filed, with the largest holdings including IVV, DYNF, and IUSB. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,577,331,139 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
471Est. Stock Holding Value:
$1,659,551,900Top Stock Holdings By Sector
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Portfolio Stock Holdings - Icon Wealth Advisors, LLC
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% of Portfolio
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