Icon Wealth Advisors, LLC
Q2 2025 13F Holdings
- Locationhouston, TX
- Num holdings
510
- Value ($000)
$1,404,459
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001963212
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $88.99M | 6 % | 143,323 | ||
ACN ACCENTURE PLC IRELAND SHS CLASS A | STOCK | G1151C101 | $55.04M | 4 % | 184,152 | ||
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $53.11M | 4 % | 1,148,897 | ||
QUAL ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | $47.97M | 3 % | 262,416 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $47.11M | 3 % | 94,709 | ||
IVW ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $46.63M | 3 % | 423,504 | ||
EFV ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | $46.50M | 3 % | 732,521 | ||
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $45.50M | 3 % | 835,554 | ||
IVE ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $37.62M | 3 % | 192,531 | ||
MUB ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | $28.58M | 2 % | 273,566 |
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