ICW Investment Advisors LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 276,648
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 147 | 276,648 | 13F-HR | ICW Investment Advisors LLC |
| Q4 2025 | 2/9/2026 | 145 | 275,017 | 13F-HR | ICW Investment Advisors LLC |
| Q3 2025 | 11/6/2025 | 144 | 277,963 | 13F-HR | ICW Investment Advisors LLC |
| Q2 2025 | 8/14/2025 | 140 | 253,192 | 13F-HR | ICW Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 266 K | 96.2% | 0 | 2.312 K | -2.312 K |
| ETFs | 10.63 K | 3.8% | 3.948 K | 0 | 3.948 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
276,648
Holdings
147
QoQ value change ($000)
1,631
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.