Icon Wealth Advisors, LLC
Q4 2025 13F Holdings
- Locationhouston, TX
- Num holdings
394
- Value ($000)
$1,500,947
- Date Filed02/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | ETF | 464287200 | $99.72M | 7 % | 145,582 | ||
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $63.66M | 4 % | 1,046,787 | ||
ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $60.57M | 4 % | 285,616 | ||
ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $53.3M | 4 % | 432,426 | ||
ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 | $49.78M | 3 % | 740,585 | ||
ACCENTURE PLC IRELAND SHS CLASS A | STOCK | G1151C101 | $47.36M | 3 % | 176,551 | ||
MICROSOFT CORP COM | STOCK | 594918104 | $44.46M | 3 % | 91,304 | ||
ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | $44.29M | 3 % | 620,156 | ||
ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $42.89M | 3 % | 921,668 | ||
ISHARES S&P 100 ETF | ETF | 464287101 | $39.87M | 3 % | 116,248 |
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