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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 187,804 $134,259,358 8.72%
2.
Ishares Trust
 IEF 492,926 $63,513,563 4.12%
3.
Blackrock Etf Trust
 992,611 $62,981,183 4.09%
4.
Ishares Trust
 IEF 275,383 $60,834,773 3.95%
5.
Ishares Core Msci Emerging Markets Etf - ETF
 696,636 $53,620,107 3.48%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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