CIK 1963212
Icon Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
394
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 146K | $1M+ | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 1.0M | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 286K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 432K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 741K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 177K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 91K | $1M+ | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 620K | $1M+ | SH |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 922K | $1M+ | SH |
| OEF | ISHARES S&P 100 ETF | 116K | $1M+ | SH |
| AAPL | APPLE INC COM | 127K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 179K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 143K | $1M+ | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 252K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 108K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 218K | $1M+ | SH |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 589K | $1M+ | SH |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 616K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 165K | $1M+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 77K | $1M+ | SH |
| CVX | CHEVRON CORPORATION COM | 121K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 56K | $1M+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 26K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 52K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 44K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 14K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 457K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 176K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO COM | 40K | $1M+ | SH |
| MBB | ISHARES MBS ETF | 130K | $1M+ | SH |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 233K | $1M+ | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 55K | $1M+ | SH |
| V | VISA INC COM CL A | 30K | $1M+ | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 89K | $1M+ | SH |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 194K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 43K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 19K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 46K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 18K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 13K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 146K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 37K | $1M+ | SH |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | 155K | $1M+ | SH |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | 630K | $1M+ | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 33K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 11K | $1M+ | SH |
| WMB | WILLIAMS COS INC COM | 103K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 20K | $1M+ | SH |
| OKE | ONEOK INC NEW COM | 81K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 17K | $1M+ | SH |