Icon Wealth Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2023
  • Location
    houston, TX
  • CIK
    0001718732
  • All SEC filings
Q3 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

391

$880.17M
IVV, ACN, IUSB, EFV
13F-HR
Nov 14, 2023
000171873223000003

0

$0
13F-HR
Aug 3, 2023
000171873223000002

421

$918.75M
IVV, ACN, IUSB, ESGU
13F-HR
May 11, 2023
000171873223000001

296

$836.15M
IVV, ACN, ESGU, MUB
13F-HR
Jul 19, 2022
000171873222000003

329

$1.01B
IVV, ACN, ESGU, MSFT
13F-HR
Apr 19, 2022
000171873222000002

321

$997.26M
ACN, IVV, ESGU, EFG
13F-HR
Jan 19, 2022
000171873222000001

338

$947.07M
ACN, ESGU, IVV, MSFT
13F-HR
Nov 15, 2021
000171873221000004

349

$932.22M
ACN, IVV, ESGU, MSFT
13F-HR
Jul 30, 2021
000171873221000003

331

$798.72M
ACN, IVV, ESGU, MSFT
13F-HR
Apr 26, 2021
000171873221000002

273

$632.97M
ACN, IVV, ESGU, MUB
13F-HR
Feb 8, 2021
000171873221000001

248

$517.72M
ACN, IVV, ESGU, MUB
13F-HR
Oct 22, 2020
000171873220000004

257

$412.95M
ACN, IVV, MUB, ESGU
13F-HR
Jul 14, 2020
000171873220000003

153

$253.56M
ACN, IVV, MUB, GOVT
13F-HR
Apr 17, 2020
000171873220000002

176

$316.08M
ACN, IVV, MUB, IEFA
13F-HR
Jan 29, 2020
000171873220000001

165

$292.32M
ACN, IVV, MUB, IEFA
13F-HR
Oct 24, 2019
000171873219000006

163

$282.67M
ACN, IVV, MUB, ITOT
13F-HR
Aug 13, 2019
000171873219000005

920

$267.62M
ACN, IVV, MUB, IEFA
13F-HR
May 9, 2019
000171873219000002

217

$207.20M
ACN, IVV, IEFA, EPD
13F-HR
Feb 14, 2019
000171873219000001

271

$239.78M
ACN, IVV, EPD, IEFA
13F-HR
Nov 14, 2018
000171873218000004

836

$237.88M
ACN, IVV, EPD, IEFA
13F-HR
Aug 13, 2018
000171873218000003

254

$186.61M
ACN, IVV, EPD, IEMG
13F-HR
May 15, 2018
000171873218000002

882

$201.87M
ACN, EPD, IEMG, MMP
13F-HR
Feb 13, 2018
000171873218000001
Icon Wealth Partners, Llc 13F Filings