Icon Wealth Advisors, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,660,653
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 420 | 1,660,653 | 13F-HR | Icon Wealth Advisors, LLC |
| Q1 2026 | 5/12/2026 | 389 | 1,540,002 | 13F-HR | Icon Wealth Advisors, LLC |
| Q4 2025 | 2/13/2026 | 394 | 1,500,947 | 13F-HR | Icon Wealth Advisors, LLC |
| Q3 2025 | 11/14/2025 | 515 | 1,474,884 | 13F-HR | Icon Wealth Advisors, LLC |
| Q2 2025 | 8/14/2025 | 510 | 1,404,459 | 13F-HR | Icon Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 713.5 K | 43.0% | 58.95 K | 0 | 58.95 K |
| ETFs | 947.2 K | 57.0% | 61.69 K | 0 | 61.69 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,660,653
Holdings
420
QoQ value change ($000)
120,651
(7.8%)
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.