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Home > Institutional Investor > Icon Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Icon Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 258,581 $193,649,074 11.66%
2.
Blackrock Etf Trust
 DYNF 996,280 $67,757,005 4.08%
3.
Ishares Core Total Usd Bond Market Etf - ETF
 1,428,625 $65,931,053 3.97%
4.
Ishares Trust
 IEF 476,929 $65,592,061 3.95%
5.
Ishares Trust
 IEF 232,242 $52,732,942 3.18%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.