13F Filings History of Icon Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$1,500,946,825
Signature - Title
Adam Reback - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Icon Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Icon Wealth Advisors, LLC reported 394 stock holdings with total value $1,500,946,825 as of Q4 2025. Top holdings included IVV, DYNF, IVE, IVW, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 394 $1,500,946,825 +$97,168,828 -$87,038,418 +$10,130,410 IVV, DYNF, IVE, IVW, IEMG 13F-HR 13 Feb 2026, 16:25
Q3 2025 515 $1,474,884,053 +$120,379,110 -$124,066,884 -$3,687,774 IVV, DYNF, IVW, MSFT, ACN 13F-HR 14 Nov 2025, 12:54
Q2 2025 510 $1,404,458,662 +$183,530,297 -$70,970,993 +$112,559,304 IVV, ACN, IUSB, QUAL, MSFT 13F-HR 14 Aug 2025, 12:34
Q1 2025 475 $1,215,623,119 +$124,060,437 -$93,319,382 +$30,741,055 IVV, ACN, IUSB, QUAL, IVW 13F-HR 15 May 2025, 11:56
Q4 2024 502 $1,215,753,608 +$57,903,787 -$47,382,105 +$10,521,682 IVV, ACN, IUSB, IVW, DYNF 13F-HR 14 Feb 2025, 13:35
Q3 2024 479 $1,201,353,755 +$92,338,450 -$53,374,783 +$38,963,667 IVV, ACN, IUSB, IVW, DYNF Restatement 14 Nov 2024, 14:00
Q2 2024 432 $1,114,477,338 +$132,486,540 -$105,200,107 +$27,286,433 IVV, ACN, IUSB, IVW, MSFT 13F-HR 14 Aug 2024, 09:36
Q1 2024 463 $1,076,460,660 +$155,023,277 -$103,373,826 +$51,649,451 IVV, ACN, IUSB, MSFT, QUAL 13F-HR 15 May 2024, 10:45
Q4 2023 431 $960,510,448 $0 $0 $0 IVV, ACN, IUSB, EFV, MUB 13F-HR 14 Feb 2024, 12:27
Q4 2022 327 $870,186,042 +$62,560,306 -$77,754,731 -$15,194,425 IVV, ACN, ESGU, IUSB, CVX 13F-HR 14 Feb 2023, 12:33
Q3 2022 398 $823,771,000 $0 $0 $0 IVV, ACN, ESGU, MUB, IUSB 13F-HR 25 Jan 2023, 11:22